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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
HF
26
HRT Financial
New York
$4.04M +$2.67M +125,538 +181%
Invesco
27
Invesco
Georgia
$3.68M +$553K +25,988 +17%
Millennium Management
28
Millennium Management
New York
$3.64M +$2.37M +111,123 +172%
Fidelity Investments
29
Fidelity Investments
Massachusetts
$3.63M -$633K -29,748 -15%
VFT
30
Vanguard Fiduciary Trust
Pennsylvania
$3.34M +$3.43M +161,294 New
Lazard Asset Management
31
Lazard Asset Management
New York
$3.26M +$2.44M +114,511 +268%
Principal Financial Group
32
Principal Financial Group
Iowa
$3.16M +$216K +10,137 +7%
Teacher Retirement System of Texas
33
Teacher Retirement System of Texas
Texas
$3.13M -$1.52M -71,392 -32%
HIM
34
Herald Investment Management
United Kingdom
$3.11M -$1.06M -50,000 -25%
SEI Investments
35
SEI Investments
Pennsylvania
$3.03M -$1.03M -48,466 -25%
Bank of America
36
Bank of America
North Carolina
$2.72M +$55.5K +2,608 +2%
N
37
Numerai
California
$2.56M +$992K +46,601 +61%
UBS Group
38
UBS Group
Switzerland
$2.32M +$846K +39,735 +55%
Public Sector Pension Investment Board (PSP Investments)
39
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$2.23M -$428K -20,090 -16%
CIS
40
Connors Investor Services
Pennsylvania
$2.03M +$12.6K +594 +0.6%
Ameriprise
41
Ameriprise
Minnesota
$2.01M +$330K +15,478 +19%
Jane Street
42
Jane Street
New York
$1.98M -$25.2K -1,183 -1%
EGM
43
Engineers Gate Manager
New York
$1.84M +$1.31M +61,627 +227%
PFPG
44
Pinnacle Financial Partners (Georgia)
Georgia
$1.72M
Stifel Financial
45
Stifel Financial
Missouri
$1.67M +$536K +25,162 +45%
Royal Bank of Canada
46
Royal Bank of Canada
Ontario, Canada
$1.66M +$615K +28,894 +56%
Citadel Advisors
47
Citadel Advisors
Florida
$1.63M +$1.13M +52,974 +205%
Mirae Asset Global ETFs Holdings
48
Mirae Asset Global ETFs Holdings
Hong Kong
$1.58M -$142K -6,661 -8%
GC
49
Globeflex Capital
California
$1.51M
Cerity Partners
50
Cerity Partners
New York
$1.46M +$542K +25,430 +56%