EHTH eHealth, Inc.
Executive Summary
Three institutional buyers added $932K in EHTH during Q3 2025, while two sellers trimmed $567K. The cluster is small in absolute terms relative to the $52M market cap and dominated by passive managers, signaling low conviction. D.E. Shaw's quant-driven ADD is the only active-manager signal, but its $2.6M position remains modest. The historical T+20 win rate for prior EHTH reports is 25%, and score-6/7/8 cells show negative net alpha.
Key Financial Metrics
Institutional Positions
Net institutional flow: $365.3K
▲ Buyers (3)
| Institution | Action | Change | Position Value | Value Δ |
|---|---|---|---|---|
| D.E. Shaw | ADD | +28.2% | $2.6M | $548.0K |
| UBS | ADD | +25.3% | $1.7M | $333.0K |
| BofA | DOUBLED | +106.9% | $100.0K | $51.0K |
▼ Sellers (2)
| Institution | Action | Change | Prev Value | Value Δ |
|---|---|---|---|---|
| Fidelity | TRIM | -39.1% | $9.0K | -$3.6K |
| Morgan Stanley | TRIM | -32.8% | $1.7M | -$563.1K |
Actionable Insight
The cluster is small and dominated by passive/index rebalancing; D.E. Shaw's ADD is the lone active signal but modest in size. Given poor historical T+20 calibration, avoid interpreting this as a strong directional thesis. Monitor Q4 13F for confirmation or unwinding.
Key Facts
- 3 buyers added $932K net; 2 sellers trimmed $567K net
- D.E. Shaw (quant) ADD: $2.0M → $2.6M (+28.2% shares)
- UBS (mega_passive) ADD: $1.4M → $1.7M (+25.3% shares)
- BofA (mega_passive) DOUBLED: $49K → $100K (+106.9% shares)
- Morgan Stanley (mega_passive) TRIM: $1.7M → $1.1M (-32.8% shares)
- Market cap $52M; analyst consensus 0% bullish (7 hold, 3 sell/strong sell)
Financial Impact
Net institutional buying of $365K (aggregate $932K buying vs $567K selling), representing ~0.7% of market cap
Risk Factors
- 13F data is 45 days stale; positions may have changed
- Small cluster size and passive dominance reduce signal quality
- Low analyst bullishness (0%) and history of negative T+20 alpha for EHTH reports
Market Snapshot
Documents Analyzed
This report is based on 1 institutional 13F filing from SEC EDGAR.
| Document | Accession Number |
|---|---|
| INST-CLUSTER Data (Synthetic) | inst-cluster-EHTH-2025-Q3 |
Track record builds as more directional reports settle.
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
|
Jun 11, 2026
1d ago
|
Institutional Cluster
| $1.68 awaiting T+20 | awaiting T+20 | — | — |
|
May 6, 2026
5w ago
|
8-K
| $1.86 $1.46 | ▲ +21.51% | ▲ +24.64% | — |
|
Feb 27, 2026
15w ago
|
Insider Cluster
| $1.30 $1.28 | ▼ −1.54% | ▲ +6.02% | — |
|
Feb 25, 2026
15w ago
|
8-K
| $1.33 $1.31 | ▼ −1.50% | ▲ +4.90% | — |
US Market Status
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