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HealthStream

206 hedge funds and large institutions have $628M invested in HealthStream in 2024 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 77 increasing their positions, 62 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

44% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 16

24% more repeat investments, than reductions

Existing positions increased: 77 | Existing positions reduced: 62

5% more capital invested

Capital invested by funds: $597M → $628M (+$30.7M)

3% more funds holding

Funds holding: 200206 (+6)

1.17% more ownership

Funds ownership: 70.41%71.58% (+1.2%)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
206
Holders Change
+6
Holders Change %
+3%
% of All Funds
2.96%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
23
Increased
77
Reduced
62
Closed
16
Calls
$58K
Puts
Net Calls
+$58K
Net Calls Change
-$216K
Name Holding Trade Value Shares
Change
Change in
Stake
Jacobs Levy Equity Management
26
Jacobs Levy Equity Management
New Jersey
$5.24M -$221K -7,718 -4%
Arrowstreet Capital
27
Arrowstreet Capital
Massachusetts
$4.33M +$2.96M +103,331 +220%
AQR Capital Management
28
AQR Capital Management
Connecticut
$4.3M +$600K +20,949 +16%
Mirae Asset Global ETFs Holdings
29
Mirae Asset Global ETFs Holdings
Hong Kong
$4.18M -$1.07M -37,345 -20%
Goldman Sachs
30
Goldman Sachs
New York
$4.01M +$751K +26,210 +23%
N
31
Nuveen
North Carolina
$3.91M -$2.31M -80,748 -37%
SBH
32
Segall Bryant & Hamill
Illinois
$3.61M +$57.9K +2,020 +2%
Principal Financial Group
33
Principal Financial Group
Iowa
$3.53M -$40.7K -1,422 -1%
Fidelity Investments
34
Fidelity Investments
Massachusetts
$3.43M +$660K +23,055 +24%
CIS
35
Connors Investor Services
Pennsylvania
$3.1M -$97.3K -3,397 -3%
D.E. Shaw & Co
36
D.E. Shaw & Co
New York
$2.83M -$447K -15,610 -14%
GC
37
Globeflex Capital
California
$2.65M
CI
38
Cambiar Investors
Colorado
$2.52M +$2.75K +96 +0.1%
PFPT
39
Pinnacle Financial Partners (Tennessee)
Tennessee
$2.39M
State Board of Administration of Florida Retirement System
40
State Board of Administration of Florida Retirement System
Florida
$2.32M
UBS Group
41
UBS Group
Switzerland
$2.21M +$635K +22,184 +41%
RhumbLine Advisers
42
RhumbLine Advisers
Massachusetts
$2.14M -$46.6K -1,628 -2%
Legal & General Group
43
Legal & General Group
United Kingdom
$2.1M -$13.1K -458 -0.6%
Allspring Global Investments
44
Allspring Global Investments
North Carolina
$2.07M +$131K +4,588 +7%
KCM
45
Kornitzer Capital Management
Kansas
$1.94M
WSL
46
Western Standard LLC
California
$1.9M -$3.67M -128,252 -66%
Robeco Institutional Asset Management
47
Robeco Institutional Asset Management
Netherlands
$1.73M +$238K +8,308 +16%
Qube Research & Technologies (QRT)
48
Qube Research & Technologies (QRT)
United Kingdom
$1.73M +$1.2M +41,804 +231%
ETC
49
Exchange Traded Concepts
Oklahoma
$1.71M +$43.1K +1,504 +3%
Barclays
50
Barclays
United Kingdom
$1.7M +$997K +34,821 +145%

HSTM Hedge Fund Activity: Q3 2024 in Review

206 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in HealthStream (HSTM) for Q3 2024, worth a combined $628M — up 5.1% from $597M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new HSTM positions and 16 closed out — a net gain of 7 holders — while 77 added to existing stakes and 62 trimmed.

The largest buyer was Harbor Capital Advisors, adding an estimated $6.71M. The largest seller was Citadel Advisors, cutting an estimated $4.17M.

  • 206 institutional investors held HealthStream (HSTM) as of Q3 2024, up from 200 in Q2 2024.
  • Funds reported $628M of HealthStream stock for Q3 2024, up 5.1% quarter-over-quarter.
  • 23 funds opened new HealthStream positions in Q3 2024 and 16 closed out, a net change of +7 holders.
  • The largest HealthStream buyer in Q3 2024 was Harbor Capital Advisors, an estimated $6.71M added.
  • The largest HealthStream seller in Q3 2024 was Citadel Advisors, an estimated $4.17M sold.

Based on aggregated 13F filings for Q3 2024.