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HealthStream
HSTM

Overview Fund Activity

188 hedge funds and large institutions have $583M invested in HealthStream in 2023 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 59 increasing their positions, 74 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
188
Holders Change
+10
Holders Change %
+5.62%
% of All Funds
2.76%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
25
Increased
59
Reduced
74
Closed
14
Calls
$300K
Puts
$611K
Net Calls
-$311K
Net Calls Change
-$322K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$19.2M
2
BlackRock
2
BlackRock
New York
$109M
3
Renaissance Technologies
3
Renaissance Technologies
New York
$17.5M
4
First Eagle Investment Management
4
First Eagle Investment Management
New York
$11M
5
State Street
5
State Street
Massachusetts
$25.8M

Top Sellers

1
WSL
1
Western Standard LLC
California
$7.07M
2
Millennium Management
2
Millennium Management
New York
$6.64M
3
Acadian Asset Management
3
Acadian Asset Management
Massachusetts
$17.2M
4
Invesco
4
Invesco
Georgia
$6M
5
Ameriprise
5
Ameriprise
Minnesota
$9.03M
Name Holding Trade Value Shares
Change 		Shares
Change %
SEI Investments
26
SEI Investments
Pennsylvania
$4.53M -$6.35K -235 -0.1%
Jacobs Levy Equity Management
27
Jacobs Levy Equity Management
New Jersey
$4.1M -$1.17M -43,234 -22%
CIS
28
Connors Investor Services
Pennsylvania
$3.62M +$59.7K +2,208 +2%
MCM
29
McKinley Capital Management
Alaska
$3.6M – – –
Principal Financial Group
30
Principal Financial Group
Iowa
$3.48M -$128K -4,737 -4%
FGAM
31
Financial Gravity Asset Management
Texas
$3.06M +$699K +8 +30%
D.E. Shaw & Co
32
D.E. Shaw & Co
New York
$2.82M -$182K -6,744 -6%
Assenagon Asset Management
33
Assenagon Asset Management
Luxembourg
$2.64M -$970K -35,898 -27%
CI
34
Cambiar Investors
Colorado
$2.42M -$594K -21,969 -20%
Goldman Sachs
35
Goldman Sachs
New York
$2.26M -$120K -4,453 -5%
PFP
36
Pinnacle Financial Partners
Tennessee
$2.25M -$2.49K -92 -0.1%
AQR Capital Management
37
AQR Capital Management
Connecticut
$2.15M +$76.8K +2,840 +4%
Two Sigma Advisers
38
Two Sigma Advisers
New York
$2.13M -$13.5K -500 -0.6%
Fidelity Investments
39
Fidelity Investments
Massachusetts
$2.13M +$133K +4,918 +7%
State Board of Administration of Florida Retirement System
40
State Board of Administration of Florida Retirement System
Florida
$2.1M -$10.3K -380 -0.5%
RhumbLine Advisers
41
RhumbLine Advisers
Massachusetts
$2.06M -$29.9K -1,107 -1%
Robeco Institutional Asset Management
42
Robeco Institutional Asset Management
Netherlands
$2.04M +$4.57K +169 +0.2%
MAM
43
Martingale Asset Management
Massachusetts
$2.01M -$12.7K -470 -0.6%
Legal & General Group
44
Legal & General Group
United Kingdom
$1.87M -$22.1K -817 -1%
KCM
45
Kornitzer Capital Management
Kansas
$1.81M – – –
Two Sigma Investments
46
Two Sigma Investments
New York
$1.79M +$154K +5,687 +9%
GC
47
Globeflex Capital
California
$1.79M +$187K +6,900 +12%
AIS
48
AM Investment Strategies
Tennessee
$1.71M -$27K -1,000 -2%
ETC
49
Exchange Traded Concepts
Oklahoma
$1.59M +$12.5K +463 +0.8%
JPMorgan Chase & Co
50
JPMorgan Chase & Co
New York
$1.57M +$265K +9,821 +20%
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