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HealthStream
HSTM

158 hedge funds and large institutions have $648M invested in HealthStream in 2019 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 58 increasing their positions, 52 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

136% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 11

12% more repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 52

10% more funds holding

Funds holding: 144 → 158 (+14)

7% more capital invested

Capital invested by funds: $608M → $648M (+$40M)

1.03% more ownership

Funds ownership: 72.59% → 73.62% (+1%)

Holders
158
Holders Change
+14
Holders Change %
+9.72%
% of All Funds
3.11%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
26
Increased
58
Reduced
52
Closed
11
Calls
$2K
Puts
–
Net Calls
+$2K
Net Calls Change
-$1K

Top Buyers

Rank Fund Capital Flow
1
Invesco
Invesco
Georgia
+$15.7M
2
CS
Credit Suisse
Switzerland
+$4.65M
3
Deutsche Bank
Deutsche Bank
Germany
+$4.42M
4
MCM
McKinley Capital Management
Alaska
+$4.14M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$2.71M

Top Sellers

Rank Fund Capital Flow
1
RP
Riverbridge Partners
Minnesota
-$8.57M
2
Morgan Stanley
Morgan Stanley
New York
-$6.71M
3
American Century Companies
American Century Companies
Missouri
-$5.59M
4
Millennium Management
Millennium Management
New York
-$3.2M
5
Bank of America
Bank of America
North Carolina
-$2.93M
Name Holding Trade Value Shares
Change 		Change in
Stake
Citigroup
76
Citigroup
New York
$789K +$354K +12,880 +80%
State of Tennessee, Department of Treasury
77
State of Tennessee, Department of Treasury
Tennessee
$782K +$236K +8,592 +43%
SO
78
STRS Ohio
Ohio
$699K -$24.8K -900 -3%
ZCM
79
Zebra Capital Management
Connecticut
$691K +$699K +25,416 New
First Trust Advisors
80
First Trust Advisors
Illinois
$689K +$697K +25,328 New
State Board of Administration of Florida Retirement System
81
State Board of Administration of Florida Retirement System
Florida
$637K +$170K +6,177 +36%
SAM
82
Shell Asset Management
Netherlands
$624K -$15.5K -562 -2%
Comerica Bank
83
Comerica Bank
Texas
$614K -$523 -19 -0.1%
UBS AM
84
UBS AM
Illinois
$542K -$2.04K -74 -0.4%
SOADOR
85
State of Alaska Department of Revenue
Alaska
$525K -$9.3K -338 -2%
AIG
86
American International Group
New York
$510K -$13.7K -498 -3%
SFM
87
Systematic Financial Management
New Jersey
$509K -$68.8K -2,500 -12%
New York State Teachers Retirement System (NYSTRS)
88
New York State Teachers Retirement System (NYSTRS)
New York
$501K +$217K +7,904 +75%
AW
89
Alpha Windward
Massachusetts
$478K +$484K +17,580 New
TPSF
90
Texas Permanent School Fund
Texas
$476K +$2.42K +88 +0.5%
WI
91
WrapManager Inc
California
$470K -$76K -2,764 -14%
ASRS
92
Arizona State Retirement System
Arizona
$464K -$357K -12,981 -43%
Capital Fund Management (CFM)
93
Capital Fund Management (CFM)
France
$446K +$215K +7,832 +91%
VRS
94
Virginia Retirement Systems
Virginia
$438K +$443K +16,100 New
Manulife (Manufacturers Life Insurance)
95
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$433K -$22.5K -817 -5%
Victory Capital Management
96
Victory Capital Management
Texas
$407K +$158K +5,740 +62%
LDB
97
Lee, Danner & Bass
Tennessee
$370K – – –
VOYA Investment Management
98
VOYA Investment Management
Georgia
$361K +$52.7K +1,916 +17%
GCP
99
GSA Capital Partners
United Kingdom
$349K +$353K +12,842 New
MIM
100
MetLife Investment Management
New Jersey
$327K – – –
2 3
4
5 6

HSTM Hedge Fund Activity: Q4 2019 in Review

158 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in HealthStream (HSTM) for Q4 2019, worth a combined $648M — up 6.6% from $608M a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new HSTM positions and 11 closed out — a net gain of 15 holders — while 58 added to existing stakes and 52 trimmed.

The largest buyer was Invesco, adding an estimated $15.7M. The largest seller was Riverbridge Partners, cutting an estimated $8.57M.

  • 158 institutional investors held HealthStream (HSTM) as of Q4 2019, up from 144 in Q3 2019.
  • Funds reported $648M of HealthStream stock for Q4 2019, up 6.6% quarter-over-quarter.
  • 26 funds opened new HealthStream positions in Q4 2019 and 11 closed out, a net change of +15 holders.
  • The largest HealthStream buyer in Q4 2019 was Invesco, an estimated $15.7M added.
  • The largest HealthStream seller in Q4 2019 was Riverbridge Partners, an estimated $8.57M sold.

Based on aggregated 13F filings for Q4 2019.