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HealthStream
HSTM

162 hedge funds and large institutions have $468M invested in HealthStream in 2020 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 53 increasing their positions, 60 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.82% more ownership

Funds ownership: 72.01% → 72.83% (+0.82%)

7% less funds holding

Funds holding: 175 → 162 (-13)

8% less capital invested

Capital invested by funds: $510M → $468M (-$41.8M)

12% less repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 60

45% less first-time investments, than exits

New positions opened: 16 | Existing positions closed: 29

Holders
162
Holders Change
-13
Holders Change %
-7.43%
% of All Funds
3.27%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
16
Increased
53
Reduced
60
Closed
29
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
TI
Trigran Investments
Illinois
+$6.79M
2
Acadian Asset Management
Acadian Asset Management
Massachusetts
+$4.34M
3
Invesco
Invesco
Georgia
+$4.02M
4
Renaissance Technologies
Renaissance Technologies
New York
+$3.2M
5
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
+$3.12M

Top Sellers

1
CS
Credit Suisse
Switzerland
-$3.94M
2
Aviva
Aviva
United Kingdom
-$2.36M
3
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$1.87M
4
Bessemer Group
Bessemer Group
New Jersey
-$1.83M
5
PAM
Panagora Asset Management
Massachusetts
-$1.83M
Name Holding Trade Value Shares
Change 		Change in
Stake
BCM
101
Bridgeway Capital Management
Texas
$295K – – –
SEI Investments
102
SEI Investments
Pennsylvania
$278K +$11.5K +543 +4%
LDB
103
Lee, Danner & Bass
Tennessee
$273K – – –
Victory Capital Management
104
Victory Capital Management
Texas
$269K +$5.16K +243 +2%
6M
105
6 Meridian
Kansas
$265K +$281K +13,225 New
PTC
106
Petrus Trust Company
Texas
$254K -$31K -1,462 -10%
Janney Montgomery Scott
107
Janney Montgomery Scott
Pennsylvania
$251K +$265K +12,500 New
UBS Group
108
UBS Group
Switzerland
$248K -$34.1K -1,606 -12%
MIM
109
MetLife Investment Management
New Jersey
$241K – – –
LSERS
110
Louisiana State Employees Retirement System
Louisiana
$237K +$251K +11,800 New
HSBC Holdings
111
HSBC Holdings
United Kingdom
$234K +$24.6K +1,158 +11%
SCP
112
Seizert Capital Partners
Michigan
$232K -$59.7K -2,809 -20%
Citigroup
113
Citigroup
New York
$230K -$208K -9,804 -46%
AIMCA
114
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$223K -$1.45M -68,100 -86%
WI
115
WrapManager Inc
California
$218K -$2.34K -110 -1%
Royal Bank of Canada
116
Royal Bank of Canada
Ontario, Canada
$214K +$1.59K +75 +0.7%
QSS
117
Quantitative Systematic Strategies
Florida
$214K +$21.8K +1,025 +11%
OPERF
118
Oregon Public Employees Retirement Fund
Oregon
$207K – – –
SG Americas Securities
119
SG Americas Securities
New York
$206K -$57.1K -2,689 -21%
Truist Financial
120
Truist Financial
North Carolina
$205K +$4.23K +199 +2%
NSEDCP
121
NJ State Employees Deferred Compensation Plan
New Jersey
$201K – – –
MSA
122
Mason Street Advisors
Wisconsin
$193K +$2.42K +114 +1%
MLICM
123
Metropolitan Life Insurance Company (MetLife)
New York
$170K – – –
SGAM
124
Smith Group Asset Management
Texas
$160K -$425 -20 -0.3%
IA
125
IndexIQ Advisors
New York
$157K +$8.98K +423 +6%
3 4
5
6 7

HSTM Hedge Fund Activity: Q3 2020 in Review

162 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in HealthStream (HSTM) for Q3 2020, worth a combined $468M — down 8.2% from $510M a quarter earlier.

Sellers outnumbered buyers: 29 funds closed out of HSTM and 16 opened new positions — a net loss of 13 holders — while 60 trimmed existing stakes and 53 added.

The largest buyer was Trigran Investments, opening a new position worth an estimated $6.79M. The largest seller was Credit Suisse, cutting an estimated $3.94M.

  • 162 institutional investors held HealthStream (HSTM) as of Q3 2020, down from 175 in Q2 2020.
  • Funds reported $468M of HealthStream stock for Q3 2020, down 8.2% quarter-over-quarter.
  • 16 funds opened new HealthStream positions in Q3 2020 and 29 closed out, a net change of -13 holders.
  • The largest HealthStream buyer in Q3 2020 was Trigran Investments, an estimated $6.79M added.
  • The largest HealthStream seller in Q3 2020 was Credit Suisse, an estimated $3.94M sold.

Based on aggregated 13F filings for Q3 2020.