HealthStream
HSTM
206 hedge funds and large institutions have $719M invested in HealthStream in 2024 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 76 increasing their positions, 64 reducing their positions, and 30 closing their positions.
967% more call options, than puts
Call options by funds: $64K | Put options by funds: $6K
19% more repeat investments, than reductions
Existing positions increased: 76 | Existing positions reduced: 64
14% more capital invested
Capital invested by funds: $628M → $719M (+$90.8M)
2.71% more ownership
Funds ownership: 71.58% → 74.28% (+2.7%)
3% more first-time investments, than exits
New positions opened: 31 | Existing positions closed: 30
0% more funds holding
Funds holding: 206 → 206 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CCM
Copeland Capital Management
Conshohocken,
Pennsylvania
|
+$11.6M |
| 2 |
Cerity Partners
New York
|
+$9.03M |
| 3 |
Norges Bank
Oslo,
Norway
|
+$3.54M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
+$2.84M |
| 5 |
Goldman Sachs
New York
|
+$2.25M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Millennium Management
New York
|
-$6.33M |
| 2 |
Assenagon Asset Management
Senningerberg,
Luxembourg
|
-$3.18M |
| 3 |
Renaissance Technologies
New York
|
-$2.69M |
| 4 |
PAIM
Punch & Associates Investment Management
Edina,
Minnesota
|
-$2.04M |
| 5 |
WSL
Western Standard LLC
Los Angeles,
California
|
-$1.9M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
226
Ohio Public Employees Retirement System (OPERS)
Columbus,
Ohio
| – | -$130K | -4,499 | Closed |
|
|
SOW
227
State of Wyoming
Cheyenne,
Wyoming
| – | -$117K | -4,042 | Closed |
|
228
KBC Group
Brussels,
Belgium
| – | -$37K | -1,285 | Closed |
|
|
QL
229
Quarry LP
New York
| – | -$26.7K | -926 | Closed |
|
|
PAS
230
Point72 Asia (Singapore)
Singapore
| – | -$25.7K | -892 | Closed |
|
|
NC
231
nVerses Capital
Wellington,
Florida
| – | -$17.3K | -600 | Closed |
|
|
CPA
232
Capital Performance Advisors
Walnut Creek,
California
| – | -$13.4K | -466 | Closed |
|
|
GJIA
233
Glass Jacobson Investment Advisors
Owings Mills,
Maryland
| – | -$3.78K | -131 | Closed |
|
|
MFG
234
Mendota Financial Group
Madison,
Wisconsin
| – | -$58 | -2 | Closed |
|
|
PD
235
Point72 (DIFC)
Dubai,
United Arab Emirates
| – | -$57 | -2 | Closed |
|
HSTM Hedge Fund Activity: Q4 2024 in Review
206 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in HealthStream (HSTM) for Q4 2024, worth a combined $719M — up 14% from $628M a quarter earlier.
Buyers outnumbered sellers: 31 funds opened new HSTM positions and 30 closed out — a net gain of 1 holder — while 76 added to existing stakes and 64 trimmed.
The largest buyer was Copeland Capital Management, adding an estimated $11.6M. The largest seller was Millennium Management, cutting an estimated $6.33M.
- 206 institutional investors held HealthStream (HSTM) as of Q4 2024, unchanged from Q3 2024.
- Funds reported $719M of HealthStream stock for Q4 2024, up 14% quarter-over-quarter.
- 31 funds opened new HealthStream positions in Q4 2024 and 30 closed out, a net change of +1 holder.
- The largest HealthStream buyer in Q4 2024 was Copeland Capital Management, an estimated $11.6M added.
- The largest HealthStream seller in Q4 2024 was Millennium Management, an estimated $6.33M sold.
Based on aggregated 13F filings for Q4 2024.