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HealthStream
HSTM

Overview Fund Activity

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
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
1
Morgan Stanley
New York
$14.7M
2
GGHC
2
Gilder Gagnon Howe & Co
New York
$7.56M
3
PAMP
3
Polar Asset Management Partners
Ontario, Canada
$6.62M
4
TI
4
Trigran Investments
Illinois
$12.1M
5
BlackRock
5
BlackRock
New York
$91.6M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$1.8M
2
Assenagon Asset Management
2
Assenagon Asset Management
Luxembourg
$4.58M
3
PM
3
Pembroke Management
Quebec, Canada
$0
4
GIP
4
Granite Investment Partners
California
$12.4M
5
D.E. Shaw & Co
5
D.E. Shaw & Co
New York
$4.61M
Name Holding Trade Value Shares
Change 		Shares
Change %
Lazard Asset Management
126
Lazard Asset Management
New York
$41K -$21.5K -992 -34%
JFGIW
127
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$37K – – –
TRCT
128
Tower Research Capital (TRC)
New York
$32K -$443K -19,773 -93%
Nisa Investment Advisors
129
Nisa Investment Advisors
Missouri
$32K -$77.8K -3,573 -71%
DAM
130
Delta Asset Management
Tennessee
$31K – – –
PNC Financial Services Group
131
PNC Financial Services Group
Pennsylvania
$24K -$4.6K -222 -16%
PA
132
Parallel Advisors
California
$15K +$3.75K +172 +33%
FTDI
133
First Trust Direct Indexing
Massachusetts
$10K +$10K +458 New
SWA
134
Sutton Wealth Advisors
Florida
$9.09K – – –
S
135
SignatureFD
Georgia
$9K -$3.09K -146 -26%
Macquarie Group
136
Macquarie Group
Australia
$9K – – –
Osaic Holdings
137
Osaic Holdings
Arizona
$8K -$27.6K -1,205 -78%
ASN
138
Advisory Services Network
Georgia
$5K -$7.39K -346 -60%
US Bancorp
139
US Bancorp
Minnesota
$4K -$6.29K -258 -61%
SFP
140
Sterling Financial Planning
New Jersey
$4K +$4K +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 -$10.8K -355 -91%
MA
144
MCF Advisors
Kentucky
$1K +$1K +41 New
PLU
145
Performa Ltd (US)
South Carolina
$1K +$1K +50 New
AIG
146
American International Group
New York
$378 -$10 -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
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