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HealthStream
HSTM

147 hedge funds and large institutions have $604M invested in HealthStream in 2021 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 49 increasing their positions, 52 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

88% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 8

25% more capital invested

Capital invested by funds: $482M → $604M (+$121M)

5% more funds holding

Funds holding: 140 → 147 (+7)

0.89% less ownership

Funds ownership: 73.94% → 73.05% (-0.89%)

6% less repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 52

Holders
147
Holders Change
+7
Holders Change %
+5%
% of All Funds
2.56%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
15
Increased
49
Reduced
52
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$5.06M
2
Northern Trust
Northern Trust
Illinois
+$3.39M
3
HA
Heartland Advisors
Wisconsin
+$2.25M
4
EP
Eversept Partners
New York
+$1.96M
5
CIS
Connors Investor Services
Pennsylvania
+$1.37M

Top Sellers

1
BBHC
Brown Brothers Harriman & Co
New York
-$5.84M
2
BlackRock
BlackRock
New York
-$4.45M
3
PAMP
Polar Asset Management Partners
Ontario, Canada
-$4.21M
4
Morgan Stanley
Morgan Stanley
New York
-$2.6M
5
Invesco
Invesco
Georgia
-$2.25M
Name Holding Trade Value Shares
Change 		Change in
Stake
CIA
51
Capital Impact Advisors
Massachusetts
$1.31M – – –
Wells Fargo
52
Wells Fargo
California
$1.29M -$225K -8,957 -16%
ETC
53
Exchange Traded Concepts
Oklahoma
$1.23M +$105K +4,188 +11%
Two Sigma Investments
54
Two Sigma Investments
New York
$1.17M +$369K +14,680 +54%
Tudor Investment Corp
55
Tudor Investment Corp
Connecticut
$1.1M +$321K +12,771 +48%
SGI
56
Summit Global Investments
Utah
$1.09M -$2.79K -111 -0.3%
FQ
57
First Quadrant
California
$1.06M -$589K -23,424 -38%
Prudential Financial
58
Prudential Financial
New Jersey
$1.02M +$178K +7,070 +24%
California State Teachers Retirement System (CalSTRS)
59
California State Teachers Retirement System (CalSTRS)
California
$976K -$100K -3,977 -10%
GCP
60
GSA Capital Partners
United Kingdom
$957K +$861K +34,243 New
Barclays
61
Barclays
United Kingdom
$934K -$609K -24,225 -42%
OAM
62
Oberweis Asset Management
Illinois
$911K +$820K +32,600 New
Bank of America
63
Bank of America
North Carolina
$856K -$1.21M -48,024 -61%
AllianceBernstein
64
AllianceBernstein
Tennessee
$832K – – –
UBS AM
65
UBS AM
Illinois
$750K +$47.5K +1,887 +8%
Victory Capital Management
66
Victory Capital Management
Texas
$724K +$90.7K +3,605 +16%
Truist Financial
67
Truist Financial
North Carolina
$704K +$396K +15,746 +166%
Comerica Bank
68
Comerica Bank
Texas
$701K -$55.3K -2,199 -9%
CS
69
Credit Suisse
Switzerland
$690K -$244K -9,697 -28%
SO
70
STRS Ohio
Ohio
$662K +$596K +23,700 New
SAM
71
Shell Asset Management
Netherlands
$657K +$31.9K +1,270 +6%
Canada Life
72
Canada Life
Manitoba, Canada
$592K -$40.7K -1,617 -7%
Thrivent Financial for Lutherans
73
Thrivent Financial for Lutherans
Minnesota
$576K -$1.61K -64 -0.3%
ZCM
74
Zebra Capital Management
Connecticut
$571K -$43.3K -1,720 -8%
COPPSERS
75
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$541K -$1.56K -62 -0.3%
1 2
3
4 5

HSTM Hedge Fund Activity: Q2 2021 in Review

147 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in HealthStream (HSTM) for Q2 2021, worth a combined $604M — up 25% from $482M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new HSTM positions and 8 closed out — a net gain of 7 holders — while 49 added to existing stakes and 52 trimmed.

The largest buyer was Bank of Montreal, adding an estimated $5.06M. The largest seller was Brown Brothers Harriman & Co, cutting an estimated $5.84M.

  • 147 institutional investors held HealthStream (HSTM) as of Q2 2021, up from 140 in Q1 2021.
  • Funds reported $604M of HealthStream stock for Q2 2021, up 25% quarter-over-quarter.
  • 15 funds opened new HealthStream positions in Q2 2021 and 8 closed out, a net change of +7 holders.
  • The largest HealthStream buyer in Q2 2021 was Bank of Montreal, an estimated $5.06M added.
  • The largest HealthStream seller in Q2 2021 was Brown Brothers Harriman & Co, an estimated $5.84M sold.

Based on aggregated 13F filings for Q2 2021.