Axa Equitable Holdings Inc (EQH)

FINANCE: INSURANCE
SIC: INSURANCE AGENTS, BROKERS & SERVICE

1290 AVENUE OF THE AMERICAS NEW YORK, NY 10104

AXA Equitable Holdings, Inc. operates as a holding company. The Company, through its subsidiaries, provides portfolio construction, estate and retirement planning, asset allocation, insurance, brokerage and advisory accounts, financial planning, and other investment services. AXA Equitable Holdings serves customers in the United States.

Data as of 2021-04-11 08:05:24 -0400
Market Cap14.239 Billion Shares Outstanding428.234 Million Avg 30-day Volume3.343 Million
P/E Ratio-20.31212 Dividend Yield2.026 EPS-1.56
Price/Sales1.15 Debt to Equity17.68 EBITDA520 Million
Price to Book Value0.9952 Forward PE6.22 Enterprise Value14.239 Billion
Total Cash Current Debt254.069 Billion Gross Profit12.415 Billion
BETA1.45504 52-week High/Low33.7 / 13.68 Next Earnings Date2021-05-06 Price to Cash FLow (P/CF) -9999999.0
Data provided by IEX Cloud
View SEC Filings from EQH instead.
Q4 2020 All 13F Filers Prior Change Hedge Funds 1 Prior Change
In top 10: 10 6 66.67% 6 (0.36%) 5 (0.31%) 20.0%
Funds Holding: 342 304 12.5% 98 (5.89%) 83 (5.17%) 18.07%
13F shares: 409.819 Million 390.422 Million 4.97% 112.412 Million 121.363 Million -7.37%
% Ownership 92.1596 87.7976 4.97% 25.2791 27.2919 -7.38%
New Positions: 74 42 76.19% 25 16 56.25%
Increased Positions 95 108 -12.04% 28 30 -6.67%
Closed Positions 34 37 -8.11% 10 21 -52.38%
Reduced Positions 142 121 17.36% 45 37 21.62%
Total Calls 1.604 Million 882.901 Thousand 81.64% 1.189 Million 388.5 Thousand 206.02%
Total Puts 1.034 Million 1.009 Million 2.44% 446.5 Thousand 779.2 Thousand -42.7%
PUT/CALL Ratio 0.64 1.14 -43.86% 0.38 2.01 -81.09%
1 hedge funds and active managers as identified by whalewisdom.com through public filings.

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Funds Holding EQH (via 13F filings)

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*Please note that if a filer hasn't submitted a 13F filing for a quarter then the filer's shares will be listed as "Sold All"

Mutual Funds Holding EQH BETA

Active Schedule 13D and 13G filings

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Open Market Buys/Sells Last 60 Days

Open Market Buys (P)

none

Open Market Sells (S)

289.6 Thousand total shares from 5 transactions

Exercise Derivative Conversion (M)

200.9 Thousand total shares from 3 transactions

Current/Former Insiders

Insider Name Type Last Reported Shares Held Last Reported Date Filings in past year

RAJU ROBIN M SENIOR EVP & CFO

  • Officer
31,627 2021-04-01 1

LANE NICK (SEE REMARKS)

  • Officer
57,975 2021-03-24 10

BERNSTEIN SETH P SEE REMARKS

  • Officer
37,466 2021-03-22 9

HURD JEFFREY J SENIOR EVP & COO

  • Officer
61,979 2021-03-22 10

MALMSTROM ANDERS SENIOR EVP & CFO

  • Officer
118,789 2021-03-22 10

PEARSON MARK PRESIDENT AND CEO

  • Officer
  • Director
419,926 2021-03-22 9

GONZALEZ JOSE RAMON SEVP & CHIEF LEGAL OFFICER

  • Officer
58,044 2021-03-22 1

HATTEM DAVE S. SEVP & CHIEF LEGAL OFFICER

  • Officer
63,255 2021-03-15 10

ECKERT WILLIAM JAMES IV SVP AND CAO

  • Officer
16,373 2021-03-11 9

MATUS KRISTI ANN

  • Director
18,682 2020-12-11 2

HONDAL FRANCIS

  • Director
0 2020-09-08 1

OLIVEIRA RAMON DE

  • Director
48,823 2020-05-20 1

KAYE DANIEL G

  • Director
41,514 2020-05-20 1

STONEHILL CHARLES G.T.

