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HealthStream
HSTM

Overview Fund Activity

132 hedge funds and large institutions have $555M invested in HealthStream in 2017 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 53 increasing their positions, 29 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
132
Holders Change
+3
Holders Change %
+2.33%
% of All Funds
3.3%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
20
Increased
53
Reduced
29
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BBHC
1
Brown Brothers Harriman & Co
New York
$23.5M
2
EMFAT
2
Emerald Mutual Fund Advisers Trust
Pennsylvania
$5.64M
3
CCA
3
Conestoga Capital Advisors
Pennsylvania
$35M
4
MWNA
4
Marshall Wace North America
New York
$3.48M
5
Bank of America
5
Bank of America
North Carolina
$9.9M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$60.9M
2
PAMP
2
Polar Asset Management Partners
Ontario, Canada
$0
3
PC
3
Pier Capital
Connecticut
$0
4
PM
4
Pembroke Management
Quebec, Canada
$25.3M
5
RP
5
Riverbridge Partners
Minnesota
$44.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
CFA
126
Carroll Financial Associates
North Carolina
$5K – – –
SPIA
127
Steward Partners Investment Advisory
New York
$2K – – –
QI
128
QS Investors
New York
$1K – – –
TWA
129
TCI Wealth Advisors
Arizona
$1K – – –
VFA
130
Valeo Financial Advisors
Indiana
$1K +$1K +36 New
PAMP
131
Polar Asset Management Partners
Ontario, Canada
– -$5.19M -197,022 Closed
PC
132
Pier Capital
Connecticut
– -$4.39M -166,635 Closed
RA
133
Royce & Associates
New York
– -$2.21M -84,000 Closed
William Blair & Company
134
William Blair & Company
Illinois
– -$1.87M -71,050 Closed
KIA
135
Kopp Investment Advisors
Minnesota
– -$891K -33,859 Closed
ADEF
136
Adams Diversified Equity Fund
Maryland
– -$874K -33,200 Closed
DCM
137
Driehaus Capital Management
Illinois
– -$330K -12,532 Closed
UBS AM
138
UBS AM
Illinois
– -$205K -7,799 Closed
PG
139
PEAK6 Group
Illinois
– -$97K -3,670 Closed
DADC
140
D.A. Davidson & Co
Montana
– -$94K -3,607 Closed
PAM
141
Paradigm Asset Management
New York
– -$55.3K -2,100 Closed
SI
142
Stephens Inc
Arkansas
– -$41K -1,544 Closed
AIM
143
Acrospire Investment Management
Illinois
– -$38K -1,458 Closed
CG
144
Cutler Group
California
– -$23K -909 Closed
EWM
145
Evercore Wealth Management
New York
– -$9K -326 Closed
PS
146
Portfolio Solutions
Michigan
– -$2K -90 Closed
Northwestern Mutual Wealth Management
147
Northwestern Mutual Wealth Management
Wisconsin
– -$2K -68 Closed
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