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HealthStream
HSTM

144 hedge funds and large institutions have $571M invested in HealthStream in 2018 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 53 increasing their positions, 41 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

91% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 11

29% more repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 41

8% more capital invested

Capital invested by funds: $527M → $571M (+$43.5M)

6% more funds holding

Funds holding: 136 → 144 (+8)

0.39% more ownership

Funds ownership: 71.34% → 71.73% (+0.39%)

Holders
144
Holders Change
+8
Holders Change %
+5.88%
% of All Funds
3.3%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
21
Increased
53
Reduced
41
Closed
11
Calls
$591K
Puts
–
Net Calls
+$591K
Net Calls Change
+$635K

Top Buyers

1
BBHC
Brown Brothers Harriman & Co
New York
+$8.27M
2
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$2.73M
3
Millennium Management
Millennium Management
New York
+$2.72M
4
IA
IndexIQ Advisors
New York
+$1.94M
5
RP
Riverbridge Partners
Minnesota
+$1.57M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$7.77M
2
CCA
Conestoga Capital Advisors
Pennsylvania
-$6.8M
3
EMFAT
Emerald Mutual Fund Advisers Trust
Pennsylvania
-$5.06M
4
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$1.9M
5
PM
Pembroke Management
Quebec, Canada
-$1.05M
Name Holding Trade Value Shares
Change 		Change in
Stake
BlackRock
1
BlackRock
New York
$84.3M +$745K +31,012 +0.9%
Vanguard Group
2
Vanguard Group
Pennsylvania
$60.6M +$310K +12,884 +0.5%
RP
3
Riverbridge Partners
Minnesota
$46.7M +$1.57M +65,418 +4%
BBHC
4
Brown Brothers Harriman & Co
New York
$44.9M +$8.27M +344,300 +23%
CCA
5
Conestoga Capital Advisors
Pennsylvania
$36.6M -$6.8M -282,960 -16%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$36.1M +$2.73M +113,754 +8%
PM
7
Pembroke Management
Quebec, Canada
$20M -$1.05M -43,500 -5%
Janus Henderson Group
8
Janus Henderson Group
United Kingdom
$19.3M -$1.9M -78,933 -9%
State Street
9
State Street
Massachusetts
$16.2M +$648K +26,984 +4%
ACH
10
ArrowMark Colorado Holdings
Colorado
$13.5M +$326K +13,584 +3%
Fidelity Investments
11
Fidelity Investments
Massachusetts
$12.8M -$7.77M -323,490 -39%
SIMG
12
Stephens Investment Management Group
Texas
$12.1M -$209K -8,685 -2%
Northern Trust
13
Northern Trust
Illinois
$11.2M +$155K +6,467 +1%
Bank of America
14
Bank of America
North Carolina
$9.02M -$702K -29,215 -7%
TAM
15
THB Asset Management
Connecticut
$7.79M +$291K +12,116 +4%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$7.65M -$259K -10,759 -3%
KCM
17
Kennedy Capital Management
Missouri
$6.85M -$342K -14,213 -5%
Ameriprise
18
Ameriprise
Minnesota
$6.82M -$754K -31,381 -10%
Millennium Management
19
Millennium Management
New York
$6.63M +$2.72M +112,983 +73%
Geode Capital Management
20
Geode Capital Management
Massachusetts
$5.72M +$114K +4,744 +2%
FLAM
21
First Light Asset Management
Minnesota
$5.5M +$290K +12,081 +6%
Principal Financial Group
22
Principal Financial Group
Iowa
$4.88M +$133K +5,524 +3%
AIS
23
AlphaOne Investment Services
Pennsylvania
$4.85M -$350K -14,560 -7%
D.E. Shaw & Co
24
D.E. Shaw & Co
New York
$4.49M +$795K +33,073 +22%
AQR Capital Management
25
AQR Capital Management
Connecticut
$4.29M +$1.34M +55,644 +48%
1
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HSTM Hedge Fund Activity: Q1 2018 in Review

144 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in HealthStream (HSTM) for Q1 2018, worth a combined $571M — up 8.2% from $527M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new HSTM positions and 11 closed out — a net gain of 10 holders — while 53 added to existing stakes and 41 trimmed.

The largest buyer was Brown Brothers Harriman & Co, adding an estimated $8.27M. The largest seller was Fidelity Investments, cutting an estimated $7.77M.

  • 144 institutional investors held HealthStream (HSTM) as of Q1 2018, up from 136 in Q4 2017.
  • Funds reported $571M of HealthStream stock for Q1 2018, up 8.2% quarter-over-quarter.
  • 21 funds opened new HealthStream positions in Q1 2018 and 11 closed out, a net change of +10 holders.
  • The largest HealthStream buyer in Q1 2018 was Brown Brothers Harriman & Co, an estimated $8.27M added.
  • The largest HealthStream seller in Q1 2018 was Fidelity Investments, an estimated $7.77M sold.

Based on aggregated 13F filings for Q1 2018.