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HealthStream
HSTM

201 hedge funds and large institutions have $611M invested in HealthStream in 2025 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 79 increasing their positions, 68 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

16% more repeat investments, than reductions

Existing positions increased: 79 | Existing positions reduced: 68

1.19% less ownership

Funds ownership: 73.54% → 72.35% (-1.2%)

5% less funds holding

Funds holding: 211 → 201 (-10)

15% less capital invested

Capital invested by funds: $720M → $611M (-$109M)

28% less first-time investments, than exits

New positions opened: 23 | Existing positions closed: 32

Holders
201
Holders Change
-10
Holders Change %
-4.74%
% of All Funds
2.65%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
23
Increased
79
Reduced
68
Closed
32
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
+$6.96M
2
JP Morgan Chase
JP Morgan Chase
New York
+$5.5M
3
Citadel Advisors
Citadel Advisors
Florida
+$4.17M
4
CCM
Copeland Capital Management
Pennsylvania
+$3.52M
5
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
+$3.25M

Top Sellers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
-$9M
2
Cerity Partners
Cerity Partners
New York
-$8.46M
3
HIM
Hillsdale Investment Management
Ontario, Canada
-$5.2M
4
HA
Heartland Advisors
Wisconsin
-$5.05M
5
HCA
Harbor Capital Advisors
Illinois
-$2.41M
Name Holding Trade Value Shares
Change 		Change in
Stake
HIM
26
Herald Investment Management
United Kingdom
$5.25M – – –
Teacher Retirement System of Texas
27
Teacher Retirement System of Texas
Texas
$5.15M +$1.95M +66,076 +55%
Invesco
28
Invesco
Georgia
$4.96M +$586K +19,812 +12%
Millennium Management
29
Millennium Management
New York
$4.63M +$2.74M +92,848 +124%
Fidelity Investments
30
Fidelity Investments
Massachusetts
$4.33M +$77.7K +2,630 +2%
Two Sigma Investments
31
Two Sigma Investments
New York
$4.19M +$2.87M +96,982 +178%
Citadel Advisors
32
Citadel Advisors
Florida
$4.13M +$4.17M +141,077 +1,728%
Bank of America
33
Bank of America
North Carolina
$3.91M +$1.5M +50,852 +56%
Envestnet Asset Management
34
Envestnet Asset Management
Illinois
$3.6M +$137K +4,633 +4%
Principal Financial Group
35
Principal Financial Group
Iowa
$3.56M -$29.4K -996 -0.8%
UBS Group
36
UBS Group
Switzerland
$3.06M -$186K -6,285 -5%
BCM
37
Bridgeway Capital Management
Texas
$2.88M +$112K +3,780 +4%
Public Sector Pension Investment Board (PSP Investments)
38
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$2.88M +$160K +5,412 +5%
Mirae Asset Global ETFs Holdings
39
Mirae Asset Global ETFs Holdings
Hong Kong
$2.87M +$129K +4,371 +4%
CIS
40
Connors Investor Services
Pennsylvania
$2.87M -$10.4K -353 -0.3%
Goldman Sachs
41
Goldman Sachs
New York
$2.32M -$2.11M -71,489 -46%
IIM
42
INTECH Investment Management
Florida
$2.3M +$174K +5,904 +8%
PFPT
43
Pinnacle Financial Partners (Tennessee)
Tennessee
$2.3M – – –
Two Sigma Advisers
44
Two Sigma Advisers
New York
$2.18M +$1.45M +49,200 +166%
UBS AM
45
UBS AM
Illinois
$2.08M +$621K +20,997 +39%
GC
46
Globeflex Capital
California
$2.02M -$561K -18,984 -21%
RhumbLine Advisers
47
RhumbLine Advisers
Massachusetts
$1.93M -$17.5K -591 -0.8%
Legal & General Group
48
Legal & General Group
United Kingdom
$1.91M +$12.5K +424 +0.6%
CI
49
Cambiar Investors
Colorado
$1.86M -$828 -28 -0%
HA
50
Heartland Advisors
Wisconsin
$1.79M -$5.05M -170,890 -73%
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HSTM Hedge Fund Activity: Q2 2025 in Review

201 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in HealthStream (HSTM) for Q2 2025, worth a combined $611M — down 15% from $720M a quarter earlier.

Sellers outnumbered buyers: 32 funds closed out of HSTM and 23 opened new positions — a net loss of 9 holders — while 68 trimmed existing stakes and 79 added.

The largest buyer was Robeco Institutional Asset Management, adding an estimated $6.96M. The largest seller was BlackRock, cutting an estimated $9M.

  • 201 institutional investors held HealthStream (HSTM) as of Q2 2025, down from 211 in Q1 2025.
  • Funds reported $611M of HealthStream stock for Q2 2025, down 15% quarter-over-quarter.
  • 23 funds opened new HealthStream positions in Q2 2025 and 32 closed out, a net change of -9 holders.
  • The largest HealthStream buyer in Q2 2025 was Robeco Institutional Asset Management, an estimated $6.96M added.
  • The largest HealthStream seller in Q2 2025 was BlackRock, an estimated $9M sold.

Based on aggregated 13F filings for Q2 2025.