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HealthStream
HSTM

149 hedge funds and large institutions have $518M invested in HealthStream in 2020 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 48 increasing their positions, 56 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

11% more capital invested

Capital invested by funds: $468M → $518M (+$50.3M)

1.78% more ownership

Funds ownership: 72.83% → 74.6% (+1.8%)

8% less funds holding

Funds holding: 162 → 149 (-13)

14% less repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 56

42% less first-time investments, than exits

New positions opened: 18 | Existing positions closed: 31

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $2K

Holders
149
Holders Change
-13
Holders Change %
-8.02%
% of All Funds
2.64%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
18
Increased
48
Reduced
56
Closed
31
Calls
–
Puts
$2K
Net Calls
-$2K
Net Calls Change
-$2K

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$11.1M
2
GGHC
Gilder Gagnon Howe & Co
New York
+$6.95M
3
PAMP
Polar Asset Management Partners
Ontario, Canada
+$6.09M
4
TI
Trigran Investments
Illinois
+$4.74M
5
BlackRock
BlackRock
New York
+$3.38M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$7M
2
PM
Pembroke Management
Quebec, Canada
-$4.71M
3
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
-$4.35M
4
GIP
Granite Investment Partners
California
-$2.77M
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$2.44M
Name Holding Trade Value Shares
Change 		Change in
Stake
BlackRock
1
BlackRock
New York
$91.6M +$3.38M +168,226 +4%
Vanguard Group
2
Vanguard Group
Pennsylvania
$60.1M +$1.03M +51,053 +2%
BBHC
3
Brown Brothers Harriman & Co
New York
$37.3M – – –
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$30.7M -$354K -17,640 -1%
Renaissance Technologies
5
Renaissance Technologies
New York
$22.2M -$1.42M -70,500 -6%
State Street
6
State Street
Massachusetts
$18.6M +$67.4K +3,353 +0.4%
Invesco
7
Invesco
Georgia
$17.3M +$738K +36,739 +5%
Morgan Stanley
8
Morgan Stanley
New York
$14.7M +$11.1M +553,493 +468%
GIP
9
Granite Investment Partners
California
$12.4M -$2.77M -138,086 -20%
TI
10
Trigran Investments
Illinois
$12.1M +$4.74M +235,857 +74%
Acadian Asset Management
11
Acadian Asset Management
Massachusetts
$10.5M +$1.05M +52,183 +12%
Northern Trust
12
Northern Trust
Illinois
$10.2M +$107K +5,320 +1%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$8.93M +$15.2K +758 +0.2%
SIMG
14
Stephens Investment Management Group
Texas
$8.44M -$411K -20,457 -5%
Arrowstreet Capital
15
Arrowstreet Capital
Massachusetts
$8.36M +$681K +33,900 +10%
GGHC
16
Gilder Gagnon Howe & Co
New York
$7.56M +$6.95M +346,059 New
Bank of New York Mellon
17
Bank of New York Mellon
New York
$6.99M +$251K +12,478 +4%
N
18
Nuveen
North Carolina
$6.64M +$723K +35,998 +13%
PAMP
19
Polar Asset Management Partners
Ontario, Canada
$6.62M +$6.09M +303,227 New
Bank of Montreal
20
Bank of Montreal
Ontario, Canada
$6.2M +$483K +24,032 +11%
KCM
21
Kennedy Capital Management
Missouri
$5.22M +$1.7M +84,646 +55%
Deutsche Bank
22
Deutsche Bank
Germany
$5.16M +$2.01M +99,794 +73%
PAM
23
Panagora Asset Management
Massachusetts
$4.86M +$267K +13,281 +6%
D.E. Shaw & Co
24
D.E. Shaw & Co
New York
$4.61M -$2.44M -121,430 -37%
Assenagon Asset Management
25
Assenagon Asset Management
Luxembourg
$4.58M -$4.35M -216,653 -51%
1
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HSTM Hedge Fund Activity: Q4 2020 in Review

149 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in HealthStream (HSTM) for Q4 2020, worth a combined $518M — up 11% from $468M a quarter earlier.

Sellers outnumbered buyers: 31 funds closed out of HSTM and 18 opened new positions — a net loss of 13 holders — while 56 trimmed existing stakes and 48 added.

The largest buyer was Morgan Stanley, adding an estimated $11.1M. The largest seller was Bank of America, cutting an estimated $7M.

  • 149 institutional investors held HealthStream (HSTM) as of Q4 2020, down from 162 in Q3 2020.
  • Funds reported $518M of HealthStream stock for Q4 2020, up 11% quarter-over-quarter.
  • 18 funds opened new HealthStream positions in Q4 2020 and 31 closed out, a net change of -13 holders.
  • The largest HealthStream buyer in Q4 2020 was Morgan Stanley, an estimated $11.1M added.
  • The largest HealthStream seller in Q4 2020 was Bank of America, an estimated $7M sold.

Based on aggregated 13F filings for Q4 2020.