  • Director
22,514 2020-05-20 1

STANSFIELD GEORGE

  • Director
14,040 2020-05-20 1

SCOTT BERTRAM L

  • Director
21,514 2020-05-20 1

LAMMTENNANT JOAN M

  • Director
9,040 2020-05-20 1

BROOKS KERMITT SENIOR EVP

  • Officer
15,392 2020-03-16 0

AXA

  • 10% Owner
44,162,500 2019-12-10 0

NITZAN ANDREA SVP, CAO AND CONTROLLER

  • Officer
0 2018-06-11 0

WINIKOFF BRIAN (SEE REMARKS)

  • Officer
0 2018-06-11 0

BUBERL THOMAS

  • Director
  • CHAIRMAN OF THE BOARD
0 2018-05-09 0

HARLIN GERALD

  • Director
0 2018-05-09 0

POUPART-LAFARGE BERTRAND

  • Director
0 2018-05-09 0

SILVENT KARIMA

  • Director
0 2018-05-09 0

Insider Transactions Last 60 Days

Reporting Owners Filing Date Trans Date Trans Code Shares Share Price Acquired
Disposed
Shares Owned after D/I 10b5 Perf 1d* Perf 5d* Perf 1m* Max Gain Max Gain Days Max Loss Max Loss Days

LANE NICK - Officer (SEE REMARKS)

2021-03-25 16:15:14 -0400 2021-03-24 S 23,352 $31.46 d 57,975 direct -0.7849 4.741 4.741 6 -0.7849 2

LANE NICK - Officer (SEE REMARKS)

2021-03-23 16:29:36 -0400 2021-03-22 F 10,444 $32.39 d 81,327 direct 2.6359 6.1503 6.1503 6 0.0 1

PEARSON MARK - Director - Officer PRESIDENT AND CEO

2021-03-23 16:33:12 -0400 2021-03-22 F 53,194 $32.39 d 419,926 direct 2.6359 6.1503 6.1503 6 0.0 1

HURD JEFFREY J - Officer SENIOR EVP & COO

2021-03-23 16:28:41 -0400 2021-03-22 F 9,789 $32.39 d 61,979 direct 2.6359 6.1503 6.1503 6 0.0 1

MALMSTROM ANDERS - Officer SENIOR EVP & CFO

2021-03-23 16:31:48 -0400 2021-03-22 F 21,278 $32.39 d 118,789 direct 2.6359 6.1503 6.1503 6 0.0 1

BERNSTEIN SETH P - Officer SEE REMARKS

2021-03-23 16:27:25 -0400 2021-03-22 F 7,641 $32.39 d 37,466 direct 2.6359 6.1503 6.1503 6 0.0 1

MALMSTROM ANDERS - Officer SENIOR EVP & CFO

2021-03-22 16:16:17 -0400 2021-03-19 M 41,000 d 121,265 direct

MALMSTROM ANDERS - Officer SENIOR EVP & CFO

2021-03-22 16:16:17 -0400 2021-03-19 S 200,880 $32.82 d 140,068 direct -0.7429 4.6835 4.6835 6 -0.7429 2

MALMSTROM ANDERS - Officer SENIOR EVP & CFO

2021-03-22 16:16:17 -0400 2021-03-19 M 81,345 $21.34 a 221,413 direct -0.7429 4.6835 4.6835 6 -0.7429 2

MALMSTROM ANDERS - Officer SENIOR EVP & CFO

2021-03-22 16:16:17 -0400 2021-03-19 M 78,535 d 162,265 direct

MALMSTROM ANDERS - Officer SENIOR EVP & CFO

2021-03-22 16:16:17 -0400 2021-03-19 M 41,000 $23.18 a 340,948 direct -0.7429 4.6835 4.6835 6 -0.7429 2

