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HealthStream
HSTM

178 hedge funds and large institutions have $465M invested in HealthStream in 2023 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 58 increasing their positions, 62 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

85% more call options, than puts

Call options by funds: $24K | Put options by funds: $13K

40% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 15

3% more funds holding

Funds holding: 172 → 178 (+6)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

0.8% less ownership

Funds ownership: 70.27% → 69.47% (-0.8%)

6% less repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 62

12% less capital invested

Capital invested by funds: $530M → $465M (-$65M)

Holders
178
Holders Change
+6
Holders Change %
+3.49%
% of All Funds
2.82%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
21
Increased
58
Reduced
62
Closed
15
Calls
$24K
Puts
$13K
Net Calls
+$11K
Net Calls Change
+$11K

Top Buyers

1
First Eagle Investment Management
First Eagle Investment Management
New York
+$3.72M
2
WSL
Western Standard LLC
California
+$3.48M
3
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
+$2.21M
4
2C
272 Capital
Texas
+$1.48M
5
ECM
ExodusPoint Capital Management
New York
+$1.15M

Top Sellers

1
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$5.84M
2
Acadian Asset Management
Acadian Asset Management
Massachusetts
-$5.35M
3
Morgan Stanley
Morgan Stanley
New York
-$2.23M
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$2.08M
5
BlackRock
BlackRock
New York
-$1.65M
Name Holding Trade Value Shares
Change 		Change in
Stake
HIM
26
Hillsdale Investment Management
Ontario, Canada
$3.76M +$302K +13,691 +9%
SEI Investments
27
SEI Investments
Pennsylvania
$3.62M -$96.5K -4,370 -3%
FGAM
28
Financial Gravity Asset Management
Texas
$3.06M +$22 +1 +4%
Assenagon Asset Management
29
Assenagon Asset Management
Luxembourg
$2.89M +$2.21M +99,913 +296%
Principal Financial Group
30
Principal Financial Group
Iowa
$2.88M -$147K -6,657 -5%
MCM
31
McKinley Capital Management
Alaska
$2.87M – – –
CIS
32
Connors Investor Services
Pennsylvania
$2.83M -$43.7K -1,977 -1%
CI
33
Cambiar Investors
Colorado
$2.4M +$431K +19,499 +21%
D.E. Shaw & Co
34
D.E. Shaw & Co
New York
$2.39M +$174K +7,867 +8%
Goldman Sachs
35
Goldman Sachs
New York
$1.9M -$458K -20,751 -19%
PFPT
36
Pinnacle Financial Partners (Tennessee)
Tennessee
$1.8M – – –
Two Sigma Advisers
37
Two Sigma Advisers
New York
$1.71M -$157K -7,100 -8%
State Board of Administration of Florida Retirement System
38
State Board of Administration of Florida Retirement System
Florida
$1.68M +$43.8K +1,984 +3%
RhumbLine Advisers
39
RhumbLine Advisers
Massachusetts
$1.67M -$21.3K -964 -1%
AQR Capital Management
40
AQR Capital Management
Connecticut
$1.66M -$211K -9,535 -11%
Los Angeles Capital Management
41
Los Angeles Capital Management
California
$1.66M -$238K -10,759 -12%
Robeco Institutional Asset Management
42
Robeco Institutional Asset Management
Netherlands
$1.62M – – –
MAM
43
Martingale Asset Management
Massachusetts
$1.61M +$24.4K +1,105 +2%
Fidelity Investments
44
Fidelity Investments
Massachusetts
$1.59M +$43.8K +1,984 +3%
Legal & General Group
45
Legal & General Group
United Kingdom
$1.51M -$45.2K -2,045 -3%
2C
46
272 Capital
Texas
$1.45M +$1.48M +67,135 New
KCM
47
Kornitzer Capital Management
Kansas
$1.45M – – –
ECM
48
ExodusPoint Capital Management
New York
$1.43M +$1.15M +52,251 +368%
Citadel Advisors
49
Citadel Advisors
Florida
$1.41M +$858K +38,849 +147%
AIS
50
AM Investment Strategies
Tennessee
$1.38M – – –
1
2
3 4 5

HSTM Hedge Fund Activity: Q3 2023 in Review

178 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in HealthStream (HSTM) for Q3 2023, worth a combined $465M — down 12% from $530M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new HSTM positions and 15 closed out — a net gain of 6 holders — while 58 added to existing stakes and 62 trimmed.

The largest buyer was First Eagle Investment Management, adding an estimated $3.72M. The largest seller was Bank of Montreal, exiting entirely with an estimated $5.84M sold.

  • 178 institutional investors held HealthStream (HSTM) as of Q3 2023, up from 172 in Q2 2023.
  • Funds reported $465M of HealthStream stock for Q3 2023, down 12% quarter-over-quarter.
  • 21 funds opened new HealthStream positions in Q3 2023 and 15 closed out, a net change of +6 holders.
  • The largest HealthStream buyer in Q3 2023 was First Eagle Investment Management, an estimated $3.72M added.
  • The largest HealthStream seller in Q3 2023 was Bank of Montreal, an estimated $5.84M sold.

Based on aggregated 13F filings for Q3 2023.