eHealth
EHTH
141 hedge funds and large institutions have $876M invested in eHealth in 2013 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 49 increasing their positions, 48 reducing their positions, and 10 closing their positions.
240% more first-time investments, than exits
New positions opened: 34 | Existing positions closed: 10
53% more capital invested
Capital invested by funds: $573M → $876M (+$303M)
50% more funds holding in top 10
Funds holding in top 10: 2 → 3 (+1)
21% more funds holding
Funds holding: 117 → 141 (+24)
2% more repeat investments, than reductions
Existing positions increased: 49 | Existing positions reduced: 48
43% less call options, than puts
Call options by funds: $1.44M | Put options by funds: $2.53M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
+$53.1M |
| 2 |
NCGI
Next Century Growth Investors
Plymouth,
Minnesota
|
+$28.4M |
| 3 |
SIMG
Stephens Investment Management Group
Houston,
Texas
|
+$13.2M |
| 4 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
+$6.23M |
| 5 |
Franklin Resources
San Mateo,
California
|
+$5.42M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RIM
RS Investment Management
San Francisco,
California
|
-$46.9M |
| 2 |
HM
HealthCor Management
New York
|
-$23M |
| 3 |
NTC
North Tide Capital
Boston,
Massachusetts
|
-$10.4M |
| 4 |
VOYA Investment Management
Atlanta,
Georgia
|
-$8.9M |
| 5 |
KSC
Kendall Square Capital
San Francisco,
California
|
-$6.42M |
EHTH Hedge Fund Activity: Q4 2013 in Review
141 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in eHealth (EHTH) for Q4 2013, worth a combined $876M — up 53% from $573M a quarter earlier.
Buyers outnumbered sellers: 34 funds opened new EHTH positions and 10 closed out — a net gain of 24 holders — while 49 added to existing stakes and 48 trimmed.
The largest buyer was Wells Fargo, adding an estimated $53.1M. The largest seller was RS Investment Management, cutting an estimated $46.9M.
- 141 institutional investors held eHealth (EHTH) as of Q4 2013, up from 117 in Q3 2013.
- Funds reported $876M of eHealth stock for Q4 2013, up 53% quarter-over-quarter.
- 34 funds opened new eHealth positions in Q4 2013 and 10 closed out, a net change of +24 holders.
- The largest eHealth buyer in Q4 2013 was Wells Fargo, an estimated $53.1M added.
- The largest eHealth seller in Q4 2013 was RS Investment Management, an estimated $46.9M sold.
Based on aggregated 13F filings for Q4 2013.