HURD JEFFREY J - Officer SENIOR EVP & COO

2021-03-22 16:13:41 -0400 2021-03-19 S 55,500 $32.84 d 71,768 direct -0.7429 4.6835 4.6835 6 -0.7429 2

MALMSTROM ANDERS - Officer SENIOR EVP & CFO

2021-03-22 16:16:17 -0400 2021-03-19 M 81,345 d 240,800 direct

MALMSTROM ANDERS - Officer SENIOR EVP & CFO

2021-03-22 16:16:17 -0400 2021-03-19 M 78,535 $18.74 a 299,948 direct -0.7429 4.6835 4.6835 6 -0.7429 2

HATTEM DAVE S. - Officer SEVP & CHIEF LEGAL OFFICER

2021-03-16 10:48:52 -0400 2021-03-15 S 3,000 $32.27 d 63,255 direct 2.5802 -2.5802 2.6432 4 -2.5802 6

MALMSTROM ANDERS - Officer SENIOR EVP & CFO

2021-03-12 16:37:07 -0500 2021-03-11 A 213 a 39,980 direct

PEARSON MARK - Director - Officer PRESIDENT AND CEO

2021-03-12 16:37:35 -0500 2021-03-11 A 1,071 a 473,120 direct -2.4255 -0.5527 0.1535 5 -2.4255 2

HURD JEFFREY J - Officer SENIOR EVP & COO

2021-03-12 16:34:37 -0500 2021-03-11 A 106 a 19,990 direct

HATTEM DAVE S. - Officer SEVP & CHIEF LEGAL OFFICER

2021-03-12 16:33:48 -0500 2021-03-11 S 6,900 $31.82 d 66,255 direct -2.4255 -0.5527 0.1535 5 -2.4255 2

BERNSTEIN SETH P - Officer SEE REMARKS

2021-03-12 16:30:24 -0500 2021-03-11 A 106 a 19,990 direct

MALMSTROM ANDERS - Officer SENIOR EVP & CFO

2021-03-12 16:37:07 -0500 2021-03-11 A 334 a 140,068 direct -2.4255 -0.5527 0.1535 5 -2.4255 2

LANE NICK - Officer (SEE REMARKS)

2021-03-12 16:36:07 -0500 2021-03-11 A 113 a 21,326 direct

HURD JEFFREY J - Officer SENIOR EVP & COO

2021-03-12 16:34:37 -0500 2021-03-11 A 278 a 127,268 direct -2.4255 -0.5527 0.1535 5 -2.4255 2

HATTEM DAVE S. - Officer SEVP & CHIEF LEGAL OFFICER

2021-03-12 16:33:48 -0500 2021-03-11 A 142 a 73,155 direct -2.4255 -0.5527 0.1535 5 -2.4255 2

BERNSTEIN SETH P - Officer SEE REMARKS

2021-03-12 16:30:24 -0500 2021-03-11 A 130 a 45,107 direct -2.4255 -0.5527 0.1535 5 -2.4255 2

PEARSON MARK - Director - Officer PRESIDENT AND CEO

2021-03-12 16:37:35 -0500 2021-03-11 A 531 a 99,951 direct

LANE NICK - Officer (SEE REMARKS)

2021-03-12 16:36:07 -0500 2021-03-11 A 289 a 91,771 direct -2.4255 -0.5527 0.1535 5 -2.4255 2

HATTEM DAVE S. - Officer SEVP & CHIEF LEGAL OFFICER

2021-03-12 16:33:48 -0500 2021-03-11 A 213 a 39,980 direct

ECKERT WILLIAM JAMES IV - Officer SVP AND CAO

2021-03-12 16:32:04 -0500 2021-03-11 A 76 a 16,373 direct -2.4255 -0.5527 0.1535 5 -2.4255 2

MALMSTROM ANDERS - Officer SENIOR EVP & CFO

2021-03-02 16:00:23 -0500 2021-03-01 F 3,298 $30.26 d 111,429 direct -1.5769 4.862 4.862 6 -1.5769 2

