We are live on ! Find out more
HSTM icon

HealthStream
HSTM

147 hedge funds and large institutions have $604M invested in HealthStream in 2021 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 49 increasing their positions, 52 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

88% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 8

25% more capital invested

Capital invested by funds: $482M → $604M (+$121M)

5% more funds holding

Funds holding: 140 → 147 (+7)

0.89% less ownership

Funds ownership: 73.94% → 73.05% (-0.89%)

6% less repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 52

Holders
147
Holders Change
+7
Holders Change %
+5%
% of All Funds
2.56%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
15
Increased
49
Reduced
52
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$5.06M
2
Northern Trust
Northern Trust
Illinois
+$3.39M
3
HA
Heartland Advisors
Wisconsin
+$2.25M
4
EP
Eversept Partners
New York
+$1.96M
5
CIS
Connors Investor Services
Pennsylvania
+$1.37M

Top Sellers

1
BBHC
Brown Brothers Harriman & Co
New York
-$5.84M
2
BlackRock
BlackRock
New York
-$4.45M
3
PAMP
Polar Asset Management Partners
Ontario, Canada
-$4.21M
4
Morgan Stanley
Morgan Stanley
New York
-$2.6M
5
Invesco
Invesco
Georgia
-$2.25M
Name Holding Trade Value Shares
Change 		Change in
Stake
RA
76
Royce & Associates
New York
$538K -$45.2K -1,796 -9%
DCM
77
Dupont Capital Management
Delaware
$529K – – –
SFI
78
Susquehanna Fundamental Investments
Pennsylvania
$528K -$58.6K -2,331 -11%
TPSF
79
Texas Permanent School Fund
Texas
$526K -$352 -14 -0.1%
SOADOR
80
State of Alaska Department of Revenue
Alaska
$487K +$10.2K +406 +2%
State Board of Administration of Florida Retirement System
81
State Board of Administration of Florida Retirement System
Florida
$482K – – –
T. Rowe Price Associates
82
T. Rowe Price Associates
Maryland
$457K -$157K -6,260 -28%
New York State Teachers Retirement System (NYSTRS)
83
New York State Teachers Retirement System (NYSTRS)
New York
$456K – – –
MAM
84
Martingale Asset Management
Massachusetts
$454K -$17.6K -700 -4%
VOYA Investment Management
85
VOYA Investment Management
Georgia
$453K +$28.5K +1,134 +8%
6M
86
6 Meridian
Kansas
$445K -$4.9K -195 -1%
Manulife (Manufacturers Life Insurance)
87
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$417K -$11.7K -465 -3%
Millennium Management
88
Millennium Management
New York
$417K +$375K +14,915 New
Citigroup
89
Citigroup
New York
$400K +$278K +11,043 +338%
HF
90
HRT Financial
New York
$391K +$352K +13,995 New
LDB
91
Lee, Danner & Bass
Tennessee
$380K – – –
California Public Employees Retirement System
92
California Public Employees Retirement System
California
$360K -$1M -39,900 -76%
DT
93
Diversified Trust
Tennessee
$348K +$67.3K +2,678 +27%
AB
94
Amalgamated Bank
New York
$348K +$313K +12,464 New
UBS Group
95
UBS Group
Switzerland
$337K -$264K -10,482 -46%
MIM
96
MetLife Investment Management
New Jersey
$336K – – –
BNP Paribas Financial Markets
97
BNP Paribas Financial Markets
France
$322K -$34K -1,351 -10%
LSERS
98
Louisiana State Employees Retirement System
Louisiana
$319K – – –
Allianz Asset Management
99
Allianz Asset Management
Germany
$300K – – –
OPERF
100
Oregon Public Employees Retirement Fund
Oregon
$289K – – –
2 3
4
5 6

HSTM Hedge Fund Activity: Q2 2021 in Review

147 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in HealthStream (HSTM) for Q2 2021, worth a combined $604M — up 25% from $482M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new HSTM positions and 8 closed out — a net gain of 7 holders — while 49 added to existing stakes and 52 trimmed.

The largest buyer was Bank of Montreal, adding an estimated $5.06M. The largest seller was Brown Brothers Harriman & Co, cutting an estimated $5.84M.

  • 147 institutional investors held HealthStream (HSTM) as of Q2 2021, up from 140 in Q1 2021.
  • Funds reported $604M of HealthStream stock for Q2 2021, up 25% quarter-over-quarter.
  • 15 funds opened new HealthStream positions in Q2 2021 and 8 closed out, a net change of +7 holders.
  • The largest HealthStream buyer in Q2 2021 was Bank of Montreal, an estimated $5.06M added.
  • The largest HealthStream seller in Q2 2021 was Brown Brothers Harriman & Co, an estimated $5.84M sold.

Based on aggregated 13F filings for Q2 2021.