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HealthStream

200 hedge funds and large institutions have $597M invested in HealthStream in 2024 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 69 increasing their positions, 71 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

3,425% more call options, than puts

Call options by funds: $282K | Put options by funds: $8K

67% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 18

6% more capital invested

Capital invested by funds: $565M → $597M (+$32.5M)

5% more funds holding

Funds holding: 190200 (+10)

0.5% more ownership

Funds ownership: 69.9%70.41% (+0.5%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

3% less repeat investments, than reductions

Existing positions increased: 69 | Existing positions reduced: 71

Holders
200
Holders Change
+10
Holders Change %
+5.26%
% of All Funds
2.89%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
30
Increased
69
Reduced
71
Closed
18
Calls
$282K
Puts
$8K
Net Calls
+$274K
Net Calls Change
+$722K
Name Holding Trade Value Shares
Change
Change in
Stake
HIM
26
Hillsdale Investment Management
Ontario, Canada
$5.05M -$213K -8,000 -4%
SEI Investments
27
SEI Investments
Pennsylvania
$4.97M +$176K +6,592 +4%
Citadel Advisors
28
Citadel Advisors
Florida
$4.92M +$3.01M +113,039 +179%
HCA
29
Harbor Capital Advisors
Illinois
$4.63M +$2.94M +110,189 +198%
Assenagon Asset Management
30
Assenagon Asset Management
Luxembourg
$4.1M +$1.45M +54,227 +59%
AQR Capital Management
31
AQR Capital Management
Connecticut
$3.57M +$835K +31,314 +32%
Principal Financial Group
32
Principal Financial Group
Iowa
$3.45M -$133K -4,993 -4%
SBH
33
Segall Bryant & Hamill
Illinois
$3.44M +$3.28M +123,144 New
D.E. Shaw & Co
34
D.E. Shaw & Co
New York
$3.18M +$257K +9,643 +9%
Goldman Sachs
35
Goldman Sachs
New York
$3.14M +$1.1M +41,330 +58%
CIS
36
Connors Investor Services
Pennsylvania
$3.09M -$116K -4,369 -4%
Fidelity Investments
37
Fidelity Investments
Massachusetts
$2.68M +$212K +7,965 +9%
GC
38
Globeflex Capital
California
$2.57M +$897K +33,630 +58%
CI
39
Cambiar Investors
Colorado
$2.44M
PFPT
40
Pinnacle Financial Partners (Tennessee)
Tennessee
$2.32M
State Board of Administration of Florida Retirement System
41
State Board of Administration of Florida Retirement System
Florida
$2.24M +$40.8K +1,532 +2%
RhumbLine Advisers
42
RhumbLine Advisers
Massachusetts
$2.11M +$8.82K +331 +0.4%
Legal & General Group
43
Legal & General Group
United Kingdom
$2.05M +$110K +4,135 +6%
Allspring Global Investments
44
Allspring Global Investments
North Carolina
$1.88M +$884K +33,161 +97%
KCM
45
Kornitzer Capital Management
Kansas
$1.87M
Two Sigma Investments
46
Two Sigma Investments
New York
$1.65M -$149K -5,602 -9%
ETC
47
Exchange Traded Concepts
Oklahoma
$1.61M +$83.3K +3,124 +6%
AIS
48
AM Investment Strategies
Tennessee
$1.61M
MAM
49
Martingale Asset Management
Massachusetts
$1.57M -$495K -18,550 -25%
ZIM
50
Zacks Investment Management
Illinois
$1.53M +$80.2K +3,007 +6%

HSTM Hedge Fund Activity: Q2 2024 in Review

200 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in HealthStream (HSTM) for Q2 2024, worth a combined $597M — up 5.8% from $565M a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new HSTM positions and 18 closed out — a net gain of 12 holders — while 69 added to existing stakes and 71 trimmed.

The largest buyer was Segall Bryant & Hamill, opening a new position worth an estimated $3.28M. The largest seller was Mirae Asset Global Investments, cutting an estimated $7.57M.

  • 200 institutional investors held HealthStream (HSTM) as of Q2 2024, up from 190 in Q1 2024.
  • Funds reported $597M of HealthStream stock for Q2 2024, up 5.8% quarter-over-quarter.
  • 30 funds opened new HealthStream positions in Q2 2024 and 18 closed out, a net change of +12 holders.
  • The largest HealthStream buyer in Q2 2024 was Segall Bryant & Hamill, an estimated $3.28M added.
  • The largest HealthStream seller in Q2 2024 was Mirae Asset Global Investments, an estimated $7.57M sold.

Based on aggregated 13F filings for Q2 2024.