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HealthStream
HSTM

144 hedge funds and large institutions have $571M invested in HealthStream in 2018 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 53 increasing their positions, 41 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

91% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 11

29% more repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 41

8% more capital invested

Capital invested by funds: $527M → $571M (+$43.5M)

6% more funds holding

Funds holding: 136 → 144 (+8)

0.39% more ownership

Funds ownership: 71.34% → 71.73% (+0.39%)

Holders
144
Holders Change
+8
Holders Change %
+5.88%
% of All Funds
3.3%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
21
Increased
53
Reduced
41
Closed
11
Calls
$591K
Puts
–
Net Calls
+$591K
Net Calls Change
+$635K

Top Buyers

1
BBHC
Brown Brothers Harriman & Co
New York
+$8.27M
2
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$2.73M
3
Millennium Management
Millennium Management
New York
+$2.72M
4
IA
IndexIQ Advisors
New York
+$1.94M
5
RP
Riverbridge Partners
Minnesota
+$1.57M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$7.77M
2
CCA
Conestoga Capital Advisors
Pennsylvania
-$6.8M
3
EMFAT
Emerald Mutual Fund Advisers Trust
Pennsylvania
-$5.06M
4
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$1.9M
5
PM
Pembroke Management
Quebec, Canada
-$1.05M
Name Holding Trade Value Shares
Change 		Change in
Stake
CCIA
101
Campbell & Co Investment Adviser
Maryland
$241K +$233K +9,709 New
Barclays
102
Barclays
United Kingdom
$235K +$71.1K +2,958 +46%
Balyasny Asset Management
103
Balyasny Asset Management
Illinois
$230K -$74.5K -3,100 -25%
MLICM
104
Metropolitan Life Insurance Company (MetLife)
New York
$210K – – –
Victory Capital Management
105
Victory Capital Management
Texas
$210K +$203K +8,456 New
BNP Paribas Financial Markets
106
BNP Paribas Financial Markets
France
$209K -$54.9K -2,283 -21%
SOADOR
107
State of Alaska Department of Revenue
Alaska
$204K +$77.1K +3,210 +64%
SCM
108
Stevens Capital Management
Pennsylvania
$203K +$197K +8,181 New
MSA
109
Mason Street Advisors
Wisconsin
$177K +$11.4K +474 +7%
TRSOTSOK
110
Teachers Retirement System of the State of Kentucky
Kentucky
$143K -$13.4K -559 -9%
Nisa Investment Advisors
111
Nisa Investment Advisors
Missouri
$123K +$121K +5,050 New
PNC Financial Services Group
112
PNC Financial Services Group
Pennsylvania
$108K -$96.2K -4,003 -48%
MOS
113
MGO One Seven
Ohio
$89K +$76.7K +3,190 +784%
Russell Investments Group
114
Russell Investments Group
United Kingdom
$79K +$77.3K +3,215 New
PCM
115
Prelude Capital Management
New York
$73K -$60.3K -2,511 -46%
Fifth Third Bancorp
116
Fifth Third Bancorp
Ohio
$51K – – –
AIP
117
Ameritas Investment Partners
Nebraska
$50K – – –
Zurich Cantonal Bank
118
Zurich Cantonal Bank
Switzerland
$46K – – –
HNB
119
Huntington National Bank
Ohio
$43K -$3.46K -144 -8%
PFBT
120
Parkside Financial Bank & Trust
Missouri
$40K -$4.42K -184 -10%
UBS Group
121
UBS Group
Switzerland
$38K -$19.9K -828 -35%
GT
122
Glenmede Trust
Pennsylvania
$34K – – –
FGAM
123
Financial Gravity Asset Management
Texas
$34K +$32.2K +1,340 New
FGC
124
Financial Gravity Companies
Texas
$34K +$32.2K +1,340 New
GT
125
Greenleaf Trust
Michigan
$24K – – –
3 4
5
6 7

HSTM Hedge Fund Activity: Q1 2018 in Review

144 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in HealthStream (HSTM) for Q1 2018, worth a combined $571M — up 8.2% from $527M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new HSTM positions and 11 closed out — a net gain of 10 holders — while 53 added to existing stakes and 41 trimmed.

The largest buyer was Brown Brothers Harriman & Co, adding an estimated $8.27M. The largest seller was Fidelity Investments, cutting an estimated $7.77M.

  • 144 institutional investors held HealthStream (HSTM) as of Q1 2018, up from 136 in Q4 2017.
  • Funds reported $571M of HealthStream stock for Q1 2018, up 8.2% quarter-over-quarter.
  • 21 funds opened new HealthStream positions in Q1 2018 and 11 closed out, a net change of +10 holders.
  • The largest HealthStream buyer in Q1 2018 was Brown Brothers Harriman & Co, an estimated $8.27M added.
  • The largest HealthStream seller in Q1 2018 was Fidelity Investments, an estimated $7.77M sold.

Based on aggregated 13F filings for Q1 2018.