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HealthStream
HSTM

152 hedge funds and large institutions have $469M invested in HealthStream in 2022 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 50 increasing their positions, 68 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

8% more capital invested

Capital invested by funds: $434M → $469M (+$35.5M)

0% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 12

0.61% less ownership

Funds ownership: 71.26% → 70.65% (-0.61%)

3% less funds holding

Funds holding: 156 → 152 (-4)

26% less repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 68

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $896K

Holders
152
Holders Change
-4
Holders Change %
-2.56%
% of All Funds
2.56%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
12
Increased
50
Reduced
68
Closed
12
Calls
–
Puts
$896K
Net Calls
-$896K
Net Calls Change
+$148K

Top Buyers

1
HA
Heartland Advisors
Wisconsin
+$5.13M
2
Acadian Asset Management
Acadian Asset Management
Massachusetts
+$2.32M
3
Morgan Stanley
Morgan Stanley
New York
+$2.26M
4
WSL
Western Standard LLC
California
+$1.79M
5
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
+$947K

Top Sellers

1
Invesco
Invesco
Georgia
-$6.68M
2
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$1.99M
3
TI
Trigran Investments
Illinois
-$1.01M
4
Northern Trust
Northern Trust
Illinois
-$948K
5
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
-$878K
Name Holding Trade Value Shares
Change 		Change in
Stake
HIM
26
Herald Investment Management
United Kingdom
$3.26M – – –
Deutsche Bank
27
Deutsche Bank
Germany
$3.24M -$45.8K -2,297 -2%
Invesco
28
Invesco
Georgia
$3.03M -$6.68M -334,846 -71%
Goldman Sachs
29
Goldman Sachs
New York
$3.01M +$539K +27,055 +24%
WSL
30
Western Standard LLC
California
$2.9M +$1.79M +89,605 +204%
SEI Investments
31
SEI Investments
Pennsylvania
$2.87M +$604K +30,302 +29%
CI
32
Cambiar Investors
Colorado
$2.2M -$461K -23,098 -19%
Two Sigma Advisers
33
Two Sigma Advisers
New York
$2.08M +$16K +800 +0.8%
Victory Capital Management
34
Victory Capital Management
Texas
$1.99M -$164K -8,224 -8%
Arrowstreet Capital
35
Arrowstreet Capital
Massachusetts
$1.81M -$1.99M -99,673 -54%
PFPT
36
Pinnacle Financial Partners (Tennessee)
Tennessee
$1.81M – – –
State Board of Administration of Florida Retirement System
37
State Board of Administration of Florida Retirement System
Florida
$1.76M +$684K +34,310 +73%
MAM
38
Martingale Asset Management
Massachusetts
$1.59M +$166K +8,317 +13%
AIS
39
AM Investment Strategies
Tennessee
$1.57M – – –
RhumbLine Advisers
40
RhumbLine Advisers
Massachusetts
$1.56M -$54.5K -2,731 -4%
New York State Common Retirement Fund
41
New York State Common Retirement Fund
New York
$1.52M -$96.9K -4,861 -6%
Allspring Global Investments
42
Allspring Global Investments
North Carolina
$1.48M -$606K -30,403 -31%
KCM
43
Kornitzer Capital Management
Kansas
$1.46M – – –
Legal & General Group
44
Legal & General Group
United Kingdom
$1.39M -$31.8K -1,593 -2%
AQR Capital Management
45
AQR Capital Management
Connecticut
$1.33M -$268K -13,433 -18%
Swiss National Bank
46
Swiss National Bank
Switzerland
$1.3M – – –
Two Sigma Investments
47
Two Sigma Investments
New York
$1.27M -$245K -12,291 -17%
ETC
48
Exchange Traded Concepts
Oklahoma
$1.25M +$34K +1,706 +3%
ECM
49
ExodusPoint Capital Management
New York
$1.22M +$426K +21,388 +61%
Millennium Management
50
Millennium Management
New York
$1.16M +$248K +12,460 +30%
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HSTM Hedge Fund Activity: Q2 2022 in Review

152 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in HealthStream (HSTM) for Q2 2022, worth a combined $469M — up 8.2% from $434M a quarter earlier.

Fund positioning in HSTM was balanced in Q2 2022: 12 funds opened new positions, 12 closed out, 50 added to existing stakes and 68 trimmed.

The largest buyer was Heartland Advisors, adding an estimated $5.13M. The largest seller was Invesco, cutting an estimated $6.68M.

  • 152 institutional investors held HealthStream (HSTM) as of Q2 2022, down from 156 in Q1 2022.
  • Funds reported $469M of HealthStream stock for Q2 2022, up 8.2% quarter-over-quarter.
  • 12 funds opened new HealthStream positions in Q2 2022 and 12 closed out, a net change of 0 holders.
  • The largest HealthStream buyer in Q2 2022 was Heartland Advisors, an estimated $5.13M added.
  • The largest HealthStream seller in Q2 2022 was Invesco, an estimated $6.68M sold.

Based on aggregated 13F filings for Q2 2022.