We are live on ! Find out more
HSTM icon

HealthStream

125 hedge funds and large institutions have $499M invested in HealthStream in 2016 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 51 increasing their positions, 36 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

42% more repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 36

15% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 13

1% more capital invested

Capital invested by funds: $492M → $499M (+$6.92M)

1% more funds holding

Funds holding: 124125 (+1)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $23K

Holders
125
Holders Change
+1
Holders Change %
+0.81%
% of All Funds
3.33%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
15
Increased
51
Reduced
36
Closed
13
Calls
Puts
$23K
Net Calls
-$23K
Net Calls Change
-$23K
Name Holding Trade Value Shares
Change
Change in
Stake
DADC
101
D.A. Davidson & Co
Montana
$54K
BlackRock
102
BlackRock
New York
$46K +$24.5K +1,188 +131%
Victory Capital Management
103
Victory Capital Management
Texas
$43K -$21.6K -1,051 -35%
Fifth Third Bancorp
104
Fifth Third Bancorp
Ohio
$39K -$1.4K -68 -4%
GT
105
Glenmede Trust
Pennsylvania
$39K +$4.63K +225 +15%
SI
106
Stephens Inc
Arkansas
$28K +$6.28K +305 +31%
Simplex Trading
107
Simplex Trading
Illinois
$25K +$23.7K +1,150 New
LIA
108
LS Investment Advisors
Michigan
$20K +$1.91K +93 +12%
UBS Group
109
UBS Group
Switzerland
$18K -$22.8K -1,109 -58%
Zurich Cantonal Bank
110
Zurich Cantonal Bank
Switzerland
$17K
CG
111
Cutler Group
California
$12K +$7.2K +350 +175%
SWA
112
Sutton Wealth Advisors
Florida
$9.19K +$8.56K +416 New
WA
113
WealthTrust-Arizona
Arizona
$8K +$700 +34 +10%
CAM
114
ClariVest Asset Management
California
$7K
FHA
115
First Horizon Advisors
Tennessee
$4K
QCG
116
Quadrant Capital Group
Ohio
$4K
Geode Capital Management
117
Geode Capital Management
Massachusetts
$3.87K +$118K +5,738 +3%
PFBT
118
Parkside Financial Bank & Trust
Missouri
$3K
MA
119
MUFG Americas
New York
$3K +$2.88K +140 New
FNBT
120
FineMark National Bank & Trust
Florida
$2K -$1.03K -50 -36%
AIS
121
Accurate Investment Solutions
Pennsylvania
$2K
MFS
122
MSI Financial Services
Massachusetts
$1K
QI
123
QS Investors
New York
$1K
KCM
124
Kennedy Capital Management
Missouri
-$1.39M -63,379 Closed
WA
125
Wasatch Advisors
Utah
-$1.2M -54,575 Closed

HSTM Hedge Fund Activity: Q1 2016 in Review

125 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in HealthStream (HSTM) for Q1 2016, worth a combined $499M — up 1.4% from $492M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new HSTM positions and 13 closed out — a net gain of 2 holders — while 51 added to existing stakes and 36 trimmed.

The largest buyer was Conestoga Capital Advisors, adding an estimated $9.24M. The largest seller was Franklin Resources, cutting an estimated $4.62M.

  • 125 institutional investors held HealthStream (HSTM) as of Q1 2016, up from 124 in Q4 2015.
  • Funds reported $499M of HealthStream stock for Q1 2016, up 1.4% quarter-over-quarter.
  • 15 funds opened new HealthStream positions in Q1 2016 and 13 closed out, a net change of +2 holders.
  • The largest HealthStream buyer in Q1 2016 was Conestoga Capital Advisors, an estimated $9.24M added.
  • The largest HealthStream seller in Q1 2016 was Franklin Resources, an estimated $4.62M sold.

Based on aggregated 13F filings for Q1 2016.