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HealthStream

160 hedge funds and large institutions have $652M invested in HealthStream in 2019 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 53 increasing their positions, 58 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 12

15% more capital invested

Capital invested by funds: $565M → $652M (+$86.4M)

4% more funds holding

Funds holding: 154160 (+6)

0.52% less ownership

Funds ownership: 72.39%71.86% (-0.52%)

9% less repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 58

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
160
Holders Change
+6
Holders Change %
+3.9%
% of All Funds
3.46%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
20
Increased
53
Reduced
58
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CIA
51
Capital Impact Advisors
Massachusetts
$1.71M
Legal & General Group
52
Legal & General Group
United Kingdom
$1.69M +$151K +5,747 +11%
Wells Fargo
53
Wells Fargo
California
$1.66M +$188K +7,156 +14%
PPA
54
Parametric Portfolio Associates
Washington
$1.5M +$198K +7,543 +16%
TA
55
Teachers Advisors
New York
$1.49M
California Public Employees Retirement System
56
California Public Employees Retirement System
California
$1.45M -$34.2K -1,300 -2%
Two Sigma Advisers
57
Two Sigma Advisers
New York
$1.43M -$428K -16,300 -24%
KCM
58
Kornitzer Capital Management
Kansas
$1.4M
Swiss National Bank
59
Swiss National Bank
Switzerland
$1.32M +$39.4K +1,500 +3%
Deutsche Bank
60
Deutsche Bank
Germany
$1.31M -$767K -29,188 -38%
AIMCA
61
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$1.21M -$413K -15,700 -27%
California State Teachers Retirement System (CalSTRS)
62
California State Teachers Retirement System (CalSTRS)
California
$1.12M -$31.8K -1,209 -3%
ASRS
63
Arizona State Retirement System
Arizona
$1.11M +$1.92K +73 +0.2%
Allianz Asset Management
64
Allianz Asset Management
Germany
$1.1M -$208K -7,912 -17%
SFM
65
Systematic Financial Management
New Jersey
$1.07M -$277K -10,525 -22%
Canada Life
66
Canada Life
Manitoba, Canada
$925K
KBC Group
67
KBC Group
Belgium
$893K +$200K +7,598 +31%
TEE
68
Tibra Equities Europe
United Kingdom
$836K +$783K +29,800 New
SGI
69
Summit Global Investments
Utah
$808K +$42K +1,600 +6%
CS
70
Credit Suisse
Switzerland
$782K -$25K -952 -3%
SO
71
STRS Ohio
Ohio
$760K
Comerica Bank
72
Comerica Bank
Texas
$732K +$15.7K +599 +2%
SAM
73
Shell Asset Management
Netherlands
$680K
Russell Investments Group
74
Russell Investments Group
United Kingdom
$652K -$255K -9,715 -29%
Public Sector Pension Investment Board (PSP Investments)
75
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$629K

HSTM Hedge Fund Activity: Q1 2019 in Review

160 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in HealthStream (HSTM) for Q1 2019, worth a combined $652M — up 15% from $565M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new HSTM positions and 12 closed out — a net gain of 8 holders — while 53 added to existing stakes and 58 trimmed.

The largest buyer was Arrowstreet Capital, adding an estimated $2.84M. The largest seller was Citadel Advisors, cutting an estimated $3.41M.

  • 160 institutional investors held HealthStream (HSTM) as of Q1 2019, up from 154 in Q4 2018.
  • Funds reported $652M of HealthStream stock for Q1 2019, up 15% quarter-over-quarter.
  • 20 funds opened new HealthStream positions in Q1 2019 and 12 closed out, a net change of +8 holders.
  • The largest HealthStream buyer in Q1 2019 was Arrowstreet Capital, an estimated $2.84M added.
  • The largest HealthStream seller in Q1 2019 was Citadel Advisors, an estimated $3.41M sold.

Based on aggregated 13F filings for Q1 2019.