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HealthStream
HSTM

190 hedge funds and large institutions have $565M invested in HealthStream in 2024 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 60 increasing their positions, 74 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

15% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 20

1% more funds holding

Funds holding: 188 → 190 (+2)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

0.82% less ownership

Funds ownership: 70.73% → 69.9% (-0.82%)

3% less capital invested

Capital invested by funds: $583M → $565M (-$18.5M)

19% less repeat investments, than reductions

Existing positions increased: 60 | Existing positions reduced: 74

73% less call options, than puts

Call options by funds: $163K | Put options by funds: $611K

Holders
190
Holders Change
+2
Holders Change %
+1.06%
% of All Funds
2.74%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
23
Increased
60
Reduced
74
Closed
20
Calls
$163K
Puts
$611K
Net Calls
-$448K
Net Calls Change
-$137K

Top Buyers

Rank Fund Capital Flow
1
Millennium Management
Millennium Management
New York
+$3.22M
2
First Eagle Investment Management
First Eagle Investment Management
New York
+$2.34M
3
HCA
Harbor Capital Advisors
Illinois
+$1.35M
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$1.25M
5
PAM
Panagora Asset Management
Massachusetts
+$1.15M

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$9.75M
2
HA
Heartland Advisors
Wisconsin
-$3.3M
3
WSL
Western Standard LLC
California
-$1.71M
4
BlackRock
BlackRock
New York
-$1.55M
5
2C
272 Capital
Texas
-$1.39M
Name Holding Trade Value Shares
Change 		Change in
Stake
SEI Investments
26
SEI Investments
Pennsylvania
$4.57M +$105K +3,926 +2%
Jacobs Levy Equity Management
27
Jacobs Levy Equity Management
New Jersey
$3.96M -$89.5K -3,344 -2%
MCM
28
McKinley Capital Management
Alaska
$3.55M – – –
Principal Financial Group
29
Principal Financial Group
Iowa
$3.43M +$1.55K +58 +0%
CIS
30
Connors Investor Services
Pennsylvania
$3.07M -$502K -18,771 -14%
D.E. Shaw & Co
31
D.E. Shaw & Co
New York
$2.78M +$1.42K +53 +0.1%
AQR Capital Management
32
AQR Capital Management
Connecticut
$2.58M +$457K +17,064 +21%
Assenagon Asset Management
33
Assenagon Asset Management
Luxembourg
$2.47M -$140K -5,215 -5%
Fidelity Investments
34
Fidelity Investments
Massachusetts
$2.35M +$251K +9,388 +12%
CI
35
Cambiar Investors
Colorado
$2.33M -$53.3K -1,993 -2%
Robeco Institutional Asset Management
36
Robeco Institutional Asset Management
Netherlands
$2.3M +$290K +10,835 +14%
PFPT
37
Pinnacle Financial Partners (Tennessee)
Tennessee
$2.21M -$2.46K -92 -0.1%
State Board of Administration of Florida Retirement System
38
State Board of Administration of Florida Retirement System
Florida
$2.13M +$30.3K +1,131 +1%
RhumbLine Advisers
39
RhumbLine Advisers
Massachusetts
$2.01M -$22.4K -839 -1%
MAM
40
Martingale Asset Management
Massachusetts
$1.99M +$12.1K +452 +0.6%
Goldman Sachs
41
Goldman Sachs
New York
$1.9M -$330K -12,330 -15%
Legal & General Group
42
Legal & General Group
United Kingdom
$1.85M +$5.11K +191 +0.3%
KCM
43
Kornitzer Capital Management
Kansas
$1.79M – – –
JP Morgan Chase
44
JP Morgan Chase
New York
$1.75M +$199K +7,423 +13%
Two Sigma Investments
45
Two Sigma Investments
New York
$1.73M -$43K -1,609 -2%
Two Sigma Advisers
46
Two Sigma Advisers
New York
$1.7M -$401K -15,000 -19%
Citadel Advisors
47
Citadel Advisors
Florida
$1.68M +$559K +20,889 +49%
GC
48
Globeflex Capital
California
$1.56M -$213K -7,976 -12%
Arrowstreet Capital
49
Arrowstreet Capital
Massachusetts
$1.55M +$1.25M +46,608 +401%
AIS
50
AM Investment Strategies
Tennessee
$1.54M -$145K -5,405 -9%
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HSTM Hedge Fund Activity: Q1 2024 in Review

190 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in HealthStream (HSTM) for Q1 2024, worth a combined $565M — down 3.2% from $583M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new HSTM positions and 20 closed out — a net gain of 3 holders — while 60 added to existing stakes and 74 trimmed.

The largest buyer was Millennium Management, adding an estimated $3.22M. The largest seller was Morgan Stanley, cutting an estimated $9.75M.

  • 190 institutional investors held HealthStream (HSTM) as of Q1 2024, up from 188 in Q4 2023.
  • Funds reported $565M of HealthStream stock for Q1 2024, down 3.2% quarter-over-quarter.
  • 23 funds opened new HealthStream positions in Q1 2024 and 20 closed out, a net change of +3 holders.
  • The largest HealthStream buyer in Q1 2024 was Millennium Management, an estimated $3.22M added.
  • The largest HealthStream seller in Q1 2024 was Morgan Stanley, an estimated $9.75M sold.

Based on aggregated 13F filings for Q1 2024.