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HealthStream
HSTM

159 hedge funds and large institutions have $553M invested in HealthStream in 2021 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 61 increasing their positions, 44 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

39% more repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 44

24% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 17

2% more funds holding

Funds holding: 156 → 159 (+3)

1.15% less ownership

Funds ownership: 72.27% → 71.11% (-1.2%)

9% less capital invested

Capital invested by funds: $611M → $553M (-$57.7M)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $200K

Holders
159
Holders Change
+3
Holders Change %
+1.92%
% of All Funds
2.45%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
21
Increased
61
Reduced
44
Closed
17
Calls
–
Puts
$200K
Net Calls
-$200K
Net Calls Change
-$200K

Top Buyers

1
Ameriprise
Ameriprise
Minnesota
+$5.33M
2
CI
Cambiar Investors
Colorado
+$2.65M
3
HIM
Herald Investment Management
United Kingdom
+$2.65M
4
Victory Capital Management
Victory Capital Management
Texas
+$1.8M
5
PAIM
Punch & Associates Investment Management
Minnesota
+$1.6M

Top Sellers

1
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$12.2M
2
PAMP
Polar Asset Management Partners
Ontario, Canada
-$8.59M
3
GGHC
Gilder Gagnon Howe & Co
New York
-$5.53M
4
Morgan Stanley
Morgan Stanley
New York
-$2.42M
5
EP
Eversept Partners
New York
-$2.22M
Name Holding Trade Value Shares
Change 		Change in
Stake
Jacobs Levy Equity Management
26
Jacobs Levy Equity Management
New Jersey
$4.16M -$263K -9,925 -6%
MCM
27
McKinley Capital Management
Alaska
$3.97M – – –
HIM
28
Herald Investment Management
United Kingdom
$3.95M +$2.65M +100,000 +200%
Assenagon Asset Management
29
Assenagon Asset Management
Luxembourg
$3.59M -$1.3M -49,217 -27%
Victory Capital Management
30
Victory Capital Management
Texas
$2.85M +$1.8M +68,047 +170%
Allspring Global Investments
31
Allspring Global Investments
North Carolina
$2.67M +$2.68M +101,313 New
CI
32
Cambiar Investors
Colorado
$2.64M +$2.65M +100,218 New
Two Sigma Advisers
33
Two Sigma Advisers
New York
$2.56M +$204K +7,700 +9%
PPA
34
Parametric Portfolio Associates
Washington
$2.53M -$304K -11,500 -11%
HA
35
Heartland Advisors
Wisconsin
$2.52M -$941K -35,559 -27%
Citadel Advisors
36
Citadel Advisors
Florida
$2.38M -$190K -7,169 -7%
PFPT
37
Pinnacle Financial Partners (Tennessee)
Tennessee
$2.19M – – –
Goldman Sachs
38
Goldman Sachs
New York
$2.1M +$364K +13,747 +21%
RhumbLine Advisers
39
RhumbLine Advisers
Massachusetts
$1.99M -$29.7K -1,122 -1%
New York State Common Retirement Fund
40
New York State Common Retirement Fund
New York
$1.98M -$1.22K -46 -0.1%
JP Morgan Chase
41
JP Morgan Chase
New York
$1.97M +$268K +10,117 +16%
OAM
42
Oberweis Asset Management
Illinois
$1.78M +$574K +21,700 +47%
AIS
43
AM Investment Strategies
Tennessee
$1.78M -$72.1K -2,725 -4%
KCM
44
Kornitzer Capital Management
Kansas
$1.77M – – –
Legal & General Group
45
Legal & General Group
United Kingdom
$1.75M +$53.1K +2,009 +3%
AQR Capital Management
46
AQR Capital Management
Connecticut
$1.73M +$288K +10,885 +20%
GCP
47
GSA Capital Partners
United Kingdom
$1.64M +$331K +12,497 +25%
Two Sigma Investments
48
Two Sigma Investments
New York
$1.54M +$99.6K +3,765 +7%
Swiss National Bank
49
Swiss National Bank
Switzerland
$1.47M – – –
Los Angeles Capital Management
50
Los Angeles Capital Management
California
$1.39M -$608 -23 -0%
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HSTM Hedge Fund Activity: Q4 2021 in Review

159 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in HealthStream (HSTM) for Q4 2021, worth a combined $553M — down 9.5% from $611M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new HSTM positions and 17 closed out — a net gain of 4 holders — while 61 added to existing stakes and 44 trimmed.

The largest buyer was Ameriprise, adding an estimated $5.33M. The largest seller was Bank of Montreal, exiting entirely with an estimated $12.2M sold.

  • 159 institutional investors held HealthStream (HSTM) as of Q4 2021, up from 156 in Q3 2021.
  • Funds reported $553M of HealthStream stock for Q4 2021, down 9.5% quarter-over-quarter.
  • 21 funds opened new HealthStream positions in Q4 2021 and 17 closed out, a net change of +4 holders.
  • The largest HealthStream buyer in Q4 2021 was Ameriprise, an estimated $5.33M added.
  • The largest HealthStream seller in Q4 2021 was Bank of Montreal, an estimated $12.2M sold.

Based on aggregated 13F filings for Q4 2021.