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HealthStream

156 hedge funds and large institutions have $611M invested in HealthStream in 2021 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 42 increasing their positions, 63 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

167% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 6

6% more funds holding

Funds holding: 147156 (+9)

1% more capital invested

Capital invested by funds: $604M → $611M (+$7.15M)

0.78% less ownership

Funds ownership: 73.05%72.27% (-0.78%)

33% less repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 63

Holders
156
Holders Change
+9
Holders Change %
+6.12%
% of All Funds
2.73%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
16
Increased
42
Reduced
63
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PAM
26
Panagora Asset Management
Massachusetts
$4.89M -$34.7K -1,188 -0.7%
Jacobs Levy Equity Management
27
Jacobs Levy Equity Management
New Jersey
$4.8M -$166K -5,692 -3%
CIS
28
Connors Investor Services
Pennsylvania
$4.76M +$168K +5,745 +4%
D.E. Shaw & Co
29
D.E. Shaw & Co
New York
$4.31M -$1.11M -37,873 -20%
MCM
30
McKinley Capital Management
Alaska
$4.3M
Ameriprise
31
Ameriprise
Minnesota
$4.27M -$81.7K -2,797 -2%
HA
32
Heartland Advisors
Wisconsin
$3.74M -$391K -13,381 -9%
PPA
33
Parametric Portfolio Associates
Washington
$3.07M +$246K +8,429 +9%
Wells Fargo
34
Wells Fargo
California
$3.04M +$1.76M +60,215 +131%
Citadel Advisors
35
Citadel Advisors
Florida
$2.78M -$352K -12,050 -11%
Two Sigma Advisers
36
Two Sigma Advisers
New York
$2.56M -$11.7K -400 -0.4%
PFPT
37
Pinnacle Financial Partners (Tennessee)
Tennessee
$2.38M
EP
38
Eversept Partners
New York
$2.22M
RhumbLine Advisers
39
RhumbLine Advisers
Massachusetts
$2.19M -$272K -9,301 -11%
New York State Common Retirement Fund
40
New York State Common Retirement Fund
New York
$2.15M +$253K +8,653 +13%
AIS
41
AM Investment Strategies
Tennessee
$2.01M -$43.8K -1,500 -2%
KCM
42
Kornitzer Capital Management
Kansas
$1.92M
Goldman Sachs
43
Goldman Sachs
New York
$1.89M -$1.62M -55,321 -46%
JP Morgan Chase
44
JP Morgan Chase
New York
$1.84M +$400K +13,702 +27%
Legal & General Group
45
Legal & General Group
United Kingdom
$1.84M +$153K +5,229 +9%
Russell Investments Group
46
Russell Investments Group
United Kingdom
$1.77M -$827K -28,323 -31%
Swiss National Bank
47
Swiss National Bank
Switzerland
$1.6M
Two Sigma Investments
48
Two Sigma Investments
New York
$1.56M +$373K +12,757 +30%
AQR Capital Management
49
AQR Capital Management
Connecticut
$1.56M -$132K -4,503 -8%
Los Angeles Capital Management
50
Los Angeles Capital Management
California
$1.5M -$88.2K -3,020 -5%

HSTM Hedge Fund Activity: Q3 2021 in Review

156 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in HealthStream (HSTM) for Q3 2021, worth a combined $611M — up 1.2% from $604M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new HSTM positions and 6 closed out — a net gain of 10 holders — while 42 added to existing stakes and 63 trimmed.

The largest buyer was Granite Investment Partners, adding an estimated $5.58M. The largest seller was Gilder Gagnon Howe & Co, cutting an estimated $5.8M.

  • 156 institutional investors held HealthStream (HSTM) as of Q3 2021, up from 147 in Q2 2021.
  • Funds reported $611M of HealthStream stock for Q3 2021, up 1.2% quarter-over-quarter.
  • 16 funds opened new HealthStream positions in Q3 2021 and 6 closed out, a net change of +10 holders.
  • The largest HealthStream buyer in Q3 2021 was Granite Investment Partners, an estimated $5.58M added.
  • The largest HealthStream seller in Q3 2021 was Gilder Gagnon Howe & Co, an estimated $5.8M sold.

Based on aggregated 13F filings for Q3 2021.