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HealthStream
HSTM

162 hedge funds and large institutions have $567M invested in HealthStream in 2020 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 61 increasing their positions, 49 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

30% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 20

24% more repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 49

3% more funds holding

Funds holding: 158 → 162 (+4)

0.48% less ownership

Funds ownership: 73.62% → 73.14% (-0.48%)

13% less capital invested

Capital invested by funds: $648M → $567M (-$81M)

Holders
162
Holders Change
+4
Holders Change %
+2.53%
% of All Funds
3.57%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
26
Increased
61
Reduced
49
Closed
20
Calls
$258K
Puts
–
Net Calls
+$258K
Net Calls Change
+$256K

Top Buyers

Rank Fund Capital Flow
1
Goldman Sachs
Goldman Sachs
New York
+$4.23M
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$4.01M
3
Deutsche Bank
Deutsche Bank
Germany
+$3.34M
4
Millennium Management
Millennium Management
New York
+$3.02M
5
GIP
Granite Investment Partners
California
+$2.78M

Top Sellers

Rank Fund Capital Flow
1
RP
Riverbridge Partners
Minnesota
-$15.1M
2
PAM
Panagora Asset Management
Massachusetts
-$3.2M
3
JP Morgan Chase
JP Morgan Chase
New York
-$3.14M
4
Invesco
Invesco
Georgia
-$3.07M
5
OAM
Oxford Asset Management
United Kingdom
-$2.56M
Name Holding Trade Value Shares
Change 		Change in
Stake
Arrowstreet Capital
51
Arrowstreet Capital
Massachusetts
$1.57M +$651K +25,901 +65%
Man Group
52
Man Group
United Kingdom
$1.53M -$534K -21,268 -25%
California Public Employees Retirement System
53
California Public Employees Retirement System
California
$1.39M -$711K -28,302 -33%
Public Sector Pension Investment Board (PSP Investments)
54
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$1.37M – – –
Wells Fargo
55
Wells Fargo
California
$1.31M +$187K +7,432 +16%
EIM
56
Essex Investment Management
Massachusetts
$1.25M +$1.31M +52,042 New
WG
57
Winton Group
United Kingdom
$1.22M -$95.8K -3,814 -7%
Swiss National Bank
58
Swiss National Bank
Switzerland
$1.2M +$15.1K +600 +1%
KCM
59
Kornitzer Capital Management
Kansas
$1.2M – – –
Two Sigma Investments
60
Two Sigma Investments
New York
$1.2M +$1.26M +49,967 New
Russell Investments Group
61
Russell Investments Group
United Kingdom
$1.18M +$306K +12,173 +33%
Two Sigma Advisers
62
Two Sigma Advisers
New York
$1.11M +$293K +11,656 +34%
BIM
63
Bogle Investment Management
Massachusetts
$1.05M +$1.1M +43,764 New
SGI
64
Summit Global Investments
Utah
$1.01M +$183K +7,300 +21%
California State Teachers Retirement System (CalSTRS)
65
California State Teachers Retirement System (CalSTRS)
California
$958K +$11.7K +464 +1%
Los Angeles Capital Management
66
Los Angeles Capital Management
California
$949K +$146K +5,830 +17%
CIC
67
Cornercap Investment Counsel
Georgia
$947K +$994K +39,558 New
Thrivent Financial for Lutherans
68
Thrivent Financial for Lutherans
Minnesota
$918K +$26.9K +1,070 +3%
Barclays
69
Barclays
United Kingdom
$912K -$18.2K -723 -2%
GC
70
Globeflex Capital
California
$890K +$934K +37,170 New
Canada Life
71
Canada Life
Manitoba, Canada
$804K +$54.3K +2,162 +7%
State Board of Administration of Florida Retirement System
72
State Board of Administration of Florida Retirement System
Florida
$790K +$241K +9,594 +41%
AllianceBernstein
73
AllianceBernstein
Tennessee
$753K -$1.38M -54,750 -64%
First Trust Advisors
74
First Trust Advisors
Illinois
$722K +$121K +4,799 +19%
Squarepoint
75
Squarepoint
New York
$649K +$395K +15,710 +138%
1 2
3
4 5

HSTM Hedge Fund Activity: Q1 2020 in Review

162 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in HealthStream (HSTM) for Q1 2020, worth a combined $567M — down 13% from $648M a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new HSTM positions and 20 closed out — a net gain of 6 holders — while 61 added to existing stakes and 49 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $4.23M. The largest seller was Riverbridge Partners, exiting entirely with an estimated $15.1M sold.

  • 162 institutional investors held HealthStream (HSTM) as of Q1 2020, up from 158 in Q4 2019.
  • Funds reported $567M of HealthStream stock for Q1 2020, down 13% quarter-over-quarter.
  • 26 funds opened new HealthStream positions in Q1 2020 and 20 closed out, a net change of +6 holders.
  • The largest HealthStream buyer in Q1 2020 was Goldman Sachs, an estimated $4.23M added.
  • The largest HealthStream seller in Q1 2020 was Riverbridge Partners, an estimated $15.1M sold.

Based on aggregated 13F filings for Q1 2020.