The cluster is small and dominated by passive/index rebalancing; D.E. Shaw's ADD is the lone active signal but modest in size. Monitor Q4 13F for confirmation or unwinding.
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.
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 |
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
Market Snapshot
Investment Themes
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 | ||||
|---|---|---|---|---|---|
Oct 21, 2026 5d ago | Press Release | $0.5497 | awaiting T+5 | — | — |
Oct 16, 2026 10d ago | 8-K | $0.5651 $0.5331 | ▲ +5.66% | ▲ +5.52% | — |
Sep 22, 2026 4w ago | Institutional Cluster | $0.8809 $0.7189 | ▼ −18.39% | ▼ −17.20% | — |
Aug 4, 2026 11w ago | Press Release | $1.26 $1.24 | ▼ −1.59% | ▼ −1.94% | — |
Jul 22, 2026 13w ago | Press Release | $1.35 | awaiting T+5 | — | — |
Jun 25, 2026 17w ago | 8-K | $1.52 $1.60 | ▲ +5.26% | ▲ +3.10% | — |
Jun 11, 2026 19w ago | Institutional Cluster | $1.75 $1.65 | ▼ −5.71% | ▼ −6.15% | — |
May 6, 2026 24w ago | 8-K | $1.86 $1.85 | ▲ +0.54% | ▲ +2.04% | — |
Feb 27, 2026 34w ago | Insider Cluster | $1.30 $1.64 | ▲ +26.15% | ▲ +28.14% | — |
Feb 25, 2026 34w ago | 8-K | $1.33 $1.69 | ▲ +27.07% | ▲ +28.19% | — |
US Market Status
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