eHealth
EHTH
231 hedge funds and large institutions have $2.68B invested in eHealth in 2019 Q4 according to their latest regulatory filings, with 55 funds opening new positions, 82 increasing their positions, 72 reducing their positions, and 45 closing their positions.
293% more call options, than puts
Call options by funds: $183M | Put options by funds: $46.5M
175% more funds holding in top 10
Funds holding in top 10: 4 → 11 (+7)
57% more capital invested
Capital invested by funds: $1.7B → $2.68B (+$972M)
22% more first-time investments, than exits
New positions opened: 55 | Existing positions closed: 45
14% more repeat investments, than reductions
Existing positions increased: 82 | Existing positions reduced: 72
8.73% more ownership
Funds ownership: 111.85% → 120.58% (+8.7%)
2% more funds holding
Funds holding: 226 → 231 (+5)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SDJVC
St. Denis J. Villere & Co
New Orleans,
Louisiana
|
+$78.2M |
| 2 |
RL
Ruffer LLP
London,
United Kingdom
|
+$76.5M |
| 3 |
FAM
Fred Alger Management
New York
|
+$50.1M |
| 4 |
Macquarie Group
Sydney, NSW 2000,
Australia
|
+$26.4M |
| 5 |
SCH
Sylebra Capital (HK)
Hong Kong
|
+$23.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
1832 Asset Management
Toronto,
Ontario, Canada
|
-$46.6M |
| 2 |
PCM
PAR Capital Management
Boston,
Massachusetts
|
-$35.5M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
-$27.5M |
| 4 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
-$22.7M |
| 5 |
Victory Capital Management
San Antonio,
Texas
|
-$21.5M |
EHTH Hedge Fund Activity: Q4 2019 in Review
231 of the 5,092 institutional investors tracked by Wall St. Rank reported a position in eHealth (EHTH) for Q4 2019, worth a combined $2.68B — up 57% from $1.7B a quarter earlier.
Buyers outnumbered sellers: 55 funds opened new EHTH positions and 45 closed out — a net gain of 10 holders — while 82 added to existing stakes and 72 trimmed.
The largest buyer was St. Denis J. Villere & Co, opening a new position worth an estimated $78.2M. The largest seller was 1832 Asset Management, exiting entirely with an estimated $46.6M sold.
- 231 institutional investors held eHealth (EHTH) as of Q4 2019, up from 226 in Q3 2019.
- Funds reported $2.68B of eHealth stock for Q4 2019, up 57% quarter-over-quarter.
- 55 funds opened new eHealth positions in Q4 2019 and 45 closed out, a net change of +10 holders.
- The largest eHealth buyer in Q4 2019 was St. Denis J. Villere & Co, an estimated $78.2M added.
- The largest eHealth seller in Q4 2019 was 1832 Asset Management, an estimated $46.6M sold.
Based on aggregated 13F filings for Q4 2019.