HURD JEFFREY J - Officer SENIOR EVP & COO

2021-03-02 16:00:24 -0500 2021-03-01 A 72,609 a 162,548 direct -1.5769 4.862 4.862 6 -1.5769 2

HATTEM DAVE S. - Officer SEVP & CHIEF LEGAL OFFICER

2021-03-02 16:00:33 -0500 2021-03-01 F 2,103 $30.26 d 54,144 direct -1.5769 4.862 4.862 6 -1.5769 2

PEARSON MARK - Director - Officer PRESIDENT AND CEO

2021-03-02 16:00:37 -0500 2021-03-01 A 155,300 a 554,701 direct -1.5769 4.862 4.862 6 -1.5769 2

MALMSTROM ANDERS - Officer SENIOR EVP & CFO

2021-03-02 16:00:23 -0500 2021-03-01 F 32,204 $30.26 d 139,734 direct -1.5769 4.862 4.862 6 -1.5769 2

HURD JEFFREY J - Officer SENIOR EVP & COO

2021-03-02 16:00:24 -0500 2021-03-01 F 3,643 $30.26 d 89,939 direct -1.5769 4.862 4.862 6 -1.5769 2

HATTEM DAVE S. - Officer SEVP & CHIEF LEGAL OFFICER

2021-03-02 16:00:33 -0500 2021-03-01 F 21,470 $30.26 d 73,013 direct -1.5769 4.862 4.862 6 -1.5769 2

PEARSON MARK - Director - Officer PRESIDENT AND CEO

2021-03-02 16:00:37 -0500 2021-03-01 F 8,091 $30.26 d 399,402 direct -1.5769 4.862 4.862 6 -1.5769 2

MALMSTROM ANDERS - Officer SENIOR EVP & CFO

2021-03-02 16:00:23 -0500 2021-03-01 A 60,509 a 171,937 direct -1.5769 4.862 4.862 6 -1.5769 2

HURD JEFFREY J - Officer SENIOR EVP & COO

2021-03-02 16:00:24 -0500 2021-03-01 F 35,558 $30.26 d 126,990 direct -1.5769 4.862 4.862 6 -1.5769 2

HATTEM DAVE S. - Officer SEVP & CHIEF LEGAL OFFICER

2021-03-02 16:00:33 -0500 2021-03-01 A 40,339 a 94,483 direct -1.5769 4.862 4.862 6 -1.5769 2

PEARSON MARK - Director - Officer PRESIDENT AND CEO

2021-03-02 16:00:37 -0500 2021-03-01 F 82,652 $30.26 d 472,050 direct -1.5769 4.862 4.862 6 -1.5769 2

BERNSTEIN SETH P - Officer SEE REMARKS

2021-03-02 16:00:14 -0500 2021-02-26 F 1,421 $29.57 d 44,977 direct -1.5769 4.862 4.862 6 -1.5769 2

LANE NICK - Officer (SEE REMARKS)

2021-03-02 16:00:28 -0500 2021-02-26 F 3,641 $29.57 d 91,482 direct -1.5769 4.862 4.862 6 -1.5769 2

ECKERT WILLIAM JAMES IV - Officer SVP AND CAO

2021-03-02 16:00:39 -0500 2021-02-26 F 658 $29.57 d 16,297 direct -1.5769 4.862 4.862 6 -1.5769 2

MALMSTROM ANDERS - Officer SENIOR EVP & CFO

2021-03-02 16:00:23 -0500 2021-02-26 F 4,255 $29.57 d 114,727 direct -1.5769 4.862 4.862 6 -1.5769 2

HATTEM DAVE S. - Officer SEVP & CHIEF LEGAL OFFICER

2021-03-02 16:00:33 -0500 2021-02-26 F 1,974 $29.57 d 56,247 direct -1.5769 4.862 4.862 6 -1.5769 2

HURD JEFFREY J - Officer SENIOR EVP & COO

2021-03-02 16:00:24 -0500 2021-02-26 F 3,641 $29.57 d 93,582 direct -1.5769 4.862 4.862 6 -1.5769 2

