HSTM icon

HealthStream
HSTM

Overview Fund Activity

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
Holders
147
Holders Change
+7
Holders Change %
+5%
% of All Funds
2.57%
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
1
Bank of Montreal
Ontario, Canada
$12.4M
2
Northern Trust
2
Northern Trust
Illinois
$17.2M
3
HA
3
Heartland Advisors
Wisconsin
$4.03M
4
EP
4
Eversept Partners
New York
$2.17M
5
CIS
5
Connors Investor Services
Pennsylvania
$4.49M

Top Sellers

1
BlackRock
1
BlackRock
New York
$117M
2
PAMP
2
Polar Asset Management Partners
Ontario, Canada
$10.5M
3
Morgan Stanley
3
Morgan Stanley
New York
$8.41M
4
Invesco
4
Invesco
Georgia
$16.2M
5
AIS
5
AM Investment Strategies
Tennessee
$2M
Name Holding Trade Value Shares
Change 		Shares
Change %
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 +$243K +8,681 +898%
Ensign Peak Advisors
104
Ensign Peak Advisors
Utah
$257K – – –
AIM
105
Aigen Investment Management
New York
$255K -$52.4K -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 -$103K -3,678 -30%
CPO
108
Cerity Partners OCIO
New York
$233K +$233K +8,349 New
MLICM
109
Metropolitan Life Insurance Company (MetLife)
New York
$233K +$13.7K +489 +6%
ProShare Advisors
110
ProShare Advisors
Maryland
$202K +$202K +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 +$115K +4,106 New
MOACM
114
Mutual of America Capital Management
New York
$100K +$6.22K +223 +7%
CAPTRUST Financial Advisors
115
CAPTRUST Financial Advisors
North Carolina
$89K -$156K -5,584 -64%
HIIFS
116
Harel Insurance Investments & Financial Services
Israel
$77K -$77.4K -2,767 -50%
AIP
117
Ameritas Investment Partners
Nebraska
$64K – – –
Royal Bank of Canada
118
Royal Bank of Canada
Ontario, Canada
$56K +$47.4K +1,706 +550%
JFGIW
119
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$47K – – –
BBHC
120
Brown Brothers Harriman & Co
New York
$40.2K -$6.49K -232,400 -14%
DAM
121
Delta Asset Management
Tennessee
$39K – – –
PNC Financial Services Group
122
PNC Financial Services Group
Pennsylvania
$33K +$521 +18 +2%
FGAM
123
Financial Gravity Asset Management
Texas
$28K – – –
QT
124
Quantbot Technologies
New York
$27K +$27K +1,000 New
Lazard Asset Management
125
Lazard Asset Management
New York
$24K -$30.2K -1,105 -56%
3 4
5
6 7