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HealthStream
HSTM

147 hedge funds and large institutions have $604M invested in HealthStream in 2021 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 49 increasing their positions, 52 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

88% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 8

25% more capital invested

Capital invested by funds: $482M → $604M (+$121M)

5% more funds holding

Funds holding: 140 → 147 (+7)

0.89% less ownership

Funds ownership: 73.94% → 73.05% (-0.89%)

6% less repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 52

Holders
147
Holders Change
+7
Holders Change %
+5%
% of All Funds
2.56%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
15
Increased
49
Reduced
52
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$5.06M
2
Northern Trust
Northern Trust
Illinois
+$3.39M
3
HA
Heartland Advisors
Wisconsin
+$2.25M
4
EP
Eversept Partners
New York
+$1.96M
5
CIS
Connors Investor Services
Pennsylvania
+$1.37M

Top Sellers

1
BBHC
Brown Brothers Harriman & Co
New York
-$5.84M
2
BlackRock
BlackRock
New York
-$4.45M
3
PAMP
Polar Asset Management Partners
Ontario, Canada
-$4.21M
4
Morgan Stanley
Morgan Stanley
New York
-$2.6M
5
Invesco
Invesco
Georgia
-$2.25M
Name Holding Trade Value Shares
Change 		Change in
Stake
BlackRock
1
BlackRock
New York
$117M -$4.45M -176,807 -4%
Vanguard Group
2
Vanguard Group
Pennsylvania
$77.1M +$70.2K +2,793 +0.1%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$39.8M +$245K +9,739 +0.7%
State Street
4
State Street
Massachusetts
$27.1M +$486K +19,325 +2%
Renaissance Technologies
5
Renaissance Technologies
New York
$21.1M -$1.28M -50,918 -6%
Northern Trust
6
Northern Trust
Illinois
$17.2M +$3.39M +134,828 +28%
GIP
7
Granite Investment Partners
California
$16.7M +$531K +21,133 +4%
Invesco
8
Invesco
Georgia
$16.2M -$2.25M -89,511 -13%
TI
9
Trigran Investments
Illinois
$15.5M +$126K +5,000 +0.9%
PAIM
10
Punch & Associates Investment Management
Minnesota
$15M +$446K +17,725 +3%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$13M +$199K +7,922 +2%
Acadian Asset Management
12
Acadian Asset Management
Massachusetts
$12.7M +$1.23M +48,941 +12%
Bank of Montreal
13
Bank of Montreal
Ontario, Canada
$12.4M +$5.06M +201,344 +84%
SIMG
14
Stephens Investment Management Group
Texas
$12.1M -$198K -7,888 -2%
GGHC
15
Gilder Gagnon Howe & Co
New York
$10.9M -$148K -5,877 -1%
PAMP
16
Polar Asset Management Partners
Ontario, Canada
$10.5M -$4.21M -167,415 -31%
Arrowstreet Capital
17
Arrowstreet Capital
Massachusetts
$9.39M +$67.5K +2,683 +0.8%
Morgan Stanley
18
Morgan Stanley
New York
$8.4M -$2.6M -103,347 -26%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$8.01M -$742K -29,516 -9%
KCM
20
Kennedy Capital Management
Missouri
$8M -$1.1M -43,877 -13%
N
21
Nuveen
North Carolina
$7.17M -$376K -14,959 -6%
Assenagon Asset Management
22
Assenagon Asset Management
Luxembourg
$5.86M – – –
Principal Financial Group
23
Principal Financial Group
Iowa
$5.78M +$58.6K +2,330 +1%
D.E. Shaw & Co
24
D.E. Shaw & Co
New York
$5.27M +$608K +24,185 +15%
Deutsche Bank
25
Deutsche Bank
Germany
$5.24M +$69K +2,745 +1%
1
2 3 4 5

HSTM Hedge Fund Activity: Q2 2021 in Review

147 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in HealthStream (HSTM) for Q2 2021, worth a combined $604M — up 25% from $482M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new HSTM positions and 8 closed out — a net gain of 7 holders — while 49 added to existing stakes and 52 trimmed.

The largest buyer was Bank of Montreal, adding an estimated $5.06M. The largest seller was Brown Brothers Harriman & Co, cutting an estimated $5.84M.

  • 147 institutional investors held HealthStream (HSTM) as of Q2 2021, up from 140 in Q1 2021.
  • Funds reported $604M of HealthStream stock for Q2 2021, up 25% quarter-over-quarter.
  • 15 funds opened new HealthStream positions in Q2 2021 and 8 closed out, a net change of +7 holders.
  • The largest HealthStream buyer in Q2 2021 was Bank of Montreal, an estimated $5.06M added.
  • The largest HealthStream seller in Q2 2021 was Brown Brothers Harriman & Co, an estimated $5.84M sold.

Based on aggregated 13F filings for Q2 2021.