HealthStream
HSTM
147 hedge funds and large institutions have $604M invested in HealthStream in 2021 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 49 increasing their positions, 52 reducing their positions, and 8 closing their positions.
88% more first-time investments, than exits
New positions opened: 15 | Existing positions closed: 8
25% more capital invested
Capital invested by funds: $482M → $604M (+$121M)
5% more funds holding
Funds holding: 140 → 147 (+7)
0.89% less ownership
Funds ownership: 73.94% → 73.05% (-0.89%)
6% less repeat investments, than reductions
Existing positions increased: 49 | Existing positions reduced: 52
Top Buyers
| 1 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$5.06M |
| 2 |
Northern Trust
Chicago,
Illinois
|
+$3.39M |
| 3 |
HA
Heartland Advisors
Milwaukee,
Wisconsin
|
+$2.25M |
| 4 |
EP
Eversept Partners
New York
|
+$1.96M |
| 5 |
CIS
Connors Investor Services
Wyomissing,
Pennsylvania
|
+$1.37M |
Top Sellers
| 1 |
BBHC
Brown Brothers Harriman & Co
New York
|
-$5.84M |
| 2 |
BlackRock
New York
|
-$4.45M |
| 3 |
PAMP
Polar Asset Management Partners
Toronto,
Ontario, Canada
|
-$4.21M |
| 4 |
Morgan Stanley
New York
|
-$2.6M |
| 5 |
Invesco
Atlanta,
Georgia
|
-$2.25M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
151
KBC Group
Brussels,
Belgium
| – | -$118K | -5,260 | Closed |
|
152
SG Americas Securities
New York
| – | -$105K | -4,709 | Closed |
|
|
APA
153
American Portfolios Advisors
Holbrook,
New York
| – | -$2.23K | -100 | Closed |
|
|
PFBT
154
Parkside Financial Bank & Trust
Saint Louis,
Missouri
| – | +$151 | +6 | New |
|
155
Fidelity Investments
Boston,
Massachusetts
| – | +$352 | +14 | New |
|
HSTM Hedge Fund Activity: Q2 2021 in Review
147 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in HealthStream (HSTM) for Q2 2021, worth a combined $604M — up 25% from $482M a quarter earlier.
Buyers outnumbered sellers: 15 funds opened new HSTM positions and 8 closed out — a net gain of 7 holders — while 49 added to existing stakes and 52 trimmed.
The largest buyer was Bank of Montreal, adding an estimated $5.06M. The largest seller was Brown Brothers Harriman & Co, cutting an estimated $5.84M.
- 147 institutional investors held HealthStream (HSTM) as of Q2 2021, up from 140 in Q1 2021.
- Funds reported $604M of HealthStream stock for Q2 2021, up 25% quarter-over-quarter.
- 15 funds opened new HealthStream positions in Q2 2021 and 8 closed out, a net change of +7 holders.
- The largest HealthStream buyer in Q2 2021 was Bank of Montreal, an estimated $5.06M added.
- The largest HealthStream seller in Q2 2021 was Brown Brothers Harriman & Co, an estimated $5.84M sold.
Based on aggregated 13F filings for Q2 2021.