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HealthStream
HSTM

149 hedge funds and large institutions have $518M invested in HealthStream in 2020 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 48 increasing their positions, 56 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

11% more capital invested

Capital invested by funds: $468M → $518M (+$50.3M)

1.78% more ownership

Funds ownership: 72.83% → 74.6% (+1.8%)

8% less funds holding

Funds holding: 162 → 149 (-13)

14% less repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 56

42% less first-time investments, than exits

New positions opened: 18 | Existing positions closed: 31

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $2K

Holders
149
Holders Change
-13
Holders Change %
-8.02%
% of All Funds
2.64%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
18
Increased
48
Reduced
56
Closed
31
Calls
–
Puts
$2K
Net Calls
-$2K
Net Calls Change
-$2K

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$11.1M
2
GGHC
Gilder Gagnon Howe & Co
New York
+$6.95M
3
PAMP
Polar Asset Management Partners
Ontario, Canada
+$6.09M
4
TI
Trigran Investments
Illinois
+$4.74M
5
BlackRock
BlackRock
New York
+$3.38M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$7M
2
PM
Pembroke Management
Quebec, Canada
-$4.71M
3
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
-$4.35M
4
GIP
Granite Investment Partners
California
-$2.77M
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$2.44M
Name Holding Trade Value Shares
Change 		Change in
Stake
Lazard Asset Management
126
Lazard Asset Management
New York
$41K -$19.9K -992 -34%
JFGIW
127
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$37K – – –
TRCT
128
Tower Research Capital (TRC)
New York
$32K -$397K -19,773 -93%
Nisa Investment Advisors
129
Nisa Investment Advisors
Missouri
$32K -$71.8K -3,573 -71%
DAM
130
Delta Asset Management
Tennessee
$31K – – –
PNC Financial Services Group
131
PNC Financial Services Group
Pennsylvania
$24K -$4.46K -222 -16%
PA
132
Parallel Advisors
California
$15K +$3.46K +172 +33%
FTDI
133
First Trust Direct Indexing
Massachusetts
$10K +$9.2K +458 New
SWA
134
Sutton Wealth Advisors
Florida
$9.09K – – –
S
135
SignatureFD
Georgia
$9K -$2.93K -146 -26%
Macquarie Group
136
Macquarie Group
Australia
$9K – – –
Osaic Holdings
137
Osaic Holdings
Arizona
$8K -$24.2K -1,205 -78%
ASN
138
Advisory Services Network
Georgia
$5K -$6.95K -346 -60%
US Bancorp
139
US Bancorp
Minnesota
$4K -$5.18K -258 -61%
SFP
140
Sterling Financial Planning
New Jersey
$4K +$4.02K +200 New
APA
141
American Portfolios Advisors
New York
$2.18K – – –
VCM
142
Versant Capital Management
Arizona
$2K – – –
MAM
143
Meeder Asset Management
Ohio
$1K -$7.13K -355 -91%
MA
144
MCF Advisors
Kentucky
$1K +$824 +41 New
PLU
145
Performa Ltd (US)
South Carolina
$1K +$1K +50 New
AIG
146
American International Group
New York
$378 -$9.18K -457 -3%
PM
147
Pembroke Management
Quebec, Canada
– -$4.71M -234,666 Closed
Grantham, Mayo, Van Otterloo & Co (GMO)
148
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
– -$1.91M -95,100 Closed
HIM
149
Hillsdale Investment Management
Ontario, Canada
– -$1.63M -81,399 Closed
EIM
150
Essex Investment Management
Massachusetts
– -$1.53M -76,291 Closed
3 4 5
6
7

HSTM Hedge Fund Activity: Q4 2020 in Review

149 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in HealthStream (HSTM) for Q4 2020, worth a combined $518M — up 11% from $468M a quarter earlier.

Sellers outnumbered buyers: 31 funds closed out of HSTM and 18 opened new positions — a net loss of 13 holders — while 56 trimmed existing stakes and 48 added.

The largest buyer was Morgan Stanley, adding an estimated $11.1M. The largest seller was Bank of America, cutting an estimated $7M.

  • 149 institutional investors held HealthStream (HSTM) as of Q4 2020, down from 162 in Q3 2020.
  • Funds reported $518M of HealthStream stock for Q4 2020, up 11% quarter-over-quarter.
  • 18 funds opened new HealthStream positions in Q4 2020 and 31 closed out, a net change of -13 holders.
  • The largest HealthStream buyer in Q4 2020 was Morgan Stanley, an estimated $11.1M added.
  • The largest HealthStream seller in Q4 2020 was Bank of America, an estimated $7M sold.

Based on aggregated 13F filings for Q4 2020.