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HealthStream
HSTM

Overview Fund Activity

129 hedge funds and large institutions have $637M invested in HealthStream in 2017 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 48 increasing their positions, 45 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
129
Holders Change
+10
Holders Change %
+8.4%
% of All Funds
3.22%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
14
Increased
48
Reduced
45
Closed
3
Calls
$123K
Puts
$1.39M
Net Calls
-$1.27M
Net Calls Change
-$1.25M

Top Buyers

1
Janus Henderson Group
1
Janus Henderson Group
United Kingdom
$23.2M
2
PC
2
Pier Capital
Connecticut
$4.39M
3
PM
3
Pembroke Management
Quebec, Canada
$33.4M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$125M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$61.2M

Top Sellers

1
Fidelity International
1
Fidelity International
Bermuda
$0
2
TA
2
Teachers Advisors
New York
$4.41M
3
CCA
3
Conestoga Capital Advisors
Pennsylvania
$34.5M
4
FLAM
4
First Light Asset Management
Minnesota
$4.9M
5
PAMP
5
Polar Asset Management Partners
Ontario, Canada
$5.19M
Name Holding Trade Value Shares
Change 		Shares
Change %
DADC
101
D.A. Davidson & Co
Montana
$94K – – –
PI
102
PineBridge Investments
New York
$88K +$1.18K +45 +1%
HNB
103
Huntington National Bank
Ohio
$58K -$6.08K -231 -9%
PAM
104
Paradigm Asset Management
New York
$55.3K -$57.9K -2,200 -51%
Fifth Third Bancorp
105
Fifth Third Bancorp
Ohio
$55K – – –
AIP
106
Ameritas Investment Partners
Nebraska
$53K – – –
PFBT
107
Parkside Financial Bank & Trust
Missouri
$51K -$550 -21 -1%
GT
108
Glenmede Trust
Pennsylvania
$45K – – –
SI
109
Stephens Inc
Arkansas
$41K +$956 +36 +2%
AIM
110
Acrospire Investment Management
Illinois
$38K +$38K +1,458 New
PAM
111
Panagora Asset Management
Massachusetts
$32K +$26.7K +1,015 +508%
LIA
112
LS Investment Advisors
Michigan
$28K – – –
UBS Group
113
UBS Group
Switzerland
$27K +$9.56K +359 +55%
Zurich Cantonal Bank
114
Zurich Cantonal Bank
Switzerland
$26K – – –
CG
115
Cutler Group
California
$23K +$17.9K +709 +355%
WA
116
WealthTrust-Arizona
Arizona
$13K – – –
PCM
117
Prelude Capital Management
New York
$13K +$13K +500 New
SWA
118
Sutton Wealth Advisors
Florida
$10.9K – – –
EWM
119
Evercore Wealth Management
New York
$9K +$9K +326 New
AG
120
Advisor Group
Arizona
$7K -$1.35K -48 -16%
QCG
121
Quadrant Capital Group
Ohio
$7K – – –
CFA
122
Carroll Financial Associates
North Carolina
$5K -$452 -20 -8%
FHA
123
First Horizon Advisors
Tennessee
$5K -$222 -11 -4%
PS
124
Portfolio Solutions
Michigan
$2K – – –
SPIA
125
Steward Partners Investment Advisory
New York
$2K +$1K +50 +100%
2 3 4
5
6