We are live on ! Find out more
HSTM icon

HealthStream
HSTM

149 hedge funds and large institutions have $518M invested in HealthStream in 2020 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 48 increasing their positions, 56 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

11% more capital invested

Capital invested by funds: $468M → $518M (+$50.3M)

1.78% more ownership

Funds ownership: 72.83% → 74.6% (+1.8%)

8% less funds holding

Funds holding: 162 → 149 (-13)

14% less repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 56

42% less first-time investments, than exits

New positions opened: 18 | Existing positions closed: 31

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $2K

Holders
149
Holders Change
-13
Holders Change %
-8.02%
% of All Funds
2.64%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
18
Increased
48
Reduced
56
Closed
31
Calls
–
Puts
$2K
Net Calls
-$2K
Net Calls Change
-$2K

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$11.1M
2
GGHC
Gilder Gagnon Howe & Co
New York
+$6.95M
3
PAMP
Polar Asset Management Partners
Ontario, Canada
+$6.09M
4
TI
Trigran Investments
Illinois
+$4.74M
5
BlackRock
BlackRock
New York
+$3.38M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$7M
2
PM
Pembroke Management
Quebec, Canada
-$4.71M
3
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
-$4.35M
4
GIP
Granite Investment Partners
California
-$2.77M
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$2.44M
Name Holding Trade Value Shares
Change 		Change in
Stake
Thrivent Financial for Lutherans
76
Thrivent Financial for Lutherans
Minnesota
$510K -$185K -9,184 -28%
Tudor Investment Corp
77
Tudor Investment Corp
Connecticut
$503K +$154K +7,665 +50%
DCM
78
Dupont Capital Management
Delaware
$498K -$34.2K -1,702 -7%
T. Rowe Price Associates
79
T. Rowe Price Associates
Maryland
$494K +$455K +22,640 New
SAM
80
Shell Asset Management
Netherlands
$489K – – –
Canada Pension Plan Investment Board
81
Canada Pension Plan Investment Board
Ontario, Canada
$452K +$416K +20,700 New
TPSF
82
Texas Permanent School Fund
Texas
$444K -$71.4K -3,556 -15%
SOADOR
83
State of Alaska Department of Revenue
Alaska
$430K -$82.6K -4,110 -17%
COPPSERS
84
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$429K -$4.66K -232 -1%
New York State Teachers Retirement System (NYSTRS)
85
New York State Teachers Retirement System (NYSTRS)
New York
$389K – – –
State Board of Administration of Florida Retirement System
86
State Board of Administration of Florida Retirement System
Florida
$376K -$317K -15,771 -48%
Citigroup
87
Citigroup
New York
$366K +$107K +5,339 +47%
State of Tennessee, Department of Treasury
88
State of Tennessee, Department of Treasury
Tennessee
$352K -$89.6K -4,459 -22%
Manulife (Manufacturers Life Insurance)
89
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$347K +$4.96K +247 +2%
AIM
90
Aigen Investment Management
New York
$327K -$20.9K -1,041 -6%
BCM
91
Bridgeway Capital Management
Texas
$321K – – –
VOYA Investment Management
92
VOYA Investment Management
Georgia
$318K +$292K +14,558 New
HSBC Holdings
93
HSBC Holdings
United Kingdom
$314K +$59.7K +2,971 +26%
Victory Capital Management
94
Victory Capital Management
Texas
$312K +$17.4K +867 +6%
Janney Montgomery Scott
95
Janney Montgomery Scott
Pennsylvania
$307K +$31.3K +1,558 +12%
6M
96
6 Meridian
Kansas
$306K +$15.9K +789 +6%
CSS
97
Cubist Systematic Strategies
Connecticut
$304K -$185K -9,222 -40%
LDB
98
Lee, Danner & Bass
Tennessee
$297K – – –
MIM
99
MetLife Investment Management
New Jersey
$262K – – –
LSERS
100
Louisiana State Employees Retirement System
Louisiana
$256K -$2.01K -100 -0.8%
2 3
4
5 6

HSTM Hedge Fund Activity: Q4 2020 in Review

149 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in HealthStream (HSTM) for Q4 2020, worth a combined $518M — up 11% from $468M a quarter earlier.

Sellers outnumbered buyers: 31 funds closed out of HSTM and 18 opened new positions — a net loss of 13 holders — while 56 trimmed existing stakes and 48 added.

The largest buyer was Morgan Stanley, adding an estimated $11.1M. The largest seller was Bank of America, cutting an estimated $7M.

  • 149 institutional investors held HealthStream (HSTM) as of Q4 2020, down from 162 in Q3 2020.
  • Funds reported $518M of HealthStream stock for Q4 2020, up 11% quarter-over-quarter.
  • 18 funds opened new HealthStream positions in Q4 2020 and 31 closed out, a net change of -13 holders.
  • The largest HealthStream buyer in Q4 2020 was Morgan Stanley, an estimated $11.1M added.
  • The largest HealthStream seller in Q4 2020 was Bank of America, an estimated $7M sold.

Based on aggregated 13F filings for Q4 2020.