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HealthStream
HSTM

Overview Fund Activity

143 hedge funds and large institutions have $739M invested in HealthStream in 2018 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 56 increasing their positions, 47 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
143
Holders Change
-6
Holders Change %
-4.03%
% of All Funds
3.27%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
17
Increased
56
Reduced
47
Closed
22
Calls
$481K
Puts
$276K
Net Calls
+$205K
Net Calls Change
+$205K

Top Buyers

1
Invesco
1
Invesco
Georgia
$19.9M
2
BlackRock
2
BlackRock
New York
$124M
3
CCA
3
Conestoga Capital Advisors
Pennsylvania
$55M
4
AQR Capital Management
4
AQR Capital Management
Connecticut
$8.49M
5
State Street
5
State Street
Massachusetts
$25.1M

Top Sellers

1
Janus Henderson Group
1
Janus Henderson Group
United Kingdom
$0
2
Morgan Stanley
2
Morgan Stanley
New York
$5.11M
3
Millennium Management
3
Millennium Management
New York
$263K
4
Deutsche Bank
4
Deutsche Bank
Germany
$2.29M
5
MWNA
5
Marshall Wace North America
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Federated Hermes
126
Federated Hermes
Pennsylvania
$24K +$24K +768 New
Fidelity Investments
127
Fidelity Investments
Massachusetts
$21K +$21K +649 New
PI
128
PineBridge Investments
New York
$19K +$19K +611 New
MOACM
129
Mutual of America Capital Management
New York
$15K +$12.1K +391 +412%
AG
130
Advisor Group
Arizona
$13K +$11.5K +365 +760%
SWA
131
Sutton Wealth Advisors
Florida
$12.9K – – –
WA
132
WealthTrust-Arizona
Arizona
$12K -$1.02K -33 -8%
FHA
133
First Horizon Advisors
Tennessee
$11K – – –
PFBT
134
Parkside Financial Bank & Trust
Missouri
$4K – – –
WSTAM
135
Wilbanks Smith & Thomas Asset Management
Virginia
$4K +$4K +144 New
APA
136
American Portfolios Advisors
New York
$3.1K – – –
MAM
137
Meeder Asset Management
Ohio
$3K -$44K -1,393 -94%
WAM
138
Wealthspire Advisors (Maryland)
Maryland
$2K +$773 +29 +63%
QI
139
QS Investors
New York
$1K – – –
TWA
140
TCI Wealth Advisors
Arizona
$1K – – –
LTFS
141
Ladenburg Thalmann Financial Services
Florida
$1K – – –
JA
142
JOYN Advisors
Georgia
$1K +$243 +9 +32%
Janus Henderson Group
143
Janus Henderson Group
United Kingdom
– -$11.5M -422,198 Closed
MWNA
144
Marshall Wace North America
New York
– -$2.41M -88,309 Closed
GCP
145
GSA Capital Partners
United Kingdom
– -$862K -31,562 Closed
TCM
146
Teza Capital Management
Illinois
– -$858K -31,399 Closed
Squarepoint
147
Squarepoint
New York
– -$593K -21,702 Closed
Envestnet Asset Management
148
Envestnet Asset Management
Illinois
– -$583K -21,341 Closed
FIM
149
Freedom Investment Management
Connecticut
– -$414K -15,177 Closed
BCM
150
BlueCrest Capital Management
Jersey
– -$397K -14,543 Closed
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