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HealthStream
HSTM

124 hedge funds and large institutions have $492M invested in HealthStream in 2015 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 59 increasing their positions, 32 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

84% more repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 32

1% more capital invested

Capital invested by funds: $489M → $492M (+$3.14M)

5% less funds holding

Funds holding: 130 → 124 (-6)

26% less first-time investments, than exits

New positions opened: 14 | Existing positions closed: 19

Holders
124
Holders Change
-6
Holders Change %
-4.62%
% of All Funds
3.25%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.03%
New
14
Increased
59
Reduced
32
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
RP
Riverbridge Partners
Minnesota
+$12M
2
PAMP
Polar Asset Management Partners
Ontario, Canada
+$5.85M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$5.77M
4
Ameriprise
Ameriprise
Minnesota
+$2.61M
5
PM
Pembroke Management
Quebec, Canada
+$2.25M

Top Sellers

Rank Fund Capital Flow
1
PC
Polar Capital
United Kingdom
-$10.3M
2
FA
Friess Associates
Delaware
-$7.09M
3
Bank of New York Mellon
Bank of New York Mellon
New York
-$3.93M
4
WSA
Wall Street Associates
California
-$2.17M
5
CCA
Conestoga Capital Advisors
Pennsylvania
-$2.04M
Name Holding Trade Value Shares
Change 		Change in
Stake
FLAM
26
First Light Asset Management
Minnesota
$2.57M -$31.4K -1,346 -1%
PAM
27
Panagora Asset Management
Massachusetts
$2.55M +$421K +18,035 +18%
WSA
28
Wall Street Associates
California
$2.33M -$2.17M -93,100 -47%
BIM
29
BlackRock Investment Management
Delaware
$2.16M -$374 -16 -0%
TCIM
30
TIAA CREF Investment Management
New York
$1.93M -$53.6K -2,293 -3%
Charles Schwab
31
Charles Schwab
California
$1.85M +$59.9K +2,566 +3%
PFPT
32
Pinnacle Financial Partners (Tennessee)
Tennessee
$1.83M – – –
Millennium Management
33
Millennium Management
New York
$1.83M -$333K -14,240 -15%
D.E. Shaw & Co
34
D.E. Shaw & Co
New York
$1.8M +$606K +25,942 +47%
Bank of America
35
Bank of America
North Carolina
$1.76M +$559K +23,943 +43%
Invesco
36
Invesco
Georgia
$1.75M +$104K +4,437 +6%
Loomis, Sayles & Company
37
Loomis, Sayles & Company
Massachusetts
$1.72M +$1.04M +44,727 +135%
California Public Employees Retirement System
38
California Public Employees Retirement System
California
$1.65M – – –
William Blair & Company
39
William Blair & Company
Illinois
$1.4M -$76.4K -3,270 -5%
KCM
40
Kennedy Capital Management
Missouri
$1.39M +$12.5K +535 +0.9%
Prudential Financial
41
Prudential Financial
New Jersey
$1.34M +$126K +5,400 +10%
GIP
42
Granite Investment Partners
California
$1.28M +$130K +5,554 +11%
WA
43
Wasatch Advisors
Utah
$1.2M – – –
GC
44
Guggenheim Capital
Illinois
$1.18M +$1.25M +53,679 New
Citadel Advisors
45
Citadel Advisors
Florida
$1.06M +$53.8K +2,305 +5%
California State Teachers Retirement System (CalSTRS)
46
California State Teachers Retirement System (CalSTRS)
California
$1.03M +$20.2K +865 +2%
NCGI
47
Next Century Growth Investors
Minnesota
$965K -$1.46M -62,611 -59%
NFA
48
Nationwide Fund Advisors
Ohio
$789K -$1.14K -49 -0.1%
Swiss National Bank
49
Swiss National Bank
Switzerland
$741K – – –
AllianceBernstein
50
AllianceBernstein
Tennessee
$700K – – –
1
2
3 4 5

HSTM Hedge Fund Activity: Q4 2015 in Review

124 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in HealthStream (HSTM) for Q4 2015, worth a combined $492M — up 0.64% from $489M a quarter earlier.

Sellers outnumbered buyers: 19 funds closed out of HSTM and 14 opened new positions — a net loss of 5 holders — while 32 trimmed existing stakes and 59 added.

The largest buyer was Riverbridge Partners, adding an estimated $12M. The largest seller was Polar Capital, exiting entirely with an estimated $10.3M sold.

  • 124 institutional investors held HealthStream (HSTM) as of Q4 2015, down from 130 in Q3 2015.
  • Funds reported $492M of HealthStream stock for Q4 2015, up 0.64% quarter-over-quarter.
  • 14 funds opened new HealthStream positions in Q4 2015 and 19 closed out, a net change of -5 holders.
  • The largest HealthStream buyer in Q4 2015 was Riverbridge Partners, an estimated $12M added.
  • The largest HealthStream seller in Q4 2015 was Polar Capital, an estimated $10.3M sold.

Based on aggregated 13F filings for Q4 2015.