PEARSON MARK - Director - Officer PRESIDENT AND CEO

2021-03-02 16:00:37 -0500 2021-02-26 F 15,827 $29.57 d 407,493 direct -1.5769 4.862 4.862 6 -1.5769 2

LANE NICK - Officer (SEE REMARKS)

2021-02-19 16:00:22 -0500 2021-02-17 A 30,140 a 95,124 direct -1.021 3.1007 13.6465 14.2975 30 -1.021 2

HURD JEFFREY J - Officer SENIOR EVP & COO

2021-02-19 16:00:33 -0500 2021-02-17 A 28,705 a 97,223 direct -1.021 3.1007 13.6465 14.2975 30 -1.021 2

MALMSTROM ANDERS - Officer SENIOR EVP & CFO

2021-02-19 16:00:11 -0500 2021-02-17 A 38,034 a 118,981 direct -1.021 3.1007 13.6465 14.2975 30 -1.021 2

PEARSON MARK - Director - Officer PRESIDENT AND CEO

2021-02-19 16:00:23 -0500 2021-02-17 A 114,819 a 423,319 direct -1.021 3.1007 13.6465 14.2975 30 -1.021 2

ECKERT WILLIAM JAMES IV - Officer SVP AND CAO

2021-02-19 16:00:35 -0500 2021-02-17 A 5,741 a 16,955 direct -1.021 3.1007 13.6465 14.2975 30 -1.021 2

HATTEM DAVE S. - Officer SEVP & CHIEF LEGAL OFFICER

2021-02-19 16:00:18 -0500 2021-02-17 A 14,353 a 58,221 direct -1.021 3.1007 13.6465 14.2975 30 -1.021 2

BERNSTEIN SETH P - Officer SEE REMARKS

2021-02-19 16:00:26 -0500 2021-02-17 A 12,200 a 46,398 direct -1.021 3.1007 13.6465 14.2975 30 -1.021 2

BERNSTEIN SETH P - Officer SEE REMARKS

2021-02-17 16:00:30 -0500 2021-02-14 F 1,805 $27.35 d 34,198 direct 3.0186 7.1096 19.1912 19.1912 31 0.0 1

PEARSON MARK - Director - Officer PRESIDENT AND CEO

2021-02-17 16:00:13 -0500 2021-02-14 F 9,315 $27.35 d 308,500 direct 3.0186 7.1096 19.1912 19.1912 31 0.0 1

HURD JEFFREY J - Officer SENIOR EVP & COO

2021-02-17 16:00:23 -0500 2021-02-14 F 3,013 $27.35 d 68,518 direct 3.0186 7.1096 19.1912 19.1912 31 0.0 1

HATTEM DAVE S. - Officer SEVP & CHIEF LEGAL OFFICER

2021-02-17 16:00:17 -0500 2021-02-14 F 1,694 $27.35 d 43,868 direct 3.0186 7.1096 19.1912 19.1912 31 0.0 1

ECKERT WILLIAM JAMES IV - Officer SVP AND CAO

2021-02-17 16:00:26 -0500 2021-02-14 F 742 $27.35 d 11,214 direct 3.0186 7.1096 19.1912 19.1912 31 0.0 1

MALMSTROM ANDERS - Officer SENIOR EVP & CFO

2021-02-17 16:00:09 -0500 2021-02-14 F 3,396 $27.35 d 80,947 direct 3.0186 7.1096 19.1912 19.1912 31 0.0 1

LANE NICK - Officer (SEE REMARKS)

2021-02-17 16:00:20 -0500 2021-02-14 F 3,048 $27.35 d 64,984 direct 3.0186 7.1096 19.1912 19.1912 31 0.0 1

