HealthStream
HSTM
144 hedge funds and large institutions have $608M invested in HealthStream in 2019 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 65 increasing their positions, 37 reducing their positions, and 16 closing their positions.
76% more repeat investments, than reductions
Existing positions increased: 65 | Existing positions reduced: 37
0% less capital invested
Capital invested by funds: $609M → $608M (-$623K)
0.11% less ownership
Funds ownership: 72.7% → 72.59% (-0.11%)
2% less funds holding
Funds holding: 147 → 144 (-3)
13% less first-time investments, than exits
New positions opened: 14 | Existing positions closed: 16
Top Buyers
| 1 |
Morgan Stanley
New York
|
+$4.67M |
| 2 |
N
Nuveen
Charlotte,
North Carolina
|
+$4.4M |
| 3 |
Renaissance Technologies
New York
|
+$3.15M |
| 4 |
Millennium Management
New York
|
+$2.11M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$2.1M |
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
PTC
151
Petrus Trust Company
Dallas,
Texas
| – | -$255K | -9,876 | Closed |
|
|
AG
152
Aperio Group
Sausalito,
California
| – | -$141K | -5,434 | Closed |
|
153
SG Americas Securities
New York
| – | -$130K | -5,027 | Closed |
|
|
OIA
154
OneDigital Investment Advisors
Overland Park,
Kansas
| – | -$101K | -3,900 | Closed |
|
155
Federated Hermes
Pittsburgh,
Pennsylvania
| – | -$18K | -680 | Closed |
|
|
MIM
156
Macroview Investment Management
Bethesda,
Maryland
| – | -$3K | -125 | Closed |
|
|
AOWM
157
Alpha Omega Wealth Management
Richmond,
Virginia
| – | -$1K | -42 | Closed |
|
HSTM Hedge Fund Activity: Q3 2019 in Review
144 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in HealthStream (HSTM) for Q3 2019, worth a combined $608M — down 0.1% from $609M a quarter earlier.
Sellers outnumbered buyers: 16 funds closed out of HSTM and 14 opened new positions — a net loss of 2 holders — while 37 trimmed existing stakes and 65 added.
The largest buyer was Morgan Stanley, adding an estimated $4.67M. The largest seller was Pembroke Management, cutting an estimated $6.16M.
- 144 institutional investors held HealthStream (HSTM) as of Q3 2019, down from 147 in Q2 2019.
- Funds reported $608M of HealthStream stock for Q3 2019, down 0.1% quarter-over-quarter.
- 14 funds opened new HealthStream positions in Q3 2019 and 16 closed out, a net change of -2 holders.
- The largest HealthStream buyer in Q3 2019 was Morgan Stanley, an estimated $4.67M added.
- The largest HealthStream seller in Q3 2019 was Pembroke Management, an estimated $6.16M sold.
Based on aggregated 13F filings for Q3 2019.