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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
Citigroup
201
Citigroup
New York
$136K -$8.89M -109,655 -98%
BCV
202
Banque Cantonale Vaudoise
Switzerland
$126K +$114K +1,408 +757%
CPA
203
Cowen Prime Advisors
New York
$111K +$81.1K +1,000 +247%
FDCDDQ
204
Federation des caisses Desjardins du Quebec
Quebec, Canada
$106K +$94.2K +1,162 +628%
FHA
205
First Horizon Advisors
Tennessee
$105K +$101K +1,250 +1,374%
P8IP
206
Pier 88 Investment Partners
California
$101K +$7.29K +90 +8%
DZ Bank
207
DZ Bank
Germany
$88.7K +$32.3K +399 +55%
Nisa Investment Advisors
208
Nisa Investment Advisors
Missouri
$88K +$49.4K +610 +121%
NL
209
NKCFO LLC
Illinois
$79K +$81.1K +1,000 New
CG
210
Cutler Group
California
$71K +$72.9K +900 New
PNC Financial Services Group
211
PNC Financial Services Group
Pennsylvania
$60K -$30.9K -381 -33%
SPIA
212
Steward Partners Investment Advisory
New York
$55K +$56.7K +700 New
CIA
213
CSat Investment Advisory
Michigan
$35K -$59.1K -729 -62%
WEC
214
Winslow Evans & Crocker
Massachusetts
$32K -$72.5K -895 -69%
SWA
215
Sutton Wealth Advisors
Florida
$21.3K -$2.67K -33 -11%
APA
216
American Portfolios Advisors
New York
$15.8K +$16.2K +200 New
PA
217
Parallel Advisors
California
$15K -$1.05K -13 -6%
SFSIG
218
San Francisco Sentry Investment Group
California
$12K
Millennium Management
219
Millennium Management
New York
$10.1K -$1.67M -20,649 -14%
OSAM
220
O'Shaughnessy Asset Management
Connecticut
$9K
NFG
221
Next Financial Group
Texas
$8K +$7.78K +96 New
CMA
222
Cedar Mountain Advisors
Oregon
$8K +$8.19K +101 New
PMFA
223
Plante Moran Financial Advisors
Michigan
$8K +$8.19K +101 New
PFBT
224
Parkside Financial Bank & Trust
Missouri
$4K
TWA
225
TCI Wealth Advisors
Arizona
$4K

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.