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HealthStream
HSTM

158 hedge funds and large institutions have $458M invested in HealthStream in 2022 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 44 increasing their positions, 73 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

46% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 13

4% more funds holding

Funds holding: 152 → 158 (+6)

0.13% less ownership

Funds ownership: 70.65% → 70.52% (-0.13%)

2% less capital invested

Capital invested by funds: $469M → $458M (-$11M)

40% less repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 73

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $2K

Holders
158
Holders Change
+6
Holders Change %
+3.95%
% of All Funds
2.72%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
19
Increased
44
Reduced
73
Closed
13
Calls
–
Puts
$2K
Net Calls
-$2K
Net Calls Change
+$894K

Top Buyers

1
Millennium Management
Millennium Management
New York
+$4.24M
2
First Eagle Investment Management
First Eagle Investment Management
New York
+$1.5M
3
HA
Heartland Advisors
Wisconsin
+$1.38M
4
Morgan Stanley
Morgan Stanley
New York
+$1.1M
5
Acadian Asset Management
Acadian Asset Management
Massachusetts
+$1.05M

Top Sellers

1
BBHC
Brown Brothers Harriman & Co
New York
-$2.71M
2
Renaissance Technologies
Renaissance Technologies
New York
-$2.47M
3
Allspring Global Investments
Allspring Global Investments
North Carolina
-$1.51M
4
EGM
Engineers Gate Manager
New York
-$846K
5
CSS
Cubist Systematic Strategies
Connecticut
-$755K
Name Holding Trade Value Shares
Change 		Change in
Stake
Principal Financial Group
26
Principal Financial Group
Iowa
$3.24M -$157K -6,897 -4%
WSL
27
Western Standard LLC
California
$3.22M +$407K +17,900 +13%
MCM
28
McKinley Capital Management
Alaska
$3.2M – – –
HIM
29
Herald Investment Management
United Kingdom
$3.19M – – –
Deutsche Bank
30
Deutsche Bank
Germany
$3.15M -$17.3K -763 -0.5%
Invesco
31
Invesco
Georgia
$2.89M -$85.4K -3,758 -3%
Goldman Sachs
32
Goldman Sachs
New York
$2.42M -$561K -24,681 -18%
CI
33
Cambiar Investors
Colorado
$2.1M -$53K -2,333 -2%
State Board of Administration of Florida Retirement System
34
State Board of Administration of Florida Retirement System
Florida
$1.99M +$277K +12,187 +15%
Victory Capital Management
35
Victory Capital Management
Texas
$1.78M -$176K -7,747 -8%
PFPT
36
Pinnacle Financial Partners (Tennessee)
Tennessee
$1.77M – – –
Two Sigma Advisers
37
Two Sigma Advisers
New York
$1.75M -$307K -13,500 -14%
First Eagle Investment Management
38
First Eagle Investment Management
New York
$1.64M +$1.5M +65,905 +596%
MAM
39
Martingale Asset Management
Massachusetts
$1.61M +$57.5K +2,531 +3%
RhumbLine Advisers
40
RhumbLine Advisers
Massachusetts
$1.57M +$46.7K +2,055 +3%
New York State Common Retirement Fund
41
New York State Common Retirement Fund
New York
$1.57M +$80.6K +3,546 +5%
AQR Capital Management
42
AQR Capital Management
Connecticut
$1.5M +$209K +9,202 +15%
AIS
43
AM Investment Strategies
Tennessee
$1.46M -$89.2K -3,924 -5%
KCM
44
Kornitzer Capital Management
Kansas
$1.43M – – –
Arrowstreet Capital
45
Arrowstreet Capital
Massachusetts
$1.32M -$490K -21,552 -26%
Swiss National Bank
46
Swiss National Bank
Switzerland
$1.23M -$45.5K -2,000 -3%
Legal & General Group
47
Legal & General Group
United Kingdom
$1.23M -$141K -6,199 -10%
Citadel Advisors
48
Citadel Advisors
Florida
$1.2M +$388K +17,060 +43%
Two Sigma Investments
49
Two Sigma Investments
New York
$990K -$268K -11,772 -20%
Public Sector Pension Investment Board (PSP Investments)
50
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$941K -$16.8K -740 -2%
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HSTM Hedge Fund Activity: Q3 2022 in Review

158 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in HealthStream (HSTM) for Q3 2022, worth a combined $458M — down 2.3% from $469M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new HSTM positions and 13 closed out — a net gain of 6 holders — while 44 added to existing stakes and 73 trimmed.

The largest buyer was Millennium Management, adding an estimated $4.24M. The largest seller was Brown Brothers Harriman & Co, cutting an estimated $2.71M.

  • 158 institutional investors held HealthStream (HSTM) as of Q3 2022, up from 152 in Q2 2022.
  • Funds reported $458M of HealthStream stock for Q3 2022, down 2.3% quarter-over-quarter.
  • 19 funds opened new HealthStream positions in Q3 2022 and 13 closed out, a net change of +6 holders.
  • The largest HealthStream buyer in Q3 2022 was Millennium Management, an estimated $4.24M added.
  • The largest HealthStream seller in Q3 2022 was Brown Brothers Harriman & Co, an estimated $2.71M sold.

Based on aggregated 13F filings for Q3 2022.