Who owns EHTH (EHTH)
Which tracked institutional funds hold EHTH, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See EHTH company fundamentals →
Ownership as of the 2026-Q1 13F filings. 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
The tracked-fund tape on EHTH is one-sided between 2025-Q4 and 2026-Q1: 3 added or opened and 32 trimmed or exited — on balance reducing.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
EHTH’s largest tracked holder by dollar value, 8 KNOTS MANAGEMENT, LLC, sizes it at 1.2% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 1.2pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in EHTH divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2025-Q4 and 2026-Q1, across 103 tracked filers holding EHTH, 60 increased or opened the position and 60 reduced or closed it; over the same quarter, open-market insider Form 4s were net purchases.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in EHTH between the 2025-Q4 and 2026-Q1 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 1
- VANGUARD CAPITAL MANAGEMENT LLC$2M
Full exits 9
- 8 KNOTS MANAGEMENT, LLC$11M
- VANGUARD GROUP INC$7M
- J. Goldman & Co LP$3M
- Connor, Clark & Lunn Investment Management Ltd.$3M
- TWO SIGMA ADVISERS, LP$1M
- TWO SIGMA INVESTMENTS, LP$1M
Largest adds
- AQR CAPITAL MANAGEMENT LLC$2M
- EverSource Wealth Advisors, LLC$344K
Largest trims
- BlackRock, Inc.$10M
- FINDELL CAPITAL MANAGEMENT LLC$6M
- Nantahala Capital Management, LLC$6M
- Palo Alto Investors LP$5M
- DIMENSIONAL FUND ADVISORS LP$3M
- GEODE CAPITAL MANAGEMENT, LLC$2M
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| BlackRock, Inc. trimmed | 2,691,787 | $3M | 5.4% | 2026-Q1 |
| Nantahala Capital Management, LLC | 1,761,441 | $2M | 3.5% | 2026-Q1 |
| AQR CAPITAL MANAGEMENT LLC added | 1,698,647 | $2M | 3.4% | 2026-Q1 |
| Palo Alto Investors LP trimmed | 1,482,797 | $2M | 3.0% | 2026-Q1 |
| VANGUARD CAPITAL MANAGEMENT LLC new | 1,206,427 | $2M | 2.4% | 2026-Q1 |
| DIMENSIONAL FUND ADVISORS LP trimmed | 828,200 | $1M | 1.7% | 2026-Q1 |
| GEODE CAPITAL MANAGEMENT, LLC added | 736,308 | $950K | 1.5% | 2026-Q1 |
| REDWOOD CAPITAL MANAGEMENT, LLC | 467,395 | $603K | 0.9% | 2026-Q1 |
| STATE STREET CORP trimmed | 446,563 | $576K | 0.9% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC added | 442,884 | $571K | 0.9% | 2026-Q1 |
| D. E. Shaw & Co., Inc. added | 323,542 | $417K | 0.6% | 2026-Q1 |
| Centiva Capital, LP added | 308,701 | $398K | 0.6% | 2026-Q1 |
| MACKENZIE FINANCIAL CORP trimmed | 292,522 | $377K | 0.6% | 2026-Q1 |
| EverSource Wealth Advisors, LLC added | 2,492 | $346K | 0.5% | 2026-Q1 |
| RBF Capital, LLC trimmed | 265,800 | $343K | 0.5% | 2026-Q1 |
| Assenagon Asset Management S.A. added | 261,853 | $338K | 0.5% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 223,268 | $288K | 0.4% | 2026-Q1 |
| Eversept Partners, LP trimmed | 220,915 | $285K | 0.4% | 2026-Q1 |
| NORTHERN TRUST CORP trimmed | 218,700 | $282K | 0.4% | 2026-Q1 |
