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HealthStream
HSTM

158 hedge funds and large institutions have $648M invested in HealthStream in 2019 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 58 increasing their positions, 52 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

136% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 11

12% more repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 52

10% more funds holding

Funds holding: 144 → 158 (+14)

7% more capital invested

Capital invested by funds: $608M → $648M (+$40M)

1.03% more ownership

Funds ownership: 72.59% → 73.62% (+1%)

Holders
158
Holders Change
+14
Holders Change %
+9.72%
% of All Funds
3.11%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
26
Increased
58
Reduced
52
Closed
11
Calls
$2K
Puts
–
Net Calls
+$2K
Net Calls Change
-$1K

Top Buyers

Rank Fund Capital Flow
1
Invesco
Invesco
Georgia
+$15.7M
2
CS
Credit Suisse
Switzerland
+$4.65M
3
Deutsche Bank
Deutsche Bank
Germany
+$4.42M
4
MCM
McKinley Capital Management
Alaska
+$4.14M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$2.71M

Top Sellers

Rank Fund Capital Flow
1
RP
Riverbridge Partners
Minnesota
-$8.57M
2
Morgan Stanley
Morgan Stanley
New York
-$6.71M
3
American Century Companies
American Century Companies
Missouri
-$5.59M
4
Millennium Management
Millennium Management
New York
-$3.2M
5
Bank of America
Bank of America
North Carolina
-$2.93M
Name Holding Trade Value Shares
Change 		Change in
Stake
TRSOTSOK
126
Teachers Retirement System of the State of Kentucky
Kentucky
$148K – – –
BCV
127
Banque Cantonale Vaudoise
Switzerland
$123K +$125K +4,528 New
MAM
128
Meeder Asset Management
Ohio
$118K -$118K -4,305 -50%
PNC Financial Services Group
129
PNC Financial Services Group
Pennsylvania
$118K -$35.3K -1,283 -23%
MWNA
130
Marshall Wace North America
New York
$85K -$216K -7,847 -71%
TFS
131
TrustCore Financial Services
Tennessee
$82K – – –
QT
132
Quantbot Technologies
New York
$62K +$3.58K +130 +6%
AIP
133
Ameritas Investment Partners
Nebraska
$62K +$7.81K +284 +14%
Zurich Cantonal Bank
134
Zurich Cantonal Bank
Switzerland
$50K – – –
Fifth Third Bancorp
135
Fifth Third Bancorp
Ohio
$40K – – –
AG
136
Advisor Group
Arizona
$27K +$963 +35 +4%
FGAM
137
Financial Gravity Asset Management
Texas
$27K +$19.8K +720 New
MOACM
138
Mutual of America Capital Management
New York
$25K -$990 -36 -4%
LIA
139
LS Investment Advisors
Michigan
$24K – – –
AIM
140
Aigen Investment Management
New York
$21K +$20.7K +754 New
Simplex Trading
141
Simplex Trading
Illinois
$18K +$17.2K +626 +1,252%
IUHSA
142
Itau Unibanco Holding S.A.
Brazil
$16K +$15.8K +573 New
Lazard Asset Management
143
Lazard Asset Management
New York
$15K +$1.71K +62 +12%
FHA
144
First Horizon Advisors
Tennessee
$13K – – –
SWA
145
Sutton Wealth Advisors
Florida
$11.3K – – –
PCM
146
Prelude Capital Management
New York
$11K +$11K +400 New
GT
147
Glenmede Trust
Pennsylvania
$10K +$3.47K +126 +42%
VAIA
148
Virtus Alternative Investment Advisers
Connecticut
$9K +$8.94K +325 New
PA
149
Procyon Advisors
Connecticut
$8K +$7.67K +279 New
LTFS
150
Ladenburg Thalmann Financial Services
Florida
$5K +$2.17K +79 +77%
3 4 5
6
7

HSTM Hedge Fund Activity: Q4 2019 in Review

158 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in HealthStream (HSTM) for Q4 2019, worth a combined $648M — up 6.6% from $608M a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new HSTM positions and 11 closed out — a net gain of 15 holders — while 58 added to existing stakes and 52 trimmed.

The largest buyer was Invesco, adding an estimated $15.7M. The largest seller was Riverbridge Partners, cutting an estimated $8.57M.

  • 158 institutional investors held HealthStream (HSTM) as of Q4 2019, up from 144 in Q3 2019.
  • Funds reported $648M of HealthStream stock for Q4 2019, up 6.6% quarter-over-quarter.
  • 26 funds opened new HealthStream positions in Q4 2019 and 11 closed out, a net change of +15 holders.
  • The largest HealthStream buyer in Q4 2019 was Invesco, an estimated $15.7M added.
  • The largest HealthStream seller in Q4 2019 was Riverbridge Partners, an estimated $8.57M sold.

Based on aggregated 13F filings for Q4 2019.