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HealthStream
HSTM

127 hedge funds and large institutions have $598M invested in HealthStream in 2016 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 61 increasing their positions, 31 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

97% more repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 31

75.18% more ownership

Funds ownership: 0% → 75.18% (+75%)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

2% less funds holding

Funds holding: 130 → 127 (-3)

6% less capital invested

Capital invested by funds: $635M → $598M (-$37.7M)

25% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 12

Holders
127
Holders Change
-3
Holders Change %
-2.31%
% of All Funds
3.17%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
9
Increased
61
Reduced
31
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
RP
Riverbridge Partners
Minnesota
+$25.9M
2
BFA
BlackRock Fund Advisors
California
+$6.23M
3
JHIU
Janus Henderson Investors US
Colorado
+$4.42M
4
Invesco
Invesco
Georgia
+$2.43M
5
Bank of America
Bank of America
North Carolina
+$2.22M

Top Sellers

Rank Fund Capital Flow
1
PM
Pembroke Management
Quebec, Canada
-$10.1M
2
CCM
Consonance Capital Management
New York
-$9.41M
3
Northern Trust
Northern Trust
Illinois
-$3.83M
4
Ameriprise
Ameriprise
Minnesota
-$3.29M
5
TA
Teachers Advisors
New York
-$2.52M
Name Holding Trade Value Shares
Change 		Change in
Stake
Bank of America
26
Bank of America
North Carolina
$4.62M +$2.22M +86,028 +87%
RA
27
Royce & Associates
New York
$4.38M – – –
Renaissance Technologies
28
Renaissance Technologies
New York
$4.22M -$2.34M -91,000 -35%
Invesco
29
Invesco
Georgia
$4.17M +$2.43M +94,425 +131%
AIS
30
AlphaOne Investment Services
Pennsylvania
$3.51M +$281K +10,900 +8%
BIM
31
BlackRock Investment Management
Delaware
$3.36M +$590K +22,928 +21%
Charles Schwab
32
Charles Schwab
California
$2.55M +$257K +9,990 +11%
PFPT
33
Pinnacle Financial Partners (Tennessee)
Tennessee
$2.08M – – –
TCIM
34
TIAA CREF Investment Management
New York
$2.08M -$161K -6,261 -7%
Morgan Stanley
35
Morgan Stanley
New York
$1.93M +$1.81M +70,194 +1,023%
WSA
36
Wall Street Associates
California
$1.74M -$930K -36,105 -34%
California Public Employees Retirement System
37
California Public Employees Retirement System
California
$1.58M -$82.4K -3,200 -5%
William Blair & Company
38
William Blair & Company
Illinois
$1.55M -$219K -8,505 -12%
Deutsche Bank
39
Deutsche Bank
Germany
$1.41M -$1.74M -67,470 -55%
Allianz Asset Management
40
Allianz Asset Management
Germany
$1.34M -$182K -7,053 -12%
California State Teachers Retirement System (CalSTRS)
41
California State Teachers Retirement System (CalSTRS)
California
$1.33M -$33.5K -1,300 -2%
Citigroup
42
Citigroup
New York
$1.26M +$853K +33,137 +194%
TC
43
TFS Capital
Pennsylvania
$1.2M +$1.23M +47,776 New
BG
44
BlackRock Group
United Kingdom
$1.15M +$421K +16,340 +55%
CIA
45
Capital Impact Advisors
Massachusetts
$1.1M – – –
PAM
46
Panagora Asset Management
Massachusetts
$1.09M – – –
Prudential Financial
47
Prudential Financial
New Jersey
$1.09M -$123K -4,780 -10%
Legal & General Group
48
Legal & General Group
United Kingdom
$1.06M +$558K +21,681 +105%
Goldman Sachs
49
Goldman Sachs
New York
$1.04M +$532K +20,667 +99%
Swiss National Bank
50
Swiss National Bank
Switzerland
$1.03M – – –
1
2
3 4 5

HSTM Hedge Fund Activity: Q4 2016 in Review

127 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in HealthStream (HSTM) for Q4 2016, worth a combined $598M — down 5.9% from $635M a quarter earlier.

Sellers outnumbered buyers: 12 funds closed out of HSTM and 9 opened new positions — a net loss of 3 holders — while 31 trimmed existing stakes and 61 added.

The largest buyer was Riverbridge Partners, adding an estimated $25.9M. The largest seller was Pembroke Management, cutting an estimated $10.1M.

  • 127 institutional investors held HealthStream (HSTM) as of Q4 2016, down from 130 in Q3 2016.
  • Funds reported $598M of HealthStream stock for Q4 2016, down 5.9% quarter-over-quarter.
  • 9 funds opened new HealthStream positions in Q4 2016 and 12 closed out, a net change of -3 holders.
  • The largest HealthStream buyer in Q4 2016 was Riverbridge Partners, an estimated $25.9M added.
  • The largest HealthStream seller in Q4 2016 was Pembroke Management, an estimated $10.1M sold.

Based on aggregated 13F filings for Q4 2016.