* -

Transaction Code Definitions
Code Definition
A Grant, award or other acquisition pursuant to Rule 16b-3(d)
C Conversion of derivative security
D Disposition to the issuer of issuer equity securities pursuant to Rule 16b-3(e)
E Expiration of short derivative position
F Payment of exercise price or tax liability by delivering or withholding securities incident to the receipt, exercise or vesting of a security issued in accordance with Rule 16b-3
G Bona fide gift
H Expiration (or cancellation) of long derivative position with value received
I Discretionary transaction in accordance with Rule 16b-3(f) resulting in acquisition or disposition of issuer securities
J Other acquisition or disposition
L Small acquisition under Rule 16a-6
M Exercise or conversion of derivative security exempted pursuant to Rule 16b-3
O Exercise of out-of-the-money derivative security
P Open market or private purchase of non-derivative or derivative security
S Open market or private sale of non-derivative or derivative security
U Disposition pursuant to a tender of shares in a change of control transaction
W Acquisition or disposition by will or the laws of descent and distribution
X Exercise of in-the-money or at-the-money derivative security
Z Deposit into or withdrawal from voting trust

IBR Securities Loan Availability

Updated throughout the day, this shows the number of shares available to borrow. Data provided by Interactive Brokers

Security Date/Time Rebate Rate Fee Rate Shares Available
EQUITABLE HOLDINGS INC EQH 2021-04-12 22:15:03 UTC -0.19 0.25 7700000
EQUITABLE HOLDINGS INC EQH 2021-04-12 21:45:03 UTC -0.19 0.25 7700000
EQUITABLE HOLDINGS INC EQH 2021-04-12 21:15:02 UTC -0.19 0.25 7700000
EQUITABLE HOLDINGS INC EQH 2021-04-12 20:45:03 UTC -0.19 0.25 7700000
EQUITABLE HOLDINGS INC EQH 2021-04-12 20:15:03 UTC -0.19 0.25 7700000
EQUITABLE HOLDINGS INC EQH 2021-04-12 19:45:03 UTC -0.19 0.25 7700000
EQUITABLE HOLDINGS INC EQH 2021-04-12 19:15:03 UTC -0.19 0.25 7700000
EQUITABLE HOLDINGS INC EQH 2021-04-12 18:45:03 UTC -0.19 0.25 7700000
EQUITABLE HOLDINGS INC EQH 2021-04-12 18:15:03 UTC -0.19 0.25 7700000
EQUITABLE HOLDINGS INC EQH 2021-04-12 17:45:03 UTC -0.19 0.25 7700000
EQUITABLE HOLDINGS INC EQH 2021-04-12 17:15:03 UTC -0.19 0.25 7700000
EQUITABLE HOLDINGS INC EQH 2021-04-12 16:45:03 UTC -0.19 0.25 7700000
EQUITABLE HOLDINGS INC EQH 2021-04-12 16:15:03 UTC -0.19 0.25 7700000
EQUITABLE HOLDINGS INC EQH 2021-04-12 15:45:03 UTC -0.19 0.25 7700000
EQUITABLE HOLDINGS INC EQH 2021-04-12 15:15:02 UTC -0.19 0.25 7700000
EQUITABLE HOLDINGS INC EQH 2021-04-12 14:45:03 UTC -0.19 0.25 7700000
EQUITABLE HOLDINGS INC EQH 2021-04-12 14:15:03 UTC -0.19 0.25 7700000
EQUITABLE HOLDINGS INC EQH 2021-04-12 13:45:03 UTC -0.19 0.25 7700000
EQUITABLE HOLDINGS INC EQH 2021-04-12 13:15:03 UTC -0.19 0.25 7700000
EQUITABLE HOLDINGS INC EQH 2021-04-12 12:45:03 UTC -0.19 0.25 7500000

Current Active Short Positions

Holder Issuer Net Short Position Position Date Origin
AGF Investments Trust- AGFIQ U.S. Market Neutral Anti-Beta Fund EQH -22494.0 shares, $-575621.46 2020-12-31 N-PORT
LoCorr Investment Trust- LoCorr Dynamic Equity Fund EQH -208.0 shares, $-5322.72 2020-12-31 N-PORT
Calamos Investment Trust/IL- Calamos Market Neutral Income Fund EQH -816000.0 shares, $-20220480.0 2021-01-31 N-PORT

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