HealthStream
HSTM
119 hedge funds and large institutions have $676M invested in HealthStream in 2013 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 40 increasing their positions, 43 reducing their positions, and 7 closing their positions.
271% more first-time investments, than exits
New positions opened: 26 | Existing positions closed: 7
57% more capital invested
Capital invested by funds: $430M → $676M (+$246M)
50% more funds holding in top 10
Funds holding in top 10: 2 → 3 (+1)
18% more funds holding
Funds holding: 101 → 119 (+18)
7% less repeat investments, than reductions
Existing positions increased: 40 | Existing positions reduced: 43
41% less call options, than puts
Call options by funds: $568K | Put options by funds: $955K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
O
OppenheimerFunds
New York
|
+$25.4M |
| 2 |
CCM
Cupps Capital Management
Chicago,
Illinois
|
+$12.8M |
| 3 |
SIMG
Stephens Investment Management Group
Houston,
Texas
|
+$12.2M |
| 4 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
+$5.07M |
| 5 |
BFA
BlackRock Fund Advisors
San Francisco,
California
|
+$4.18M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Massachusetts Financial Services
Boston,
Massachusetts
|
-$15.1M |
| 2 |
CAM
Cortina Asset Management
Milwaukee,
Wisconsin
|
-$6.59M |
| 3 |
PM
Pembroke Management
Montreal,
Quebec, Canada
|
-$6.47M |
| 4 |
NCGI
Next Century Growth Investors
Plymouth,
Minnesota
|
-$6.31M |
| 5 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$4.87M |
HSTM Hedge Fund Activity: Q3 2013 in Review
119 of the 3,096 institutional investors tracked by Wall St. Rank reported a position in HealthStream (HSTM) for Q3 2013, worth a combined $676M — up 57% from $430M a quarter earlier.
Buyers outnumbered sellers: 26 funds opened new HSTM positions and 7 closed out — a net gain of 19 holders — while 40 added to existing stakes and 43 trimmed.
The largest buyer was OppenheimerFunds, opening a new position worth an estimated $25.4M. The largest seller was Massachusetts Financial Services, cutting an estimated $15.1M.
- 119 institutional investors held HealthStream (HSTM) as of Q3 2013, up from 101 in Q2 2013.
- Funds reported $676M of HealthStream stock for Q3 2013, up 57% quarter-over-quarter.
- 26 funds opened new HealthStream positions in Q3 2013 and 7 closed out, a net change of +19 holders.
- The largest HealthStream buyer in Q3 2013 was OppenheimerFunds, an estimated $25.4M added.
- The largest HealthStream seller in Q3 2013 was Massachusetts Financial Services, an estimated $15.1M sold.
Based on aggregated 13F filings for Q3 2013.