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HealthStream

160 hedge funds and large institutions have $652M invested in HealthStream in 2019 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 53 increasing their positions, 58 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 12

15% more capital invested

Capital invested by funds: $565M → $652M (+$86.4M)

4% more funds holding

Funds holding: 154160 (+6)

0.52% less ownership

Funds ownership: 72.39%71.86% (-0.52%)

9% less repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 58

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
160
Holders Change
+6
Holders Change %
+3.9%
% of All Funds
3.46%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
20
Increased
53
Reduced
58
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Federated Hermes
151
Federated Hermes
Pennsylvania
$3K +$3K +114 New
LFG
152
Larson Financial Group
Missouri
$3K +$3.21K +122 New
APA
153
American Portfolios Advisors
New York
$2.81K
Canada Pension Plan Investment Board
154
Canada Pension Plan Investment Board
Ontario, Canada
$2K +$2.08K +79 New
TWA
155
TCI Wealth Advisors
Arizona
$1K
WAM
156
Wealthspire Advisors (Maryland)
Maryland
$1K +$420 +16 +43%
AOWM
157
Alpha Omega Wealth Management
Virginia
$1K +$1.1K +42 New
PHK
158
Point72 Hong Kong
Hong Kong
$1K +$1.29K +49 New
GT
159
Glenmede Trust
Pennsylvania
$6
IA
160
IndexIQ Advisors
New York
-$2.04M -84,642 Closed
Susquehanna International Group
161
Susquehanna International Group
Pennsylvania
-$794K -32,870 Closed
Two Sigma Investments
162
Two Sigma Investments
New York
-$699K -28,942 Closed
AI
163
Atom Investors
Texas
-$495K -20,513 Closed
Wellington Management Group
164
Wellington Management Group
Massachusetts
-$300K -12,416 Closed
PTC
165
Petrus Trust Company
Texas
-$235K -9,722 Closed
PCM
166
Prelude Capital Management
New York
-$101K -4,190 Closed
MOS
167
MGO One Seven
Ohio
-$82K -3,408 Closed
Macquarie Group
168
Macquarie Group
Australia
-$22K -900 Closed
MNBTD
169
Moody National Bank Trust Division
Texas
-$4K -167 Closed
QI
170
QS Investors
New York
-$1K -27 Closed
GWS
171
Glassman Wealth Services
Virginia
+$210 +8 New

HSTM Hedge Fund Activity: Q1 2019 in Review

160 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in HealthStream (HSTM) for Q1 2019, worth a combined $652M — up 15% from $565M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new HSTM positions and 12 closed out — a net gain of 8 holders — while 53 added to existing stakes and 58 trimmed.

The largest buyer was Arrowstreet Capital, adding an estimated $2.84M. The largest seller was Citadel Advisors, cutting an estimated $3.41M.

  • 160 institutional investors held HealthStream (HSTM) as of Q1 2019, up from 154 in Q4 2018.
  • Funds reported $652M of HealthStream stock for Q1 2019, up 15% quarter-over-quarter.
  • 20 funds opened new HealthStream positions in Q1 2019 and 12 closed out, a net change of +8 holders.
  • The largest HealthStream buyer in Q1 2019 was Arrowstreet Capital, an estimated $2.84M added.
  • The largest HealthStream seller in Q1 2019 was Citadel Advisors, an estimated $3.41M sold.

Based on aggregated 13F filings for Q1 2019.