We are live on ! Find out more
HSTM icon

HealthStream
HSTM

144 hedge funds and large institutions have $571M invested in HealthStream in 2018 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 53 increasing their positions, 41 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

91% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 11

29% more repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 41

8% more capital invested

Capital invested by funds: $527M → $571M (+$43.5M)

6% more funds holding

Funds holding: 136 → 144 (+8)

0.39% more ownership

Funds ownership: 71.34% → 71.73% (+0.39%)

Holders
144
Holders Change
+8
Holders Change %
+5.88%
% of All Funds
3.3%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
21
Increased
53
Reduced
41
Closed
11
Calls
$591K
Puts
–
Net Calls
+$591K
Net Calls Change
+$635K

Top Buyers

1
BBHC
Brown Brothers Harriman & Co
New York
+$8.27M
2
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$2.73M
3
Millennium Management
Millennium Management
New York
+$2.72M
4
IA
IndexIQ Advisors
New York
+$1.94M
5
RP
Riverbridge Partners
Minnesota
+$1.57M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$7.77M
2
CCA
Conestoga Capital Advisors
Pennsylvania
-$6.8M
3
EMFAT
Emerald Mutual Fund Advisers Trust
Pennsylvania
-$5.06M
4
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$1.9M
5
PM
Pembroke Management
Quebec, Canada
-$1.05M
Name Holding Trade Value Shares
Change 		Change in
Stake
State of Tennessee, Department of Treasury
76
State of Tennessee, Department of Treasury
Tennessee
$454K -$46.1K -1,920 -10%
FA
77
FDx Advisors
Illinois
$429K -$129K -5,368 -24%
TPSF
78
Texas Permanent School Fund
Texas
$421K -$6.73K -280 -2%
AIG
79
American International Group
New York
$409K -$95.8K -3,985 -19%
State Board of Administration of Florida Retirement System
80
State Board of Administration of Florida Retirement System
Florida
$408K – – –
MERSOM
81
Municipal Employees' Retirement System of Michigan
Michigan
$408K +$16.1K +670 +4%
Public Sector Pension Investment Board (PSP Investments)
82
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$401K – – –
FIM
83
Freedom Investment Management
Connecticut
$398K +$386K +16,048 New
Wells Fargo
84
Wells Fargo
California
$394K +$2.23K +93 +0.6%
T. Rowe Price Associates
85
T. Rowe Price Associates
Maryland
$388K +$1.2K +50 +0.3%
BCM
86
BlueCrest Capital Management
Jersey
$373K +$361K +15,023 New
SRAM
87
Stone Ridge Asset Management
New York
$365K – – –
Two Sigma Advisers
88
Two Sigma Advisers
New York
$362K +$63.8K +2,656 +22%
TI
89
Trexquant Investment
Connecticut
$350K -$22.1K -919 -6%
Squarepoint
90
Squarepoint
New York
$343K +$332K +13,826 New
LDB
91
Lee, Danner & Bass
Tennessee
$338K – – –
ONB
92
Old National Bancorp
Indiana
$310K -$116K -4,835 -28%
VOYA Investment Management
93
VOYA Investment Management
Georgia
$310K – – –
Acadian Asset Management
94
Acadian Asset Management
Massachusetts
$303K +$294K +12,219 New
MIM
95
MetLife Investment Management
New Jersey
$298K – – –
WI
96
WrapManager Inc
California
$291K -$41.5K -1,726 -13%
Citigroup
97
Citigroup
New York
$288K +$2.79K +116 +1%
LSERS
98
Louisiana State Employees Retirement System
Louisiana
$283K +$9.61K +400 +4%
New York State Teachers Retirement System (NYSTRS)
99
New York State Teachers Retirement System (NYSTRS)
New York
$261K – – –
MWNA
100
Marshall Wace North America
New York
$258K +$2.52K +105 +1%
2 3
4
5 6

HSTM Hedge Fund Activity: Q1 2018 in Review

144 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in HealthStream (HSTM) for Q1 2018, worth a combined $571M — up 8.2% from $527M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new HSTM positions and 11 closed out — a net gain of 10 holders — while 53 added to existing stakes and 41 trimmed.

The largest buyer was Brown Brothers Harriman & Co, adding an estimated $8.27M. The largest seller was Fidelity Investments, cutting an estimated $7.77M.

  • 144 institutional investors held HealthStream (HSTM) as of Q1 2018, up from 136 in Q4 2017.
  • Funds reported $571M of HealthStream stock for Q1 2018, up 8.2% quarter-over-quarter.
  • 21 funds opened new HealthStream positions in Q1 2018 and 11 closed out, a net change of +10 holders.
  • The largest HealthStream buyer in Q1 2018 was Brown Brothers Harriman & Co, an estimated $8.27M added.
  • The largest HealthStream seller in Q1 2018 was Fidelity Investments, an estimated $7.77M sold.

Based on aggregated 13F filings for Q1 2018.