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HealthStream
HSTM

162 hedge funds and large institutions have $567M invested in HealthStream in 2020 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 61 increasing their positions, 49 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

30% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 20

24% more repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 49

3% more funds holding

Funds holding: 158 → 162 (+4)

0.48% less ownership

Funds ownership: 73.62% → 73.14% (-0.48%)

13% less capital invested

Capital invested by funds: $648M → $567M (-$81M)

Holders
162
Holders Change
+4
Holders Change %
+2.53%
% of All Funds
3.57%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
26
Increased
61
Reduced
49
Closed
20
Calls
$258K
Puts
–
Net Calls
+$258K
Net Calls Change
+$256K

Top Buyers

Rank Fund Capital Flow
1
Goldman Sachs
Goldman Sachs
New York
+$4.23M
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$4.01M
3
Deutsche Bank
Deutsche Bank
Germany
+$3.34M
4
Millennium Management
Millennium Management
New York
+$3.02M
5
GIP
Granite Investment Partners
California
+$2.78M

Top Sellers

Rank Fund Capital Flow
1
RP
Riverbridge Partners
Minnesota
-$15.1M
2
PAM
Panagora Asset Management
Massachusetts
-$3.2M
3
JP Morgan Chase
JP Morgan Chase
New York
-$3.14M
4
Invesco
Invesco
Georgia
-$3.07M
5
OAM
Oxford Asset Management
United Kingdom
-$2.56M
Name Holding Trade Value Shares
Change 		Change in
Stake
MIM
101
MetLife Investment Management
New Jersey
$288K – – –
SCP
102
Seizert Capital Partners
Michigan
$280K +$294K +11,711 New
SFM
103
Systematic Financial Management
New Jersey
$278K -$179K -7,125 -38%
T. Rowe Price Associates
104
T. Rowe Price Associates
Maryland
$268K +$3.52K +140 +1%
BNP Paribas Financial Markets
105
BNP Paribas Financial Markets
France
$261K +$55.8K +2,221 +26%
SG Americas Securities
106
SG Americas Securities
New York
$260K +$273K +10,852 New
Royal Bank of Canada
107
Royal Bank of Canada
Ontario, Canada
$259K +$14.3K +570 +6%
OPERF
108
Oregon Public Employees Retirement Fund
Oregon
$246K – – –
Tudor Investment Corp
109
Tudor Investment Corp
Connecticut
$245K +$257K +10,224 New
NSEDCP
110
NJ State Employees Deferred Compensation Plan
New Jersey
$240K – – –
ONB
111
Old National Bancorp
Indiana
$235K -$32.2K -1,282 -12%
Truist Financial
112
Truist Financial
North Carolina
$235K -$18.5K -738 -7%
Citadel Advisors
113
Citadel Advisors
Florida
$225K -$2.36M -94,120 -91%
HSBC Holdings
114
HSBC Holdings
United Kingdom
$220K +$233K +9,264 New
MSA
115
Mason Street Advisors
Wisconsin
$213K – – –
AIM
116
Aigen Investment Management
New York
$213K +$204K +8,128 +1,078%
State of Tennessee, Department of Treasury
117
State of Tennessee, Department of Treasury
Tennessee
$208K -$504K -20,074 -70%
QI
118
QS Investors
New York
$204K +$214K +8,500 New
MLICM
119
Metropolitan Life Insurance Company (MetLife)
New York
$203K – – –
SGAM
120
Smith Group Asset Management
Texas
$193K – – –
MERSOM
121
Municipal Employees' Retirement System of Michigan
Michigan
$188K – – –
IA
122
IndexIQ Advisors
New York
$185K +$194K +7,721 New
RA
123
Royce & Associates
New York
$169K – – –
Ensign Peak Advisors
124
Ensign Peak Advisors
Utah
$148K +$156K +6,200 New
TRSOTSOK
125
Teachers Retirement System of the State of Kentucky
Kentucky
$130K – – –
3 4
5
6 7

HSTM Hedge Fund Activity: Q1 2020 in Review

162 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in HealthStream (HSTM) for Q1 2020, worth a combined $567M — down 13% from $648M a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new HSTM positions and 20 closed out — a net gain of 6 holders — while 61 added to existing stakes and 49 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $4.23M. The largest seller was Riverbridge Partners, exiting entirely with an estimated $15.1M sold.

  • 162 institutional investors held HealthStream (HSTM) as of Q1 2020, up from 158 in Q4 2019.
  • Funds reported $567M of HealthStream stock for Q1 2020, down 13% quarter-over-quarter.
  • 26 funds opened new HealthStream positions in Q1 2020 and 20 closed out, a net change of +6 holders.
  • The largest HealthStream buyer in Q1 2020 was Goldman Sachs, an estimated $4.23M added.
  • The largest HealthStream seller in Q1 2020 was Riverbridge Partners, an estimated $15.1M sold.

Based on aggregated 13F filings for Q1 2020.