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HealthStream

167 hedge funds and large institutions have $493M invested in HealthStream in 2022 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 73 increasing their positions, 48 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

167% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 6

52% more repeat investments, than reductions

Existing positions increased: 73 | Existing positions reduced: 48

7% more capital invested

Capital invested by funds: $458M → $493M (+$34.1M)

6% more funds holding

Funds holding: 158167 (+9)

0.69% less ownership

Funds ownership: 70.52%69.83% (-0.69%)

65% less call options, than puts

Call options by funds: $6K | Put options by funds: $17K

Holders
167
Holders Change
+9
Holders Change %
+5.7%
% of All Funds
2.68%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
16
Increased
73
Reduced
48
Closed
6
Calls
$6K
Puts
$17K
Net Calls
-$11K
Net Calls Change
-$9K
Name Holding Trade Value Shares
Change
Change in
Stake
HIM
26
Herald Investment Management
United Kingdom
$4.34M +$600K +25,000 +17%
CIS
27
Connors Investor Services
Pennsylvania
$4.31M +$6.29K +262 +0.2%
SEI Investments
28
SEI Investments
Pennsylvania
$3.96M +$66.9K +2,787 +2%
D.E. Shaw & Co
29
D.E. Shaw & Co
New York
$3.74M -$342K -14,255 -9%
MCM
30
McKinley Capital Management
Alaska
$3.74M
Deutsche Bank
31
Deutsche Bank
Germany
$3.69M +$3.84K +160 +0.1%
Principal Financial Group
32
Principal Financial Group
Iowa
$3.67M -$111K -4,639 -3%
Invesco
33
Invesco
Georgia
$3.66M +$278K +11,589 +9%
Two Sigma Advisers
34
Two Sigma Advisers
New York
$2.68M +$612K +25,500 +31%
CI
35
Cambiar Investors
Colorado
$2.54M +$78.9K +3,290 +3%
State Board of Administration of Florida Retirement System
36
State Board of Administration of Florida Retirement System
Florida
$2.08M -$232K -9,655 -10%
First Eagle Investment Management
37
First Eagle Investment Management
New York
$2.07M +$156K +6,500 +8%
PFPT
38
Pinnacle Financial Partners (Tennessee)
Tennessee
$2.07M
Arrowstreet Capital
39
Arrowstreet Capital
Massachusetts
$1.94M +$385K +16,035 +26%
MAM
40
Martingale Asset Management
Massachusetts
$1.91M +$26.6K +1,108 +1%
Two Sigma Investments
41
Two Sigma Investments
New York
$1.91M +$723K +30,145 +65%
RhumbLine Advisers
42
RhumbLine Advisers
Massachusetts
$1.84M +$4.22K +176 +0.2%
AQR Capital Management
43
AQR Capital Management
Connecticut
$1.77M +$20.5K +853 +1%
AIS
44
AM Investment Strategies
Tennessee
$1.69M -$7.2K -300 -0.4%
KCM
45
Kornitzer Capital Management
Kansas
$1.67M
Citadel Advisors
46
Citadel Advisors
Florida
$1.66M +$254K +10,594 +19%
Swiss National Bank
47
Swiss National Bank
Switzerland
$1.47M +$31.2K +1,300 +2%
Legal & General Group
48
Legal & General Group
United Kingdom
$1.46M +$32.1K +1,338 +2%
GC
49
Globeflex Capital
California
$1.38M +$699K +29,149 +111%
Victory Capital Management
50
Victory Capital Management
Texas
$1.23M -$821K -34,202 -41%

HSTM Hedge Fund Activity: Q4 2022 in Review

167 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in HealthStream (HSTM) for Q4 2022, worth a combined $493M — up 7.4% from $458M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new HSTM positions and 6 closed out — a net gain of 10 holders — while 73 added to existing stakes and 48 trimmed.

The largest buyer was Mirae Asset Global Investments, adding an estimated $6.52M. The largest seller was Brown Brothers Harriman & Co, cutting an estimated $21.7M.

  • 167 institutional investors held HealthStream (HSTM) as of Q4 2022, up from 158 in Q3 2022.
  • Funds reported $493M of HealthStream stock for Q4 2022, up 7.4% quarter-over-quarter.
  • 16 funds opened new HealthStream positions in Q4 2022 and 6 closed out, a net change of +10 holders.
  • The largest HealthStream buyer in Q4 2022 was Mirae Asset Global Investments, an estimated $6.52M added.
  • The largest HealthStream seller in Q4 2022 was Brown Brothers Harriman & Co, an estimated $21.7M sold.

Based on aggregated 13F filings for Q4 2022.