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HealthStream
HSTM

149 hedge funds and large institutions have $518M invested in HealthStream in 2020 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 48 increasing their positions, 56 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

11% more capital invested

Capital invested by funds: $468M → $518M (+$50.3M)

1.78% more ownership

Funds ownership: 72.83% → 74.6% (+1.8%)

8% less funds holding

Funds holding: 162 → 149 (-13)

14% less repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 56

42% less first-time investments, than exits

New positions opened: 18 | Existing positions closed: 31

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $2K

Holders
149
Holders Change
-13
Holders Change %
-8.02%
% of All Funds
2.64%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
18
Increased
48
Reduced
56
Closed
31
Calls
–
Puts
$2K
Net Calls
-$2K
Net Calls Change
-$2K

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$11.1M
2
GGHC
Gilder Gagnon Howe & Co
New York
+$6.95M
3
PAMP
Polar Asset Management Partners
Ontario, Canada
+$6.09M
4
TI
Trigran Investments
Illinois
+$4.74M
5
BlackRock
BlackRock
New York
+$3.38M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$7M
2
PM
Pembroke Management
Quebec, Canada
-$4.71M
3
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
-$4.35M
4
GIP
Granite Investment Partners
California
-$2.77M
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$2.44M
Name Holding Trade Value Shares
Change 		Change in
Stake
Norges Bank
151
Norges Bank
Norway
– -$1.03M -51,400 Closed
GCP
152
GSA Capital Partners
United Kingdom
– -$799K -39,808 Closed
WG
153
Winton Group
United Kingdom
– -$784K -39,087 Closed
CIC
154
Cornercap Investment Counsel
Georgia
– -$778K -38,784 Closed
MPAM
155
Monarch Partners Asset Management
Massachusetts
– -$685K -34,155 Closed
AL
156
AJO LP
Pennsylvania
– -$490K -24,439 Closed
TAM
157
THB Asset Management
Connecticut
– -$483K -24,081 Closed
Envestnet Asset Management
158
Envestnet Asset Management
Illinois
– -$327K -16,273 Closed
SEI Investments
159
SEI Investments
Pennsylvania
– -$278K -15,222 Closed
QI
160
QS Investors
New York
– -$300K -14,900 Closed
PTC
161
Petrus Trust Company
Texas
– -$254K -12,655 Closed
AIMCA
162
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
– -$223K -11,100 Closed
WI
163
WrapManager Inc
California
– -$218K -10,878 Closed
QSS
164
Quantitative Systematic Strategies
Florida
– -$214K -10,642 Closed
SO
165
STRS Ohio
Ohio
– -$76K -3,800 Closed
SI
166
Stephens Inc
Arkansas
– -$36K -1,811 Closed
GT
167
Glenmede Trust
Pennsylvania
– -$7K -383 Closed
PCM
168
Prelude Capital Management
New York
– -$2K -100 Closed
SFS
169
Sowell Financial Services
Arkansas
– -$2K -80 Closed
TFO
170
Tarbox Family Office
California
– -$2K -76 Closed
ABC
171
Associated Banc-Corp
Wisconsin
– -$1K -50 Closed
LC
172
Lindbrook Capital
California
– -$1K -32 Closed
FGAM
173
Financial Gravity Asset Management
Texas
– +$161 +8 New
Rockefeller Capital Management
174
Rockefeller Capital Management
New York
– +$763 +38 New
3 4 5 6
7

HSTM Hedge Fund Activity: Q4 2020 in Review

149 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in HealthStream (HSTM) for Q4 2020, worth a combined $518M — up 11% from $468M a quarter earlier.

Sellers outnumbered buyers: 31 funds closed out of HSTM and 18 opened new positions — a net loss of 13 holders — while 56 trimmed existing stakes and 48 added.

The largest buyer was Morgan Stanley, adding an estimated $11.1M. The largest seller was Bank of America, cutting an estimated $7M.

  • 149 institutional investors held HealthStream (HSTM) as of Q4 2020, down from 162 in Q3 2020.
  • Funds reported $518M of HealthStream stock for Q4 2020, up 11% quarter-over-quarter.
  • 18 funds opened new HealthStream positions in Q4 2020 and 31 closed out, a net change of -13 holders.
  • The largest HealthStream buyer in Q4 2020 was Morgan Stanley, an estimated $11.1M added.
  • The largest HealthStream seller in Q4 2020 was Bank of America, an estimated $7M sold.

Based on aggregated 13F filings for Q4 2020.