eHealth
EHTH
117 hedge funds and large institutions have $574M invested in eHealth in 2013 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 28 increasing their positions, 56 reducing their positions, and 6 closing their positions.
250% more first-time investments, than exits
New positions opened: 21 | Existing positions closed: 6
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
35% more capital invested
Capital invested by funds: $424M → $574M (+$149M)
14% more funds holding
Funds holding: 103 → 117 (+14)
50% less repeat investments, than reductions
Existing positions increased: 28 | Existing positions reduced: 56
76% less call options, than puts
Call options by funds: $155K | Put options by funds: $643K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NCGI
Next Century Growth Investors
Plymouth,
Minnesota
|
+$4.69M |
| 2 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
+$2.51M |
| 3 |
Allianz Asset Management
Munich,
Germany
|
+$2.05M |
| 4 |
MWVC
Morgens Waterfall Vintiadis & Co
New York
|
+$1.71M |
| 5 |
BFA
BlackRock Fund Advisors
San Francisco,
California
|
+$1.56M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RIM
RS Investment Management
San Francisco,
California
|
-$17.4M |
| 2 |
Schroder Investment Management Group
London,
United Kingdom
|
-$7.61M |
| 3 |
TI
Turner Investments
Berwyn,
Pennsylvania
|
-$6.12M |
| 4 |
Millennium Management
New York
|
-$2.96M |
| 5 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$1.57M |
EHTH Hedge Fund Activity: Q3 2013 in Review
117 of the 3,096 institutional investors tracked by Wall St. Rank reported a position in eHealth (EHTH) for Q3 2013, worth a combined $574M — up 35% from $424M a quarter earlier.
Buyers outnumbered sellers: 21 funds opened new EHTH positions and 6 closed out — a net gain of 15 holders — while 28 added to existing stakes and 56 trimmed.
The largest buyer was Next Century Growth Investors, opening a new position worth an estimated $4.69M. The largest seller was RS Investment Management, cutting an estimated $17.4M.
- 117 institutional investors held eHealth (EHTH) as of Q3 2013, up from 103 in Q2 2013.
- Funds reported $574M of eHealth stock for Q3 2013, up 35% quarter-over-quarter.
- 21 funds opened new eHealth positions in Q3 2013 and 6 closed out, a net change of +15 holders.
- The largest eHealth buyer in Q3 2013 was Next Century Growth Investors, an estimated $4.69M added.
- The largest eHealth seller in Q3 2013 was RS Investment Management, an estimated $17.4M sold.
Based on aggregated 13F filings for Q3 2013.