| AMERICAN CENTURY COMPANIES INC added | 200,428 | $259K | 0.4% | 2026-Q1 |
| FINDELL CAPITAL MANAGEMENT LLC trimmed | 179,027 | $231K | 0.4% | 2026-Q1 |
| VANGUARD FIDUCIARY TRUST CO new | 177,088 | $228K | 0.4% | 2026-Q1 |
| VANGUARD PORTFOLIO MANAGEMENT LLC new | 167,308 | $216K | 0.3% | 2026-Q1 |
| UBS Group AG added | 159,237 | $205K | 0.3% | 2026-Q1 |
| MORGAN STANLEY trimmed | 120,003 | $155K | 0.2% | 2026-Q1 |
| VOYA INVESTMENT MANAGEMENT LLC added | 119,159 | $154K | 0.2% | 2026-Q1 |
| Quinn Opportunity Partners LLC | 114,000 | $147K | 0.2% | 2026-Q1 |
| XTX Topco Ltd added | 84,023 | $108K | 0.2% | 2026-Q1 |
| Bank of New York Mellon Corp trimmed | 74,438 | $96K | 0.1% | 2026-Q1 |
| HSBC HOLDINGS PLC added | 72,844 | $95K | 0.1% | 2026-Q1 |
| PRICE T ROWE ASSOCIATES INC /MD/ added | 73,336 | $95K | 0.1% | 2026-Q1 |
| JANE STREET GROUP, LLC trimmed | 73,602 | $95K | 0.1% | 2026-Q1 |
| ALGERT GLOBAL LLC added | 72,183 | $93K | 0.1% | 2026-Q1 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC trimmed | 72,011 | $93K | 0.1% | 2026-Q1 |
| Invesco Ltd. added | 69,497 | $90K | 0.1% | 2026-Q1 |
| Nuveen, LLC | 59,954 | $77K | 0.1% | 2026-Q1 |
| DEUTSCHE BANK AG\ added | 58,322 | $75K | 0.1% | 2026-Q1 |
| Russell Investments Group, Ltd. added | 56,788 | $73K | 0.1% | 2026-Q1 |
| Corient Private Wealth LLC trimmed | 53,640 | $69K | 0.1% | 2026-Q1 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 53,100 | $68K | 0.1% | 2026-Q1 |
| Jain Global LLC added | 50,363 | $65K | 0.1% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 48,170 | $62K | 0.1% | 2026-Q1 |
| 8 KNOTS MANAGEMENT, LLC | 2,332,017 | $11M | 16.7% | 2025-Q4 stale |
| VANGUARD GROUP INC trimmed | 1,511,532 | $7M | 10.8% | 2025-Q4 stale |
| J. Goldman & Co LP added | 681,221 | $3M | 4.9% | 2025-Q4 stale |
| Connor, Clark & Lunn Investment Management Ltd. trimmed | 649,890 | $3M | 4.6% | 2025-Q4 stale |
| Aristotle Capital Boston, LLC trimmed | 460,734 | $2M | 3.1% | 2025-Q3 stale |
| Truffle Hound Capital, LLC added | 200,000 | $1M | 2.1% | 2025-Q1 stale |
| TWO SIGMA ADVISERS, LP trimmed | 250,100 | $1M | 1.8% | 2025-Q4 stale |
| TWO SIGMA INVESTMENTS, LP added | 222,352 | $1M | 1.6% | 2025-Q4 stale |
| SONA ASSET MANAGEMENT (US) LLC | 232,589 | $1M | 1.6% | 2025-Q3 stale |
| RAYMOND JAMES FINANCIAL INC added | 209,273 | $963K | 1.5% | 2025-Q4 stale |
| AMH Equity Ltd added | 166,000 | $715K | 1.1% | 2025-Q3 stale |
| CITADEL ADVISORS LLC added | 154,997 | $713K | 1.1% | 2025-Q4 stale |
| Y-Intercept (Hong Kong) Ltd added | 105,655 | $706K | 1.1% | 2025-Q1 stale |
| ACADIAN ASSET MANAGEMENT LLC trimmed | 133,337 | $612K | 1.0% | 2025-Q4 stale |
| Atom Investors LP added | 138,013 | $600K | 0.9% | 2025-Q2 stale |
| Informed Momentum Co LLC added | 71,092 | $475K | 0.7% | 2025-Q1 stale |
| Persistent Asset Partners Ltd trimmed | 97,606 | $449K | 0.7% | 2025-Q4 stale |
| WINTON GROUP Ltd added | 96,293 | $419K | 0.7% | 2025-Q2 stale |
| HRT FINANCIAL LP added | 61,135 | $408K | 0.6% | 2025-Q1 stale |
