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HealthStream
HSTM

149 hedge funds and large institutions have $638M invested in HealthStream in 2018 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 61 increasing their positions, 44 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 14

39% more repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 44

12% more capital invested

Capital invested by funds: $571M → $638M (+$67.7M)

3% more funds holding

Funds holding: 144 → 149 (+5)

0.62% more ownership

Funds ownership: 71.73% → 72.35% (+0.62%)

Holders
149
Holders Change
+5
Holders Change %
+3.47%
% of All Funds
3.41%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
21
Increased
61
Reduced
44
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$9.12M
2
Morgan Stanley
Morgan Stanley
New York
+$6.99M
3
Renaissance Technologies
Renaissance Technologies
New York
+$6.43M
4
PAM
Panagora Asset Management
Massachusetts
+$4.96M
5
Prudential Financial
Prudential Financial
New Jersey
+$3.71M

Top Sellers

Rank Fund Capital Flow
1
RP
Riverbridge Partners
Minnesota
-$19.8M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$12.8M
3
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$9.47M
4
ACH
ArrowMark Colorado Holdings
Colorado
-$7.26M
5
KCM
Kennedy Capital Management
Missouri
-$6.85M
Name Holding Trade Value Shares
Change 		Change in
Stake
AIS
26
AlphaOne Investment Services
Pennsylvania
$5.23M -$102K -3,828 -2%
Deutsche Bank
27
Deutsche Bank
Germany
$5.19M +$2.59M +97,444 +105%
Millennium Management
28
Millennium Management
New York
$4.47M -$2.74M -103,262 -39%
AQR Capital Management
29
AQR Capital Management
Connecticut
$4.2M -$499K -18,821 -11%
SCA
30
Secor Capital Advisors
New York
$4.18M +$1.71M +64,307 +72%
Charles Schwab
31
Charles Schwab
California
$3.79M +$390K +14,703 +12%
Man Group
32
Man Group
United Kingdom
$3.73M +$3.02M +113,870 +502%
TCIM
33
TIAA CREF Investment Management
New York
$3.43M +$1.25M +47,278 +60%
Two Sigma Investments
34
Two Sigma Investments
New York
$3.41M +$1.23M +46,374 +59%
Citadel Advisors
35
Citadel Advisors
Florida
$3.34M +$1.6M +60,467 +98%
Arrowstreet Capital
36
Arrowstreet Capital
Massachusetts
$3.34M +$3.24M +122,240 New
Acadian Asset Management
37
Acadian Asset Management
Massachusetts
$3.16M +$2.75M +103,560 +848%
CIS
38
Connors Investor Services
Pennsylvania
$3.15M -$211K -7,955 -6%
Jacobs Levy Equity Management
39
Jacobs Levy Equity Management
New Jersey
$2.87M +$2.13M +80,237 +322%
OAM
40
Oxford Asset Management
United Kingdom
$2.85M +$1.22M +46,139 +79%
MAM
41
Martingale Asset Management
Massachusetts
$2.56M +$504K +19,004 +25%
FLAM
42
First Light Asset Management
Minnesota
$2.5M -$3.45M -130,033 -59%
MWNA
43
Marshall Wace North America
New York
$2.41M +$2.07M +77,915 +750%
IA
44
IndexIQ Advisors
New York
$2.41M +$193K +7,275 +9%
CCM
45
Cadence Capital Management
Massachusetts
$2.37M +$2.3M +86,857 New
PFPT
46
Pinnacle Financial Partners (Tennessee)
Tennessee
$2.27M – – –
KCM
47
Kornitzer Capital Management
Kansas
$1.89M – – –
JP Morgan Chase
48
JP Morgan Chase
New York
$1.86M +$894K +33,708 +98%
CIA
49
Capital Impact Advisors
Massachusetts
$1.79M -$29.8K -1,125 -2%
AIM
50
Alambic Investment Management
California
$1.75M -$87.8K -3,311 -5%
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HSTM Hedge Fund Activity: Q2 2018 in Review

149 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in HealthStream (HSTM) for Q2 2018, worth a combined $638M — up 12% from $571M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new HSTM positions and 14 closed out — a net gain of 7 holders — while 61 added to existing stakes and 44 trimmed.

The largest buyer was BlackRock, adding an estimated $9.12M. The largest seller was Riverbridge Partners, cutting an estimated $19.8M.

  • 149 institutional investors held HealthStream (HSTM) as of Q2 2018, up from 144 in Q1 2018.
  • Funds reported $638M of HealthStream stock for Q2 2018, up 12% quarter-over-quarter.
  • 21 funds opened new HealthStream positions in Q2 2018 and 14 closed out, a net change of +7 holders.
  • The largest HealthStream buyer in Q2 2018 was BlackRock, an estimated $9.12M added.
  • The largest HealthStream seller in Q2 2018 was Riverbridge Partners, an estimated $19.8M sold.

Based on aggregated 13F filings for Q2 2018.