We are live on ! Find out more
HSTM icon

HealthStream

154 hedge funds and large institutions have $565M invested in HealthStream in 2018 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 64 increasing their positions, 47 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 11

36% more repeat investments, than reductions

Existing positions increased: 64 | Existing positions reduced: 47

8% more funds holding

Funds holding: 143154 (+11)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

1.36% less ownership

Funds ownership: 73.75%72.39% (-1.4%)

23% less capital invested

Capital invested by funds: $739M → $565M (-$174M)

Holders
154
Holders Change
+11
Holders Change %
+7.69%
% of All Funds
3.43%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
22
Increased
64
Reduced
47
Closed
11
Calls
$523K
Puts
Net Calls
+$523K
Net Calls Change
+$318K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$97.8M +$1.64M +63,320 +2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$64.7M +$2.34M +90,325 +3%
BBHC
3
Brown Brothers Harriman & Co
New York
$43.7M
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$36.6M -$162K -6,249 -0.4%
RP
5
Riverbridge Partners
Minnesota
$25M -$1.25M -48,334 -4%
PM
6
Pembroke Management
Quebec, Canada
$22.4M +$6.69M +258,100 +39%
State Street
7
State Street
Massachusetts
$19.4M -$104K -4,000 -0.5%
Invesco
8
Invesco
Georgia
$13.5M -$2.09M -80,696 -13%
GIP
9
Granite Investment Partners
California
$12.7M +$13M +501,249 +2,044%
Northern Trust
10
Northern Trust
Illinois
$12.3M +$1.56M +60,099 +13%
Bank of America
11
Bank of America
North Carolina
$10.3M +$3.01M +116,140 +37%
SIMG
12
Stephens Investment Management Group
Texas
$9.99M -$208K -8,025 -2%
PAM
13
Panagora Asset Management
Massachusetts
$8.37M +$94K +3,624 +1%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$8.25M +$1.01M +39,005 +13%
Geode Capital Management
15
Geode Capital Management
Massachusetts
$8.14M +$436K +16,825 +5%
Renaissance Technologies
16
Renaissance Technologies
New York
$8.13M +$192K +7,400 +2%
D.E. Shaw & Co
17
D.E. Shaw & Co
New York
$7.81M +$1.43M +55,139 +21%
American Century Companies
18
American Century Companies
Missouri
$7.03M +$5.05M +194,753 +202%
TAM
19
THB Asset Management
Connecticut
$6.8M -$123K -4,731 -2%
Prudential Financial
20
Prudential Financial
New Jersey
$6.44M -$38.4K -1,482 -0.6%
AQR Capital Management
21
AQR Capital Management
Connecticut
$6.24M -$399K -15,370 -6%
Arrowstreet Capital
22
Arrowstreet Capital
Massachusetts
$5.23M +$1.31M +50,482 +30%
Principal Financial Group
23
Principal Financial Group
Iowa
$5.21M +$73.5K +2,836 +1%
Marshall Wace
24
Marshall Wace
United Kingdom
$4.79M +$5.15M +198,504 New
Citadel Advisors
25
Citadel Advisors
Florida
$4.64M +$2.31M +89,160 +87%

HSTM Hedge Fund Activity: Q4 2018 in Review

154 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in HealthStream (HSTM) for Q4 2018, worth a combined $565M — down 23% from $739M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new HSTM positions and 11 closed out — a net gain of 11 holders — while 64 added to existing stakes and 47 trimmed.

The largest buyer was Granite Investment Partners, adding an estimated $13M. The largest seller was Conestoga Capital Advisors, exiting entirely with an estimated $55M sold.

  • 154 institutional investors held HealthStream (HSTM) as of Q4 2018, up from 143 in Q3 2018.
  • Funds reported $565M of HealthStream stock for Q4 2018, down 23% quarter-over-quarter.
  • 22 funds opened new HealthStream positions in Q4 2018 and 11 closed out, a net change of +11 holders.
  • The largest HealthStream buyer in Q4 2018 was Granite Investment Partners, an estimated $13M added.
  • The largest HealthStream seller in Q4 2018 was Conestoga Capital Advisors, an estimated $55M sold.

Based on aggregated 13F filings for Q4 2018.