We are live on ! Find out more
HSTM icon

HealthStream
HSTM

175 hedge funds and large institutions have $510M invested in HealthStream in 2020 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 58 increasing their positions, 64 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

87% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 15

8% more funds holding

Funds holding: 162 → 175 (+13)

9% less repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 64

1.14% less ownership

Funds ownership: 73.14% → 72.01% (-1.1%)

10% less capital invested

Capital invested by funds: $567M → $510M (-$57.6M)

Holders
175
Holders Change
+13
Holders Change %
+8.02%
% of All Funds
3.59%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
28
Increased
58
Reduced
64
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
+$6.47M
2
Renaissance Technologies
Renaissance Technologies
New York
+$5.98M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$4.42M
4
KCM
Kennedy Capital Management
Missouri
+$2.62M
5
FQ
First Quadrant
California
+$2.55M

Top Sellers

1
Invesco
Invesco
Georgia
-$14.7M
2
Deutsche Bank
Deutsche Bank
Germany
-$4.01M
3
PM
Pembroke Management
Quebec, Canada
-$3.65M
4
Goldman Sachs
Goldman Sachs
New York
-$3.35M
5
Allianz Asset Management
Allianz Asset Management
Germany
-$2.89M
Name Holding Trade Value Shares
Change 		Change in
Stake
Two Sigma Investments
76
Two Sigma Investments
New York
$618K -$510K -22,033 -44%
KBC Group
77
KBC Group
Belgium
$602K +$240K +10,354 +62%
Comerica Bank
78
Comerica Bank
Texas
$584K +$44K +1,901 +8%
UBS AM
79
UBS AM
Illinois
$553K +$121K +5,231 +26%
SO
80
STRS Ohio
Ohio
$546K +$46.3K +2,000 +9%
SOADOR
81
State of Alaska Department of Revenue
Alaska
$527K +$2.78K +120 +0.5%
ZCM
82
Zebra Capital Management
Connecticut
$512K -$22.2K -959 -4%
MPAM
83
Monarch Partners Asset Management
Massachusetts
$512K +$536K +23,145 New
AIM
84
Aigen Investment Management
New York
$508K +$326K +14,068 +158%
SAM
85
Shell Asset Management
Netherlands
$495K -$4.89K -211 -0.9%
VOYA Investment Management
86
VOYA Investment Management
Georgia
$475K -$101K -4,346 -17%
ETC
87
Exchange Traded Concepts
Oklahoma
$472K +$494K +21,318 New
Citigroup
88
Citigroup
New York
$470K +$90.8K +3,920 +23%
TPSF
89
Texas Permanent School Fund
Texas
$442K -$40.6K -1,752 -8%
AG
90
Aperio Group
California
$423K +$2.39K +103 +0.5%
New York State Teachers Retirement System (NYSTRS)
91
New York State Teachers Retirement System (NYSTRS)
New York
$408K – – –
AIG
92
American International Group
New York
$403K +$7.39K +319 +2%
AA
93
ALPS Advisors
Colorado
$397K +$415K +17,927 New
Envestnet Asset Management
94
Envestnet Asset Management
Illinois
$382K -$107K -4,636 -21%
Citadel Advisors
95
Citadel Advisors
Florida
$380K +$180K +7,778 +83%
Manulife (Manufacturers Life Insurance)
96
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$335K -$28K -1,208 -7%
SFM
97
Systematic Financial Management
New Jersey
$330K +$76.8K +3,315 +29%
BCM
98
Bridgeway Capital Management
Texas
$325K +$341K +14,700 New
SEI Investments
99
SEI Investments
Pennsylvania
$321K +$340K +14,679 New
SFI
100
Susquehanna Fundamental Investments
Pennsylvania
$319K +$334K +14,400 New
2 3
4
5 6

HSTM Hedge Fund Activity: Q2 2020 in Review

175 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in HealthStream (HSTM) for Q2 2020, worth a combined $510M — down 10% from $567M a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new HSTM positions and 15 closed out — a net gain of 13 holders — while 58 added to existing stakes and 64 trimmed.

The largest buyer was Assenagon Asset Management, opening a new position worth an estimated $6.47M. The largest seller was Invesco, cutting an estimated $14.7M.

  • 175 institutional investors held HealthStream (HSTM) as of Q2 2020, up from 162 in Q1 2020.
  • Funds reported $510M of HealthStream stock for Q2 2020, down 10% quarter-over-quarter.
  • 28 funds opened new HealthStream positions in Q2 2020 and 15 closed out, a net change of +13 holders.
  • The largest HealthStream buyer in Q2 2020 was Assenagon Asset Management, an estimated $6.47M added.
  • The largest HealthStream seller in Q2 2020 was Invesco, an estimated $14.7M sold.

Based on aggregated 13F filings for Q2 2020.