Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Ehealth Inc (EHTH)

104 + 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
↓ -3
Streak
1Q ▼
Buyers last Q
52%

Smart Money Signals — EHTH

Based on 105 hedge funds · latest filing: 2026 Q1 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, 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 — 91% of 3.0Y peak

91% of all-time peak
105 funds currently hold this stock — 91% 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.
📉

Outflows — 9% fewer funds vs a year ago

fund count last 6Q
11 fewer hedge funds hold EHTH compared to a year ago (-9% decline). When institutions consistently reduce their exposure, it's worth exploring the underlying fundamental reasons driving them away.
🟡

Slight buying edge — 52% buying

60 buying56 selling
Last quarter: 60 funds bought or added vs 56 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.
📈

More new buyers each quarter (+11 vs last Q)

new funds entering per quarter
Funds opening a new EHTH position: 18 → 17 → 17 → 28. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

62% of holders stayed for 2+ years

■ 62% conviction (2yr+) ■ 15% medium ■ 23% new
65 out of 105 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.
💎

Buying through price weakness — shares -17%, value -76%

Value
-75%
Shares
-17%
Last quarter: funds added -17% more shares while total portfolio value only changed -76%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
📈

Growing discovery — still being found

21 → 18 → 17 → 17 → 28 new funds/Q
New funds entering each quarter: 18 → 17 → 17 → 28. A growing number of institutions are discovering EHTH each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Deep conviction — 66% of holders stayed 2+ years

■ 66% veterans ■ 10% 1-2yr ■ 24% new
Of 105 current holders: 69 (66%) 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 — 35% AUM from major funds

35% from top-100 AUM funds
32 of 105 holders rank in the top 100 by AUM, accounting for 35% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
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 Q1, 60 hedge funds were net buyers of EHTH (28 opened a new position, 32 added to an existing one), while 56 reduced or exited (25 trimmed, 31 sold completely) — a 52% buyer ratio, indicating a slight buying edge. 35% of total institutional value in EHTH is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: -3 funds (more exits than new entries). Total institutional holders: 105.

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

-- --

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

Is It Too Late to Buy Ehealth Inc (EHTH) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much EHTH has moved relative to its sector benchmark (XLF) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 76d ago
EHTH
+40.3%
XLF
+8.0%

EHTH outperformed XLF by +32.3% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 31d ago
EHTH
+2.8%
XLF
+4.4%

Since the filing became public, EHTH outperformed XLF by -1.6% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

11 top-rated funds 0 high-conviction
Consensus
4.7
/ 10
breadth
×
Elite
0.1
/ 10
conviction
Hedge Fund Positioning: EHTH
104 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 104 108 -3.7%
13F Shares 17M 21M -17.37%
Total Value $23M $96M -75.63%
New Positions 27 17 +10
Increased Positions 31 33 -2
Closed Positions 31 11 +20
Reduced Positions 26 38 -12
Total Calls 2 2 -
Total Puts 0 1 -100.0%
PUT/CALL Ratio 0.0 0.5 Bullish

Statistics: EHTH

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Valuation Measures Data as of: --

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

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
Levered Free Cash Flow (ttm) --

Institutional Holders (2026 Q1)

104 + 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 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Palo Alto Investors LP 0.29% 1,482,797 $1.9M
2 Redwood Capital Management, LLC 0.09% 467,395 $603K
3 Nantahala Capital Management, LLC 0.08% 1,761,441 $2.3M
4 Findell Capital Management LLC 0.07% 179,027 $231K
5 RBF Capital, LLC 0.02% 265,800 $343K
6 Eversept Partners, LP 0.02% 220,915 $285K
7 Quinn Opportunity Partners LLC 0.01% 114,000 $147K
8 Kera Capital Partners, Inc. 0.01% 34,571 $45K
9 Dynamic Technology Lab Private Ltd 0.00% 18,124 $23K
10 Centiva Capital, LP 0.00% 308,701 $398K
11 XTX Topco Ltd 0.00% 84,023 $108K
12 Founders Financial Securities LLC 0.00% 18,888 $25K
13 Bridgeway Capital Management, LLC 0.00% 53,100 $68K
14 Aqr Capital Management LLC 0.00% 1,715,112 $2.2M
15 Assenagon Asset Management S.A. 0.00% 261,853 $338K
16 Gateway Wealth Partners, LLC 0.00% 10,000 $13K
17 Callan Family Office, LLC 0.00% 17,038 $22K
18 Mackenzie Financial Corp 0.00% 292,522 $377K
19 D. E. Shaw & Co., Inc. 0.00% 469,551 $606K
20 Tower Research Capital LLC (TRC) 0.00% 9,513 $12K
21 Jain Global LLC 0.00% 50,363 $65K
22 Ieq Capital, LLC 0.00% 41,211 $53K
23 Engineers Gate Manager LP 0.00% 12,245 $16K
24 Jacobs Levy Equity Management, Inc 0.00% 35,646 $46K
25 Voya Investment Management LLC 0.00% 119,159 $154K
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 — 1 quarter in a row: For 1 consecutive quarter, 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 — 52% buying: Last quarter: 60 funds bought or added vs 56 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 — 35% AUM from major funds: 32 of 105 holders rank in the top 100 by AUM, accounting for 35% 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?

62% of holders stayed for 2+ years: 65 out of 105 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.

Is it too late to buy Ehealth Inc (EHTH) following the 2026 Q1 hedge fund 13F filings?

As of today, EHTH has moved +2.8% since the 2026 Q1 13F filing date (May 15, 2026), compared to +4.4% for the XLF sector ETF — an outperformance of -1.6%. Since the quarter end (March 31, 2026), EHTH has gained +40.3% vs +8.0% for XLF. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

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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