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HealthStream

130 hedge funds and large institutions have $635M invested in HealthStream in 2016 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 63 increasing their positions, 35 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

80% more repeat investments, than reductions

Existing positions increased: 63 | Existing positions reduced: 35

3% more capital invested

Capital invested by funds: $617M → $635M (+$18.3M)

4% less funds holding

Funds holding: 135130 (-5)

42% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 12

99% less call options, than puts

Call options by funds: $6K | Put options by funds: $1.15M

Holders
130
Holders Change
-5
Holders Change %
-3.7%
% of All Funds
3.47%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
7
Increased
63
Reduced
35
Closed
12
Calls
$6K
Puts
$1.15M
Net Calls
-$1.15M
Net Calls Change
-$1.45M
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$131M +$37.5K +1,451 +0%
Vanguard Group
2
Vanguard Group
Pennsylvania
$57M +$1.46M +56,469 +3%
BFA
3
BlackRock Fund Advisors
California
$52.7M +$3.74M +144,773 +8%
PM
4
Pembroke Management
Quebec, Canada
$39.7M -$5.37M -207,600 -13%
CCA
5
Conestoga Capital Advisors
Pennsylvania
$36.6M +$1.39M +53,920 +4%
RP
6
Riverbridge Partners
Minnesota
$34M -$159K -6,163 -0.5%
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$30.4M +$888K +34,346 +3%
BIT
8
BlackRock Institutional Trust
California
$17.5M +$61.9K +2,396 +0.4%
Northern Trust
9
Northern Trust
Illinois
$16.1M +$246K +9,508 +2%
SIMG
10
Stephens Investment Management Group
Texas
$14.8M -$84.9K -3,285 -0.6%
State Street
11
State Street
Massachusetts
$13.8M +$545K +21,101 +4%
TA
12
Teachers Advisors
New York
$11.9M +$163K +6,294 +1%
Ameriprise
13
Ameriprise
Minnesota
$11.7M -$3.98M -153,827 -27%
TAM
14
THB Asset Management
Connecticut
$10.1M -$1.79M -69,059 -16%
CCM
15
Consonance Capital Management
New York
$9.41M +$8.81M +340,847 New
Bank of New York Mellon
16
Bank of New York Mellon
New York
$8.68M +$306K +11,856 +4%
PAMP
17
Polar Asset Management Partners
Ontario, Canada
$8.61M -$3.34M -129,042 -29%
CAM
18
Cortina Asset Management
Wisconsin
$8.17M -$214K -8,267 -3%
FLAM
19
First Light Asset Management
Minnesota
$8.06M +$2.24M +86,745 +42%
Renaissance Technologies
20
Renaissance Technologies
New York
$7.16M +$191K +7,400 +3%
ACH
21
ArrowMark Colorado Holdings
Colorado
$6.08M +$2.65M +102,705 +87%
BAMCO Inc
22
BAMCO Inc
New York
$5.67M +$5.31M +205,246 New
Loomis, Sayles & Company
23
Loomis, Sayles & Company
Massachusetts
$5.61M -$67.1K -2,596 -1%
Principal Financial Group
24
Principal Financial Group
Iowa
$5.07M +$304K +11,778 +7%
Geode Capital Management
25
Geode Capital Management
Massachusetts
$4.97M +$48.9K +1,893 +1%

HSTM Hedge Fund Activity: Q3 2016 in Review

130 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in HealthStream (HSTM) for Q3 2016, worth a combined $635M — up 3% from $617M a quarter earlier.

Sellers outnumbered buyers: 12 funds closed out of HSTM and 7 opened new positions — a net loss of 5 holders — while 35 trimmed existing stakes and 63 added.

The largest buyer was Consonance Capital Management, opening a new position worth an estimated $8.81M. The largest seller was Tiverton Asset Management, exiting entirely with an estimated $18.6M sold.

  • 130 institutional investors held HealthStream (HSTM) as of Q3 2016, down from 135 in Q2 2016.
  • Funds reported $635M of HealthStream stock for Q3 2016, up 3% quarter-over-quarter.
  • 7 funds opened new HealthStream positions in Q3 2016 and 12 closed out, a net change of -5 holders.
  • The largest HealthStream buyer in Q3 2016 was Consonance Capital Management, an estimated $8.81M added.
  • The largest HealthStream seller in Q3 2016 was Tiverton Asset Management, an estimated $18.6M sold.

Based on aggregated 13F filings for Q3 2016.