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HealthStream
HSTM

162 hedge funds and large institutions have $567M invested in HealthStream in 2020 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 61 increasing their positions, 49 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

30% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 20

24% more repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 49

3% more funds holding

Funds holding: 158 → 162 (+4)

0.48% less ownership

Funds ownership: 73.62% → 73.14% (-0.48%)

13% less capital invested

Capital invested by funds: $648M → $567M (-$81M)

Holders
162
Holders Change
+4
Holders Change %
+2.53%
% of All Funds
3.57%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
26
Increased
61
Reduced
49
Closed
20
Calls
$258K
Puts
–
Net Calls
+$258K
Net Calls Change
+$256K

Top Buyers

Rank Fund Capital Flow
1
Goldman Sachs
Goldman Sachs
New York
+$4.23M
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$4.01M
3
Deutsche Bank
Deutsche Bank
Germany
+$3.34M
4
Millennium Management
Millennium Management
New York
+$3.02M
5
GIP
Granite Investment Partners
California
+$2.78M

Top Sellers

Rank Fund Capital Flow
1
RP
Riverbridge Partners
Minnesota
-$15.1M
2
PAM
Panagora Asset Management
Massachusetts
-$3.2M
3
JP Morgan Chase
JP Morgan Chase
New York
-$3.14M
4
Invesco
Invesco
Georgia
-$3.07M
5
OAM
Oxford Asset Management
United Kingdom
-$2.56M
Name Holding Trade Value Shares
Change 		Change in
Stake
TFO
151
Tarbox Family Office
California
$2K +$1.91K +76 New
ABC
152
Associated Banc-Corp
Wisconsin
$2K +$2.29K +91 New
VCM
153
Versant Capital Management
Arizona
$2K +$2.81K +112 +1,600%
PFBT
154
Parkside Financial Bank & Trust
Missouri
$1K -$1.73K -69 -73%
BCA
155
Berman Capital Advisors
Georgia
$1K – – –
TWA
156
TCI Wealth Advisors
Arizona
$1K – – –
OPS
157
Orion Portfolio Solutions
Nebraska
$1K +$528 +21 New
EI
158
Ellevest Inc
New York
$1K +$653 +26 New
FGAM
159
Financial Gravity Asset Management
Texas
$215 -$17.9K -711 -99%
RP
160
Riverbridge Partners
Minnesota
– -$15.1M -555,273 Closed
OAM
161
Oxford Asset Management
United Kingdom
– -$2.56M -94,315 Closed
American Century Companies
162
American Century Companies
Missouri
– -$1.37M -50,305 Closed
CSS
163
Cubist Systematic Strategies
Connecticut
– -$925K -33,991 Closed
AW
164
Alpha Windward
Massachusetts
– -$478K -17,580 Closed
ASRS
165
Arizona State Retirement System
Arizona
– -$464K -17,057 Closed
VRS
166
Virginia Retirement Systems
Virginia
– -$438K -16,100 Closed
GCP
167
GSA Capital Partners
United Kingdom
– -$349K -12,842 Closed
SRAM
168
Stone Ridge Asset Management
New York
– -$311K -11,429 Closed
FIM
169
Freedom Investment Management
Connecticut
– -$285K -10,485 Closed
Assenagon Asset Management
170
Assenagon Asset Management
Luxembourg
– -$254K -9,347 Closed
JG
171
Jefferies Group
New York
– -$251K -9,212 Closed
OAM
172
Oppenheimer Asset Management
New York
– -$248K -9,131 Closed
LSERS
173
Louisiana State Employees Retirement System
Louisiana
– -$237K -8,710 Closed
MWNA
174
Marshall Wace North America
New York
– -$85K -3,136 Closed
QT
175
Quantbot Technologies
New York
– -$62K -2,304 Closed
4 5 6
7
8

HSTM Hedge Fund Activity: Q1 2020 in Review

162 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in HealthStream (HSTM) for Q1 2020, worth a combined $567M — down 13% from $648M a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new HSTM positions and 20 closed out — a net gain of 6 holders — while 61 added to existing stakes and 49 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $4.23M. The largest seller was Riverbridge Partners, exiting entirely with an estimated $15.1M sold.

  • 162 institutional investors held HealthStream (HSTM) as of Q1 2020, up from 158 in Q4 2019.
  • Funds reported $567M of HealthStream stock for Q1 2020, down 13% quarter-over-quarter.
  • 26 funds opened new HealthStream positions in Q1 2020 and 20 closed out, a net change of +6 holders.
  • The largest HealthStream buyer in Q1 2020 was Goldman Sachs, an estimated $4.23M added.
  • The largest HealthStream seller in Q1 2020 was Riverbridge Partners, an estimated $15.1M sold.

Based on aggregated 13F filings for Q1 2020.