HealthStream
HSTM
132 hedge funds and large institutions have $555M invested in HealthStream in 2017 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 53 increasing their positions, 29 reducing their positions, and 17 closing their positions.
83% more repeat investments, than reductions
Existing positions increased: 53 | Existing positions reduced: 29
18% more first-time investments, than exits
New positions opened: 20 | Existing positions closed: 17
2% more funds holding
Funds holding: 129 → 132 (+3)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
1.39% less ownership
Funds ownership: 75.88% → 74.48% (-1.4%)
13% less capital invested
Capital invested by funds: $637M → $555M (-$81.6M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BBHC
Brown Brothers Harriman & Co
New York
|
+$23.9M |
| 2 |
EMFAT
Emerald Mutual Fund Advisers Trust
Leola,
Pennsylvania
|
+$5.74M |
| 3 |
CCA
Conestoga Capital Advisors
Wayne,
Pennsylvania
|
+$4.44M |
| 4 |
MWNA
Marshall Wace North America
New York
|
+$3.59M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$3.51M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$50.6M |
| 2 |
PAMP
Polar Asset Management Partners
Toronto,
Ontario, Canada
|
-$5.19M |
| 3 |
PM
Pembroke Management
Montreal,
Quebec, Canada
|
-$4.39M |
| 4 |
PC
Pier Capital
Stamford,
Connecticut
|
-$4.39M |
| 5 |
RP
Riverbridge Partners
Minneapolis,
Minnesota
|
-$3.95M |
HSTM Hedge Fund Activity: Q3 2017 in Review
132 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in HealthStream (HSTM) for Q3 2017, worth a combined $555M — down 13% from $637M a quarter earlier.
Buyers outnumbered sellers: 20 funds opened new HSTM positions and 17 closed out — a net gain of 3 holders — while 53 added to existing stakes and 29 trimmed.
The largest buyer was Brown Brothers Harriman & Co, opening a new position worth an estimated $23.9M. The largest seller was Fidelity Investments, cutting an estimated $50.6M.
- 132 institutional investors held HealthStream (HSTM) as of Q3 2017, up from 129 in Q2 2017.
- Funds reported $555M of HealthStream stock for Q3 2017, down 13% quarter-over-quarter.
- 20 funds opened new HealthStream positions in Q3 2017 and 17 closed out, a net change of +3 holders.
- The largest HealthStream buyer in Q3 2017 was Brown Brothers Harriman & Co, an estimated $23.9M added.
- The largest HealthStream seller in Q3 2017 was Fidelity Investments, an estimated $50.6M sold.
Based on aggregated 13F filings for Q3 2017.