HealthStream
HSTM
140 hedge funds and large institutions have $482M invested in HealthStream in 2021 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 40 increasing their positions, 64 reducing their positions, and 18 closing their positions.
0.67% less ownership
Funds ownership: 74.6% → 73.94% (-0.67%)
6% less funds holding
Funds holding: 149 → 140 (-9)
7% less capital invested
Capital invested by funds: $518M → $482M (-$35.7M)
38% less repeat investments, than reductions
Existing positions increased: 40 | Existing positions reduced: 64
39% less first-time investments, than exits
New positions opened: 11 | Existing positions closed: 18
100% less call options, than puts
Call options by funds: $0 | Put options by funds: $217K
Top Buyers
Top Sellers
| 1 |
Morgan Stanley
New York
|
-$6.38M |
| 2 |
Renaissance Technologies
New York
|
-$4.99M |
| 3 |
Marshall Wace
London,
United Kingdom
|
-$3.39M |
| 4 |
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Toronto,
Ontario, Canada
|
-$3.08M |
| 5 |
Invesco
Atlanta,
Georgia
|
-$2.84M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
PWPS
151
Pinnacle Wealth Planning Services
Mansfield,
Ohio
| – | -$58K | -2,618 | Closed |
|
|
VCG
152
Vantage Consulting Group
Virginia Beach,
Virginia
| – | -$48K | -2,175 | Closed |
|
|
FTDI
153
First Trust Direct Indexing
Boston,
Massachusetts
| – | -$10K | -458 | Closed |
|
|
ASN
154
Advisory Services Network
Atlanta,
Georgia
| – | -$5K | -234 | Closed |
|
|
PLU
155
Performa Ltd (US)
Charleston,
South Carolina
| – | -$1K | -50 | Closed |
|
156
Simplex Trading
Chicago,
Illinois
| – | +$906 | +38 | New |
|
HSTM Hedge Fund Activity: Q1 2021 in Review
140 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in HealthStream (HSTM) for Q1 2021, worth a combined $482M — down 6.9% from $518M a quarter earlier.
Sellers outnumbered buyers: 18 funds closed out of HSTM and 11 opened new positions — a net loss of 7 holders — while 64 trimmed existing stakes and 40 added.
The largest buyer was Punch & Associates Investment Management, adding an estimated $11.8M. The largest seller was Morgan Stanley, cutting an estimated $6.38M.
- 140 institutional investors held HealthStream (HSTM) as of Q1 2021, down from 149 in Q4 2020.
- Funds reported $482M of HealthStream stock for Q1 2021, down 6.9% quarter-over-quarter.
- 11 funds opened new HealthStream positions in Q1 2021 and 18 closed out, a net change of -7 holders.
- The largest HealthStream buyer in Q1 2021 was Punch & Associates Investment Management, an estimated $11.8M added.
- The largest HealthStream seller in Q1 2021 was Morgan Stanley, an estimated $6.38M sold.
Based on aggregated 13F filings for Q1 2021.