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HealthStream
HSTM

144 hedge funds and large institutions have $571M invested in HealthStream in 2018 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 53 increasing their positions, 41 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

91% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 11

29% more repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 41

8% more capital invested

Capital invested by funds: $527M → $571M (+$43.5M)

6% more funds holding

Funds holding: 136 → 144 (+8)

0.39% more ownership

Funds ownership: 71.34% → 71.73% (+0.39%)

Holders
144
Holders Change
+8
Holders Change %
+5.88%
% of All Funds
3.3%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
21
Increased
53
Reduced
41
Closed
11
Calls
$591K
Puts
–
Net Calls
+$591K
Net Calls Change
+$635K

Top Buyers

1
BBHC
Brown Brothers Harriman & Co
New York
+$8.27M
2
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$2.73M
3
Millennium Management
Millennium Management
New York
+$2.72M
4
IA
IndexIQ Advisors
New York
+$1.94M
5
RP
Riverbridge Partners
Minnesota
+$1.57M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$7.77M
2
CCA
Conestoga Capital Advisors
Pennsylvania
-$6.8M
3
EMFAT
Emerald Mutual Fund Advisers Trust
Pennsylvania
-$5.06M
4
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$1.9M
5
PM
Pembroke Management
Quebec, Canada
-$1.05M
Name Holding Trade Value Shares
Change 		Change in
Stake
LIA
126
LS Investment Advisors
Michigan
$22K – – –
Loomis, Sayles & Company
127
Loomis, Sayles & Company
Massachusetts
$22K +$21.1K +878 New
WA
128
WealthTrust-Arizona
Arizona
$12K -$457 -19 -4%
CAPTRUST Financial Advisors
129
CAPTRUST Financial Advisors
North Carolina
$12K +$4.23K +176 +56%
SWA
130
Sutton Wealth Advisors
Florida
$10.3K – – –
FHA
131
First Horizon Advisors
Tennessee
$9K +$336 +14 +4%
AG
132
Advisor Group
Arizona
$7K -$288 -12 -4%
CFA
133
Carroll Financial Associates
North Carolina
$5K – – –
UBS AM
134
UBS AM
Illinois
$4.79K +$4.64K +193 New
Simplex Trading
135
Simplex Trading
Illinois
$3K +$3.65K +152 New
APA
136
American Portfolios Advisors
New York
$2.48K – – –
RCAG
137
Rehmann Capital Advisory Group
Michigan
$2K +$2.26K +94 New
MAM
138
Meeder Asset Management
Ohio
$1K -$1.01K -42 -49%
QI
139
QS Investors
New York
$1K – – –
TWA
140
TCI Wealth Advisors
Arizona
$1K – – –
VFA
141
Valeo Financial Advisors
Indiana
$1K – – –
WAM
142
Wealthspire Advisors (Maryland)
Maryland
$1K – – –
EMFAT
143
Emerald Mutual Fund Advisers Trust
Pennsylvania
– -$5.06M -218,593 Closed
GCP
144
GSA Capital Partners
United Kingdom
– -$244K -10,548 Closed
LCM
145
Laurion Capital Management
New York
– -$237K -10,219 Closed
Teacher Retirement System of Texas
146
Teacher Retirement System of Texas
Texas
– -$215K -9,281 Closed
Truist Financial
147
Truist Financial
North Carolina
– -$206K -8,910 Closed
Parallax Volatility Advisers
148
Parallax Volatility Advisers
California
– -$90K -3,906 Closed
STA
149
Summit Trail Advisors
New York
– -$54K -2,210 Closed
DCM
150
Delpha Capital Management
New York
– -$22K -971 Closed
3 4 5
6
7

HSTM Hedge Fund Activity: Q1 2018 in Review

144 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in HealthStream (HSTM) for Q1 2018, worth a combined $571M — up 8.2% from $527M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new HSTM positions and 11 closed out — a net gain of 10 holders — while 53 added to existing stakes and 41 trimmed.

The largest buyer was Brown Brothers Harriman & Co, adding an estimated $8.27M. The largest seller was Fidelity Investments, cutting an estimated $7.77M.

  • 144 institutional investors held HealthStream (HSTM) as of Q1 2018, up from 136 in Q4 2017.
  • Funds reported $571M of HealthStream stock for Q1 2018, up 8.2% quarter-over-quarter.
  • 21 funds opened new HealthStream positions in Q1 2018 and 11 closed out, a net change of +10 holders.
  • The largest HealthStream buyer in Q1 2018 was Brown Brothers Harriman & Co, an estimated $8.27M added.
  • The largest HealthStream seller in Q1 2018 was Fidelity Investments, an estimated $7.77M sold.

Based on aggregated 13F filings for Q1 2018.