HealthStream
HSTM
130 hedge funds and large institutions have $489M invested in HealthStream in 2015 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 56 increasing their positions, 40 reducing their positions, and 15 closing their positions.
40% more repeat investments, than reductions
Existing positions increased: 56 | Existing positions reduced: 40
13% more first-time investments, than exits
New positions opened: 17 | Existing positions closed: 15
1% more funds holding
Funds holding: 129 → 130 (+1)
28% less capital invested
Capital invested by funds: $680M → $489M (-$191M)
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Dimensional Fund Advisors
Austin,
Texas
|
+$13.3M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
+$4.56M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
+$4.3M |
| 4 |
Renaissance Technologies
New York
|
+$2.99M |
| 5 |
First Trust Advisors
Wheaton,
Illinois
|
+$2.33M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Massachusetts Financial Services
Boston,
Massachusetts
|
-$14M |
| 2 |
WSA
Wall Street Associates
Lajolla,
California
|
-$3.79M |
| 3 |
PC
Polar Capital
London,
United Kingdom
|
-$3.41M |
| 4 |
PM
Pembroke Management
Montreal,
Quebec, Canada
|
-$3.1M |
| 5 |
NCGI
Next Century Growth Investors
Plymouth,
Minnesota
|
-$2.56M |
HSTM Hedge Fund Activity: Q3 2015 in Review
130 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in HealthStream (HSTM) for Q3 2015, worth a combined $489M — down 28% from $680M a quarter earlier.
Buyers outnumbered sellers: 17 funds opened new HSTM positions and 15 closed out — a net gain of 2 holders — while 56 added to existing stakes and 40 trimmed.
The largest buyer was Dimensional Fund Advisors, adding an estimated $13.3M. The largest seller was Massachusetts Financial Services, exiting entirely with an estimated $14M sold.
- 130 institutional investors held HealthStream (HSTM) as of Q3 2015, up from 129 in Q2 2015.
- Funds reported $489M of HealthStream stock for Q3 2015, down 28% quarter-over-quarter.
- 17 funds opened new HealthStream positions in Q3 2015 and 15 closed out, a net change of +2 holders.
- The largest HealthStream buyer in Q3 2015 was Dimensional Fund Advisors, an estimated $13.3M added.
- The largest HealthStream seller in Q3 2015 was Massachusetts Financial Services, an estimated $14M sold.
Based on aggregated 13F filings for Q3 2015.