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HealthStream
HSTM

147 hedge funds and large institutions have $604M invested in HealthStream in 2021 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 49 increasing their positions, 52 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

88% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 8

25% more capital invested

Capital invested by funds: $482M → $604M (+$121M)

5% more funds holding

Funds holding: 140 → 147 (+7)

0.89% less ownership

Funds ownership: 73.94% → 73.05% (-0.89%)

6% less repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 52

Holders
147
Holders Change
+7
Holders Change %
+5%
% of All Funds
2.56%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
15
Increased
49
Reduced
52
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$5.06M
2
Northern Trust
Northern Trust
Illinois
+$3.39M
3
HA
Heartland Advisors
Wisconsin
+$2.25M
4
EP
Eversept Partners
New York
+$1.96M
5
CIS
Connors Investor Services
Pennsylvania
+$1.37M

Top Sellers

1
BBHC
Brown Brothers Harriman & Co
New York
-$5.84M
2
BlackRock
BlackRock
New York
-$4.45M
3
PAMP
Polar Asset Management Partners
Ontario, Canada
-$4.21M
4
Morgan Stanley
Morgan Stanley
New York
-$2.6M
5
Invesco
Invesco
Georgia
-$2.25M
Name Holding Trade Value Shares
Change 		Change in
Stake
Charles Schwab
26
Charles Schwab
California
$4.91M +$58.4K +2,324 +1%
Jacobs Levy Equity Management
27
Jacobs Levy Equity Management
New Jersey
$4.85M +$220K +8,740 +5%
PAM
28
Panagora Asset Management
Massachusetts
$4.82M -$887K -35,261 -17%
CIS
29
Connors Investor Services
Pennsylvania
$4.49M +$1.37M +54,286 +51%
Ameriprise
30
Ameriprise
Minnesota
$4.25M +$343K +13,655 +10%
MCM
31
McKinley Capital Management
Alaska
$4.21M – – –
HA
32
Heartland Advisors
Wisconsin
$4.03M +$2.25M +89,281 +162%
Goldman Sachs
33
Goldman Sachs
New York
$3.39M +$823K +32,740 +37%
Citadel Advisors
34
Citadel Advisors
Florida
$3.06M +$1.04M +41,276 +61%
PPA
35
Parametric Portfolio Associates
Washington
$2.77M -$162K -6,461 -6%
Russell Investments Group
36
Russell Investments Group
United Kingdom
$2.52M -$920K -36,584 -29%
Two Sigma Advisers
37
Two Sigma Advisers
New York
$2.51M +$1.22M +48,600 +118%
RhumbLine Advisers
38
RhumbLine Advisers
Massachusetts
$2.4M -$151K -6,015 -7%
PFPT
39
Pinnacle Financial Partners (Tennessee)
Tennessee
$2.32M – – –
PWA
40
Pinnacle Wealth Advisors
Tennessee
$2.32M +$2.09M +83,181 New
EP
41
Eversept Partners
New York
$2.17M +$1.96M +77,812 New
AIS
42
AM Investment Strategies
Tennessee
$2M -$1.76M -70,055 -49%
KCM
43
Kornitzer Capital Management
Kansas
$1.88M +$111K +4,400 +7%
New York State Common Retirement Fund
44
New York State Common Retirement Fund
New York
$1.86M +$65.3K +2,596 +4%
AQR Capital Management
45
AQR Capital Management
Connecticut
$1.65M -$843K -33,535 -36%
Legal & General Group
46
Legal & General Group
United Kingdom
$1.65M -$449K -17,852 -23%
Swiss National Bank
47
Swiss National Bank
Switzerland
$1.56M -$141K -5,600 -9%
Los Angeles Capital Management
48
Los Angeles Capital Management
California
$1.56M -$721K -28,662 -34%
Public Sector Pension Investment Board (PSP Investments)
49
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$1.44M -$16.8K -670 -1%
JP Morgan Chase
50
JP Morgan Chase
New York
$1.42M +$511K +20,324 +67%
1
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3 4 5

HSTM Hedge Fund Activity: Q2 2021 in Review

147 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in HealthStream (HSTM) for Q2 2021, worth a combined $604M — up 25% from $482M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new HSTM positions and 8 closed out — a net gain of 7 holders — while 49 added to existing stakes and 52 trimmed.

The largest buyer was Bank of Montreal, adding an estimated $5.06M. The largest seller was Brown Brothers Harriman & Co, cutting an estimated $5.84M.

  • 147 institutional investors held HealthStream (HSTM) as of Q2 2021, up from 140 in Q1 2021.
  • Funds reported $604M of HealthStream stock for Q2 2021, up 25% quarter-over-quarter.
  • 15 funds opened new HealthStream positions in Q2 2021 and 8 closed out, a net change of +7 holders.
  • The largest HealthStream buyer in Q2 2021 was Bank of Montreal, an estimated $5.06M added.
  • The largest HealthStream seller in Q2 2021 was Brown Brothers Harriman & Co, an estimated $5.84M sold.

Based on aggregated 13F filings for Q2 2021.