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HealthStream
HSTM

149 hedge funds and large institutions have $638M invested in HealthStream in 2018 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 61 increasing their positions, 44 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 14

39% more repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 44

12% more capital invested

Capital invested by funds: $571M → $638M (+$67.7M)

3% more funds holding

Funds holding: 144 → 149 (+5)

0.62% more ownership

Funds ownership: 71.73% → 72.35% (+0.62%)

Holders
149
Holders Change
+5
Holders Change %
+3.47%
% of All Funds
3.41%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
21
Increased
61
Reduced
44
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$9.12M
2
Morgan Stanley
Morgan Stanley
New York
+$6.99M
3
Renaissance Technologies
Renaissance Technologies
New York
+$6.43M
4
PAM
Panagora Asset Management
Massachusetts
+$4.96M
5
Prudential Financial
Prudential Financial
New Jersey
+$3.71M

Top Sellers

Rank Fund Capital Flow
1
RP
Riverbridge Partners
Minnesota
-$19.8M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$12.8M
3
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$9.47M
4
ACH
ArrowMark Colorado Holdings
Colorado
-$7.26M
5
KCM
Kennedy Capital Management
Missouri
-$6.85M
Name Holding Trade Value Shares
Change 		Change in
Stake
GIP
76
Granite Investment Partners
California
$736K -$820K -30,913 -53%
Connor, Clark & Lunn Investment Management (CC&L)
77
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$601K +$584K +22,000 New
Thrivent Financial for Lutherans
78
Thrivent Financial for Lutherans
Minnesota
$593K -$191K -7,201 -25%
Squarepoint
79
Squarepoint
New York
$593K +$209K +7,876 +57%
American Century Companies
80
American Century Companies
Missouri
$587K +$13.2K +498 +2%
Envestnet Asset Management
81
Envestnet Asset Management
Illinois
$583K -$42.3K -1,593 -7%
Royal Bank of Canada
82
Royal Bank of Canada
Ontario, Canada
$562K -$192K -7,246 -26%
US Bancorp
83
US Bancorp
Minnesota
$548K -$179K -6,749 -25%
AIG
84
American International Group
New York
$545K +$92K +3,468 +21%
Manulife (Manufacturers Life Insurance)
85
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$540K -$875 -33 -0.2%
Bank of Montreal
86
Bank of Montreal
Ontario, Canada
$520K +$663 +25 +0.1%
State of Tennessee, Department of Treasury
87
State of Tennessee, Department of Treasury
Tennessee
$482K -$16.4K -617 -3%
State Board of Administration of Florida Retirement System
88
State Board of Administration of Florida Retirement System
Florida
$467K +$17.8K +670 +4%
Wellington Management Group
89
Wellington Management Group
Massachusetts
$457K +$444K +16,746 New
TPSF
90
Texas Permanent School Fund
Texas
$456K -$7.67K -289 -2%
Barclays
91
Barclays
United Kingdom
$454K +$189K +7,140 +76%
Public Sector Pension Investment Board (PSP Investments)
92
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$441K – – –
UBS AM
93
UBS AM
Illinois
$438K +$420K +15,835 +8,205%
T. Rowe Price Associates
94
T. Rowe Price Associates
Maryland
$427K +$743 +28 +0.2%
SRAM
95
Stone Ridge Asset Management
New York
$415K +$13.1K +492 +3%
FIM
96
Freedom Investment Management
Connecticut
$414K -$23.1K -871 -5%
BCM
97
BlueCrest Capital Management
Jersey
$397K -$12.7K -480 -3%
LDB
98
Lee, Danner & Bass
Tennessee
$371K – – –
CSS
99
Cubist Systematic Strategies
Connecticut
$370K +$359K +13,549 New
SCM
100
Stevens Capital Management
Pennsylvania
$335K +$109K +4,090 +50%
2 3
4
5 6

HSTM Hedge Fund Activity: Q2 2018 in Review

149 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in HealthStream (HSTM) for Q2 2018, worth a combined $638M — up 12% from $571M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new HSTM positions and 14 closed out — a net gain of 7 holders — while 61 added to existing stakes and 44 trimmed.

The largest buyer was BlackRock, adding an estimated $9.12M. The largest seller was Riverbridge Partners, cutting an estimated $19.8M.

  • 149 institutional investors held HealthStream (HSTM) as of Q2 2018, up from 144 in Q1 2018.
  • Funds reported $638M of HealthStream stock for Q2 2018, up 12% quarter-over-quarter.
  • 21 funds opened new HealthStream positions in Q2 2018 and 14 closed out, a net change of +7 holders.
  • The largest HealthStream buyer in Q2 2018 was BlackRock, an estimated $9.12M added.
  • The largest HealthStream seller in Q2 2018 was Riverbridge Partners, an estimated $19.8M sold.

Based on aggregated 13F filings for Q2 2018.