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HealthStream
HSTM

162 hedge funds and large institutions have $567M invested in HealthStream in 2020 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 61 increasing their positions, 49 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

30% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 20

24% more repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 49

3% more funds holding

Funds holding: 158 → 162 (+4)

0.48% less ownership

Funds ownership: 73.62% → 73.14% (-0.48%)

13% less capital invested

Capital invested by funds: $648M → $567M (-$81M)

Holders
162
Holders Change
+4
Holders Change %
+2.53%
% of All Funds
3.57%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
26
Increased
61
Reduced
49
Closed
20
Calls
$258K
Puts
–
Net Calls
+$258K
Net Calls Change
+$256K

Top Buyers

Rank Fund Capital Flow
1
Goldman Sachs
Goldman Sachs
New York
+$4.23M
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$4.01M
3
Deutsche Bank
Deutsche Bank
Germany
+$3.34M
4
Millennium Management
Millennium Management
New York
+$3.02M
5
GIP
Granite Investment Partners
California
+$2.78M

Top Sellers

Rank Fund Capital Flow
1
RP
Riverbridge Partners
Minnesota
-$15.1M
2
PAM
Panagora Asset Management
Massachusetts
-$3.2M
3
JP Morgan Chase
JP Morgan Chase
New York
-$3.14M
4
Invesco
Invesco
Georgia
-$3.07M
5
OAM
Oxford Asset Management
United Kingdom
-$2.56M
Name Holding Trade Value Shares
Change 		Change in
Stake
BlackRock
1
BlackRock
New York
$95.9M -$2.28M -90,679 -2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$66.8M -$296K -11,779 -0.4%
BBHC
3
Brown Brothers Harriman & Co
New York
$42.4M -$1.04M -41,585 -2%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$35.6M -$1.26M -50,084 -3%
Invesco
5
Invesco
Georgia
$28.8M -$3.07M -122,049 -9%
State Street
6
State Street
Massachusetts
$20.7M +$1.33M +52,803 +7%
GIP
7
Granite Investment Partners
California
$19.9M +$2.78M +110,602 +15%
Renaissance Technologies
8
Renaissance Technologies
New York
$16.2M +$1.75M +69,800 +11%
Northern Trust
9
Northern Trust
Illinois
$11.7M -$902K -35,906 -7%
PM
10
Pembroke Management
Quebec, Canada
$11.2M -$467K -18,590 -4%
Bank of America
11
Bank of America
North Carolina
$11M -$2.36M -93,829 -17%
SIMG
12
Stephens Investment Management Group
Texas
$10M +$877K +34,918 +9%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$9.68M +$336K +13,377 +3%
D.E. Shaw & Co
14
D.E. Shaw & Co
New York
$8.77M +$2.36M +93,904 +34%
N
15
Nuveen
North Carolina
$7.61M +$320K +12,745 +4%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$7.6M -$343K -13,662 -4%
Deutsche Bank
17
Deutsche Bank
Germany
$7.52M +$3.34M +133,141 +74%
Ameriprise
18
Ameriprise
Minnesota
$6.79M +$1.99M +79,103 +39%
PAM
19
Panagora Asset Management
Massachusetts
$6.6M -$3.2M -127,198 -32%
CS
20
Credit Suisse
Switzerland
$6.21M +$992K +39,498 +18%
Goldman Sachs
21
Goldman Sachs
New York
$5.8M +$4.23M +168,368 +228%
Principal Financial Group
22
Principal Financial Group
Iowa
$5.11M -$200K -7,948 -4%
Jacobs Levy Equity Management
23
Jacobs Levy Equity Management
New Jersey
$5.01M -$315K -12,538 -6%
Bank of Montreal
24
Bank of Montreal
Ontario, Canada
$5M +$4.01M +159,753 +342%
MAM
25
Martingale Asset Management
Massachusetts
$4.28M +$327K +13,006 +8%
1
2 3 4 5

HSTM Hedge Fund Activity: Q1 2020 in Review

162 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in HealthStream (HSTM) for Q1 2020, worth a combined $567M — down 13% from $648M a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new HSTM positions and 20 closed out — a net gain of 6 holders — while 61 added to existing stakes and 49 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $4.23M. The largest seller was Riverbridge Partners, exiting entirely with an estimated $15.1M sold.

  • 162 institutional investors held HealthStream (HSTM) as of Q1 2020, up from 158 in Q4 2019.
  • Funds reported $567M of HealthStream stock for Q1 2020, down 13% quarter-over-quarter.
  • 26 funds opened new HealthStream positions in Q1 2020 and 20 closed out, a net change of +6 holders.
  • The largest HealthStream buyer in Q1 2020 was Goldman Sachs, an estimated $4.23M added.
  • The largest HealthStream seller in Q1 2020 was Riverbridge Partners, an estimated $15.1M sold.

Based on aggregated 13F filings for Q1 2020.