| State of Wyoming added | 94,127 | $406K | 0.6% | 2025-Q3 stale |
| Trexquant Investment LP trimmed | 89,176 | $384K | 0.6% | 2025-Q3 stale |
| MILLENNIUM MANAGEMENT LLC trimmed | 78,438 | $361K | 0.6% | 2025-Q4 stale |
| Cubist Systematic Strategies, LLC trimmed | 79,387 | $345K | 0.5% | 2025-Q2 stale |
| OMERS ADMINISTRATION Corp added | 49,400 | $330K | 0.5% | 2025-Q1 stale |
| COMMONWEALTH EQUITY SERVICES, LLC added | 45,761 | $306K | 0.5% | 2025-Q1 stale |
| MARSHALL WACE, LLP trimmed | 62,606 | $288K | 0.4% | 2025-Q4 stale |
| NEUBERGER BERMAN GROUP LLC added | 63,142 | $272K | 0.4% | 2025-Q3 stale |
| Jump Financial, LLC added | 61,839 | $269K | 0.4% | 2025-Q2 stale |
| OCCUDO QUANTITATIVE STRATEGIES LP added | 39,193 | $258K | 0.4% | 2025-Q1 stale |
| AMERIPRISE FINANCIAL INC added | 53,826 | $248K | 0.4% | 2025-Q4 stale |
| BOOTHBAY FUND MANAGEMENT, LLC added | 51,052 | $235K | 0.4% | 2025-Q4 stale |
| BALYASNY ASSET MANAGEMENT L.P. added | 32,370 | $216K | 0.3% | 2025-Q1 stale |
| Ancora Advisors LLC trimmed | 30,475 | $204K | 0.3% | 2025-Q1 stale |
| Man Group plc trimmed | 38,119 | $175K | 0.3% | 2025-Q4 stale |
| EntryPoint Capital, LLC new | 24,234 | $162K | 0.3% | 2025-Q1 stale |
| ExodusPoint Capital Management, LP added | 24,035 | $161K | 0.3% | 2025-Q1 stale |
| Virtu Financial LLC added | 33,678 | $155K | 0.2% | 2025-Q4 stale |
| Point72 Asia (Singapore) Pte. Ltd. trimmed | 22,539 | $151K | 0.2% | 2025-Q1 stale |
| Jefferies Financial Group Inc. added | 20,351 | $136K | 0.2% | 2025-Q1 stale |
| Corton Capital Inc. added | 20,138 | $135K | 0.2% | 2025-Q1 stale |
| LMR Partners LLP new | 19,989 | $134K | 0.2% | 2025-Q1 stale |
| PharVision Advisers, LLC new | 28,497 | $131K | 0.2% | 2025-Q4 stale |
| AlphaQuest LLC | 27,694 | $127K | 0.2% | 2025-Q4 stale |
| Quantbot Technologies LP added | 18,181 | $121K | 0.2% | 2025-Q1 stale |
| Cannon Global Investment Management, LLC new | 18,100 | $121K | 0.2% | 2025-Q1 stale |
| GROUP ONE TRADING LLC added | 26,107 | $120K | 0.2% | 2025-Q4 stale |
| Quantessence Capital LLC new | 17,910 | $120K | 0.2% | 2025-Q1 stale |
| Brevan Howard Capital Management LP trimmed | 14,378 | $96K | 0.1% | 2025-Q1 stale |
| Verition Fund Management LLC trimmed | 12,830 | $86K | 0.1% | 2025-Q1 stale |
| Graham Capital Management, L.P. trimmed | 19,712 | $85K | 0.1% | 2025-Q3 stale |
| Schonfeld Strategic Advisors LLC trimmed | 19,507 | $85K | 0.1% | 2025-Q2 stale |
| Catalyst Funds Management Pty Ltd added | 12,308 | $82K | 0.1% | 2025-Q1 stale |
| PRUDENTIAL FINANCIAL INC | 11,770 | $79K | 0.1% | 2025-Q1 stale |
| Diametric Capital, LP new | 11,746 | $78K | 0.1% | 2025-Q1 stale |
| SAPIENT CAPITAL LLC | 11,044 | $74K | 0.1% | 2025-Q1 stale |
| HighMark Wealth Management LLC new | 15,900 | $73K | 0.1% | 2025-Q4 stale |
| Headlands Technologies LLC trimmed | 13,503 | $62K | 0.1% | 2025-Q4 stale |
| Point72 Asset Management, L.P. trimmed | 13,361 | $61K | 0.1% | 2025-Q4 stale |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.