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HealthStream
HSTM

149 hedge funds and large institutions have $518M invested in HealthStream in 2020 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 48 increasing their positions, 56 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

11% more capital invested

Capital invested by funds: $468M → $518M (+$50.3M)

1.78% more ownership

Funds ownership: 72.83% → 74.6% (+1.8%)

8% less funds holding

Funds holding: 162 → 149 (-13)

14% less repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 56

42% less first-time investments, than exits

New positions opened: 18 | Existing positions closed: 31

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $2K

Holders
149
Holders Change
-13
Holders Change %
-8.02%
% of All Funds
2.64%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
18
Increased
48
Reduced
56
Closed
31
Calls
–
Puts
$2K
Net Calls
-$2K
Net Calls Change
-$2K

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$11.1M
2
GGHC
Gilder Gagnon Howe & Co
New York
+$6.95M
3
PAMP
Polar Asset Management Partners
Ontario, Canada
+$6.09M
4
TI
Trigran Investments
Illinois
+$4.74M
5
BlackRock
BlackRock
New York
+$3.38M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$7M
2
PM
Pembroke Management
Quebec, Canada
-$4.71M
3
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
-$4.35M
4
GIP
Granite Investment Partners
California
-$2.77M
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$2.44M
Name Holding Trade Value Shares
Change 		Change in
Stake
Principal Financial Group
26
Principal Financial Group
Iowa
$4.44M +$48.1K +2,395 +1%
Jacobs Levy Equity Management
27
Jacobs Levy Equity Management
New Jersey
$4.08M +$1.24M +61,832 +49%
Charles Schwab
28
Charles Schwab
California
$3.71M +$37.6K +1,873 +1%
Marshall Wace
29
Marshall Wace
United Kingdom
$3.39M -$1.39M -69,049 -31%
MCM
30
McKinley Capital Management
Alaska
$3.29M – – –
Goldman Sachs
31
Goldman Sachs
New York
$3.26M -$1.22M -60,723 -29%
Ameriprise
32
Ameriprise
Minnesota
$3.14M -$344K -17,125 -11%
AIS
33
AM Investment Strategies
Tennessee
$3.09M -$16.1K -800 -0.6%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
34
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$3.08M +$2.83M +141,100 New
Citadel Advisors
35
Citadel Advisors
Florida
$2.75M +$806K +40,121 +47%
AQR Capital Management
36
AQR Capital Management
Connecticut
$2.56M +$8.22K +409 +0.3%
CIS
37
Connors Investor Services
Pennsylvania
$2.45M -$81.4K -4,050 -3%
Wells Fargo
38
Wells Fargo
California
$2.29M -$91.8K -4,571 -4%
Russell Investments Group
39
Russell Investments Group
United Kingdom
$2.26M +$390K +19,414 +23%
KBC Group
40
KBC Group
Belgium
$2.02M -$208K -10,362 -38%
RhumbLine Advisers
41
RhumbLine Advisers
Massachusetts
$1.99M +$186K +9,260 +11%
Los Angeles Capital Management
42
Los Angeles Capital Management
California
$1.96M +$729K +36,265 +68%
PFPT
43
Pinnacle Financial Partners (Tennessee)
Tennessee
$1.82M – – –
Bank of America
44
Bank of America
North Carolina
$1.8M -$7M -348,231 -81%
Legal & General Group
45
Legal & General Group
United Kingdom
$1.55M +$321 +16 +0%
Man Group
46
Man Group
United Kingdom
$1.46M -$175K -8,696 -12%
Barclays
47
Barclays
United Kingdom
$1.45M +$119K +5,945 +10%
New York State Common Retirement Fund
48
New York State Common Retirement Fund
New York
$1.4M – – –
Swiss National Bank
49
Swiss National Bank
Switzerland
$1.34M – – –
FQ
50
First Quadrant
California
$1.34M +$332K +16,500 +37%
1
2
3 4 5

HSTM Hedge Fund Activity: Q4 2020 in Review

149 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in HealthStream (HSTM) for Q4 2020, worth a combined $518M — up 11% from $468M a quarter earlier.

Sellers outnumbered buyers: 31 funds closed out of HSTM and 18 opened new positions — a net loss of 13 holders — while 56 trimmed existing stakes and 48 added.

The largest buyer was Morgan Stanley, adding an estimated $11.1M. The largest seller was Bank of America, cutting an estimated $7M.

  • 149 institutional investors held HealthStream (HSTM) as of Q4 2020, down from 162 in Q3 2020.
  • Funds reported $518M of HealthStream stock for Q4 2020, up 11% quarter-over-quarter.
  • 18 funds opened new HealthStream positions in Q4 2020 and 31 closed out, a net change of -13 holders.
  • The largest HealthStream buyer in Q4 2020 was Morgan Stanley, an estimated $11.1M added.
  • The largest HealthStream seller in Q4 2020 was Bank of America, an estimated $7M sold.

Based on aggregated 13F filings for Q4 2020.