Polar Asset Management Partners’s HealthStream HSTM Stock Holding History

Polar Asset Management Partners’s Portfolio HSTM Stock Details HSTM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-91,952	Closed	-$2.92M	–	630
2024 Q4	$2.92M	Buy	91,952 +35,252	+62%	+$1.09M	0.03%	303
2024 Q3	$1.64M	Buy	+56,700	New	+$1.62M	0.03%	360
2022 Q1	–	Sell	-50,681	Closed	-$1.34M	–	1358
2021 Q4	$1.34M	Sell	50,681 -324,831	-87%	-$8.59M	0.01%	666
2021 Q3	$10.7M	Hold	375,512	–	–	0.11%	229
2021 Q2	$10.5M	Sell	375,512 -167,415	-31%	-$4.21M	0.11%	209
2021 Q1	$12.1M	Buy	542,927 +239,700	+79%	+$5.71M	0.12%	164
2020 Q4	$6.62M	Buy	+303,227	New	+$6.09M	0.07%	248
2017 Q3	–	Sell	-197,022	Closed	-$5.19M	–	324
2017 Q2	$5.19M	Sell	197,022 -110,200	-36%	-$3.03M	0.12%	143
2017 Q1	$7.44M	Buy	307,222 +42,796	+16%	+$997K	0.19%	118
2016 Q4	$6.62M	Sell	264,426 -47,498	-15%	-$1.22M	0.18%	107
2016 Q3	$8.61M	Sell	311,924 -129,042	-29%	-$3.34M	0.27%	97
2016 Q2	$11.7M	Buy	440,966 +169,447	+62%	+$3.98M	0.47%	58
2016 Q1	$6M	Buy	271,519 +21,138	+8%	+$435K	0.25%	96
2015 Q4	$5.51M	Buy	+250,381	New	+$5.85M	0.29%	99

Other funds holding HSTM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

CCM

Copeland Capital Management Conshohocken, Pennsylvania $4.5B AUM 18.67% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

PAIM

Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

HCA

Harbor Capital Advisors Chicago, Illinois $1.23B AUM 30.56% 1-Year Est. Return

Polar Asset Management Partners's HSTM Position: Q1 2025 in Review

Polar Asset Management Partners sold out of HealthStream (HSTM) in Q1 2025, closing a stake of 91,952 shares — an estimated $2.92M sold.

Polar Asset Management Partners first reported a position in HSTM in Q4 2015 and held it in 14 quarters. The position peaked at $12.1M in Q1 2021. 211 funds tracked by Wall St. Rank hold HSTM as of Q1 2025.

Polar Asset Management Partners reported no remaining HealthStream position as of Q1 2025 after selling out during the quarter.
Polar Asset Management Partners sold 91,952 HealthStream shares in Q1 2025, an estimated $2.92M.
Polar Asset Management Partners first reported a position in HealthStream in Q4 2015 and held it in 14 quarters.
Polar Asset Management Partners's HealthStream position peaked at $12.1M in Q1 2021.
211 funds tracked by Wall St. Rank held HealthStream as of Q1 2025.

Based on Polar Asset Management Partners's 13F filing for Q1 2025, filed 15 May 2025.