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HealthStream

206 hedge funds and large institutions have $719M invested in HealthStream in 2024 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 76 increasing their positions, 64 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

967% more call options, than puts

Call options by funds: $64K | Put options by funds: $6K

19% more repeat investments, than reductions

Existing positions increased: 76 | Existing positions reduced: 64

14% more capital invested

Capital invested by funds: $628M → $719M (+$90.8M)

2.71% more ownership

Funds ownership: 71.58%74.28% (+2.7%)

3% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 30

0% more funds holding

Funds holding: 206206 (0)

Holders
206
Holders Change
Holders Change %
0%
% of All Funds
2.71%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
31
Increased
76
Reduced
64
Closed
30
Calls
$64K
Puts
$6K
Net Calls
+$58K
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KCM
26
Kennedy Capital Management
Missouri
$5.83M -$96.5K -3,126 -2%
Jacobs Levy Equity Management
27
Jacobs Levy Equity Management
New Jersey
$5.27M -$488K -15,812 -9%
HIM
28
Hillsdale Investment Management
Ontario, Canada
$4.97M -$800K -25,930 -14%
UBS Group
29
UBS Group
Switzerland
$4.62M +$2.12M +68,716 +90%
AQR Capital Management
30
AQR Capital Management
Connecticut
$4.57M -$163K -5,293 -4%
Fidelity Investments
31
Fidelity Investments
Massachusetts
$4.49M +$683K +22,129 +19%
N
32
Nuveen
North Carolina
$4.29M -$20.7K -670 -0.5%
Principal Financial Group
33
Principal Financial Group
Iowa
$4.03M +$136K +4,407 +4%
Qube Research & Technologies (QRT)
34
Qube Research & Technologies (QRT)
United Kingdom
$3.7M +$1.74M +56,485 +94%
Norges Bank
35
Norges Bank
Norway
$3.65M +$3.54M +114,738 New
SBH
36
Segall Bryant & Hamill
Illinois
$3.5M -$468K -15,157 -12%
CIS
37
Connors Investor Services
Pennsylvania
$3.34M -$74.9K -2,427 -2%
JP Morgan Chase
38
JP Morgan Chase
New York
$3.32M +$1.46M +47,264 +83%
Assenagon Asset Management
39
Assenagon Asset Management
Luxembourg
$3.14M -$3.18M -102,942 -51%
Mirae Asset Global ETFs Holdings
40
Mirae Asset Global ETFs Holdings
Hong Kong
$3.13M -$1.43M -46,385 -32%
GC
41
Globeflex Capital
California
$2.92M
PAMP
42
Polar Asset Management Partners
Ontario, Canada
$2.92M +$1.09M +35,252 +62%
PFPT
43
Pinnacle Financial Partners (Tennessee)
Tennessee
$2.64M
CI
44
Cambiar Investors
Colorado
$2.56M -$214K -6,925 -8%
State Board of Administration of Florida Retirement System
45
State Board of Administration of Florida Retirement System
Florida
$2.53M -$26.9K -871 -1%
Teacher Retirement System of Texas
46
Teacher Retirement System of Texas
Texas
$2.52M +$1.38M +44,571 +128%
Robeco Institutional Asset Management
47
Robeco Institutional Asset Management
Netherlands
$2.43M +$499K +16,166 +27%
RhumbLine Advisers
48
RhumbLine Advisers
Massachusetts
$2.37M +$12.7K +412 +0.6%
Tudor Investment Corp
49
Tudor Investment Corp
Connecticut
$2.26M +$492K +15,941 +29%
ZIM
50
Zacks Investment Management
Illinois
$2.23M +$359K +11,628 +20%

HSTM Hedge Fund Activity: Q4 2024 in Review

206 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in HealthStream (HSTM) for Q4 2024, worth a combined $719M — up 14% from $628M a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new HSTM positions and 30 closed out — a net gain of 1 holder — while 76 added to existing stakes and 64 trimmed.

The largest buyer was Copeland Capital Management, adding an estimated $11.6M. The largest seller was Millennium Management, cutting an estimated $6.33M.

  • 206 institutional investors held HealthStream (HSTM) as of Q4 2024, unchanged from Q3 2024.
  • Funds reported $719M of HealthStream stock for Q4 2024, up 14% quarter-over-quarter.
  • 31 funds opened new HealthStream positions in Q4 2024 and 30 closed out, a net change of +1 holder.
  • The largest HealthStream buyer in Q4 2024 was Copeland Capital Management, an estimated $11.6M added.
  • The largest HealthStream seller in Q4 2024 was Millennium Management, an estimated $6.33M sold.

Based on aggregated 13F filings for Q4 2024.