Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Ehealth Inc (EHTH)

103 + Investors. Track Smart Money conviction in EHTH. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -1
Streak
2Q ▼
Buyers last Q
55%

Smart Money Signals — EHTH

Based on 104 hedge funds · latest filing: 2026 Q2 · updated quarterly

📉

Selling streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, more hedge funds reduced or closed their EHTH positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
📊

High ownership — 90% of 3.0Y peak

90% of all-time peak
104 funds currently hold this stock — 90% of the 3.0-year high of 116 funds (reached 2025 Q1). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
〰️

Stable — ownership unchanged year-over-year

fund count last 6Q
The number of hedge funds holding EHTH is almost the same as a year ago (-3 funds, -3% change). No significant rush to buy or sell — institutional backing is holding steady.
🟡

Slight buying edge — 55% buying

65 buying54 selling
Last quarter: 65 funds bought or added vs 54 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
➡️

Steady new buyers — ~26 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 17 → 17 → 28 → 26. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

62% of holders stayed for 2+ years

■ 62% conviction (2yr+) ■ 15% medium ■ 23% new
64 out of 104 hedge funds have held EHTH for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
🚀

Acceleration phase — new buyers rushing in

19 → 17 → 17 → 28 → 26 new funds/Q
New funds entering each quarter: 17 → 17 → 28 → 26. The pace of institutional discovery is accelerating sharply. This is the 'hot idea' phase — the thesis is being passed from fund to fund. You are not late — the accumulation wave is still building.
🏛️

Veteran-anchored — 68% veterans vs 22% newcomers

■ 68% veterans ■ 10% 1-2yr ■ 22% new
Entry-cohort mix of 105 holders: 71 (68%) are 2+ year veterans, 11 entered 1–2 years ago, and 23 (22%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 46% AUM from top-100 funds

46% from top-100 AUM funds
31 of 103 holders are among the 100 largest funds by AUM, controlling 46% of total institutional value in EHTH. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.1
out of 10
Low Exit Risk
Exit risk score 3.1/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — EHTH

In 2026 Q2, 65 hedge funds were net buyers of EHTH (26 opened a new position, 39 added to an existing one), while 54 reduced or exited (27 trimmed, 27 sold completely) — a 55% buyer ratio, indicating a slight buying edge. Net selling has persisted for two consecutive quarters. 46% of total institutional value in EHTH is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: -1 funds (more exits than new entries). Total institutional holders: 104.

Hedge Fund Ownership: EHTH

How many hedge funds hold EHTH — quarterly history vs. share price
Quarterly hedge fund ownership of EHTH vs. share price

Market Analysis: EHTH

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: EHTH

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Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Loading signal freshness…
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

5 top-rated funds 0 high-conviction
Consensus
3.4
/ 10
breadth
×
Elite
0.1
/ 10
conviction
Hedge Fund Positioning: EHTH
103 + Investors

Track Smart Money conviction in EHTH. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 103 105 -1.9%
13F Shares 16M 17M -6.93%
Total Value $23M $23M -0.45%
New Positions 26 28 -2
Increased Positions 39 31 +8
Closed Positions 27 32 -5
Reduced Positions 26 26 -
Total Calls 2 2 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: EHTH

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Financial Highlights

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Institutional Holders (2026 Q2)

103 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in EHTH. Verified SEC 13F-HR filings.

QUARTER:
Top 25 EHTH holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Palo Alto Investors LP 0.31% 1,482,797 $2.2M
2 Nantahala Capital Management, LLC 0.09% 1,761,441 $2.6M
3 Redwood Capital Management, LLC 0.08% 467,395 $696K
4 Eversept Partners, LP 0.03% 404,854 $603K
5 RBF Capital, LLC 0.02% 265,800 $396K
6 Quinn Opportunity Partners LLC 0.01% 174,000 $259K
7 Kera Capital Partners, Inc. 0.00% 34,811 $52K
8 Centiva Capital, LP 0.00% 286,597 $427K
9 Headlands Technologies LLC 0.00% 15,210 $23K
10 Founders Financial Securities LLC 0.00% 15,887 $24K
11 Aqr Capital Management LLC 0.00% 2,288,414 $3.4M
12 Bridgeway Capital Management, LLC 0.00% 40,100 $60K
13 Assenagon Asset Management S.A. 0.00% 472,569 $704K
14 StoneX Group Inc. 0.00% 12,981 $21K
15 Callan Family Office, LLC 0.00% 17,278 $26K
16 Ieq Capital, LLC 0.00% 71,678 $107K
17 XTX Topco Ltd 0.00% 23,042 $34K
18 D. E. Shaw & Co., Inc. 0.00% 568,229 $847K
19 Engineers Gate Manager LP 0.00% 19,630 $29K
20 Jain Global LLC 0.00% 49,887 $74K
21 Brighton Jones LLC 0.00% 10,470 $16K
22 Marshall Wace, LLP 0.00% 133,900 $200K
23 Arax Advisory Partners 0.00% 15,614 $23K
24 Mackenzie Financial Corp 0.00% 103,253 $154K
25 Zacks Investment Management 0.00% 13,918 $21K
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Ehealth Inc (EHTH)

What does the Smart Money Trend signal show for EHTH?

Selling streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds reduced or closed their EHTH positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for EHTH?

Slight buying edge — 55% buying: Last quarter: 65 funds bought or added vs 54 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for EHTH holders?

Elite ownership — 46% AUM from top-100 funds: 31 of 103 holders are among the 100 largest funds by AUM, controlling 46% of total institutional value in EHTH. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held EHTH?

62% of holders stayed for 2+ years: 64 out of 104 hedge funds have held EHTH for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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