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HealthStream
HSTM

Overview Fund Activity

119 hedge funds and large institutions have $595M invested in HealthStream in 2017 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 49 increasing their positions, 29 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
119
Holders Change
-8
Holders Change %
-6.3%
% of All Funds
2.97%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
14
Increased
49
Reduced
29
Closed
15
Calls
$6K
Puts
$24K
Net Calls
-$18K
Net Calls Change
-$18K

Top Buyers

1
BlackRock
1
BlackRock
New York
$77.4M
2
JHIU
2
Janus Henderson Investors US
Colorado
$21.5M
3
KCM
3
Kennedy Capital Management
Missouri
$6.34M
4
Millennium Management
4
Millennium Management
New York
$4.31M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$54.2M

Top Sellers

1
BAMCO Inc
1
BAMCO Inc
New York
$0
2
Loomis, Sayles & Company
2
Loomis, Sayles & Company
Massachusetts
$0
3
Renaissance Technologies
3
Renaissance Technologies
New York
$0
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$112M
5
RP
5
Riverbridge Partners
Minnesota
$52M
Name Holding Trade Value Shares
Change 		Shares
Change %
LIA
101
LS Investment Advisors
Michigan
$25K – – –
Zurich Cantonal Bank
102
Zurich Cantonal Bank
Switzerland
$24K – – –
UBS Group
103
UBS Group
Switzerland
$16K -$80.4K -3,293 -83%
WA
104
WealthTrust-Arizona
Arizona
$12K -$690 -28 -5%
Barclays
105
Barclays
United Kingdom
$12K +$3.03K +120 +34%
SWA
106
Sutton Wealth Advisors
Florida
$10.1K – – –
AG
107
Advisor Group
Arizona
$7K -$165 -7 -2%
FHA
108
First Horizon Advisors
Tennessee
$7K +$1.78K +66 +34%
QCG
109
Quadrant Capital Group
Ohio
$6K – – –
PA
110
Parallel Advisors
California
$6K – – –
PAM
111
Panagora Asset Management
Massachusetts
$5K -$1.09M -43,434 -100%
CFA
112
Carroll Financial Associates
North Carolina
$5K – – –
CG
113
Cutler Group
California
$4K +$4K +200 New
AIS
114
Accurate Investment Solutions
Pennsylvania
$2K – – –
PS
115
Portfolio Solutions
Michigan
$2K +$2K +90 New
QI
116
QS Investors
New York
$1K – – –
TWA
117
TCI Wealth Advisors
Arizona
$1K – – –
SPIA
118
Steward Partners Investment Advisory
New York
$1K +$1K +50 New
BAMCO Inc
119
BAMCO Inc
New York
– -$5.89M -235,000 Closed
Loomis, Sayles & Company
120
Loomis, Sayles & Company
Massachusetts
– -$5.01M -199,905 Closed
Renaissance Technologies
121
Renaissance Technologies
New York
– -$4.22M -168,400 Closed
TC
122
TFS Capital
Pennsylvania
– -$1.2M -47,776 Closed
Susquehanna International Group
123
Susquehanna International Group
Pennsylvania
– -$911K -36,374 Closed
First Trust Advisors
124
First Trust Advisors
Illinois
– -$905K -36,108 Closed
JPMorgan Chase & Co
125
JPMorgan Chase & Co
New York
– -$461K -18,388 Closed
2 3 4
5
6