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HealthStream
HSTM

140 hedge funds and large institutions have $482M invested in HealthStream in 2021 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 40 increasing their positions, 64 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.67% less ownership

Funds ownership: 74.6% → 73.94% (-0.67%)

6% less funds holding

Funds holding: 149 → 140 (-9)

7% less capital invested

Capital invested by funds: $518M → $482M (-$35.7M)

38% less repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 64

39% less first-time investments, than exits

New positions opened: 11 | Existing positions closed: 18

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $217K

Holders
140
Holders Change
-9
Holders Change %
-6.04%
% of All Funds
2.46%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
11
Increased
40
Reduced
64
Closed
18
Calls
–
Puts
$217K
Net Calls
-$217K
Net Calls Change
-$215K

Top Buyers

1
PAIM
Punch & Associates Investment Management
Minnesota
+$11.8M
2
PAMP
Polar Asset Management Partners
Ontario, Canada
+$5.71M
3
BlackRock
BlackRock
New York
+$4.1M
4
State Street
State Street
Massachusetts
+$2.34M
5
KCM
Kennedy Capital Management
Missouri
+$2.18M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$6.38M
2
Renaissance Technologies
Renaissance Technologies
New York
-$4.99M
3
Marshall Wace
Marshall Wace
United Kingdom
-$3.39M
4
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
-$3.08M
5
Invesco
Invesco
Georgia
-$2.84M
Name Holding Trade Value Shares
Change 		Change in
Stake
Public Sector Pension Investment Board (PSP Investments)
51
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$1.17M -$90.8K -3,810 -7%
CIA
52
Capital Impact Advisors
Massachusetts
$1.04M – – –
Two Sigma Advisers
53
Two Sigma Advisers
New York
$923K +$181K +7,600 +23%
ETC
54
Exchange Traded Concepts
Oklahoma
$888K +$222K +9,304 +31%
SGI
55
Summit Global Investments
Utah
$878K -$319K -13,376 -25%
California State Teachers Retirement System (CalSTRS)
56
California State Teachers Retirement System (CalSTRS)
California
$869K +$238 +10 +0%
CS
57
Credit Suisse
Switzerland
$768K +$59.2K +2,483 +8%
JP Morgan Chase
58
JP Morgan Chase
New York
$681K -$81.3K -3,410 -10%
AllianceBernstein
59
AllianceBernstein
Tennessee
$666K -$38.1K -1,600 -5%
Prudential Financial
60
Prudential Financial
New Jersey
$655K -$2.15K -90 -0.3%
Two Sigma Investments
61
Two Sigma Investments
New York
$610K +$417K +17,493 +178%
Tudor Investment Corp
62
Tudor Investment Corp
Connecticut
$596K +$87.6K +3,674 +16%
Comerica Bank
63
Comerica Bank
Texas
$578K -$27.8K -1,164 -4%
UBS AM
64
UBS AM
Illinois
$558K – – –
Canada Life
65
Canada Life
Manitoba, Canada
$509K -$37.6K -1,578 -6%
T. Rowe Price Associates
66
T. Rowe Price Associates
Maryland
$505K -$620 -26 -0.1%
UBS Group
67
UBS Group
Switzerland
$503K -$171K -7,183 -24%
Victory Capital Management
68
Victory Capital Management
Texas
$499K +$191K +8,030 +56%
SAM
69
Shell Asset Management
Netherlands
$497K -$3.1K -130 -0.6%
ZCM
70
Zebra Capital Management
Connecticut
$495K +$528K +22,166 New
SFI
71
Susquehanna Fundamental Investments
Pennsylvania
$474K -$233K -9,779 -32%
RA
72
Royce & Associates
New York
$470K +$277K +11,630 +123%
Thrivent Financial for Lutherans
73
Thrivent Financial for Lutherans
Minnesota
$462K -$63.1K -2,646 -11%
COPPSERS
74
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$434K -$4.79K -201 -1%
DCM
75
Dupont Capital Management
Delaware
$423K -$92.5K -3,880 -17%
1 2
3
4 5

HSTM Hedge Fund Activity: Q1 2021 in Review

140 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in HealthStream (HSTM) for Q1 2021, worth a combined $482M — down 6.9% from $518M a quarter earlier.

Sellers outnumbered buyers: 18 funds closed out of HSTM and 11 opened new positions — a net loss of 7 holders — while 64 trimmed existing stakes and 40 added.

The largest buyer was Punch & Associates Investment Management, adding an estimated $11.8M. The largest seller was Morgan Stanley, cutting an estimated $6.38M.

  • 140 institutional investors held HealthStream (HSTM) as of Q1 2021, down from 149 in Q4 2020.
  • Funds reported $482M of HealthStream stock for Q1 2021, down 6.9% quarter-over-quarter.
  • 11 funds opened new HealthStream positions in Q1 2021 and 18 closed out, a net change of -7 holders.
  • The largest HealthStream buyer in Q1 2021 was Punch & Associates Investment Management, an estimated $11.8M added.
  • The largest HealthStream seller in Q1 2021 was Morgan Stanley, an estimated $6.38M sold.

Based on aggregated 13F filings for Q1 2021.