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HealthStream
HSTM

158 hedge funds and large institutions have $648M invested in HealthStream in 2019 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 58 increasing their positions, 52 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

136% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 11

12% more repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 52

10% more funds holding

Funds holding: 144 → 158 (+14)

7% more capital invested

Capital invested by funds: $608M → $648M (+$40M)

1.03% more ownership

Funds ownership: 72.59% → 73.62% (+1%)

Holders
158
Holders Change
+14
Holders Change %
+9.72%
% of All Funds
3.11%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
26
Increased
58
Reduced
52
Closed
11
Calls
$2K
Puts
–
Net Calls
+$2K
Net Calls Change
-$1K

Top Buyers

Rank Fund Capital Flow
1
Invesco
Invesco
Georgia
+$15.7M
2
CS
Credit Suisse
Switzerland
+$4.65M
3
Deutsche Bank
Deutsche Bank
Germany
+$4.42M
4
MCM
McKinley Capital Management
Alaska
+$4.14M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$2.71M

Top Sellers

Rank Fund Capital Flow
1
RP
Riverbridge Partners
Minnesota
-$8.57M
2
Morgan Stanley
Morgan Stanley
New York
-$6.71M
3
American Century Companies
American Century Companies
Missouri
-$5.59M
4
Millennium Management
Millennium Management
New York
-$3.2M
5
Bank of America
Bank of America
North Carolina
-$2.93M
Name Holding Trade Value Shares
Change 		Change in
Stake
BlackRock
1
BlackRock
New York
$111M +$1.19M +43,429 +1%
Vanguard Group
2
Vanguard Group
Pennsylvania
$76.2M +$2.71M +98,402 +4%
BBHC
3
Brown Brothers Harriman & Co
New York
$49.2M – – –
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$41.8M -$600K -21,800 -1%
Invesco
5
Invesco
Georgia
$36M +$15.7M +569,629 +76%
State Street
6
State Street
Massachusetts
$22M +$230K +8,369 +1%
GIP
7
Granite Investment Partners
California
$19.5M -$55.9K -2,034 -0.3%
Renaissance Technologies
8
Renaissance Technologies
New York
$16.5M +$16.5K +600 +0.1%
RP
9
Riverbridge Partners
Minnesota
$15.1M -$8.57M -311,549 -36%
Bank of America
10
Bank of America
North Carolina
$15M -$2.93M -106,656 -16%
Northern Trust
11
Northern Trust
Illinois
$14.2M -$653K -23,736 -4%
PM
12
Pembroke Management
Quebec, Canada
$13.3M -$74.2K -2,696 -0.5%
PAM
13
Panagora Asset Management
Massachusetts
$11M +$635K +23,104 +6%
Geode Capital Management
14
Geode Capital Management
Massachusetts
$10.6M -$322K -11,710 -3%
SIMG
15
Stephens Investment Management Group
Texas
$10.4M -$239K -8,687 -2%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$9.01M -$173K -6,276 -2%
N
17
Nuveen
North Carolina
$8.29M -$185K -6,717 -2%
D.E. Shaw & Co
18
D.E. Shaw & Co
New York
$7.41M +$384K +13,968 +5%
JP Morgan Chase
19
JP Morgan Chase
New York
$6.62M -$681K -24,743 -9%
Jacobs Levy Equity Management
20
Jacobs Levy Equity Management
New Jersey
$6.04M +$768K +27,931 +14%
Principal Financial Group
21
Principal Financial Group
Iowa
$6.02M +$292K +10,614 +5%
CS
22
Credit Suisse
Switzerland
$5.98M +$4.65M +169,104 +333%
Ameriprise
23
Ameriprise
Minnesota
$5.56M +$319K +11,590 +6%
AQR Capital Management
24
AQR Capital Management
Connecticut
$5.38M -$1.03M -37,304 -16%
TAM
25
THB Asset Management
Connecticut
$5M -$436K -15,845 -8%
1
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HSTM Hedge Fund Activity: Q4 2019 in Review

158 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in HealthStream (HSTM) for Q4 2019, worth a combined $648M — up 6.6% from $608M a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new HSTM positions and 11 closed out — a net gain of 15 holders — while 58 added to existing stakes and 52 trimmed.

The largest buyer was Invesco, adding an estimated $15.7M. The largest seller was Riverbridge Partners, cutting an estimated $8.57M.

  • 158 institutional investors held HealthStream (HSTM) as of Q4 2019, up from 144 in Q3 2019.
  • Funds reported $648M of HealthStream stock for Q4 2019, up 6.6% quarter-over-quarter.
  • 26 funds opened new HealthStream positions in Q4 2019 and 11 closed out, a net change of +15 holders.
  • The largest HealthStream buyer in Q4 2019 was Invesco, an estimated $15.7M added.
  • The largest HealthStream seller in Q4 2019 was Riverbridge Partners, an estimated $8.57M sold.

Based on aggregated 13F filings for Q4 2019.