We are live on ! Find out more
EHTH icon

eHealth

234 hedge funds and large institutions have $2.18B invested in eHealth in 2020 Q3 according to their latest regulatory filings, with 51 funds opening new positions, 87 increasing their positions, 75 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed

16% more repeat investments, than reductions

Existing positions increased: 87 | Existing positions reduced: 75

1.73% less ownership

Funds ownership: 109.25%107.52% (-1.7%)

8% less funds holding

Funds holding: 253234 (-19)

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

21% less capital invested

Capital invested by funds: $2.75B → $2.18B (-$577M)

22% less call options, than puts

Call options by funds: $50M | Put options by funds: $64.3M

26% less first-time investments, than exits

New positions opened: 51 | Existing positions closed: 69

Holders
234
Holders Change
-19
Holders Change %
-7.51%
% of All Funds
4.72%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.08%
New
51
Increased
87
Reduced
75
Closed
69
Calls
$50M
Puts
$64.3M
Net Calls
-$14.3M
Net Calls Change
-$42.7M
Name Holding Trade Value Shares
Change
Change in
Stake
TFO
226
Tarbox Family Office
California
$3K +$729 +9 +36%
CAPTRUST Financial Advisors
227
CAPTRUST Financial Advisors
North Carolina
$3K +$2.43K +30 New
ME
228
McIlrath & Eck
Washington
$2K
GEA
229
Glen Eagle Advisors
New Jersey
$1.19K -$2.43K -30 -67%
QCG
230
Quadrant Capital Group
Ohio
$1K -$1.62K -20 -63%
ABC
231
Associated Banc-Corp
Wisconsin
$1K +$1.14K +14 New
Koshinski Asset Management
232
Koshinski Asset Management
Illinois
$296 +$288K +3,550 New
WRF
233
Waddell & Reed Financial
Kansas
-$37.5M -381,292 Closed
SPPAM
234
Summit Partners Public Asset Management
Massachusetts
-$24.8M -252,097 Closed
EAM
235
Eagle Asset Management
Florida
-$19.8M -207,690 Closed
Artisan Partners
236
Artisan Partners
Wisconsin
-$18.8M -191,428 Closed
RI
237
Redwood Investments
Massachusetts
-$18.4M -187,634 Closed
CTA
238
Carillon Tower Advisers
Florida
-$17.3M -175,765 Closed
ACM
239
Atika Capital Management
New York
-$12M -122,000 Closed
NCGI
240
Next Century Growth Investors
Minnesota
-$10.9M -110,617 Closed
Lord, Abbett & Co
241
Lord, Abbett & Co
New Jersey
-$9.43M -95,959 Closed
Fuller & Thaler Asset Management
242
Fuller & Thaler Asset Management
California
-$6.02M -61,239 Closed
AP
243
Archon Partners
New Jersey
-$5.61M -57,100 Closed
OAM
244
Oberweis Asset Management
Illinois
-$4.61M -46,938 Closed
Asset Management One
245
Asset Management One
Japan
-$4.56M -46,431 Closed
MWNA
246
Marshall Wace North America
New York
-$3.25M -33,118 Closed
MWVC
247
Morgens Waterfall Vintiadis & Co
New York
-$2.95M -30,000 Closed
AIA
248
Avalon Investment & Advisory
Texas
-$2.89M -29,397 Closed
CM
249
Castleark Management
Illinois
-$2.79M -28,415 Closed
Assenagon Asset Management
250
Assenagon Asset Management
Luxembourg
-$2.7M -27,455 Closed

EHTH Hedge Fund Activity: Q3 2020 in Review

234 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in eHealth (EHTH) for Q3 2020, worth a combined $2.18B — down 21% from $2.75B a quarter earlier.

Sellers outnumbered buyers: 69 funds closed out of EHTH and 51 opened new positions — a net loss of 18 holders — while 75 trimmed existing stakes and 87 added.

The largest buyer was Fidelity Investments, adding an estimated $44.6M. The largest seller was Fred Alger Management, cutting an estimated $86.3M.

  • 234 institutional investors held eHealth (EHTH) as of Q3 2020, down from 253 in Q2 2020.
  • Funds reported $2.18B of eHealth stock for Q3 2020, down 21% quarter-over-quarter.
  • 51 funds opened new eHealth positions in Q3 2020 and 69 closed out, a net change of -18 holders.
  • The largest eHealth buyer in Q3 2020 was Fidelity Investments, an estimated $44.6M added.
  • The largest eHealth seller in Q3 2020 was Fred Alger Management, an estimated $86.3M sold.

Based on aggregated 13F filings for Q3 2020.