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eHealth

197 hedge funds and large institutions have $1.79B invested in eHealth in 2021 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 62 increasing their positions, 79 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed

127% more call options, than puts

Call options by funds: $119M | Put options by funds: $52.5M

17% more funds holding in top 10

Funds holding in top 10: 67 (+1)

3% less capital invested

Capital invested by funds: $1.85B → $1.79B (-$59M)

6.19% less ownership

Funds ownership: 101.4%95.21% (-6.2%)

18% less funds holding

Funds holding: 239197 (-42)

22% less repeat investments, than reductions

Existing positions increased: 62 | Existing positions reduced: 79

53% less first-time investments, than exits

New positions opened: 34 | Existing positions closed: 73

Holders
197
Holders Change
-42
Holders Change %
-17.57%
% of All Funds
3.46%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.12%
New
34
Increased
62
Reduced
79
Closed
73
Calls
$119M
Puts
$52.5M
Net Calls
+$66.8M
Net Calls Change
+$51.1M
Name Holding Trade Value Shares
Change
Change in
Stake
SWA
176
Sutton Wealth Advisors
Florida
$29.4K +$2.04K +32 +9%
CPA
177
Cowen Prime Advisors
New York
$29K
CAPTRUST Financial Advisors
178
CAPTRUST Financial Advisors
North Carolina
$28K +$20.8K +326 +593%
PA
179
Parallel Advisors
California
$15K +$895 +14 +7%
SFS
180
Sowell Financial Services
Arkansas
$12K -$3.77K -59 -25%
SFSIG
181
San Francisco Sentry Investment Group
California
$11K
OSAM
182
O'Shaughnessy Asset Management
Connecticut
$9K
GI
183
Gradient Investments
Minnesota
$5K -$721K -11,279 -99%
PFBT
184
Parkside Financial Bank & Trust
Missouri
$5K +$2.81K +44 +183%
TWA
185
TCI Wealth Advisors
Arizona
$4K +$2.17K +34 +189%
S
186
SignatureFD
Georgia
$4K +$3.45K +54 New
SWM
187
Spire Wealth Management
Virginia
$4K +$3.52K +55 New
ME
188
McIlrath & Eck
Washington
$2K
HI
189
Harbour Investments
Wisconsin
$2K +$2.04K +32 New
AIG
190
American International Group
New York
$1.25K -$12.3K -192 -1%
GEA
191
Glen Eagle Advisors
New Jersey
$1.09K
FPS
192
Fieldpoint Private Securities
Connecticut
$1K -$5.43K -85 -89%
QCG
193
Quadrant Capital Group
Ohio
$1K
TFO
194
Tarbox Family Office
California
$1K
NFG
195
Next Financial Group
Texas
$1K +$256 +4 +80%
FGAM
196
Financial Gravity Asset Management
Texas
$29
Nisa Investment Advisors
197
Nisa Investment Advisors
Missouri
$26 -$61.2K -958 -73%
O
198
OrbiMed
New York
-$59.6M -844,046 Closed
GIM
199
Granahan Investment Management
Massachusetts
-$51.7M -731,807 Closed
Capital World Investors
200
Capital World Investors
California
-$37.9M -536,600 Closed

EHTH Hedge Fund Activity: Q1 2021 in Review

197 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in eHealth (EHTH) for Q1 2021, worth a combined $1.79B — down 3.2% from $1.85B a quarter earlier.

Sellers outnumbered buyers: 73 funds closed out of EHTH and 34 opened new positions — a net loss of 39 holders — while 79 trimmed existing stakes and 62 added.

The largest buyer was Starboard Value, opening a new position worth an estimated $121M. The largest seller was Fidelity Investments, cutting an estimated $138M.

  • 197 institutional investors held eHealth (EHTH) as of Q1 2021, down from 239 in Q4 2020.
  • Funds reported $1.79B of eHealth stock for Q1 2021, down 3.2% quarter-over-quarter.
  • 34 funds opened new eHealth positions in Q1 2021 and 73 closed out, a net change of -39 holders.
  • The largest eHealth buyer in Q1 2021 was Starboard Value, an estimated $121M added.
  • The largest eHealth seller in Q1 2021 was Fidelity Investments, an estimated $138M sold.

Based on aggregated 13F filings for Q1 2021.