We are live on ! Find out more
HSTM icon

HealthStream

144 hedge funds and large institutions have $608M invested in HealthStream in 2019 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 65 increasing their positions, 37 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

76% more repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 37

0% less capital invested

Capital invested by funds: $609M → $608M (-$623K)

0.11% less ownership

Funds ownership: 72.7%72.59% (-0.11%)

2% less funds holding

Funds holding: 147144 (-3)

13% less first-time investments, than exits

New positions opened: 14 | Existing positions closed: 16

Holders
144
Holders Change
-3
Holders Change %
-2.04%
% of All Funds
3.16%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
14
Increased
65
Reduced
37
Closed
16
Calls
$3K
Puts
Net Calls
+$3K
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
State of Tennessee, Department of Treasury
76
State of Tennessee, Department of Treasury
Tennessee
$522K +$157K +5,837 +41%
WI
77
WrapManager Inc
California
$519K +$7.7K +287 +1%
UBS AM
78
UBS AM
Illinois
$518K +$102K +3,782 +23%
Deutsche Bank
79
Deutsche Bank
Germany
$514K -$623K -23,197 -54%
SOADOR
80
State of Alaska Department of Revenue
Alaska
$508K +$294K +10,957 +126%
AIG
81
American International Group
New York
$499K -$5.8K -216 -1%
TPSF
82
Texas Permanent School Fund
Texas
$451K +$1.15K +43 +0.2%
State Board of Administration of Florida Retirement System
83
State Board of Administration of Florida Retirement System
Florida
$446K
Manulife (Manufacturers Life Insurance)
84
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$434K -$322 -12 -0.1%
Citigroup
85
Citigroup
New York
$417K -$87.5K -3,259 -17%
LDB
86
Lee, Danner & Bass
Tennessee
$352K
Bank of Montreal
87
Bank of Montreal
Ontario, Canada
$346K -$19.8K -738 -5%
SRAM
88
Stone Ridge Asset Management
New York
$342K
T. Rowe Price Associates
89
T. Rowe Price Associates
Maryland
$337K +$4.67K +174 +1%
Susquehanna International Group
90
Susquehanna International Group
Pennsylvania
$325K +$1.8K +67 +0.5%
ONB
91
Old National Bancorp
Indiana
$312K
WCM
92
Weld Capital Management
New York
$312K +$324K +12,059 New
MIM
93
MetLife Investment Management
New Jersey
$311K
PP
94
Paloma Partners
Connecticut
$301K +$312K +11,631 New
HSBC Holdings
95
HSBC Holdings
United Kingdom
$300K +$311K +11,589 New
VOYA Investment Management
96
VOYA Investment Management
Georgia
$294K
MWNA
97
Marshall Wace North America
New York
$284K +$295K +10,983 New
US Bancorp
98
US Bancorp
Minnesota
$276K -$58.8K -2,192 -17%
Ohio Public Employees Retirement System (OPERS)
99
Ohio Public Employees Retirement System (OPERS)
Ohio
$273K
New York State Teachers Retirement System (NYSTRS)
100
New York State Teachers Retirement System (NYSTRS)
New York
$272K

HSTM Hedge Fund Activity: Q3 2019 in Review

144 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in HealthStream (HSTM) for Q3 2019, worth a combined $608M — down 0.1% from $609M a quarter earlier.

Sellers outnumbered buyers: 16 funds closed out of HSTM and 14 opened new positions — a net loss of 2 holders — while 37 trimmed existing stakes and 65 added.

The largest buyer was Morgan Stanley, adding an estimated $4.67M. The largest seller was Pembroke Management, cutting an estimated $6.16M.

  • 144 institutional investors held HealthStream (HSTM) as of Q3 2019, down from 147 in Q2 2019.
  • Funds reported $608M of HealthStream stock for Q3 2019, down 0.1% quarter-over-quarter.
  • 14 funds opened new HealthStream positions in Q3 2019 and 16 closed out, a net change of -2 holders.
  • The largest HealthStream buyer in Q3 2019 was Morgan Stanley, an estimated $4.67M added.
  • The largest HealthStream seller in Q3 2019 was Pembroke Management, an estimated $6.16M sold.

Based on aggregated 13F filings for Q3 2019.