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.
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
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TI
Trigran Investments
Northbrook,
Illinois
|
+$6.79M |
| 2 |
Acadian Asset Management
Boston,
Massachusetts
|
+$4.34M |
| 3 |
Invesco
Atlanta,
Georgia
|
+$4.02M |
| 4 |
Renaissance Technologies
New York
|
+$3.2M |
| 5 |
Assenagon Asset Management
Senningerberg,
Luxembourg
|
+$3.12M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CS
Credit Suisse
Zurich,
Switzerland
|
-$3.94M |
| 2 |
Aviva
London,
United Kingdom
|
-$2.36M |
| 3 |
D.E. Shaw & Co
New York
|
-$1.87M |
| 4 |
Bessemer Group
Woodbridge,
New Jersey
|
-$1.83M |
| 5 |
PAM
Panagora Asset Management
Boston,
Massachusetts
|
-$1.83M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
VAIA
176
Virtus Alternative Investment Advisers
Hartford,
Connecticut
| – | -$11K | -488 | Closed |
|
|
OPS
177
Orion Portfolio Solutions
Omaha,
Nebraska
| – | -$2K | -79 | Closed |
|
178
Federated Hermes
Pittsburgh,
Pennsylvania
| – | -$2K | -71 | Closed |
|
|
EI
179
Ellevest Inc
New York
| – | -$2K | -68 | Closed |
|
|
EW
180
Evoke Wealth
Los Angeles,
California
| – | -$1K | -58 | Closed |
|
|
PAG
181
Private Advisor Group
Morristown,
New Jersey
| – | -$1K | -50 | Closed |
|
|
QCG
182
Quadrant Capital Group
Cincinnati,
Ohio
| – | -$956 | -45 | -82% |
|
|
BCA
183
Berman Capital Advisors
Atlanta,
Georgia
| – | -$170 | -8 | -15% |
|
|
PFWA
184
Paces Ferry Wealth Advisors
Atlanta,
Georgia
| – | +$446 | +21 | New |
|
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.