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HealthStream

149 hedge funds and large institutions have $638M invested in HealthStream in 2018 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 61 increasing their positions, 44 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 14

39% more repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 44

12% more capital invested

Capital invested by funds: $571M → $638M (+$67.7M)

3% more funds holding

Funds holding: 144149 (+5)

0.62% more ownership

Funds ownership: 71.73%72.35% (+0.62%)

Holders
149
Holders Change
+5
Holders Change %
+3.47%
% of All Funds
3.41%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
21
Increased
61
Reduced
44
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Fifth Third Bancorp
126
Fifth Third Bancorp
Ohio
$57K
AIP
127
Ameritas Investment Partners
Nebraska
$55K
STA
128
Summit Trail Advisors
New York
$52K +$50.7K +1,912 New
SEI Investments
129
SEI Investments
Pennsylvania
$51K +$49.9K +1,880 New
Zurich Cantonal Bank
130
Zurich Cantonal Bank
Switzerland
$50K
MAM
131
Meeder Asset Management
Ohio
$40.6K +$38.3K +1,444 +3,282%
GT
132
Glenmede Trust
Pennsylvania
$35K -$5.25K -198 -13%
LIA
133
LS Investment Advisors
Michigan
$24K -$106 -4 -0.5%
Loomis, Sayles & Company
134
Loomis, Sayles & Company
Massachusetts
$24K
WA
135
WealthTrust-Arizona
Arizona
$12K -$1.19K -45 -10%
SWA
136
Sutton Wealth Advisors
Florida
$11.4K
FHA
137
First Horizon Advisors
Tennessee
$10K
PFBT
138
Parkside Financial Bank & Trust
Missouri
$3K -$39.7K -1,496 -92%
Group One Trading
139
Group One Trading
Illinois
$3K +$2.47K +93 New
MOACM
140
Mutual of America Capital Management
New York
$3K +$2.52K +95 New
APA
141
American Portfolios Advisors
New York
$2.73K
AG
142
Advisor Group
Arizona
$1K -$6.08K -229 -83%
QI
143
QS Investors
New York
$1K
TWA
144
TCI Wealth Advisors
Arizona
$1K
JA
145
JOYN Advisors
Georgia
$1K +$424 +16 +133%
WAM
146
Wealthspire Advisors (Maryland)
Maryland
$1K +$557 +21 +84%
PHK
147
Point72 Hong Kong
Hong Kong
$1K +$1.43K +54 New
Fidelity Investments
148
Fidelity Investments
Massachusetts
-$12.8M -516,520 Closed
KCM
149
Kennedy Capital Management
Missouri
-$6.85M -275,938 Closed
AIM
150
Assured Investment Management
New York
-$1.16M -46,602 Closed

HSTM Hedge Fund Activity: Q2 2018 in Review

149 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in HealthStream (HSTM) for Q2 2018, worth a combined $638M — up 12% from $571M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new HSTM positions and 14 closed out — a net gain of 7 holders — while 61 added to existing stakes and 44 trimmed.

The largest buyer was BlackRock, adding an estimated $9.12M. The largest seller was Riverbridge Partners, cutting an estimated $19.8M.

  • 149 institutional investors held HealthStream (HSTM) as of Q2 2018, up from 144 in Q1 2018.
  • Funds reported $638M of HealthStream stock for Q2 2018, up 12% quarter-over-quarter.
  • 21 funds opened new HealthStream positions in Q2 2018 and 14 closed out, a net change of +7 holders.
  • The largest HealthStream buyer in Q2 2018 was BlackRock, an estimated $9.12M added.
  • The largest HealthStream seller in Q2 2018 was Riverbridge Partners, an estimated $19.8M sold.

Based on aggregated 13F filings for Q2 2018.