HealthStream
HSTM
172 hedge funds and large institutions have $530M invested in HealthStream in 2023 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 58 increasing their positions, 65 reducing their positions, and 21 closing their positions.
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0.6% less ownership
Funds ownership: 70.87% → 70.27% (-0.6%)
2% less funds holding
Funds holding: 176 → 172 (-4)
10% less capital invested
Capital invested by funds: $588M → $530M (-$58.1M)
11% less repeat investments, than reductions
Existing positions increased: 58 | Existing positions reduced: 65
19% less first-time investments, than exits
New positions opened: 17 | Existing positions closed: 21
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$5.84M |
| 2 |
First Eagle Investment Management
New York
|
+$2.5M |
| 3 |
HA
Heartland Advisors
Milwaukee,
Wisconsin
|
+$2.48M |
| 4 |
Robeco Institutional Asset Management
Rotterdam,
Netherlands
|
+$1.87M |
| 5 |
PAIM
Punch & Associates Investment Management
Edina,
Minnesota
|
+$1.54M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Assenagon Asset Management
Senningerberg,
Luxembourg
|
-$4.76M |
| 2 |
BlackRock
New York
|
-$4.21M |
| 3 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$3.48M |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$2.21M |
| 5 |
Goldman Sachs
New York
|
-$2.17M |
HSTM Hedge Fund Activity: Q2 2023 in Review
172 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in HealthStream (HSTM) for Q2 2023, worth a combined $530M — down 9.9% from $588M a quarter earlier.
Sellers outnumbered buyers: 21 funds closed out of HSTM and 17 opened new positions — a net loss of 4 holders — while 65 trimmed existing stakes and 58 added.
The largest buyer was Bank of Montreal, opening a new position worth an estimated $5.84M. The largest seller was Assenagon Asset Management, cutting an estimated $4.76M.
- 172 institutional investors held HealthStream (HSTM) as of Q2 2023, down from 176 in Q1 2023.
- Funds reported $530M of HealthStream stock for Q2 2023, down 9.9% quarter-over-quarter.
- 17 funds opened new HealthStream positions in Q2 2023 and 21 closed out, a net change of -4 holders.
- The largest HealthStream buyer in Q2 2023 was Bank of Montreal, an estimated $5.84M added.
- The largest HealthStream seller in Q2 2023 was Assenagon Asset Management, an estimated $4.76M sold.
Based on aggregated 13F filings for Q2 2023.