We are live on ! Find out more
HSTM icon

HealthStream
HSTM

162 hedge funds and large institutions have $567M invested in HealthStream in 2020 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 61 increasing their positions, 49 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

30% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 20

24% more repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 49

3% more funds holding

Funds holding: 158 → 162 (+4)

0.48% less ownership

Funds ownership: 73.62% → 73.14% (-0.48%)

13% less capital invested

Capital invested by funds: $648M → $567M (-$81M)

Holders
162
Holders Change
+4
Holders Change %
+2.53%
% of All Funds
3.57%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
26
Increased
61
Reduced
49
Closed
20
Calls
$258K
Puts
–
Net Calls
+$258K
Net Calls Change
+$256K

Top Buyers

Rank Fund Capital Flow
1
Goldman Sachs
Goldman Sachs
New York
+$4.23M
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$4.01M
3
Deutsche Bank
Deutsche Bank
Germany
+$3.34M
4
Millennium Management
Millennium Management
New York
+$3.02M
5
GIP
Granite Investment Partners
California
+$2.78M

Top Sellers

Rank Fund Capital Flow
1
RP
Riverbridge Partners
Minnesota
-$15.1M
2
PAM
Panagora Asset Management
Massachusetts
-$3.2M
3
JP Morgan Chase
JP Morgan Chase
New York
-$3.14M
4
Invesco
Invesco
Georgia
-$3.07M
5
OAM
Oxford Asset Management
United Kingdom
-$2.56M
Name Holding Trade Value Shares
Change 		Change in
Stake
MCM
76
Matarin Capital Management
New York
$622K -$1.72M -68,549 -73%
VOYA Investment Management
77
VOYA Investment Management
Georgia
$618K +$315K +12,535 +95%
Comerica Bank
78
Comerica Bank
Texas
$615K +$18.9K +751 +3%
ZCM
79
Zebra Capital Management
Connecticut
$577K -$32.6K -1,298 -5%
SOADOR
80
State of Alaska Department of Revenue
Alaska
$568K +$111K +4,415 +23%
Capital Fund Management (CFM)
81
Capital Fund Management (CFM)
France
$558K +$174K +6,911 +42%
SO
82
STRS Ohio
Ohio
$543K -$75.4K -3,000 -12%
SAM
83
Shell Asset Management
Netherlands
$541K -$8.62K -343 -1%
Victory Capital Management
84
Victory Capital Management
Texas
$526K +$176K +7,005 +47%
Envestnet Asset Management
85
Envestnet Asset Management
Illinois
$525K -$274K -10,901 -33%
TPSF
86
Texas Permanent School Fund
Texas
$520K +$106K +4,228 +24%
UBS AM
87
UBS AM
Illinois
$473K -$5.1K -203 -1%
EGM
88
Engineers Gate Manager
New York
$469K +$306K +12,170 +164%
AG
89
Aperio Group
California
$455K +$268K +10,686 +129%
UBS Group
90
UBS Group
Switzerland
$451K -$369K -14,669 -44%
New York State Teachers Retirement System (NYSTRS)
91
New York State Teachers Retirement System (NYSTRS)
New York
$441K – – –
AIG
92
American International Group
New York
$428K -$22.4K -891 -5%
Citigroup
93
Citigroup
New York
$415K -$293K -11,674 -40%
KBC Group
94
KBC Group
Belgium
$403K -$376K -14,985 -47%
Manulife (Manufacturers Life Insurance)
95
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$403K +$22.9K +912 +6%
CANY
96
Caxton Associates (New York)
New York
$353K +$370K +14,745 New
TI
97
Trexquant Investment
Connecticut
$352K +$160K +6,353 +76%
LDB
98
Lee, Danner & Bass
Tennessee
$326K – – –
WI
99
WrapManager Inc
California
$322K -$96.2K -3,830 -22%
COPPSERS
100
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$308K +$105K +4,197 +48%
2 3
4
5 6

HSTM Hedge Fund Activity: Q1 2020 in Review

162 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in HealthStream (HSTM) for Q1 2020, worth a combined $567M — down 13% from $648M a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new HSTM positions and 20 closed out — a net gain of 6 holders — while 61 added to existing stakes and 49 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $4.23M. The largest seller was Riverbridge Partners, exiting entirely with an estimated $15.1M sold.

  • 162 institutional investors held HealthStream (HSTM) as of Q1 2020, up from 158 in Q4 2019.
  • Funds reported $567M of HealthStream stock for Q1 2020, down 13% quarter-over-quarter.
  • 26 funds opened new HealthStream positions in Q1 2020 and 20 closed out, a net change of +6 holders.
  • The largest HealthStream buyer in Q1 2020 was Goldman Sachs, an estimated $4.23M added.
  • The largest HealthStream seller in Q1 2020 was Riverbridge Partners, an estimated $15.1M sold.

Based on aggregated 13F filings for Q1 2020.