HealthStream
HSTM
120 hedge funds and large institutions have $530M invested in HealthStream in 2014 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 36 increasing their positions, 38 reducing their positions, and 12 closing their positions.
117% more first-time investments, than exits
New positions opened: 26 | Existing positions closed: 12
22% more capital invested
Capital invested by funds: $434M → $530M (+$95.4M)
11% more funds holding
Funds holding: 108 → 120 (+12)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
5% less repeat investments, than reductions
Existing positions increased: 36 | Existing positions reduced: 38
46% less call options, than puts
Call options by funds: $295K | Put options by funds: $549K
Top Buyers
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
GC
126
Guggenheim Capital
Chicago,
Illinois
| – | -$258K | -10,736 | Closed |
|
|
WCM
127
Washington Capital Management
Seattle,
Washington
| – | -$257K | -10,693 | Closed |
|
128
Verition Fund Management
Greenwich,
Connecticut
| – | -$246K | -10,226 | Closed |
|
129
ProShare Advisors
Bethesda,
Maryland
| – | -$215K | -8,946 | Closed |
|
|
DADC
130
D.A. Davidson & Co
Great Falls,
Montana
| – | -$31K | -1,323 | Closed |
|
|
HCC
131
Hirtle Callaghan & Co
West Conshohocken,
Pennsylvania
| – | -$27K | -1,127 | Closed |
|
132
BNP Paribas Financial Markets
Paris,
France
| – | -$26.4K | -1,098 | Closed |
|
HSTM Hedge Fund Activity: Q4 2014 in Review
120 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in HealthStream (HSTM) for Q4 2014, worth a combined $530M — up 22% from $434M a quarter earlier.
Buyers outnumbered sellers: 26 funds opened new HSTM positions and 12 closed out — a net gain of 14 holders — while 36 added to existing stakes and 38 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $24.2M. The largest seller was Massachusetts Financial Services, cutting an estimated $20.8M.
- 120 institutional investors held HealthStream (HSTM) as of Q4 2014, up from 108 in Q3 2014.
- Funds reported $530M of HealthStream stock for Q4 2014, up 22% quarter-over-quarter.
- 26 funds opened new HealthStream positions in Q4 2014 and 12 closed out, a net change of +14 holders.
- The largest HealthStream buyer in Q4 2014 was Fidelity Investments, an estimated $24.2M added.
- The largest HealthStream seller in Q4 2014 was Massachusetts Financial Services, an estimated $20.8M sold.
Based on aggregated 13F filings for Q4 2014.