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HealthStream

197 hedge funds and large institutions have $445M invested in HealthStream in 2026 Q1 according to their latest regulatory filings, with 41 funds opening new positions, 82 increasing their positions, 46 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

78% more repeat investments, than reductions

Existing positions increased: 82 | Existing positions reduced: 46

32% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 31

3% more funds holding

Funds holding: 191197 (+6)

1.21% more ownership

Funds ownership: 71.26%72.47% (+1.2%)

9% less capital invested

Capital invested by funds: $488M → $445M (-$42.2M)

Holders
197
Holders Change
+6
Holders Change %
+3.14%
% of All Funds
2.43%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
41
Increased
82
Reduced
46
Closed
31
Calls
$2K
Puts
Net Calls
+$2K
Net Calls Change
+$2K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$79.8M +$4.68M +219,554 +6%
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$30.2M +$1.86M +87,177 +6%
CCM
3
Copeland Capital Management
Pennsylvania
$26.4M +$8.29M +389,186 +44%
VCM
4
Vanguard Capital Management
Pennsylvania
$21.7M +$22.3M +1,047,927 New
State Street
5
State Street
Massachusetts
$20.6M +$326K +15,289 +2%
VPM
6
Vanguard Portfolio Management
Pennsylvania
$19.1M +$19.6M +921,846 New
Two Sigma Investments
7
Two Sigma Investments
New York
$17.5M +$13.3M +624,865 +285%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$14.8M -$921K -43,256 -6%
Renaissance Technologies
9
Renaissance Technologies
New York
$9.9M +$50.7K +2,380 +0.5%
JP Morgan Chase
10
JP Morgan Chase
New York
$9.57M +$17.9K +841 +0.2%
First Eagle Investment Management
11
First Eagle Investment Management
New York
$8.82M +$256K +12,000 +3%
Arrowstreet Capital
12
Arrowstreet Capital
Massachusetts
$7.83M +$1.4M +65,806 +21%
Morgan Stanley
13
Morgan Stanley
New York
$7.64M +$2.45M +115,174 +45%
Northern Trust
14
Northern Trust
Illinois
$7.49M +$252K +11,824 +3%
Acadian Asset Management
15
Acadian Asset Management
Massachusetts
$7.21M -$10.6M -498,774 -59%
Robeco Institutional Asset Management
16
Robeco Institutional Asset Management
Netherlands
$6.49M -$578K -27,152 -8%
Jacobs Levy Equity Management
17
Jacobs Levy Equity Management
New Jersey
$5.97M +$1.79M +84,076 +41%
Goldman Sachs
18
Goldman Sachs
New York
$5.68M +$2.56M +120,323 +78%
Charles Schwab
19
Charles Schwab
California
$5.5M +$529K +24,861 +10%
ICM
20
Invenomic Capital Management
Massachusetts
$4.98M +$5.12M +240,370 New
Bank of New York Mellon
21
Bank of New York Mellon
New York
$4.63M -$119K -5,596 -2%
Creative Planning
22
Creative Planning
Kansas
$4.52M +$3.38M +158,924 +268%
PAM
23
Panagora Asset Management
Massachusetts
$4.46M +$31.5K +1,480 +0.7%
Envestnet Asset Management
24
Envestnet Asset Management
Illinois
$4.13M +$1.74M +81,815 +69%
KCM
25
Kennedy Capital Management
Missouri
$4.04M +$75.2K +3,531 +2%