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HealthStream
HSTM

162 hedge funds and large institutions have $468M invested in HealthStream in 2020 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 53 increasing their positions, 60 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.82% more ownership

Funds ownership: 72.01% → 72.83% (+0.82%)

7% less funds holding

Funds holding: 175 → 162 (-13)

8% less capital invested

Capital invested by funds: $510M → $468M (-$41.8M)

12% less repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 60

45% less first-time investments, than exits

New positions opened: 16 | Existing positions closed: 29

Holders
162
Holders Change
-13
Holders Change %
-7.43%
% of All Funds
3.27%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
16
Increased
53
Reduced
60
Closed
29
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
TI
Trigran Investments
Illinois
+$6.79M
2
Acadian Asset Management
Acadian Asset Management
Massachusetts
+$4.34M
3
Invesco
Invesco
Georgia
+$4.02M
4
Renaissance Technologies
Renaissance Technologies
New York
+$3.2M
5
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
+$3.12M

Top Sellers

1
CS
Credit Suisse
Switzerland
-$3.94M
2
Aviva
Aviva
United Kingdom
-$2.36M
3
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$1.87M
4
Bessemer Group
Bessemer Group
New Jersey
-$1.83M
5
PAM
Panagora Asset Management
Massachusetts
-$1.83M
Name Holding Trade Value Shares
Change 		Change in
Stake
Swiss National Bank
51
Swiss National Bank
Switzerland
$1.23M – – –
Barclays
52
Barclays
United Kingdom
$1.21M +$337K +15,856 +36%
California Public Employees Retirement System
53
California Public Employees Retirement System
California
$1.18M +$36.1K +1,700 +3%
Public Sector Pension Investment Board (PSP Investments)
54
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$1.15M -$344K -16,206 -22%
Los Angeles Capital Management
55
Los Angeles Capital Management
California
$1.07M -$91.8K -4,323 -8%
SGI
56
Summit Global Investments
Utah
$1.05M -$325K -15,295 -23%
Norges Bank
57
Norges Bank
Norway
$1.03M +$1.09M +51,400 New
KCM
58
Kornitzer Capital Management
Kansas
$1M – – –
HA
59
Heartland Advisors
Wisconsin
$973K +$1.03M +48,467 New
CIA
60
Capital Impact Advisors
Massachusetts
$939K – – –
FQ
61
First Quadrant
California
$902K -$1.39M -65,289 -59%
GC
62
Globeflex Capital
California
$853K +$36K +1,695 +4%
JP Morgan Chase
63
JP Morgan Chase
New York
$805K -$337K -15,859 -28%
California State Teachers Retirement System (CalSTRS)
64
California State Teachers Retirement System (CalSTRS)
California
$802K – – –
GCP
65
GSA Capital Partners
United Kingdom
$799K +$845K +39,808 New
EGM
66
Engineers Gate Manager
New York
$786K -$270K -12,711 -24%
WG
67
Winton Group
United Kingdom
$784K +$634K +29,861 +324%
CIC
68
Cornercap Investment Counsel
Georgia
$778K +$8.11K +382 +1%
Two Sigma Advisers
69
Two Sigma Advisers
New York
$763K -$395K -18,576 -33%
Prudential Financial
70
Prudential Financial
New Jersey
$713K -$613K -28,859 -45%
MPAM
71
Monarch Partners Asset Management
Massachusetts
$685K +$234K +11,010 +48%
State Board of Administration of Florida Retirement System
72
State Board of Administration of Florida Retirement System
Florida
$662K – – –
Thrivent Financial for Lutherans
73
Thrivent Financial for Lutherans
Minnesota
$653K -$118K -5,538 -15%
AllianceBernstein
74
AllianceBernstein
Tennessee
$630K +$1.7K +80 +0.3%
Comerica Bank
75
Comerica Bank
Texas
$574K +$3.04K +143 +0.5%
1 2
3
4 5

HSTM Hedge Fund Activity: Q3 2020 in Review

162 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in HealthStream (HSTM) for Q3 2020, worth a combined $468M — down 8.2% from $510M a quarter earlier.

Sellers outnumbered buyers: 29 funds closed out of HSTM and 16 opened new positions — a net loss of 13 holders — while 60 trimmed existing stakes and 53 added.

The largest buyer was Trigran Investments, opening a new position worth an estimated $6.79M. The largest seller was Credit Suisse, cutting an estimated $3.94M.

  • 162 institutional investors held HealthStream (HSTM) as of Q3 2020, down from 175 in Q2 2020.
  • Funds reported $468M of HealthStream stock for Q3 2020, down 8.2% quarter-over-quarter.
  • 16 funds opened new HealthStream positions in Q3 2020 and 29 closed out, a net change of -13 holders.
  • The largest HealthStream buyer in Q3 2020 was Trigran Investments, an estimated $6.79M added.
  • The largest HealthStream seller in Q3 2020 was Credit Suisse, an estimated $3.94M sold.

Based on aggregated 13F filings for Q3 2020.