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HealthStream
HSTM

175 hedge funds and large institutions have $510M invested in HealthStream in 2020 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 58 increasing their positions, 64 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

87% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 15

8% more funds holding

Funds holding: 162 → 175 (+13)

9% less repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 64

1.14% less ownership

Funds ownership: 73.14% → 72.01% (-1.1%)

10% less capital invested

Capital invested by funds: $567M → $510M (-$57.6M)

Holders
175
Holders Change
+13
Holders Change %
+8.02%
% of All Funds
3.59%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
28
Increased
58
Reduced
64
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
+$6.47M
2
Renaissance Technologies
Renaissance Technologies
New York
+$5.98M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$4.42M
4
KCM
Kennedy Capital Management
Missouri
+$2.62M
5
FQ
First Quadrant
California
+$2.55M

Top Sellers

1
Invesco
Invesco
Georgia
-$14.7M
2
Deutsche Bank
Deutsche Bank
Germany
-$4.01M
3
PM
Pembroke Management
Quebec, Canada
-$3.65M
4
Goldman Sachs
Goldman Sachs
New York
-$3.35M
5
Allianz Asset Management
Allianz Asset Management
Germany
-$2.89M
Name Holding Trade Value Shares
Change 		Change in
Stake
MAM
26
Martingale Asset Management
Massachusetts
$4.03M +$76.5K +3,301 +2%
Charles Schwab
27
Charles Schwab
California
$3.73M +$195K +8,414 +5%
AQR Capital Management
28
AQR Capital Management
Connecticut
$3.63M -$306K -13,224 -7%
MCM
29
McKinley Capital Management
Alaska
$3.33M – – –
Deutsche Bank
30
Deutsche Bank
Germany
$3.12M -$4.01M -172,994 -55%
Morgan Stanley
31
Morgan Stanley
New York
$2.94M -$123K -5,311 -4%
Jacobs Levy Equity Management
32
Jacobs Levy Equity Management
New Jersey
$2.8M -$1.92M -82,818 -40%
CIS
33
Connors Investor Services
Pennsylvania
$2.53M +$35.5K +1,532 +1%
KCM
34
Kennedy Capital Management
Missouri
$2.5M +$2.62M +113,135 New
Wells Fargo
35
Wells Fargo
California
$2.5M +$1.34M +58,037 +106%
FQ
36
First Quadrant
California
$2.44M +$2.55M +110,213 New
Aviva
37
Aviva
United Kingdom
$2.36M -$1.15M -49,856 -32%
Grantham, Mayo, Van Otterloo & Co (GMO)
38
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$2.19M +$725K +31,300 +46%
Goldman Sachs
39
Goldman Sachs
New York
$2.16M -$3.35M -144,401 -60%
HIM
40
Hillsdale Investment Management
Ontario, Canada
$2.1M – – –
PPA
41
Parametric Portfolio Associates
Washington
$2M +$194K +8,366 +10%
RhumbLine Advisers
42
RhumbLine Advisers
Massachusetts
$1.92M -$56.9K -2,455 -3%
PFPT
43
Pinnacle Financial Partners (Tennessee)
Tennessee
$1.84M – – –
Bessemer Group
44
Bessemer Group
New Jersey
$1.83M +$13.9K +600 +0.7%
AIMCA
45
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$1.75M -$623K -26,900 -25%
CCM
46
Cadence Capital Management
Massachusetts
$1.72M +$74.5K +3,218 +4%
Public Sector Pension Investment Board (PSP Investments)
47
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$1.63M +$375K +16,206 +28%
MCM
48
Matarin Capital Management
New York
$1.6M +$1.08M +46,500 +179%
MSL
49
Mackay Shields LLC
New York
$1.58M -$537K -23,200 -25%
Legal & General Group
50
Legal & General Group
United Kingdom
$1.56M +$107K +4,625 +7%
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HSTM Hedge Fund Activity: Q2 2020 in Review

175 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in HealthStream (HSTM) for Q2 2020, worth a combined $510M — down 10% from $567M a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new HSTM positions and 15 closed out — a net gain of 13 holders — while 58 added to existing stakes and 64 trimmed.

The largest buyer was Assenagon Asset Management, opening a new position worth an estimated $6.47M. The largest seller was Invesco, cutting an estimated $14.7M.

  • 175 institutional investors held HealthStream (HSTM) as of Q2 2020, up from 162 in Q1 2020.
  • Funds reported $510M of HealthStream stock for Q2 2020, down 10% quarter-over-quarter.
  • 28 funds opened new HealthStream positions in Q2 2020 and 15 closed out, a net change of +13 holders.
  • The largest HealthStream buyer in Q2 2020 was Assenagon Asset Management, an estimated $6.47M added.
  • The largest HealthStream seller in Q2 2020 was Invesco, an estimated $14.7M sold.

Based on aggregated 13F filings for Q2 2020.