Exploring eHealth, Inc. (EHTH) Investor Profile: Who’s Buying and Why?

Ever wondered who's investing in eHealth, Inc. (EHTH) and, more importantly, why? As a leading health insurance marketplace, eHealth's performance and future prospects are closely watched by investors of all types. Did you know that in 2024, eHealth's revenue reached $532.41 million, marking a 17.56% increase from the previous year? But who are the major players betting on eHealth's continued success, and what's driving their investment decisions? Keep reading to find out!

eHealth, Inc. (EHTH) Who Invests in eHealth, Inc. (EHTH) and Why?

Understanding the investor profile of eHealth, Inc. (EHTH) involves examining the diverse range of individuals and institutions that hold its stock. These investors are driven by a variety of motivations and employ different investment strategies, all influenced by the company's growth prospects, market position, and overall industry dynamics. Identifying these key investor types and their rationales provides valuable insights into the market's perception of eHealth, Inc. (EHTH) and its future potential. For a deeper understanding of the company's background, explore eHealth, Inc. (EHTH): History, Ownership, Mission, How It Works & Makes Money.

eHealth, Inc. (EHTH) attracts a mix of retail and institutional investors. Retail investors include individuals who buy and sell shares for their own accounts, while institutional investors are entities that invest on behalf of others. These entities include:

• Mutual funds
• Pension funds
• Hedge funds
• Insurance companies
• Endowments

Each type of investor has different goals and risk tolerances, which influence their investment decisions regarding eHealth, Inc. (EHTH).

Several factors attract investors to eHealth, Inc. (EHTH). These include:

• Growth Prospects: Investors are drawn to eHealth, Inc. (EHTH)'s potential for growth in the expanding health insurance marketplace.
• Market Position: The company's standing as a leading online health insurance exchange can be appealing.

Institutional investors often conduct extensive research and analysis before investing. Their motivations can range from seeking long-term capital appreciation to generating income through dividends (though eHealth, Inc. (EHTH) does not currently offer dividends). Hedge funds, on the other hand, may be more interested in short-term gains through trading strategies.

The investment strategies employed by eHealth, Inc. (EHTH) investors vary widely:

• Long-Term Holding: Some investors adopt a buy-and-hold strategy, maintaining their positions for extended periods to benefit from the company's long-term growth.
• Short-Term Trading: Other investors engage in frequent trading, attempting to capitalize on short-term price fluctuations.
• Value Investing: Value investors seek to identify undervalued companies with the expectation that the market will eventually recognize their true worth.

Examining the ownership structure of eHealth, Inc. (EHTH) provides further insights. Major institutional holders and their investment strategies can significantly impact the company's stock performance. Monitoring these ownership trends and understanding the motivations behind institutional investments are crucial for assessing the overall investor sentiment toward eHealth, Inc. (EHTH).

Information on major shareholders and their holdings can often be found in the company's filings with the Securities and Exchange Commission (SEC). These filings provide transparency into who owns the company's stock and how those holdings have changed over time.

For example, let's consider a hypothetical snapshot of eHealth, Inc. (EHTH)'s major investors:

This table illustrates the diverse range of investors and their differing approaches to investing in eHealth, Inc. (EHTH). Understanding these dynamics is essential for anyone looking to invest in or analyze the company.

eHealth, Inc. (EHTH) Institutional Ownership and Major Shareholders of eHealth, Inc. (EHTH)

Understanding the ownership structure of eHealth, Inc. (EHTH) is crucial for investors, as it provides insights into the stability, potential volatility, and strategic direction of the company. Institutional investors, insiders, and retail investors all play a role in shaping the company's decisions and stock performance. As of April 2025, approximately 48.42% of eHealth, Inc.'s stock is held by institutional investors.

Here's a detailed look at eHealth, Inc.'s investor profile:

• Institutional Investors: Hold 48.42% of the company's stock.
• Insiders: Own 8.54% of the company's stock.
• Public Companies and Individual Investors: Account for 6.17% of the company's stock.

The institutional ownership structure of eHealth, Inc. (NASDAQGS:EHTH) reveals current positions held by institutions and funds, along with the most recent changes in position size. Major shareholders can be individual investors, mutual funds, hedge funds, or institutions. Mission Statement, Vision, & Core Values of eHealth, Inc. (EHTH).

Here are some of the top institutional investors in eHealth, Inc.:

• 8 Knots Management, Llc
• Nantahala Capital Management, LLC
• Palo Alto Investors LP
• Findell Capital Management Llc
• Vanguard Group Inc
• BlackRock, Inc.
• Dimensional Fund Advisors Lp
• VTSMX - Vanguard Total Stock Market Index Fund Investor Shares
• Aristotle Capital Boston, LLC
• DSC Advisors, L.P.

According to WallStreetZen, Healthcor Management LP is the largest individual eHealth shareholder, owning 6.33M shares, which represents 21.13% of the company. These shares are valued at $37.20M.

Examining the activity of major shareholders can provide valuable insights. For instance, Fintel reported that UBS initiated coverage of eHealth with a 'Neutral' recommendation on December 4, 2024. As of December 3, 2024, the average one-year price target for eHealth was $7.14 per share, suggesting a potential upside of 25.93% from the closing price of $5.67 per share.

Recent trading activity by insiders includes:

• Dale Wolf: Sold shares worth $104,868 on November 12, 2024.
• Gavin G. Galimi: Sold shares on multiple occasions in August 2024, totaling $70,880.
• Francis Soistman: Sold shares worth $203,500 on August 7, 2024.

