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HealthStream
HSTM

162 hedge funds and large institutions have $468M invested in HealthStream in 2020 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 53 increasing their positions, 60 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.82% more ownership

Funds ownership: 72.01% → 72.83% (+0.82%)

7% less funds holding

Funds holding: 175 → 162 (-13)

8% less capital invested

Capital invested by funds: $510M → $468M (-$41.8M)

12% less repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 60

45% less first-time investments, than exits

New positions opened: 16 | Existing positions closed: 29

Holders
162
Holders Change
-13
Holders Change %
-7.43%
% of All Funds
3.27%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
16
Increased
53
Reduced
60
Closed
29
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
TI
Trigran Investments
Illinois
+$6.79M
2
Acadian Asset Management
Acadian Asset Management
Massachusetts
+$4.34M
3
Invesco
Invesco
Georgia
+$4.02M
4
Renaissance Technologies
Renaissance Technologies
New York
+$3.2M
5
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
+$3.12M

Top Sellers

Rank Fund Capital Flow
1
CS
Credit Suisse
Switzerland
-$3.94M
2
Aviva
Aviva
United Kingdom
-$2.36M
3
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$1.87M
4
Bessemer Group
Bessemer Group
New Jersey
-$1.83M
5
PAM
Panagora Asset Management
Massachusetts
-$1.83M
Name Holding Trade Value Shares
Change 		Change in
Stake
SFS
151
Sowell Financial Services
Arkansas
$2K -$1.89K -89 -53%
TFO
152
Tarbox Family Office
California
$2K – – –
PCM
153
Prelude Capital Management
New York
$2K +$2.12K +100 New
LC
154
Lindbrook Capital
California
$1K +$680 +32 New
VCM
155
Versant Capital Management
Arizona
$1K +$1.02K +48 +109%
ABC
156
Associated Banc-Corp
Wisconsin
$1K +$1.06K +50 New
Aviva
157
Aviva
United Kingdom
– -$2.36M -106,533 Closed
Bessemer Group
158
Bessemer Group
New Jersey
– -$1.83M -82,800 Closed
CCM
159
Cadence Capital Management
Massachusetts
– -$1.72M -77,673 Closed
CI
160
Cigna Investments
Connecticut
– -$938K -42,387 Closed
Two Sigma Investments
161
Two Sigma Investments
New York
– -$618K -27,934 Closed
ZCM
162
Zebra Capital Management
Connecticut
– -$512K -23,159 Closed
VOYA Investment Management
163
VOYA Investment Management
Georgia
– -$475K -21,445 Closed
AA
164
ALPS Advisors
Colorado
– -$397K -17,927 Closed
SFM
165
Systematic Financial Management
New Jersey
– -$330K -14,910 Closed
MWNA
166
Marshall Wace North America
New York
– -$305K -13,814 Closed
T. Rowe Price Associates
167
T. Rowe Price Associates
Maryland
– -$249K -11,240 Closed
PP
168
Paloma Partners
Connecticut
– -$237K -10,731 Closed
Millennium Management
169
Millennium Management
New York
– -$230K -10,384 Closed
LCM
170
Laurion Capital Management
New York
– -$222K -10,048 Closed
TI
171
Trexquant Investment
Connecticut
– -$200K -9,040 Closed
CCA
172
Catalyst Capital Advisors
New York
– -$166K -7,500 Closed
RA
173
Royce & Associates
New York
– -$156K -7,060 Closed
QT
174
Quantbot Technologies
New York
– -$22K -1,000 Closed
LIA
175
LS Investment Advisors
Michigan
– -$19K -878 Closed
4 5 6
7
8

HSTM Hedge Fund Activity: Q3 2020 in Review

162 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in HealthStream (HSTM) for Q3 2020, worth a combined $468M — down 8.2% from $510M a quarter earlier.

Sellers outnumbered buyers: 29 funds closed out of HSTM and 16 opened new positions — a net loss of 13 holders — while 60 trimmed existing stakes and 53 added.

The largest buyer was Trigran Investments, opening a new position worth an estimated $6.79M. The largest seller was Credit Suisse, cutting an estimated $3.94M.

  • 162 institutional investors held HealthStream (HSTM) as of Q3 2020, down from 175 in Q2 2020.
  • Funds reported $468M of HealthStream stock for Q3 2020, down 8.2% quarter-over-quarter.
  • 16 funds opened new HealthStream positions in Q3 2020 and 29 closed out, a net change of -13 holders.
  • The largest HealthStream buyer in Q3 2020 was Trigran Investments, an estimated $6.79M added.
  • The largest HealthStream seller in Q3 2020 was Credit Suisse, an estimated $3.94M sold.

Based on aggregated 13F filings for Q3 2020.