We are live on ! Find out more
HSTM icon

HealthStream

135 hedge funds and large institutions have $617M invested in HealthStream in 2016 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 49 increasing their positions, 33 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

122% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 9

48% more repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 33

24% more capital invested

Capital invested by funds: $499M → $617M (+$118M)

8% more funds holding

Funds holding: 125135 (+10)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
135
Holders Change
+10
Holders Change %
+8%
% of All Funds
3.6%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
20
Increased
49
Reduced
33
Closed
9
Calls
$300K
Puts
Net Calls
+$300K
Net Calls Change
+$323K
Name Holding Trade Value Shares
Change
Change in
Stake
AIS
26
AlphaOne Investment Services
Pennsylvania
$3.38M
D.E. Shaw & Co
27
D.E. Shaw & Co
New York
$3.33M +$60.6K +2,578 +2%
PC
28
Pier Capital
Connecticut
$3.23M -$1.51M -64,205 -35%
ACH
29
ArrowMark Colorado Holdings
Colorado
$3.12M +$223K +9,475 +9%
BIM
30
BlackRock Investment Management
Delaware
$2.94M +$149K +6,346 +6%
WSA
31
Wall Street Associates
California
$2.8M
Deutsche Bank
32
Deutsche Bank
Germany
$2.5M -$537K -22,867 -20%
Charles Schwab
33
Charles Schwab
California
$2.33M +$38.1K +1,620 +2%
TCIM
34
TIAA CREF Investment Management
New York
$2.31M -$14.3K -607 -0.7%
PFPT
35
Pinnacle Financial Partners (Tennessee)
Tennessee
$2.23M
PAM
36
Panagora Asset Management
Massachusetts
$2.13M +$212K +9,037 +13%
Bank of America
37
Bank of America
North Carolina
$2.04M -$224K -9,553 -11%
JHIU
38
Janus Henderson Investors US
Colorado
$2.03M +$1.48M +62,788 +451%
California Public Employees Retirement System
39
California Public Employees Retirement System
California
$1.88M -$51.7K -2,200 -3%
William Blair & Company
40
William Blair & Company
Illinois
$1.87M -$41.5K -1,765 -2%
Invesco
41
Invesco
Georgia
$1.85M -$50.7K -2,159 -3%
Prudential Financial
42
Prudential Financial
New Jersey
$1.83M +$151K +6,440 +10%
California State Teachers Retirement System (CalSTRS)
43
California State Teachers Retirement System (CalSTRS)
California
$1.43M +$10.8K +461 +0.9%
GIP
44
Granite Investment Partners
California
$1.36M +$3.19K +136 +0.3%
Allianz Asset Management
45
Allianz Asset Management
Germany
$1.28M +$1.13M +48,247 New
Citadel Advisors
46
Citadel Advisors
Florida
$1.17M +$29.8K +1,269 +3%
CIA
47
Capital Impact Advisors
Massachusetts
$1.16M
GC
48
Guggenheim Capital
Illinois
$1.13M -$59.1K -2,516 -6%
Swiss National Bank
49
Swiss National Bank
Switzerland
$1.13M +$25.8K +1,100 +3%
DM
50
Diker Management
New York
$1.11M +$981K +41,736 New

HSTM Hedge Fund Activity: Q2 2016 in Review

135 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in HealthStream (HSTM) for Q2 2016, worth a combined $617M — up 24% from $499M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new HSTM positions and 9 closed out — a net gain of 11 holders — while 49 added to existing stakes and 33 trimmed.

The largest buyer was Fidelity International, opening a new position worth an estimated $4.11M. The largest seller was Franklin Resources, exiting entirely with an estimated $6.18M sold.

  • 135 institutional investors held HealthStream (HSTM) as of Q2 2016, up from 125 in Q1 2016.
  • Funds reported $617M of HealthStream stock for Q2 2016, up 24% quarter-over-quarter.
  • 20 funds opened new HealthStream positions in Q2 2016 and 9 closed out, a net change of +11 holders.
  • The largest HealthStream buyer in Q2 2016 was Fidelity International, an estimated $4.11M added.
  • The largest HealthStream seller in Q2 2016 was Franklin Resources, an estimated $6.18M sold.

Based on aggregated 13F filings for Q2 2016.