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HealthStream
HSTM

147 hedge funds and large institutions have $604M invested in HealthStream in 2021 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 49 increasing their positions, 52 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

88% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 8

25% more capital invested

Capital invested by funds: $482M → $604M (+$121M)

5% more funds holding

Funds holding: 140 → 147 (+7)

0.89% less ownership

Funds ownership: 73.94% → 73.05% (-0.89%)

6% less repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 52

Holders
147
Holders Change
+7
Holders Change %
+5%
% of All Funds
2.56%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
15
Increased
49
Reduced
52
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$5.06M
2
Northern Trust
Northern Trust
Illinois
+$3.39M
3
HA
Heartland Advisors
Wisconsin
+$2.25M
4
EP
Eversept Partners
New York
+$1.96M
5
CIS
Connors Investor Services
Pennsylvania
+$1.37M

Top Sellers

1
BBHC
Brown Brothers Harriman & Co
New York
-$5.84M
2
BlackRock
BlackRock
New York
-$4.45M
3
PAMP
Polar Asset Management Partners
Ontario, Canada
-$4.21M
4
Morgan Stanley
Morgan Stanley
New York
-$2.6M
5
Invesco
Invesco
Georgia
-$2.25M
Name Holding Trade Value Shares
Change 		Change in
Stake
Ohio Public Employees Retirement System (OPERS)
101
Ohio Public Employees Retirement System (OPERS)
Ohio
$287K – – –
NSEDCP
102
NJ State Employees Deferred Compensation Plan
New Jersey
$279K – – –
EVM
103
Eaton Vance Management
Massachusetts
$270K +$218K +8,681 +898%
Ensign Peak Advisors
104
Ensign Peak Advisors
Utah
$257K – – –
AIM
105
Aigen Investment Management
New York
$255K -$47.2K -1,877 -17%
State of Tennessee, Department of Treasury
106
State of Tennessee, Department of Treasury
Tennessee
$251K – – –
Man Group
107
Man Group
United Kingdom
$242K -$92.5K -3,678 -30%
CPO
108
Cerity Partners OCIO
New York
$233K +$210K +8,349 New
MLICM
109
Metropolitan Life Insurance Company (MetLife)
New York
$233K +$12.3K +489 +6%
ProShare Advisors
110
ProShare Advisors
Maryland
$202K +$182K +7,247 New
TRSOTSOK
111
Teachers Retirement System of the State of Kentucky
Kentucky
$152K – – –
Zurich Cantonal Bank
112
Zurich Cantonal Bank
Switzerland
$118K – – –
AS
113
Altshuler Shaham
Israel
$115K +$103K +4,106 New
MOACM
114
Mutual of America Capital Management
New York
$100K +$5.61K +223 +7%
CAPTRUST Financial Advisors
115
CAPTRUST Financial Advisors
North Carolina
$89K -$140K -5,584 -64%
HIIFS
116
Harel Insurance Investments & Financial Services
Israel
$77K -$69.6K -2,767 -50%
AIP
117
Ameritas Investment Partners
Nebraska
$64K – – –
Royal Bank of Canada
118
Royal Bank of Canada
Ontario, Canada
$56K +$42.9K +1,706 +550%
JFGIW
119
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$47K – – –
BBHC
120
Brown Brothers Harriman & Co
New York
$40.2K -$5.84M -232,400 -14%
DAM
121
Delta Asset Management
Tennessee
$39K – – –
PNC Financial Services Group
122
PNC Financial Services Group
Pennsylvania
$33K +$453 +18 +2%
FGAM
123
Financial Gravity Asset Management
Texas
$28K – – –
QT
124
Quantbot Technologies
New York
$27K +$25.1K +1,000 New
Lazard Asset Management
125
Lazard Asset Management
New York
$24K -$27.8K -1,105 -56%
3 4
5
6 7

HSTM Hedge Fund Activity: Q2 2021 in Review

147 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in HealthStream (HSTM) for Q2 2021, worth a combined $604M — up 25% from $482M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new HSTM positions and 8 closed out — a net gain of 7 holders — while 49 added to existing stakes and 52 trimmed.

The largest buyer was Bank of Montreal, adding an estimated $5.06M. The largest seller was Brown Brothers Harriman & Co, cutting an estimated $5.84M.

  • 147 institutional investors held HealthStream (HSTM) as of Q2 2021, up from 140 in Q1 2021.
  • Funds reported $604M of HealthStream stock for Q2 2021, up 25% quarter-over-quarter.
  • 15 funds opened new HealthStream positions in Q2 2021 and 8 closed out, a net change of +7 holders.
  • The largest HealthStream buyer in Q2 2021 was Bank of Montreal, an estimated $5.06M added.
  • The largest HealthStream seller in Q2 2021 was Brown Brothers Harriman & Co, an estimated $5.84M sold.

Based on aggregated 13F filings for Q2 2021.