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HealthStream
HSTM

147 hedge funds and large institutions have $604M invested in HealthStream in 2021 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 49 increasing their positions, 52 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

88% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 8

25% more capital invested

Capital invested by funds: $482M → $604M (+$121M)

5% more funds holding

Funds holding: 140 → 147 (+7)

0.89% less ownership

Funds ownership: 73.94% → 73.05% (-0.89%)

6% less repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 52

Holders
147
Holders Change
+7
Holders Change %
+5%
% of All Funds
2.56%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
15
Increased
49
Reduced
52
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$5.06M
2
Northern Trust
Northern Trust
Illinois
+$3.39M
3
HA
Heartland Advisors
Wisconsin
+$2.25M
4
EP
Eversept Partners
New York
+$1.96M
5
CIS
Connors Investor Services
Pennsylvania
+$1.37M

Top Sellers

1
BBHC
Brown Brothers Harriman & Co
New York
-$5.84M
2
BlackRock
BlackRock
New York
-$4.45M
3
PAMP
Polar Asset Management Partners
Ontario, Canada
-$4.21M
4
Morgan Stanley
Morgan Stanley
New York
-$2.6M
5
Invesco
Invesco
Georgia
-$2.25M
Name Holding Trade Value Shares
Change 		Change in
Stake
TRCT
126
Tower Research Capital (TRC)
New York
$23K -$65.7K -2,612 -76%
BCA
127
Berman Capital Advisors
Georgia
$23K +$9.13K +363 +73%
PA
128
Parallel Advisors
California
$16K +$2.79K +111 +24%
S
129
SignatureFD
Georgia
$15K +$302 +12 +2%
SWA
130
Sutton Wealth Advisors
Florida
$11.6K – – –
TWA
131
TCI Wealth Advisors
Arizona
$8K -$1.53K -61 -18%
Macquarie Group
132
Macquarie Group
Australia
$8K – – –
SGAM
133
Smith Group Asset Management
Texas
$8K – – –
US Bancorp
134
US Bancorp
Minnesota
$8K +$3.19K +127 +77%
Osaic Holdings
135
Osaic Holdings
Arizona
$6K – – –
SFP
136
Sterling Financial Planning
New Jersey
$6K – – –
HI
137
Harbour Investments
Wisconsin
$3K – – –
VCM
138
Versant Capital Management
Arizona
$3K +$327 +13 +14%
Simplex Trading
139
Simplex Trading
Illinois
$3K +$2.52K +100 +263%
Federated Hermes
140
Federated Hermes
Pennsylvania
$3K +$2.82K +112 New
HWA
141
HHM Wealth Advisors
Tennessee
$1K – – –
MA
142
MCF Advisors
Kentucky
$1K – – –
MAM
143
Meeder Asset Management
Ohio
$1K +$176 +7 +25%
AIG
144
American International Group
New York
$459 -$17.8K -709 -4%
Nisa Investment Advisors
145
Nisa Investment Advisors
Missouri
$27 -$13.1K -520 -35%
EGM
146
Engineers Gate Manager
New York
– -$411K -18,394 Closed
ECM
147
ExodusPoint Capital Management
New York
– -$340K -15,200 Closed
SEI Investments
148
SEI Investments
Pennsylvania
– -$308K -15,171 Closed
BCM
149
Bridgeway Capital Management
Texas
– -$328K -14,700 Closed
Marshall Wace
150
Marshall Wace
United Kingdom
– -$295K -13,218 Closed
3 4 5
6
7

HSTM Hedge Fund Activity: Q2 2021 in Review

147 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in HealthStream (HSTM) for Q2 2021, worth a combined $604M — up 25% from $482M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new HSTM positions and 8 closed out — a net gain of 7 holders — while 49 added to existing stakes and 52 trimmed.

The largest buyer was Bank of Montreal, adding an estimated $5.06M. The largest seller was Brown Brothers Harriman & Co, cutting an estimated $5.84M.

  • 147 institutional investors held HealthStream (HSTM) as of Q2 2021, up from 140 in Q1 2021.
  • Funds reported $604M of HealthStream stock for Q2 2021, up 25% quarter-over-quarter.
  • 15 funds opened new HealthStream positions in Q2 2021 and 8 closed out, a net change of +7 holders.
  • The largest HealthStream buyer in Q2 2021 was Bank of Montreal, an estimated $5.06M added.
  • The largest HealthStream seller in Q2 2021 was Brown Brothers Harriman & Co, an estimated $5.84M sold.

Based on aggregated 13F filings for Q2 2021.