Question 1

Which hedge funds and institutional investors hold EQH?

Accepted Answer

StonkWhisper tracks 13F filings submitted to the SEC by institutional investment managers with over $100 million in assets. The whale tracker for EQH shows which major funds hold positions, their portfolio weight, share counts, and how those positions changed quarter over quarter.

Question 2

What does conviction level mean for EQH whale holdings?

Accepted Answer

Conviction level reflects how significant EQH is within a fund's overall portfolio. A high-conviction position means the manager has allocated a large percentage of their portfolio to EQH, suggesting strong directional confidence in the stock.

Question 3

How current is the whale data for EQH?

Accepted Answer

Institutional 13F filings are required within 45 days of each calendar quarter end (March 31, June 30, September 30, December 31). StonkWhisper processes filings as they are published on SEC EDGAR, so data reflects the most recently reported quarter.

Question 4

What do quarter-over-quarter changes tell me about EQH?

Accepted Answer

QoQ changes for EQH show whether institutional managers are increasing, decreasing, initiating, or exiting their positions. New positions and significant increases can signal growing institutional conviction, while exits or decreases may indicate waning confidence.

Manager	Shares	Value	% of Portfolio	Manager AUM
State Street	12.0M	$444.6M	0.0%	$2896.4B
Thornburg	5.0M	$185.3M	1.9%	$9.6B
Pzena	4.3M	$161.3M	0.5%	$30.8B
Millennium	2.6M	$96.4M	0.0%	$240.3B
Marshall Wace	1.9M	$71.3M	0.1%	$100.4B
Geode Capital	1.0M	$38.7M	0.0%	$1607.5B
WorldQuant	1.0M	$38.4M	0.1%	$25.9B
Bridgewater	458.4K	$17.0M	0.1%	$22.4B
Wellington	365.2K	$13.6M	0.0%	$535.5B
Citadel	345.7K	$12.8M	0.0%	$618.5B
Point72	330.6K	$12.3M	0.0%	$78.1B
Adage Capital	300.0K	$11.1M	0.0%	$64.8B
DFA	226.1K	$8.4M	0.0%	$481.4B
Winton	196.0K	$7.3M	0.3%	$2.9B
DE Shaw	162.9K	$6.0M	0.0%	$166.3B
Man Group	112.6K	$4.2M	0.0%	$55.1B
ExodusPoint	88.1K	$3.3M	0.0%	$12.4B
Gabelli	80.7K	$3.0M	0.0%	$14.8B
Arrowstreet	79.2K	$2.9M	0.0%	$184.8B
Two Sigma	63.5K	$2.4M	0.0%	$123.9B
Brevan Howard	55.7K	$2.1M	0.0%	$11.3B
American Century	47.4K	$1.8M	0.0%	$194.3B
Ruane Cunniff (Sequoia)	40.5K	$1.5M	0.0%	$6.0B
Citadel	34.8K	$1.3M	0.0%	$618.5B
Harris (Oakmark)	28.2K	$1.0M	0.0%	$75.0B
AQR Capital	27.9K	$1.0M	0.0%	$218.4B
Citadel	27.0K	$1.0M	0.0%	$618.5B
Schonfeld	18.9K	$701K	0.0%	$14.2B
Fidelity (FMR)	12.7K	$470K	—	$1898.4B
Franklin Templeton	7.0K	$261K	0.0%	$408.3B
Neuberger Berman (Eisman)	3.8K	$140K	0.0%	$131.4B
Northern Trust	2.1K	$78K	—	$756.6B
Acadian	1.5M	$55K	0.1%	$70.5M
BlackRock	787	$29K	—	$5723.5B
LSV	219.0K	$8K	0.0%	$46.4M

EQH

Who Holds EQH

Changes This Quarter