Changes in institutional ownership can significantly impact a company's stock price. A high percentage of institutional ownership, such as the 68.32% reported for eHealth, Inc. in February 2025, indicates that the stock price may be sensitive to the trading actions of these large investors. An increase in share price can be appreciated by institutional investors, especially after periods of losses.

Here's a summary of institutional ownership changes, according to Fintel:

• Total shares owned by institutions decreased in the last three months by 6.16%, totaling 19,825K shares.
• The fund sentiment score, which indicates the level of institutional accumulation, is updated daily.

Some institutions and funds have increased their positions in eHealth, Inc., including:

• Sona Asset Management (us) Llc
• Persistent Asset Partners Ltd
• Raymond James Financial Inc
• Truffle Hound Capital, LLC
• Jefferies Financial Group Inc.

eHealth, Inc. (EHTH) Key Investors and Their Impact on eHealth, Inc. (EHTH)

Understanding the investor profile of eHealth, Inc. (EHTH) provides critical insights into the company's stability, growth potential, and strategic direction. Key investors can significantly influence company decisions and stock performance through their holdings and actions.

Institutional investors represent a substantial portion of eHealth, Inc.'s (EHTH) shareholder base. These entities include mutual funds, pension funds, hedge funds, and other financial institutions that manage large sums of money on behalf of their clients.

Here's an overview of some notable investors and their recent activities:

• Vanguard Group: As of March 31, 2024, Vanguard Group held the largest stake in eHealth, Inc. (EHTH), with 3,241,326 shares, representing 12.94% ownership. This indicates a strong vote of confidence in the company's long-term prospects.
• BlackRock Fund Advisors: BlackRock Fund Advisors held 2,239,572 shares, accounting for 8.95% ownership as of March 31, 2024. BlackRock's substantial holding suggests a belief in eHealth, Inc.'s (EHTH) value proposition and growth potential.
• Dimensional Fund Advisors LP: With 1,442,949 shares as of March 31, 2024, Dimensional Fund Advisors LP holds 5.76% of eHealth, Inc. (EHTH). Their investment approach often focuses on systematic, value-oriented strategies.
• Renaissance Technologies LLC: Renaissance Technologies LLC held 1,228,743 shares, representing 4.91% ownership as of March 31, 2024. This firm is known for its quantitative and algorithmic trading strategies.
• Geode Capital Management LLC: As of March 31, 2024, Geode Capital Management LLC held 719,802 shares, accounting for approximately 2.87% ownership.

The influence of these investors can manifest in several ways:

• Corporate Governance: Large institutional investors often have the power to influence corporate governance matters, such as the election of board members, executive compensation, and shareholder proposals.
• Strategic Direction: Their views on the company's strategic direction can carry significant weight, potentially influencing decisions related to mergers and acquisitions, capital allocation, and business strategy.
• Stock Performance: Significant buying or selling activity by these investors can impact the stock price, creating opportunities or challenges for other shareholders.

Recent moves by key investors can provide valuable signals about their evolving views on eHealth, Inc. (EHTH). For instance, a substantial increase in holdings by a major investor may indicate a bullish outlook, while a significant reduction could suggest concerns about the company's prospects.

Monitoring these changes in ownership and understanding the motivations behind them is essential for anyone looking to invest in eHealth, Inc. (EHTH) or understand its market dynamics.

For more insights into eHealth, Inc.'s (EHTH) mission and values, explore: Mission Statement, Vision, & Core Values of eHealth, Inc. (EHTH).

eHealth, Inc. (EHTH) Market Impact and Investor Sentiment

Understanding investor sentiment and market reactions is crucial for assessing the potential future performance of eHealth, Inc. (EHTH). Major shareholders' attitudes, significant ownership changes, and analyst perspectives all contribute to the stock's dynamics.

As of December 31, 2023, eHealth, Inc.'s (EHTH) outstanding shares totaled 25.8 million. A breakdown of the shareholder composition reveals:

• Institutional investors held 24.2 million shares, representing 93.6% of the total.
• Mutual funds owned 10.6 million shares, accounting for 41.1%.
• Hedge funds possessed 1.4 million shares, making up 5.4%.
• Insiders held 0.5 million shares, which is 1.9% of the total.

The substantial institutional ownership suggests that eHealth, Inc. (EHTH) is significantly influenced by the strategies and decisions of these large investors.

Recent market reactions to ownership changes can provide insights into investor confidence. For example, significant stock purchases by institutional investors may signal positive expectations about the company's future performance, potentially driving up the stock price. Conversely, large sell-offs could indicate concerns, leading to price declines.

Analyst perspectives play a vital role in shaping investor sentiment. Analysts offer insights based on their research and analysis of eHealth, Inc.'s (EHTH) financial performance, market position, and growth prospects. These analyses can influence investment decisions and market reactions.

For instance, analysts at Craig-Hallum adjusted their price target on eHealth, Inc. (EHTH) on May 9, 2024, lowering it from $14.00 to $9.00. This change reflects a revised valuation based on current market conditions and company performance. Similarly, Stephens initiated coverage on eHealth, Inc. (EHTH) with an overweight rating and a price target of $13.00 on April 17, 2024, indicating a positive outlook.

Here's a snapshot of analyst ratings for eHealth, Inc. (EHTH):

These ratings and price targets reflect varied expectations among analysts, influenced by factors such as the company's strategic initiatives, financial results, and broader market trends.

Keep abreast of eHealth, Inc.'s (EHTH) financial well-being. More information can be found here: Breaking Down eHealth, Inc. (EHTH) Financial Health: Key Insights for Investors