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eHealth

276 hedge funds and large institutions have $3.82B invested in eHealth in 2020 Q1 according to their latest regulatory filings, with 83 funds opening new positions, 86 increasing their positions, 90 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

144% more first-time investments, than exits

New positions opened: 83 | Existing positions closed: 34

60% more call options, than puts

Call options by funds: $78.8M | Put options by funds: $49.3M

43% more capital invested

Capital invested by funds: $2.68B → $3.82B (+$1.14B)

36% more funds holding in top 10

Funds holding in top 10: 1115 (+4)

19% more funds holding

Funds holding: 231276 (+45)

4% less repeat investments, than reductions

Existing positions increased: 86 | Existing positions reduced: 90

13.12% less ownership

Funds ownership: 120.58%107.45% (-13%)

Holders
276
Holders Change
+45
Holders Change %
+19.48%
% of All Funds
6.08%
Holding in Top 10
15
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+36.36%
% of All Funds
0.33%
New
83
Increased
86
Reduced
90
Closed
34
Calls
$78.8M
Puts
$49.3M
Net Calls
+$29.5M
Net Calls Change
-$107M
Name Holding Trade Value Shares
Change
Change in
Stake
PAG
226
Private Advisor Group
New Jersey
$231K +$188K +1,641 New
B
227
Bellecapital
Switzerland
$231K +$188K +1,643 New
HPWM
228
Highland Private Wealth Management
Washington
$225K +$183K +1,600 New
Zurich Cantonal Bank
229
Zurich Cantonal Bank
Switzerland
$222K +$13.9K +121 +8%
SSA
230
Schonfeld Strategic Advisors
New York
$211K +$172K +1,500 New
NB
231
Nicolet Bankshares
Wisconsin
$206K +$168K +1,465 New
Bank of Montreal
232
Bank of Montreal
Ontario, Canada
$204K -$221K -1,932 -56%
PNC Financial Services Group
233
PNC Financial Services Group
Pennsylvania
$193K +$36.3K +317 +30%
WEC
234
Winslow Evans & Crocker
Massachusetts
$168K +$129K +1,124 +2,007%
MOACM
235
Mutual of America Capital Management
New York
$155K +$45.2K +394 +56%
CAPTRUST Financial Advisors
236
CAPTRUST Financial Advisors
North Carolina
$134K +$115K +1,000 New
MAM
237
Meeder Asset Management
Ohio
$131K +$105K +918 New
PCM
238
Prelude Capital Management
New York
$104K -$1.16M -10,159 -93%
JPLA
239
Joseph P. Lucia & Associates
New York
$76K
HFM
240
Harvest Fund Management
China
$67K +$55K +480 New
Nisa Investment Advisors
241
Nisa Investment Advisors
Missouri
$60K -$9.17K -80 -16%
SWA
242
Sutton Wealth Advisors
Florida
$55.9K +$10.8K +94 +31%
PA
243
Parallel Advisors
California
$53K +$43.4K +379 New
WFMPM
244
Woodley Farra Manion Portfolio Management
Indiana
$51K
AIC
245
Ameritas Investment Company
Nebraska
$47K +$38.4K +335 New
GAM
246
GQ Asset Management
New York
$46K +$37.4K +326 New
IA
247
IFP Advisors
Florida
$29K +$917 +8 +4%
QT
248
Quantbot Technologies
New York
$29K +$23.7K +207 New
BFEC
249
Benjamin F. Edwards & Company
Missouri
$29K +$23.8K +208 New
NIT
250
NumerixS Investment Technologies
British Columbia, Canada
$28K +$22.9K +200 New

EHTH Hedge Fund Activity: Q1 2020 in Review

276 of the 4,539 institutional investors tracked by Wall St. Rank reported a position in eHealth (EHTH) for Q1 2020, worth a combined $3.82B — up 43% from $2.68B a quarter earlier.

Buyers outnumbered sellers: 83 funds opened new EHTH positions and 34 closed out — a net gain of 49 holders — while 86 added to existing stakes and 90 trimmed.

The largest buyer was AllianceBernstein, adding an estimated $79M. The largest seller was OrbiMed, cutting an estimated $54.3M.

  • 276 institutional investors held eHealth (EHTH) as of Q1 2020, up from 231 in Q4 2019.
  • Funds reported $3.82B of eHealth stock for Q1 2020, up 43% quarter-over-quarter.
  • 83 funds opened new eHealth positions in Q1 2020 and 34 closed out, a net change of +49 holders.
  • The largest eHealth buyer in Q1 2020 was AllianceBernstein, an estimated $79M added.
  • The largest eHealth seller in Q1 2020 was OrbiMed, an estimated $54.3M sold.

Based on aggregated 13F filings for Q1 2020.