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HealthStream
HSTM

149 hedge funds and large institutions have $518M invested in HealthStream in 2020 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 48 increasing their positions, 56 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

11% more capital invested

Capital invested by funds: $468M → $518M (+$50.3M)

1.78% more ownership

Funds ownership: 72.83% → 74.6% (+1.8%)

8% less funds holding

Funds holding: 162 → 149 (-13)

14% less repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 56

42% less first-time investments, than exits

New positions opened: 18 | Existing positions closed: 31

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $2K

Holders
149
Holders Change
-13
Holders Change %
-8.02%
% of All Funds
2.64%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
18
Increased
48
Reduced
56
Closed
31
Calls
–
Puts
$2K
Net Calls
-$2K
Net Calls Change
-$2K

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$11.1M
2
GGHC
Gilder Gagnon Howe & Co
New York
+$6.95M
3
PAMP
Polar Asset Management Partners
Ontario, Canada
+$6.09M
4
TI
Trigran Investments
Illinois
+$4.74M
5
BlackRock
BlackRock
New York
+$3.38M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$7M
2
PM
Pembroke Management
Quebec, Canada
-$4.71M
3
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
-$4.35M
4
GIP
Granite Investment Partners
California
-$2.77M
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$2.44M
Name Holding Trade Value Shares
Change 		Change in
Stake
AG
101
Aperio Group
California
$253K -$216K -10,748 -48%
SCP
102
Seizert Capital Partners
Michigan
$241K -$11K -546 -5%
MSL
103
Mackay Shields LLC
New York
$226K -$1.22M -60,700 -85%
Ohio Public Employees Retirement System (OPERS)
104
Ohio Public Employees Retirement System (OPERS)
Ohio
$224K +$206K +10,260 New
OPERF
105
Oregon Public Employees Retirement Fund
Oregon
$221K -$3.23K -161 -2%
NSEDCP
106
NJ State Employees Deferred Compensation Plan
New Jersey
$218K – – –
Royal Bank of Canada
107
Royal Bank of Canada
Ontario, Canada
$215K -$17.2K -854 -8%
Two Sigma Investments
108
Two Sigma Investments
New York
$214K +$197K +9,814 New
MSA
109
Mason Street Advisors
Wisconsin
$206K -$3.09K -154 -2%
RA
110
Royce & Associates
New York
$206K +$189K +9,427 New
Truist Financial
111
Truist Financial
North Carolina
$205K -$16.4K -818 -8%
IA
112
IndexIQ Advisors
New York
$191K +$18.1K +903 +12%
MLICM
113
Metropolitan Life Insurance Company (MetLife)
New York
$185K – – –
SGAM
114
Smith Group Asset Management
Texas
$173K -$402 -20 -0.3%
BNP Paribas Financial Markets
115
BNP Paribas Financial Markets
France
$138K -$6.75K -336 -5%
Ensign Peak Advisors
116
Ensign Peak Advisors
Utah
$135K – – –
Zurich Cantonal Bank
117
Zurich Cantonal Bank
Switzerland
$125K – – –
TRSOTSOK
118
Teachers Retirement System of the State of Kentucky
Kentucky
$119K – – –
SG Americas Securities
119
SG Americas Securities
New York
$113K -$102K -5,075 -49%
CAPTRUST Financial Advisors
120
CAPTRUST Financial Advisors
North Carolina
$105K +$82.1K +4,085 +584%
MOACM
121
Mutual of America Capital Management
New York
$69K +$1.51K +75 +2%
TFS
122
TrustCore Financial Services
Tennessee
$66K – – –
PWPS
123
Pinnacle Wealth Planning Services
Ohio
$58K +$52.6K +2,618 New
AIP
124
Ameritas Investment Partners
Nebraska
$50K – – –
VCG
125
Vantage Consulting Group
Virginia
$48K +$43.7K +2,175 New
3 4
5
6 7

HSTM Hedge Fund Activity: Q4 2020 in Review

149 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in HealthStream (HSTM) for Q4 2020, worth a combined $518M — up 11% from $468M a quarter earlier.

Sellers outnumbered buyers: 31 funds closed out of HSTM and 18 opened new positions — a net loss of 13 holders — while 56 trimmed existing stakes and 48 added.

The largest buyer was Morgan Stanley, adding an estimated $11.1M. The largest seller was Bank of America, cutting an estimated $7M.

  • 149 institutional investors held HealthStream (HSTM) as of Q4 2020, down from 162 in Q3 2020.
  • Funds reported $518M of HealthStream stock for Q4 2020, up 11% quarter-over-quarter.
  • 18 funds opened new HealthStream positions in Q4 2020 and 31 closed out, a net change of -13 holders.
  • The largest HealthStream buyer in Q4 2020 was Morgan Stanley, an estimated $11.1M added.
  • The largest HealthStream seller in Q4 2020 was Bank of America, an estimated $7M sold.

Based on aggregated 13F filings for Q4 2020.