Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

EHEALTH INC (EHTH)

109 + 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
↑ +6
Streak
1Q ▲
Buyers last Q
51%

Smart Money Signals — EHTH

Based on 107 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added EHTH than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
📊

High ownership — 93% of 3.0Y peak

93% of all-time peak
107 funds currently hold this stock — 93% of the 3.0-year high of 115 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 (-2 funds, -2% change). No significant rush to buy or sell — institutional backing is holding steady.
🟡

Slight buying edge — 51% buying

50 buying49 selling
Last quarter: 50 funds bought or added vs 49 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 — ~17 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 21 → 17 → 17 → 17. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

73% of holders stayed for 2+ years

■ 73% conviction (2yr+) ■ 17% medium ■ 10% new
78 out of 107 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.
➡️

Steady discovery — ~17 new funds/quarter

31 → 21 → 17 → 17 → 17 new funds/Q
New funds entering each quarter: 21 → 17 → 17 → 17. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Deep conviction — 76% of holders stayed 2+ years

■ 76% veterans ■ 11% 1-2yr ■ 13% new
Of 109 current holders: 83 (76%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
✅

Strong quality — 25% AUM from major funds

25% from top-100 AUM funds
26 of 107 holders rank in the top 100 by AUM, accounting for 25% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
2.9
out of 10
Low Exit Risk
Exit risk score 2.9/10 — 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 2025 Q4, 50 hedge funds were net buyers of EHTH (17 opened a new position, 33 added to an existing one), while 49 reduced or exited (38 trimmed, 11 sold completely) — a 51% buyer ratio, indicating a slight buying edge. 25% of total institutional value in EHTH is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +6 funds (more new holders than closures). Total institutional holders: 107.

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

Financial Services Insurance Brokers

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

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

23 top-rated funds 0 high-conviction
Consensus
6.0
/ 10
breadth
×
Elite
0.9
/ 10
conviction
Hedge Fund Positioning: EHTH
2026 Q1 Stats Unlock in 6 days 109 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 109 102 6.86%
13F Shares 21M 22M -4.67%
Total Value $96M $94M 1.55%
New Positions 17 17 -
Increased Positions 35 31 +4
Closed Positions 11 21 -10
Reduced Positions 40 37 +3
Total Calls 2 1 100.0%
Total Puts 1 1 -
PUT/CALL Ratio 0.5 1.0 Bullish

Statistics: EHTH

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Valuation Measures Data as of: --

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PEG Ratio (5yr expected) --
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Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

109 + investors

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

Top 25 institutional holders of EHTH — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 AlphaQuest LLC 0.01% 27,694 $127K
2 Kera Capital Partners, Inc. 0.01% 34,571 $45K
3 GSA CAPITAL PARTNERS LLP 0.00% 43,624 —
4 FOUNDERS FINANCIAL SECURITIES LLC 0.00% 18,888 $25K
5 Assenagon Asset Management S.A. 0.00% 261,853 $338K
6 Callan Family Office, LLC 0.00% 17,038 $22K
7 MACKENZIE FINANCIAL CORP 0.00% 292,522 $377K
8 VOYA INVESTMENT MANAGEMENT LLC 0.00% 119,159 $154K
9 Ameritas Investment Partners, Inc. 0.00% 2,938 $4K
10 Russell Investments Group, Ltd. 0.00% 56,788 $73K
11 True Wealth Design, LLC 0.00% 194 —
12 BlackRock, Inc. 0.00% 2,691,787 $3.5M
13 VANGUARD FIDUCIARY TRUST CO 0.00% 177,088 $228K
14 Police & Firemen's Retirement System of New Jersey 0.00% 4,777 $6K
15 HSBC HOLDINGS PLC 0.00% 72,844 $95K
16 Mariner, LLC 0.00% 31,511 $41K
17 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.00% 17,046 $21K
18 RHUMBLINE ADVISERS 0.00% 36,181 $47K
19 VANGUARD CAPITAL MANAGEMENT LLC 0.00% 1,206,427 $1.6M
20 UBS Group AG 0.00% 159,237 $205K
21 SEI INVESTMENTS CO 0.00% 24,653 $32K
22 Cetera Investment Advisers 0.00% 20,846 $27K
23 DEUTSCHE BANK AG\ 0.00% 58,322 $75K
24 Sterling Capital Management LLC 0.00% 953 $1K
25 NEW YORK STATE COMMON RETIREMENT FUND 0.00% 10,200 $13K
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?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added EHTH than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for EHTH?

Slight buying edge — 51% buying: Last quarter: 50 funds bought or added vs 49 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?

Strong quality — 25% AUM from major funds: 26 of 107 holders rank in the top 100 by AUM, accounting for 25% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held EHTH?

73% of holders stayed for 2+ years: 78 out of 107 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.