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eHealth

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.

New
Increased
Maintained
Reduced
Closed

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: 23 (+1)

21% more funds holding

Funds holding: 117141 (+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

Holders
141
Holders Change
+24
Holders Change %
+20.51%
% of All Funds
4.09%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.09%
New
34
Increased
49
Reduced
48
Closed
10
Calls
$1.44M
Puts
$2.53M
Net Calls
-$1.09M
Net Calls Change
-$599K
Name Holding Trade Value Shares
Change
Change in
Stake
Wellington Management Group
1
Wellington Management Group
Massachusetts
$119M -$2.19M -52,507 -2%
HM
2
HealthCor Management
New York
$79M -$23M -552,119 -25%
Wells Fargo
3
Wells Fargo
California
$59.7M +$53.1M +1,274,970 +15,501%
RIM
4
RS Investment Management
California
$50.8M -$46.9M -1,125,614 -51%
BFA
5
BlackRock Fund Advisors
California
$49.1M +$1.15M +27,566 +3%
T. Rowe Price Associates
6
T. Rowe Price Associates
Maryland
$48.9M -$188K -4,500 -0.4%
NCGI
7
Next Century Growth Investors
Minnesota
$39.6M +$28.4M +681,361 +400%
Vanguard Group
8
Vanguard Group
Pennsylvania
$31.6M +$808K +19,378 +3%
TAM
9
Tiverton Asset Management
Delaware
$25.6M
BIT
10
BlackRock Institutional Trust
California
$24.6M -$3.89M -93,315 -15%
Dimensional Fund Advisors
11
Dimensional Fund Advisors
Texas
$21.2M -$75K -1,800 -0.4%
State Street
12
State Street
Massachusetts
$16.7M -$1.43M -34,388 -9%
SIMG
13
Stephens Investment Management Group
Texas
$14.7M +$13.2M +316,380 New
Northern Trust
14
Northern Trust
Illinois
$13.2M -$1.19M -28,604 -9%
NTC
15
North Tide Capital
Massachusetts
$11.6M -$10.4M -250,000 -50%
Renaissance Technologies
16
Renaissance Technologies
New York
$11.6M +$150K +3,600 +1%
MACM
17
March Altus Capital Management
Connecticut
$11.3M +$10.1M +243,399 New
Lord, Abbett & Co
18
Lord, Abbett & Co
New Jersey
$11.2M +$6.23M +149,525 +164%
Allianz Asset Management
19
Allianz Asset Management
Germany
$9.7M +$1.21M +28,958 +16%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$9.55M +$1.24M +29,637 +17%
CAM
21
Cortina Asset Management
Wisconsin
$9.07M -$2.69M -64,445 -25%
TI
22
Turner Investments
Pennsylvania
$8.91M +$521K +12,507 +7%
Fuller & Thaler Asset Management
23
Fuller & Thaler Asset Management
California
$8.49M -$196K -4,700 -3%
Norges Bank
24
Norges Bank
Norway
$8.24M
VOYA Investment Management
25
VOYA Investment Management
Georgia
$7.36M -$8.9M -213,532 -57%

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.