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HealthStream
HSTM

Overview Fund Activity

136 hedge funds and large institutions have $527M invested in HealthStream in 2017 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 50 increasing their positions, 45 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
136
Holders Change
+4
Holders Change %
+3.03%
% of All Funds
3.09%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
18
Increased
50
Reduced
45
Closed
14
Calls
$530K
Puts
$574K
Net Calls
-$44K
Net Calls Change
-$44K

Top Buyers

1
BBHC
Brown Brothers Harriman & Co
New York
$33.9M
2
CCA
Conestoga Capital Advisors
Pennsylvania
$40.6M
3
ACH
ArrowMark Colorado Holdings
Colorado
$12.3M
4
BlackRock
BlackRock
New York
$77.9M
5
CIS
Connors Investor Services
Pennsylvania
$2.87M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$19.5M
2
PM
Pembroke Management
Quebec, Canada
$19.7M
3
CAM
Cortina Asset Management
Wisconsin
$0
4
MWNA
Marshall Wace North America
New York
$238K
5
Invesco
Invesco
Georgia
$2.15M
Name Holding Trade Value Shares
Change 		Shares
Change %
AG
126
Advisor Group
Arizona
$7K +$533 +22 +8%
CAPTRUST Financial Advisors
127
CAPTRUST Financial Advisors
North Carolina
$7K +$7K +313 New
CFA
128
Carroll Financial Associates
North Carolina
$5K – – –
APA
129
American Portfolios Advisors
New York
$2.32K +$2.32K +100 New
MAM
130
Meeder Asset Management
Ohio
$2K +$2K +86 New
TWA
131
TCI Wealth Advisors
Arizona
$1K – – –
QI
132
QS Investors
New York
$1K – – –
VFA
133
Valeo Financial Advisors
Indiana
$1K – – –
WAM
134
Wealthspire Advisors (Maryland)
Maryland
$1K +$840 +21 +525%
CAM
135
Cortina Asset Management
Wisconsin
– -$3.37M -144,158 Closed
Allianz Asset Management
136
Allianz Asset Management
Germany
– -$1.26M -54,009 Closed
MC
137
Menta Capital
California
– -$1.03M -44,166 Closed
DTL
138
Dynamic Technology Lab
Singapore
– -$786K -33,648 Closed
DDC
139
DF Dent & Co
Maryland
– -$522K -22,332 Closed
AP
140
AHL Partners
United Kingdom
– -$489K -20,924 Closed
NFA
141
Nationwide Fund Advisors
Ohio
– -$380K -16,258 Closed
SCM
142
Stevens Capital Management
Pennsylvania
– -$367K -15,708 Closed
SG Americas Securities
143
SG Americas Securities
New York
– -$283K -12,103 Closed
VRS
144
Virginia Retirement Systems
Virginia
– -$264K -11,300 Closed
Squarepoint
145
Squarepoint
New York
– -$238K -10,195 Closed
PI
146
PineBridge Investments
New York
– -$74K -3,166 Closed
QCG
147
Quadrant Capital Group
Ohio
– -$6K -277 Closed
SPIA
148
Steward Partners Investment Advisory
New York
– -$2K -100 Closed
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