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HealthStream
HSTM

144 hedge funds and large institutions have $571M invested in HealthStream in 2018 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 53 increasing their positions, 41 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

91% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 11

29% more repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 41

8% more capital invested

Capital invested by funds: $527M → $571M (+$43.5M)

6% more funds holding

Funds holding: 136 → 144 (+8)

0.39% more ownership

Funds ownership: 71.34% → 71.73% (+0.39%)

Holders
144
Holders Change
+8
Holders Change %
+5.88%
% of All Funds
3.3%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
21
Increased
53
Reduced
41
Closed
11
Calls
$591K
Puts
–
Net Calls
+$591K
Net Calls Change
+$635K

Top Buyers

1
BBHC
Brown Brothers Harriman & Co
New York
+$8.27M
2
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$2.73M
3
Millennium Management
Millennium Management
New York
+$2.72M
4
IA
IndexIQ Advisors
New York
+$1.94M
5
RP
Riverbridge Partners
Minnesota
+$1.57M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$7.77M
2
CCA
Conestoga Capital Advisors
Pennsylvania
-$6.8M
3
EMFAT
Emerald Mutual Fund Advisers Trust
Pennsylvania
-$5.06M
4
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$1.9M
5
PM
Pembroke Management
Quebec, Canada
-$1.05M
Name Holding Trade Value Shares
Change 		Change in
Stake
TA
51
Teachers Advisors
New York
$1.28M – – –
SFM
52
Systematic Financial Management
New Jersey
$1.25M -$68.5K -2,850 -5%
PPA
53
Parametric Portfolio Associates
Washington
$1.19M +$41.9K +1,744 +4%
Legal & General Group
54
Legal & General Group
United Kingdom
$1.18M +$27.4K +1,140 +2%
Swiss National Bank
55
Swiss National Bank
Switzerland
$1.17M +$55.3K +2,300 +5%
AIM
56
Assured Investment Management
New York
$1.16M +$1.12M +46,602 New
ASRS
57
Arizona State Retirement System
Arizona
$1M -$57.7K -2,400 -6%
California State Teachers Retirement System (CalSTRS)
58
California State Teachers Retirement System (CalSTRS)
California
$973K -$35.1K -1,459 -4%
OAM
59
Oppenheimer Asset Management
New York
$862K +$50.9K +2,120 +7%
JP Morgan Chase
60
JP Morgan Chase
New York
$853K +$84.9K +3,533 +11%
CS
61
Credit Suisse
Switzerland
$826K +$23.5K +976 +3%
Canada Life
62
Canada Life
Manitoba, Canada
$819K – – –
Thrivent Financial for Lutherans
63
Thrivent Financial for Lutherans
Minnesota
$718K -$35.1K -1,461 -5%
New York State Common Retirement Fund
64
New York State Common Retirement Fund
New York
$713K – – –
Bessemer Group
65
Bessemer Group
New Jersey
$710K +$250K +10,403 +57%
AllianceBernstein
66
AllianceBernstein
Tennessee
$706K – – –
Royal Bank of Canada
67
Royal Bank of Canada
Ontario, Canada
$691K +$64K +2,663 +11%
US Bancorp
68
US Bancorp
Minnesota
$666K +$63.2K +2,628 +11%
Jacobs Levy Equity Management
69
Jacobs Levy Equity Management
New Jersey
$619K +$599K +24,932 New
SIM
70
Spark Investment Management
New York
$593K – – –
Envestnet Asset Management
71
Envestnet Asset Management
Illinois
$569K -$14.3K -596 -3%
Man Group
72
Man Group
United Kingdom
$564K +$546K +22,700 New
American Century Companies
73
American Century Companies
Missouri
$522K +$505K +21,012 New
Manulife (Manufacturers Life Insurance)
74
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$491K -$11.6K -482 -2%
Bank of Montreal
75
Bank of Montreal
Ontario, Canada
$470K +$149K +6,199 +49%
1 2
3
4 5

HSTM Hedge Fund Activity: Q1 2018 in Review

144 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in HealthStream (HSTM) for Q1 2018, worth a combined $571M — up 8.2% from $527M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new HSTM positions and 11 closed out — a net gain of 10 holders — while 53 added to existing stakes and 41 trimmed.

The largest buyer was Brown Brothers Harriman & Co, adding an estimated $8.27M. The largest seller was Fidelity Investments, cutting an estimated $7.77M.

  • 144 institutional investors held HealthStream (HSTM) as of Q1 2018, up from 136 in Q4 2017.
  • Funds reported $571M of HealthStream stock for Q1 2018, up 8.2% quarter-over-quarter.
  • 21 funds opened new HealthStream positions in Q1 2018 and 11 closed out, a net change of +10 holders.
  • The largest HealthStream buyer in Q1 2018 was Brown Brothers Harriman & Co, an estimated $8.27M added.
  • The largest HealthStream seller in Q1 2018 was Fidelity Investments, an estimated $7.77M sold.

Based on aggregated 13F filings for Q1 2018.