HealthStream
HSTM
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.
74% more call options, than puts
Call options by funds: $481K | Put options by funds: $276K
19% more repeat investments, than reductions
Existing positions increased: 56 | Existing positions reduced: 47
16% more capital invested
Capital invested by funds: $638M → $739M (+$100M)
1.4% more ownership
Funds ownership: 72.35% → 73.75% (+1.4%)
4% less funds holding
Funds holding: 149 → 143 (-6)
23% less first-time investments, than exits
New positions opened: 17 | Existing positions closed: 22
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Invesco
Atlanta,
Georgia
|
+$12.5M |
| 2 |
BlackRock
New York
|
+$7.44M |
| 3 |
CCA
Conestoga Capital Advisors
Wayne,
Pennsylvania
|
+$6.6M |
| 4 |
AQR Capital Management
Greenwich,
Connecticut
|
+$3.59M |
| 5 |
State Street
Boston,
Massachusetts
|
+$3.41M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Janus Henderson Group
London,
United Kingdom
|
-$11.5M |
| 2 |
Morgan Stanley
New York
|
-$4.72M |
| 3 |
Millennium Management
New York
|
-$4.64M |
| 4 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$3.47M |
| 5 |
MWNA
Marshall Wace North America
New York
|
-$2.41M |
HSTM Hedge Fund Activity: Q3 2018 in Review
143 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in HealthStream (HSTM) for Q3 2018, worth a combined $739M — up 16% from $638M a quarter earlier.
Sellers outnumbered buyers: 22 funds closed out of HSTM and 17 opened new positions — a net loss of 5 holders — while 47 trimmed existing stakes and 56 added.
The largest buyer was Invesco, adding an estimated $12.5M. The largest seller was Janus Henderson Group, exiting entirely with an estimated $11.5M sold.
- 143 institutional investors held HealthStream (HSTM) as of Q3 2018, down from 149 in Q2 2018.
- Funds reported $739M of HealthStream stock for Q3 2018, up 16% quarter-over-quarter.
- 17 funds opened new HealthStream positions in Q3 2018 and 22 closed out, a net change of -5 holders.
- The largest HealthStream buyer in Q3 2018 was Invesco, an estimated $12.5M added.
- The largest HealthStream seller in Q3 2018 was Janus Henderson Group, an estimated $11.5M sold.
Based on aggregated 13F filings for Q3 2018.