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eHealth
EHTH

147 hedge funds and large institutions have $711M invested in eHealth in 2018 Q4 according to their latest regulatory filings, with 41 funds opening new positions, 50 increasing their positions, 36 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

310% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 10

250% more funds holding in top 10

Funds holding in top 10: 2 → 7 (+5)

39% more repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 36

37% more capital invested

Capital invested by funds: $518M → $711M (+$193M)

27% more funds holding

Funds holding: 116 → 147 (+31)

0.25% less ownership

Funds ownership: 95.55% → 95.31% (-0.25%)

65% less call options, than puts

Call options by funds: $1.46M | Put options by funds: $4.13M

Holders
147
Holders Change
+31
Holders Change %
+26.72%
% of All Funds
3.28%
Holding in Top 10
7
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+250%
% of All Funds
0.16%
New
41
Increased
50
Reduced
36
Closed
10
Calls
$1.46M
Puts
$4.13M
Net Calls
-$2.67M
Net Calls Change
-$2.95M

Top Buyers

1
Victory Capital Management
Victory Capital Management
Texas
+$25.8M
2
FA
Friess Associates
Delaware
+$8.62M
3
PCA
Prospect Capital Advisors
California
+$8.6M
4
SRFM
Shannon River Fund Management
New York
+$8.36M
5
NCGI
Next Century Growth Investors
Minnesota
+$6.74M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$24.9M
2
O
OrbiMed
New York
-$17.2M
3
RG
Redmile Group
California
-$12.8M
4
CC
Cannell Capital
Wyoming
-$8.25M
5
Renaissance Technologies
Renaissance Technologies
New York
-$7.41M
Name Holding Trade Value Shares
Change 		Change in
Stake
BNP Paribas Financial Markets
126
BNP Paribas Financial Markets
France
$42.5K +$16.2K +482 +77%
Zurich Cantonal Bank
127
Zurich Cantonal Bank
Switzerland
$42K +$37.2K +1,106 New
VCM
128
Versant Capital Management
Arizona
$40K – – –
Macquarie Group
129
Macquarie Group
Australia
$27K +$23.5K +700 New
Bank of Montreal
130
Bank of Montreal
Ontario, Canada
$24K +$4.3K +128 +27%
PNC Financial Services Group
131
PNC Financial Services Group
Pennsylvania
$24K +$10.9K +323 +107%
DWA
132
Dorsey Wright & Associates
California
$23K +$20.2K +600 New
Federated Hermes
133
Federated Hermes
Pennsylvania
$20K +$17.2K +511 New
MOACM
134
Mutual of America Capital Management
New York
$15K +$3.23K +96 +31%
FIA
135
FNY Investment Advisers
New York
$10K +$8.88K +264 New
SWA
136
Sutton Wealth Advisors
Florida
$9.68K +$8.48K +252 New
TRCT
137
Tower Research Capital (TRC)
New York
$4K -$101 -3 -3%
Royal Bank of Canada
138
Royal Bank of Canada
Ontario, Canada
$3K -$14.5K -430 -83%
ME
139
McIlrath & Eck
Washington
$1K – – –
PFBT
140
Parkside Financial Bank & Trust
Missouri
$1K – – –
TWA
141
TCI Wealth Advisors
Arizona
$1K +$605 +18 New
CAM
142
Cresset Asset Management
Illinois
$1K +$942 +28 New
US Bancorp
143
US Bancorp
Minnesota
$1K +$1.21K +36 New
WAM
144
Wealthspire Advisors (Maryland)
Maryland
$1K +$1.28K +38 New
GWM
145
Geneos Wealth Management
Colorado
$1K +$1.68K +50 New
GT
146
Glenmede Trust
Pennsylvania
$2 +$2.59K +77 New
Barrow, Hanley, Mewhinney & Strauss
147
Barrow, Hanley, Mewhinney & Strauss
Texas
– -$5.46M -193,037 Closed
HM
148
HCSF Management
California
– -$2.26M -80,000 Closed
KCM
149
Kennedy Capital Management
Missouri
– -$1.62M -57,355 Closed
Two Sigma Investments
150
Two Sigma Investments
New York
– -$1.37M -48,351 Closed
3 4 5
6
7

EHTH Hedge Fund Activity: Q4 2018 in Review

147 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in eHealth (EHTH) for Q4 2018, worth a combined $711M — up 37% from $518M a quarter earlier.

Buyers outnumbered sellers: 41 funds opened new EHTH positions and 10 closed out — a net gain of 31 holders — while 50 added to existing stakes and 36 trimmed.

The largest buyer was Victory Capital Management, adding an estimated $25.8M. The largest seller was Wellington Management Group, cutting an estimated $24.9M.

  • 147 institutional investors held eHealth (EHTH) as of Q4 2018, up from 116 in Q3 2018.
  • Funds reported $711M of eHealth stock for Q4 2018, up 37% quarter-over-quarter.
  • 41 funds opened new eHealth positions in Q4 2018 and 10 closed out, a net change of +31 holders.
  • The largest eHealth buyer in Q4 2018 was Victory Capital Management, an estimated $25.8M added.
  • The largest eHealth seller in Q4 2018 was Wellington Management Group, an estimated $24.9M sold.

Based on aggregated 13F filings for Q4 2018.