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HealthStream
HSTM

149 hedge funds and large institutions have $518M invested in HealthStream in 2020 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 48 increasing their positions, 56 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

11% more capital invested

Capital invested by funds: $468M → $518M (+$50.3M)

1.78% more ownership

Funds ownership: 72.83% → 74.6% (+1.8%)

8% less funds holding

Funds holding: 162 → 149 (-13)

14% less repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 56

42% less first-time investments, than exits

New positions opened: 18 | Existing positions closed: 31

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $2K

Holders
149
Holders Change
-13
Holders Change %
-8.02%
% of All Funds
2.64%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
18
Increased
48
Reduced
56
Closed
31
Calls
–
Puts
$2K
Net Calls
-$2K
Net Calls Change
-$2K

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$11.1M
2
GGHC
Gilder Gagnon Howe & Co
New York
+$6.95M
3
PAMP
Polar Asset Management Partners
Ontario, Canada
+$6.09M
4
TI
Trigran Investments
Illinois
+$4.74M
5
BlackRock
BlackRock
New York
+$3.38M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$7M
2
PM
Pembroke Management
Quebec, Canada
-$4.71M
3
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
-$4.35M
4
GIP
Granite Investment Partners
California
-$2.77M
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$2.44M
Name Holding Trade Value Shares
Change 		Change in
Stake
PPA
51
Parametric Portfolio Associates
Washington
$1.27M -$764K -38,011 -39%
California Public Employees Retirement System
52
California Public Employees Retirement System
California
$1.26M -$22.1K -1,100 -2%
Public Sector Pension Investment Board (PSP Investments)
53
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$1.22M -$23.5K -1,170 -2%
SGI
54
Summit Global Investments
Utah
$1.15M +$7.27K +362 +0.7%
KCM
55
Kornitzer Capital Management
Kansas
$1.09M – – –
EGM
56
Engineers Gate Manager
New York
$1.04M +$171K +8,502 +22%
CIA
57
Capital Impact Advisors
Massachusetts
$1.02M – – –
GC
58
Globeflex Capital
California
$993K +$59.4K +2,956 +7%
HA
59
Heartland Advisors
Wisconsin
$975K -$76.7K -3,816 -8%
MCM
60
Matarin Capital Management
New York
$885K -$470K -23,394 -37%
California State Teachers Retirement System (CalSTRS)
61
California State Teachers Retirement System (CalSTRS)
California
$849K -$22K -1,097 -3%
JP Morgan Chase
62
JP Morgan Chase
New York
$738K -$126K -6,280 -16%
Two Sigma Advisers
63
Two Sigma Advisers
New York
$736K -$86.4K -4,300 -11%
CS
64
Credit Suisse
Switzerland
$697K +$108K +5,382 +20%
AllianceBernstein
65
AllianceBernstein
Tennessee
$686K – – –
Comerica Bank
66
Comerica Bank
Texas
$678K +$1.91K +95 +0.4%
SFI
67
Susquehanna Fundamental Investments
Pennsylvania
$677K +$183K +9,103 +42%
ETC
68
Exchange Traded Concepts
Oklahoma
$665K +$59.2K +2,946 +11%
UBS Group
69
UBS Group
Switzerland
$649K +$349K +17,376 +141%
Prudential Financial
70
Prudential Financial
New Jersey
$641K -$123K -6,107 -17%
CPO
71
Cerity Partners OCIO
New York
$604K +$72K +3,583 +15%
UBS AM
72
UBS AM
Illinois
$545K +$192K +9,560 +62%
Canada Life
73
Canada Life
Manitoba, Canada
$533K -$68.9K -3,430 -12%
MAM
74
Martingale Asset Management
Massachusetts
$524K -$1.54M -76,526 -76%
PAIM
75
Punch & Associates Investment Management
Minnesota
$518K +$477K +23,737 New
1 2
3
4 5

HSTM Hedge Fund Activity: Q4 2020 in Review

149 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in HealthStream (HSTM) for Q4 2020, worth a combined $518M — up 11% from $468M a quarter earlier.

Sellers outnumbered buyers: 31 funds closed out of HSTM and 18 opened new positions — a net loss of 13 holders — while 56 trimmed existing stakes and 48 added.

The largest buyer was Morgan Stanley, adding an estimated $11.1M. The largest seller was Bank of America, cutting an estimated $7M.

  • 149 institutional investors held HealthStream (HSTM) as of Q4 2020, down from 162 in Q3 2020.
  • Funds reported $518M of HealthStream stock for Q4 2020, up 11% quarter-over-quarter.
  • 18 funds opened new HealthStream positions in Q4 2020 and 31 closed out, a net change of -13 holders.
  • The largest HealthStream buyer in Q4 2020 was Morgan Stanley, an estimated $11.1M added.
  • The largest HealthStream seller in Q4 2020 was Bank of America, an estimated $7M sold.

Based on aggregated 13F filings for Q4 2020.