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HealthStream
HSTM

144 hedge funds and large institutions have $571M invested in HealthStream in 2018 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 53 increasing their positions, 41 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

91% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 11

29% more repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 41

8% more capital invested

Capital invested by funds: $527M → $571M (+$43.5M)

6% more funds holding

Funds holding: 136 → 144 (+8)

0.39% more ownership

Funds ownership: 71.34% → 71.73% (+0.39%)

Holders
144
Holders Change
+8
Holders Change %
+5.88%
% of All Funds
3.3%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
21
Increased
53
Reduced
41
Closed
11
Calls
$591K
Puts
–
Net Calls
+$591K
Net Calls Change
+$635K

Top Buyers

1
BBHC
Brown Brothers Harriman & Co
New York
+$8.27M
2
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$2.73M
3
Millennium Management
Millennium Management
New York
+$2.72M
4
IA
IndexIQ Advisors
New York
+$1.94M
5
RP
Riverbridge Partners
Minnesota
+$1.57M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$7.77M
2
CCA
Conestoga Capital Advisors
Pennsylvania
-$6.8M
3
EMFAT
Emerald Mutual Fund Advisers Trust
Pennsylvania
-$5.06M
4
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$1.9M
5
PM
Pembroke Management
Quebec, Canada
-$1.05M
Name Holding Trade Value Shares
Change 		Change in
Stake
Invesco
26
Invesco
Georgia
$3.29M +$952K +39,603 +43%
Charles Schwab
27
Charles Schwab
California
$3.08M +$383K +15,945 +15%
CIS
28
Connors Investor Services
Pennsylvania
$3.06M -$21.1K -880 -0.7%
Goldman Sachs
29
Goldman Sachs
New York
$2.85M -$85K -3,538 -3%
Deutsche Bank
30
Deutsche Bank
Germany
$2.3M +$665K +27,666 +43%
SCA
31
Secor Capital Advisors
New York
$2.2M +$623K +25,929 +41%
PAM
32
Panagora Asset Management
Massachusetts
$2.16M +$828K +34,445 +66%
PFPT
33
Pinnacle Financial Partners (Tennessee)
Tennessee
$2.06M – – –
IA
34
IndexIQ Advisors
New York
$2.01M +$1.94M +80,818 New
Prudential Financial
35
Prudential Financial
New Jersey
$1.97M +$446K +18,550 +31%
Two Sigma Investments
36
Two Sigma Investments
New York
$1.95M +$554K +23,072 +42%
TCIM
37
TIAA CREF Investment Management
New York
$1.94M -$86.5K -3,599 -4%
MAM
38
Martingale Asset Management
Massachusetts
$1.85M +$606K +25,200 +51%
KCM
39
Kornitzer Capital Management
Kansas
$1.72M +$389K +16,200 +31%
AG
40
Algert Global
California
$1.69M -$609K -25,334 -27%
AIM
41
Alambic Investment Management
California
$1.67M -$251K -10,460 -13%
CIA
42
Capital Impact Advisors
Massachusetts
$1.65M +$352K +14,632 +28%
Renaissance Technologies
43
Renaissance Technologies
New York
$1.59M +$920K +38,300 +150%
Citadel Advisors
44
Citadel Advisors
Florida
$1.54M -$998K -41,531 -40%
California Public Employees Retirement System
45
California Public Employees Retirement System
California
$1.48M – – –
Morgan Stanley
46
Morgan Stanley
New York
$1.47M +$64.2K +2,670 +5%
RhumbLine Advisers
47
RhumbLine Advisers
Massachusetts
$1.47M +$33.4K +1,391 +2%
OAM
48
Oxford Asset Management
United Kingdom
$1.45M +$599K +24,942 +75%
GIP
49
Granite Investment Partners
California
$1.44M -$389K -16,185 -22%
Comerica Bank
50
Comerica Bank
Texas
$1.4M +$85.6K +3,563 +7%
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HSTM Hedge Fund Activity: Q1 2018 in Review

144 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in HealthStream (HSTM) for Q1 2018, worth a combined $571M — up 8.2% from $527M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new HSTM positions and 11 closed out — a net gain of 10 holders — while 53 added to existing stakes and 41 trimmed.

The largest buyer was Brown Brothers Harriman & Co, adding an estimated $8.27M. The largest seller was Fidelity Investments, cutting an estimated $7.77M.

  • 144 institutional investors held HealthStream (HSTM) as of Q1 2018, up from 136 in Q4 2017.
  • Funds reported $571M of HealthStream stock for Q1 2018, up 8.2% quarter-over-quarter.
  • 21 funds opened new HealthStream positions in Q1 2018 and 11 closed out, a net change of +10 holders.
  • The largest HealthStream buyer in Q1 2018 was Brown Brothers Harriman & Co, an estimated $8.27M added.
  • The largest HealthStream seller in Q1 2018 was Fidelity Investments, an estimated $7.77M sold.

Based on aggregated 13F filings for Q1 2018.