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HealthStream
HSTM

162 hedge funds and large institutions have $468M invested in HealthStream in 2020 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 53 increasing their positions, 60 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.82% more ownership

Funds ownership: 72.01% → 72.83% (+0.82%)

7% less funds holding

Funds holding: 175 → 162 (-13)

8% less capital invested

Capital invested by funds: $510M → $468M (-$41.8M)

12% less repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 60

45% less first-time investments, than exits

New positions opened: 16 | Existing positions closed: 29

Holders
162
Holders Change
-13
Holders Change %
-7.43%
% of All Funds
3.27%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
16
Increased
53
Reduced
60
Closed
29
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
TI
Trigran Investments
Illinois
+$6.79M
2
Acadian Asset Management
Acadian Asset Management
Massachusetts
+$4.34M
3
Invesco
Invesco
Georgia
+$4.02M
4
Renaissance Technologies
Renaissance Technologies
New York
+$3.2M
5
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
+$3.12M

Top Sellers

1
CS
Credit Suisse
Switzerland
-$3.94M
2
Aviva
Aviva
United Kingdom
-$2.36M
3
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$1.87M
4
Bessemer Group
Bessemer Group
New Jersey
-$1.83M
5
PAM
Panagora Asset Management
Massachusetts
-$1.83M
Name Holding Trade Value Shares
Change 		Change in
Stake
Canada Life
76
Canada Life
Manitoba, Canada
$558K -$81K -3,814 -12%
ETC
77
Exchange Traded Concepts
Oklahoma
$552K +$131K +6,183 +29%
KBC Group
78
KBC Group
Belgium
$546K – – –
CS
79
Credit Suisse
Switzerland
$532K -$3.94M -185,307 -87%
DCM
80
Dupont Capital Management
Delaware
$492K +$520K +24,499 New
AL
81
AJO LP
Pennsylvania
$490K +$282K +13,268 +119%
TAM
82
THB Asset Management
Connecticut
$483K -$836K -39,376 -62%
CPO
83
Cerity Partners OCIO
New York
$483K +$511K +24,083 New
TPSF
84
Texas Permanent School Fund
Texas
$480K +$83.5K +3,933 +20%
SOADOR
85
State of Alaska Department of Revenue
Alaska
$478K -$212 -10 -0%
CSS
86
Cubist Systematic Strategies
Connecticut
$464K -$157K -7,407 -24%
SAM
87
Shell Asset Management
Netherlands
$449K – – –
AG
88
Aperio Group
California
$448K +$69.4K +3,266 +17%
SFI
89
Susquehanna Fundamental Investments
Pennsylvania
$439K +$159K +7,489 +52%
TRCT
90
Tower Research Capital (TRC)
New York
$426K +$401K +18,894 +819%
State of Tennessee, Department of Treasury
91
State of Tennessee, Department of Treasury
Tennessee
$412K +$253K +11,926 +138%
COPPSERS
92
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$399K +$152K +7,139 +56%
New York State Teachers Retirement System (NYSTRS)
93
New York State Teachers Retirement System (NYSTRS)
New York
$358K -$12.7K -600 -3%
AIG
94
American International Group
New York
$357K -$8.64K -407 -2%
Envestnet Asset Management
95
Envestnet Asset Management
Illinois
$327K -$21.3K -1,002 -6%
AIM
96
Aigen Investment Management
New York
$322K -$147K -6,921 -30%
Manulife (Manufacturers Life Insurance)
97
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$314K – – –
UBS AM
98
UBS AM
Illinois
$309K -$203K -9,560 -38%
Tudor Investment Corp
99
Tudor Investment Corp
Connecticut
$308K +$64.1K +3,020 +24%
QI
100
QS Investors
New York
$300K +$291K +13,700 +1,142%
2 3
4
5 6

HSTM Hedge Fund Activity: Q3 2020 in Review

162 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in HealthStream (HSTM) for Q3 2020, worth a combined $468M — down 8.2% from $510M a quarter earlier.

Sellers outnumbered buyers: 29 funds closed out of HSTM and 16 opened new positions — a net loss of 13 holders — while 60 trimmed existing stakes and 53 added.

The largest buyer was Trigran Investments, opening a new position worth an estimated $6.79M. The largest seller was Credit Suisse, cutting an estimated $3.94M.

  • 162 institutional investors held HealthStream (HSTM) as of Q3 2020, down from 175 in Q2 2020.
  • Funds reported $468M of HealthStream stock for Q3 2020, down 8.2% quarter-over-quarter.
  • 16 funds opened new HealthStream positions in Q3 2020 and 29 closed out, a net change of -13 holders.
  • The largest HealthStream buyer in Q3 2020 was Trigran Investments, an estimated $6.79M added.
  • The largest HealthStream seller in Q3 2020 was Credit Suisse, an estimated $3.94M sold.

Based on aggregated 13F filings for Q3 2020.