We are live on ! Find out more
HSTM icon

HealthStream

147 hedge funds and large institutions have $609M invested in HealthStream in 2019 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 64 increasing their positions, 40 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more repeat investments, than reductions

Existing positions increased: 64 | Existing positions reduced: 40

0.83% more ownership

Funds ownership: 71.86%72.7% (+0.83%)

7% less capital invested

Capital invested by funds: $652M → $609M (-$42.7M)

8% less funds holding

Funds holding: 160147 (-13)

40% less first-time investments, than exits

New positions opened: 15 | Existing positions closed: 25

Holders
147
Holders Change
-13
Holders Change %
-8.13%
% of All Funds
3.19%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
15
Increased
64
Reduced
40
Closed
25
Calls
$3K
Puts
Net Calls
+$3K
Net Calls Change
+$3K
Name Holding Trade Value Shares
Change
Change in
Stake
TFS
126
TrustCore Financial Services
Tennessee
$78K +$78.8K +3,000 New
AIP
127
Ameritas Investment Partners
Nebraska
$52K
Zurich Cantonal Bank
128
Zurich Cantonal Bank
Switzerland
$48K
TRCT
129
Tower Research Capital (TRC)
New York
$44K +$44.6K +1,697 New
Fifth Third Bancorp
130
Fifth Third Bancorp
Ohio
$38K
MOACM
131
Mutual of America Capital Management
New York
$24K +$4.83K +184 +25%
LIA
132
LS Investment Advisors
Michigan
$23K
QT
133
Quantamental Technologies
New York
$21K +$131 +5 +0.6%
Federated Hermes
134
Federated Hermes
Pennsylvania
$18K +$14.9K +566 +496%
AG
135
Advisor Group
Arizona
$13K +$7.59K +289 +136%
SWA
136
Sutton Wealth Advisors
Florida
$10.8K
FHA
137
First Horizon Advisors
Tennessee
$9K
LTFS
138
Ladenburg Thalmann Financial Services
Florida
$3K
PFBT
139
Parkside Financial Bank & Trust
Missouri
$3K
MIM
140
Macroview Investment Management
Maryland
$3K +$3.28K +125 New
APA
141
American Portfolios Advisors
New York
$2.59K
AOWM
142
Alpha Omega Wealth Management
Virginia
$1K
TWA
143
TCI Wealth Advisors
Arizona
$1K
GT
144
Glenmede Trust
Pennsylvania
$6
SCA
145
Secor Capital Advisors
New York
-$2.14M -76,332 Closed
TEE
146
Tibra Equities Europe
United Kingdom
-$836K -29,800 Closed
SO
147
STRS Ohio
Ohio
-$712K -27,100 Closed
GCP
148
GSA Capital Partners
United Kingdom
-$520K -18,524 Closed
AIM
149
Assured Investment Management
New York
-$415K -14,793 Closed
CI
150
Cigna Investments
Connecticut
-$331K -11,803 Closed

HSTM Hedge Fund Activity: Q2 2019 in Review

147 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in HealthStream (HSTM) for Q2 2019, worth a combined $609M — down 6.5% from $652M a quarter earlier.

Sellers outnumbered buyers: 25 funds closed out of HSTM and 15 opened new positions — a net loss of 10 holders — while 40 trimmed existing stakes and 64 added.

The largest buyer was Assenagon Asset Management, opening a new position worth an estimated $3.99M. The largest seller was Pembroke Management, cutting an estimated $5.02M.

  • 147 institutional investors held HealthStream (HSTM) as of Q2 2019, down from 160 in Q1 2019.
  • Funds reported $609M of HealthStream stock for Q2 2019, down 6.5% quarter-over-quarter.
  • 15 funds opened new HealthStream positions in Q2 2019 and 25 closed out, a net change of -10 holders.
  • The largest HealthStream buyer in Q2 2019 was Assenagon Asset Management, an estimated $3.99M added.
  • The largest HealthStream seller in Q2 2019 was Pembroke Management, an estimated $5.02M sold.

Based on aggregated 13F filings for Q2 2019.