We are live on ! Find out more
HSTM icon

HealthStream
HSTM

140 hedge funds and large institutions have $482M invested in HealthStream in 2021 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 40 increasing their positions, 64 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.67% less ownership

Funds ownership: 74.6% → 73.94% (-0.67%)

6% less funds holding

Funds holding: 149 → 140 (-9)

7% less capital invested

Capital invested by funds: $518M → $482M (-$35.7M)

38% less repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 64

39% less first-time investments, than exits

New positions opened: 11 | Existing positions closed: 18

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $217K

Holders
140
Holders Change
-9
Holders Change %
-6.04%
% of All Funds
2.46%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
11
Increased
40
Reduced
64
Closed
18
Calls
–
Puts
$217K
Net Calls
-$217K
Net Calls Change
-$215K

Top Buyers

1
PAIM
Punch & Associates Investment Management
Minnesota
+$11.8M
2
PAMP
Polar Asset Management Partners
Ontario, Canada
+$5.71M
3
BlackRock
BlackRock
New York
+$4.1M
4
State Street
State Street
Massachusetts
+$2.34M
5
KCM
Kennedy Capital Management
Missouri
+$2.18M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$6.38M
2
Renaissance Technologies
Renaissance Technologies
New York
-$4.99M
3
Marshall Wace
Marshall Wace
United Kingdom
-$3.39M
4
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
-$3.08M
5
Invesco
Invesco
Georgia
-$2.84M
Name Holding Trade Value Shares
Change 		Change in
Stake
TPSF
76
Texas Permanent School Fund
Texas
$421K -$36.4K -1,526 -7%
EGM
77
Engineers Gate Manager
New York
$411K -$698K -29,288 -61%
State Board of Administration of Florida Retirement System
78
State Board of Administration of Florida Retirement System
Florida
$385K – – –
SOADOR
79
State of Alaska Department of Revenue
Alaska
$381K -$63.7K -2,670 -14%
MAM
80
Martingale Asset Management
Massachusetts
$379K -$167K -7,016 -29%
New York State Teachers Retirement System (NYSTRS)
81
New York State Teachers Retirement System (NYSTRS)
New York
$365K -$35.8K -1,500 -8%
6M
82
6 Meridian
Kansas
$360K +$50.6K +2,122 +15%
Manulife (Manufacturers Life Insurance)
83
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$344K -$11.7K -491 -3%
ECM
84
ExodusPoint Capital Management
New York
$340K +$362K +15,200 New
VOYA Investment Management
85
VOYA Investment Management
Georgia
$337K +$12.6K +530 +4%
BCM
86
Bridgeway Capital Management
Texas
$328K – – –
SEI Investments
87
SEI Investments
Pennsylvania
$308K +$362K +15,171 New
LDB
88
Lee, Danner & Bass
Tennessee
$304K – – –
Marshall Wace
89
Marshall Wace
United Kingdom
$295K -$3.39M -142,078 -91%
BNP Paribas Financial Markets
90
BNP Paribas Financial Markets
France
$288K +$157K +6,571 +104%
Man Group
91
Man Group
United Kingdom
$276K -$1.3M -54,536 -82%
MIM
92
MetLife Investment Management
New Jersey
$268K – – –
HIIFS
93
Harel Insurance Investments & Financial Services
Israel
$268K +$132K +5,518 New
LSERS
94
Louisiana State Employees Retirement System
Louisiana
$255K -$7.15K -300 -3%
AIM
95
Aigen Investment Management
New York
$246K -$95K -3,985 -27%
Allianz Asset Management
96
Allianz Asset Management
Germany
$240K +$256K +10,747 New
OPERF
97
Oregon Public Employees Retirement Fund
Oregon
$231K +$4.77K +200 +2%
Ohio Public Employees Retirement System (OPERS)
98
Ohio Public Employees Retirement System (OPERS)
Ohio
$229K – – –
NSEDCP
99
NJ State Employees Deferred Compensation Plan
New Jersey
$223K – – –
DT
100
Diversified Trust
Tennessee
$219K +$233K +9,793 New
2 3
4
5 6

HSTM Hedge Fund Activity: Q1 2021 in Review

140 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in HealthStream (HSTM) for Q1 2021, worth a combined $482M — down 6.9% from $518M a quarter earlier.

Sellers outnumbered buyers: 18 funds closed out of HSTM and 11 opened new positions — a net loss of 7 holders — while 64 trimmed existing stakes and 40 added.

The largest buyer was Punch & Associates Investment Management, adding an estimated $11.8M. The largest seller was Morgan Stanley, cutting an estimated $6.38M.

  • 140 institutional investors held HealthStream (HSTM) as of Q1 2021, down from 149 in Q4 2020.
  • Funds reported $482M of HealthStream stock for Q1 2021, down 6.9% quarter-over-quarter.
  • 11 funds opened new HealthStream positions in Q1 2021 and 18 closed out, a net change of -7 holders.
  • The largest HealthStream buyer in Q1 2021 was Punch & Associates Investment Management, an estimated $11.8M added.
  • The largest HealthStream seller in Q1 2021 was Morgan Stanley, an estimated $6.38M sold.

Based on aggregated 13F filings for Q1 2021.