HealthStream
HSTM
136 hedge funds and large institutions have $527M invested in HealthStream in 2017 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 50 increasing their positions, 45 reducing their positions, and 14 closing their positions.
29% more first-time investments, than exits
New positions opened: 18 | Existing positions closed: 14
11% more repeat investments, than reductions
Existing positions increased: 50 | Existing positions reduced: 45
3% more funds holding
Funds holding: 132 → 136 (+4)
8% less call options, than puts
Call options by funds: $530K | Put options by funds: $574K
3.14% less ownership
Funds ownership: 74.48% → 71.34% (-3.1%)
5% less capital invested
Capital invested by funds: $555M → $527M (-$27.9M)
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BBHC
Brown Brothers Harriman & Co
New York
|
+$10.8M |
| 2 |
CCA
Conestoga Capital Advisors
Wayne,
Pennsylvania
|
+$6.06M |
| 3 |
ACH
ArrowMark Colorado Holdings
Denver,
Colorado
|
+$3.3M |
| 4 |
BlackRock
New York
|
+$2.99M |
| 5 |
CIS
Connors Investor Services
Wyomissing,
Pennsylvania
|
+$2.92M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$41.5M |
| 2 |
PM
Pembroke Management
Montreal,
Quebec, Canada
|
-$5.47M |
| 3 |
CAM
Cortina Asset Management
Milwaukee,
Wisconsin
|
-$3.37M |
| 4 |
MWNA
Marshall Wace North America
New York
|
-$3.32M |
| 5 |
Invesco
Atlanta,
Georgia
|
-$3.11M |
HSTM Hedge Fund Activity: Q4 2017 in Review
136 of the 4,419 institutional investors tracked by Wall St. Rank reported a position in HealthStream (HSTM) for Q4 2017, worth a combined $527M — down 5% from $555M a quarter earlier.
Buyers outnumbered sellers: 18 funds opened new HSTM positions and 14 closed out — a net gain of 4 holders — while 50 added to existing stakes and 45 trimmed.
The largest buyer was Brown Brothers Harriman & Co, adding an estimated $10.8M. The largest seller was Fidelity Investments, cutting an estimated $41.5M.
- 136 institutional investors held HealthStream (HSTM) as of Q4 2017, up from 132 in Q3 2017.
- Funds reported $527M of HealthStream stock for Q4 2017, down 5% quarter-over-quarter.
- 18 funds opened new HealthStream positions in Q4 2017 and 14 closed out, a net change of +4 holders.
- The largest HealthStream buyer in Q4 2017 was Brown Brothers Harriman & Co, an estimated $10.8M added.
- The largest HealthStream seller in Q4 2017 was Fidelity Investments, an estimated $41.5M sold.
Based on aggregated 13F filings for Q4 2017.