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eHealth

109 hedge funds and large institutions have $131M invested in eHealth in 2023 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 46 increasing their positions, 28 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

142% more call options, than puts

Call options by funds: $2.15M | Put options by funds: $887K

64% more repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 28

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

1.53% less ownership

Funds ownership: 64.51%62.99% (-1.5%)

6% less funds holding

Funds holding: 116109 (-7)

9% less capital invested

Capital invested by funds: $144M → $131M (-$12.5M)

38% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 13

Holders
109
Holders Change
-7
Holders Change %
-6.03%
% of All Funds
1.73%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
8
Increased
46
Reduced
28
Closed
13
Calls
$2.15M
Puts
$887K
Net Calls
+$1.26M
Net Calls Change
+$757K
Name Holding Trade Value Shares
Change
Change in
Stake
QL
76
Quarry LP
New York
$62.1K +$59.9K +7,623 +994%
Royal Bank of Canada
77
Royal Bank of Canada
Ontario, Canada
$52K +$17.5K +2,229 +46%
CA
78
Clearstead Advisors
Ohio
$49K +$24.1K +3,068 +86%
Osaic Holdings
79
Osaic Holdings
Arizona
$48.1K +$3.96K +504 +8%
California State Teachers Retirement System (CalSTRS)
80
California State Teachers Retirement System (CalSTRS)
California
$45K -$16.1K -2,048 -25%
BNP Paribas Financial Markets
81
BNP Paribas Financial Markets
France
$29.5K -$45.6K -5,804 -59%
Allspring Global Investments
82
Allspring Global Investments
North Carolina
$27.3K +$17.3K +2,207 +149%
AB
83
Amalgamated Bank
New York
$21K
Legal & General Group
84
Legal & General Group
United Kingdom
$20.1K +$424 +54 +2%
Fidelity Investments
85
Fidelity Investments
Massachusetts
$15K +$31 +4 +0.2%
AIP
86
Ameritas Investment Partners
Nebraska
$14.2K
CAL
87
Capital Advisors Ltd
Ohio
$13K
MLICM
88
Metropolitan Life Insurance Company (MetLife)
New York
$10.1K
EBA
89
Eagle Bay Advisors
New York
$9.89K +$2.17K +276 +26%
SWA
90
SOA Wealth Advisors
New York
$7.4K
AF
91
Allworth Financial
California
$7.17K
Canada Pension Plan Investment Board
92
Canada Pension Plan Investment Board
Ontario, Canada
$6.39K
TRCT
93
Tower Research Capital (TRC)
New York
$5.21K -$29.2K -3,721 -84%
VWM
94
Venturi Wealth Management
Texas
$3.7K
PNC Financial Services Group
95
PNC Financial Services Group
Pennsylvania
$2.99K -$15.2K -1,937 -83%
SPIA
96
Steward Partners Investment Advisory
New York
$1.48K -$2.36K -300 -60%
Citigroup
97
Citigroup
New York
$1.21K -$57K -7,259 -98%
Bessemer Group
98
Bessemer Group
New Jersey
$1K
Carson Wealth (CWM LLC)
99
Carson Wealth (CWM LLC)
Nebraska
$1K +$841 +107 +446%
PWMG
100
Provence Wealth Management Group
California
$740 +$786 +100 New

EHTH Hedge Fund Activity: Q3 2023 in Review

109 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in eHealth (EHTH) for Q3 2023, worth a combined $131M — down 8.7% from $144M a quarter earlier.

Sellers outnumbered buyers: 13 funds closed out of EHTH and 8 opened new positions — a net loss of 5 holders — while 28 trimmed existing stakes and 46 added.

The largest buyer was Millennium Management, adding an estimated $3.53M. The largest seller was Eversept Partners, exiting entirely with an estimated $4.04M sold.

  • 109 institutional investors held eHealth (EHTH) as of Q3 2023, down from 116 in Q2 2023.
  • Funds reported $131M of eHealth stock for Q3 2023, down 8.7% quarter-over-quarter.
  • 8 funds opened new eHealth positions in Q3 2023 and 13 closed out, a net change of -5 holders.
  • The largest eHealth buyer in Q3 2023 was Millennium Management, an estimated $3.53M added.
  • The largest eHealth seller in Q3 2023 was Eversept Partners, an estimated $4.04M sold.

Based on aggregated 13F filings for Q3 2023.