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HealthStream
HSTM

176 hedge funds and large institutions have $588M invested in HealthStream in 2023 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 68 increasing their positions, 54 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

83% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 12

26% more repeat investments, than reductions

Existing positions increased: 68 | Existing positions reduced: 54

19% more capital invested

Capital invested by funds: $493M → $588M (+$95.2M)

5% more funds holding

Funds holding: 167 → 176 (+9)

1.04% more ownership

Funds ownership: 69.83% → 70.87% (+1%)

Holders
176
Holders Change
+9
Holders Change %
+5.39%
% of All Funds
2.8%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
22
Increased
68
Reduced
54
Closed
12
Calls
$5K
Puts
–
Net Calls
+$5K
Net Calls Change
+$16K

Top Buyers

Rank Fund Capital Flow
1
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
+$4.73M
2
Invesco
Invesco
Georgia
+$4.23M
3
Ameriprise
Ameriprise
Minnesota
+$3.02M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$2.57M
5
RJA
Raymond James & Associates
Florida
+$2.15M

Top Sellers

Rank Fund Capital Flow
1
BBHC
Brown Brothers Harriman & Co
New York
-$10.3M
2
GIP
Granite Investment Partners
California
-$8.3M
3
Northern Trust
Northern Trust
Illinois
-$3.42M
4
BlackRock
BlackRock
New York
-$1.18M
5
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
-$752K
Name Holding Trade Value Shares
Change 		Change in
Stake
Charles Schwab
26
Charles Schwab
California
$5.02M +$133K +5,348 +3%
HIM
27
Herald Investment Management
United Kingdom
$4.74M – – –
CIS
28
Connors Investor Services
Pennsylvania
$4.73M +$23.9K +957 +0.6%
SEI Investments
29
SEI Investments
Pennsylvania
$4.68M +$330K +13,243 +8%
Deutsche Bank
30
Deutsche Bank
Germany
$4.14M +$104K +4,179 +3%
MCM
31
McKinley Capital Management
Alaska
$4.08M – – –
D.E. Shaw & Co
32
D.E. Shaw & Co
New York
$4.02M -$53.9K -2,160 -1%
Principal Financial Group
33
Principal Financial Group
Iowa
$3.96M -$36.8K -1,476 -1%
Arrowstreet Capital
34
Arrowstreet Capital
Massachusetts
$3.64M +$1.4M +56,278 +72%
Citadel Advisors
35
Citadel Advisors
Florida
$3.12M +$1.2M +48,292 +72%
CI
36
Cambiar Investors
Colorado
$2.77M -$3.54K -142 -0.1%
Two Sigma Advisers
37
Two Sigma Advisers
New York
$2.73M -$170K -6,800 -6%
AQR Capital Management
38
AQR Capital Management
Connecticut
$2.63M +$643K +25,802 +36%
RJA
39
Raymond James & Associates
Florida
$2.33M +$2.15M +86,013 New
First Eagle Investment Management
40
First Eagle Investment Management
New York
$2.32M +$49.9K +2,000 +2%
PFPT
41
Pinnacle Financial Partners (Tennessee)
Tennessee
$2.26M +$2.25K +90 +0.1%
Two Sigma Investments
42
Two Sigma Investments
New York
$2.16M +$71.3K +2,859 +4%
State Board of Administration of Florida Retirement System
43
State Board of Administration of Florida Retirement System
Florida
$2.13M -$125K -5,011 -6%
RhumbLine Advisers
44
RhumbLine Advisers
Massachusetts
$2.11M +$94.9K +3,804 +5%
MAM
45
Martingale Asset Management
Massachusetts
$2.08M +$5.06K +203 +0.3%
Fidelity Investments
46
Fidelity Investments
Massachusetts
$1.97M +$738K +29,572 +69%
Tudor Investment Corp
47
Tudor Investment Corp
Connecticut
$1.89M +$1.35M +54,052 +344%
KCM
48
Kornitzer Capital Management
Kansas
$1.82M – – –
AIS
49
AM Investment Strategies
Tennessee
$1.74M -$99.8K -4,000 -6%
Legal & General Group
50
Legal & General Group
United Kingdom
$1.57M -$25.9K -1,038 -2%
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HSTM Hedge Fund Activity: Q1 2023 in Review

176 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in HealthStream (HSTM) for Q1 2023, worth a combined $588M — up 19% from $493M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new HSTM positions and 12 closed out — a net gain of 10 holders — while 68 added to existing stakes and 54 trimmed.

The largest buyer was Assenagon Asset Management, adding an estimated $4.73M. The largest seller was Brown Brothers Harriman & Co, cutting an estimated $10.3M.

  • 176 institutional investors held HealthStream (HSTM) as of Q1 2023, up from 167 in Q4 2022.
  • Funds reported $588M of HealthStream stock for Q1 2023, up 19% quarter-over-quarter.
  • 22 funds opened new HealthStream positions in Q1 2023 and 12 closed out, a net change of +10 holders.
  • The largest HealthStream buyer in Q1 2023 was Assenagon Asset Management, an estimated $4.73M added.
  • The largest HealthStream seller in Q1 2023 was Brown Brothers Harriman & Co, an estimated $10.3M sold.

Based on aggregated 13F filings for Q1 2023.