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HealthStream
HSTM

159 hedge funds and large institutions have $553M invested in HealthStream in 2021 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 61 increasing their positions, 44 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

39% more repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 44

24% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 17

2% more funds holding

Funds holding: 156 → 159 (+3)

1.15% less ownership

Funds ownership: 72.27% → 71.11% (-1.2%)

9% less capital invested

Capital invested by funds: $611M → $553M (-$57.7M)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $200K

Holders
159
Holders Change
+3
Holders Change %
+1.92%
% of All Funds
2.45%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
21
Increased
61
Reduced
44
Closed
17
Calls
–
Puts
$200K
Net Calls
-$200K
Net Calls Change
-$200K

Top Buyers

1
Ameriprise
Ameriprise
Minnesota
+$5.33M
2
CI
Cambiar Investors
Colorado
+$2.65M
3
HIM
Herald Investment Management
United Kingdom
+$2.65M
4
Victory Capital Management
Victory Capital Management
Texas
+$1.8M
5
PAIM
Punch & Associates Investment Management
Minnesota
+$1.6M

Top Sellers

1
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$12.2M
2
PAMP
Polar Asset Management Partners
Ontario, Canada
-$8.59M
3
GGHC
Gilder Gagnon Howe & Co
New York
-$5.53M
4
Morgan Stanley
Morgan Stanley
New York
-$2.42M
5
EP
Eversept Partners
New York
-$2.22M
Name Holding Trade Value Shares
Change 		Change in
Stake
Public Sector Pension Investment Board (PSP Investments)
51
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$1.36M – – –
PAMP
52
Polar Asset Management Partners
Ontario, Canada
$1.34M -$8.59M -324,831 -87%
CIA
53
Capital Impact Advisors
Massachusetts
$1.23M – – –
SGI
54
Summit Global Investments
Utah
$1.21M +$29.1K +1,100 +2%
MAM
55
Martingale Asset Management
Massachusetts
$1.18M +$273K +10,327 +30%
Wells Fargo
56
Wells Fargo
California
$1.15M -$1.66M -62,632 -59%
ETC
57
Exchange Traded Concepts
Oklahoma
$1.13M +$19.2K +727 +2%
Barclays
58
Barclays
United Kingdom
$1.11M +$401K +15,168 +56%
Bank of America
59
Bank of America
North Carolina
$1.06M +$249K +9,420 +30%
Russell Investments Group
60
Russell Investments Group
United Kingdom
$1.02M -$622K -23,514 -38%
FQ
61
First Quadrant
California
$1.01M +$7.94K +300 +0.8%
SEI Investments
62
SEI Investments
Pennsylvania
$1M +$414K +15,657 +68%
California State Teachers Retirement System (CalSTRS)
63
California State Teachers Retirement System (CalSTRS)
California
$925K +$20.7K +784 +2%
Tudor Investment Corp
64
Tudor Investment Corp
Connecticut
$883K +$32.7K +1,237 +4%
SO
65
STRS Ohio
Ohio
$854K +$79.4K +3,000 +10%
State Board of Administration of Florida Retirement System
66
State Board of Administration of Florida Retirement System
Florida
$843K +$391K +14,764 +86%
ZIM
67
Zacks Investment Management
Illinois
$822K -$239K -9,024 -22%
Prudential Financial
68
Prudential Financial
New Jersey
$805K -$452K -17,103 -36%
Grantham, Mayo, Van Otterloo & Co (GMO)
69
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$759K +$762K +28,800 New
AllianceBernstein
70
AllianceBernstein
Tennessee
$755K +$1.59K +60 +0.2%
Millennium Management
71
Millennium Management
New York
$692K +$134K +5,072 +24%
UBS AM
72
UBS AM
Illinois
$614K – – –
Truist Financial
73
Truist Financial
North Carolina
$603K +$265 +10 +0%
YCM
74
Yousif Capital Management
Michigan
$600K +$602K +22,752 New
SAM
75
Shell Asset Management
Netherlands
$597K +$2.57K +97 +0.4%
1 2
3
4 5

HSTM Hedge Fund Activity: Q4 2021 in Review

159 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in HealthStream (HSTM) for Q4 2021, worth a combined $553M — down 9.5% from $611M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new HSTM positions and 17 closed out — a net gain of 4 holders — while 61 added to existing stakes and 44 trimmed.

The largest buyer was Ameriprise, adding an estimated $5.33M. The largest seller was Bank of Montreal, exiting entirely with an estimated $12.2M sold.

  • 159 institutional investors held HealthStream (HSTM) as of Q4 2021, up from 156 in Q3 2021.
  • Funds reported $553M of HealthStream stock for Q4 2021, down 9.5% quarter-over-quarter.
  • 21 funds opened new HealthStream positions in Q4 2021 and 17 closed out, a net change of +4 holders.
  • The largest HealthStream buyer in Q4 2021 was Ameriprise, an estimated $5.33M added.
  • The largest HealthStream seller in Q4 2021 was Bank of Montreal, an estimated $12.2M sold.

Based on aggregated 13F filings for Q4 2021.