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HealthStream

160 hedge funds and large institutions have $652M invested in HealthStream in 2019 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 53 increasing their positions, 58 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 12

15% more capital invested

Capital invested by funds: $565M → $652M (+$86.4M)

4% more funds holding

Funds holding: 154160 (+6)

0.52% less ownership

Funds ownership: 72.39%71.86% (-0.52%)

9% less repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 58

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
160
Holders Change
+6
Holders Change %
+3.9%
% of All Funds
3.46%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
20
Increased
53
Reduced
58
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TRSOTSOK
126
Teachers Retirement System of the State of Kentucky
Kentucky
$153K
OIA
127
OneDigital Investment Advisors
Kansas
$97K +$90.7K +3,450 New
PI
128
PineBridge Investments
New York
$79K -$1.31K -50 -2%
IUHSA
129
Itau Unibanco Holding S.A.
Brazil
$76K
UBS Group
130
UBS Group
Switzerland
$72K -$225K -8,547 -77%
AIP
131
Ameritas Investment Partners
Nebraska
$56K
Zurich Cantonal Bank
132
Zurich Cantonal Bank
Switzerland
$52K
SEI Investments
133
SEI Investments
Pennsylvania
$48K -$525K -19,961 -92%
PCP
134
Proficio Capital Partners
Massachusetts
$47K +$43.8K +1,668 New
Fifth Third Bancorp
135
Fifth Third Bancorp
Ohio
$41K -$16.1K -612 -30%
MAM
136
Meeder Asset Management
Ohio
$32K +$19.6K +747 +175%
Loomis, Sayles & Company
137
Loomis, Sayles & Company
Massachusetts
$27K -$342 -13 -1%
LIA
138
LS Investment Advisors
Michigan
$25K
QCG
139
Quadrant Capital Group
Ohio
$24K +$23K +876 New
QT
140
Quantamental Technologies
New York
$23K +$21.2K +806 New
MOACM
141
Mutual of America Capital Management
New York
$21K +$2.39K +91 +14%
Fidelity Investments
142
Fidelity Investments
Massachusetts
$18K
Simplex Trading
143
Simplex Trading
Illinois
$12K +$11.6K +440 New
SWA
144
Sutton Wealth Advisors
Florida
$11.7K
FHA
145
First Horizon Advisors
Tennessee
$10K
AQA
146
Alpha Quant Advisors
Texas
$8K
AG
147
Advisor Group
Arizona
$6K +$1.34K +51 +32%
LTFS
148
Ladenburg Thalmann Financial Services
Florida
$4K -$3.68K -140 -54%
PFBT
149
Parkside Financial Bank & Trust
Missouri
$4K
CAM
150
Cresset Asset Management
Illinois
$3K

HSTM Hedge Fund Activity: Q1 2019 in Review

160 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in HealthStream (HSTM) for Q1 2019, worth a combined $652M — up 15% from $565M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new HSTM positions and 12 closed out — a net gain of 8 holders — while 53 added to existing stakes and 58 trimmed.

The largest buyer was Arrowstreet Capital, adding an estimated $2.84M. The largest seller was Citadel Advisors, cutting an estimated $3.41M.

  • 160 institutional investors held HealthStream (HSTM) as of Q1 2019, up from 154 in Q4 2018.
  • Funds reported $652M of HealthStream stock for Q1 2019, up 15% quarter-over-quarter.
  • 20 funds opened new HealthStream positions in Q1 2019 and 12 closed out, a net change of +8 holders.
  • The largest HealthStream buyer in Q1 2019 was Arrowstreet Capital, an estimated $2.84M added.
  • The largest HealthStream seller in Q1 2019 was Citadel Advisors, an estimated $3.41M sold.

Based on aggregated 13F filings for Q1 2019.