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HealthStream

167 hedge funds and large institutions have $493M invested in HealthStream in 2022 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 73 increasing their positions, 48 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

167% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 6

52% more repeat investments, than reductions

Existing positions increased: 73 | Existing positions reduced: 48

7% more capital invested

Capital invested by funds: $458M → $493M (+$34.1M)

6% more funds holding

Funds holding: 158167 (+9)

0.69% less ownership

Funds ownership: 70.52%69.83% (-0.69%)

65% less call options, than puts

Call options by funds: $6K | Put options by funds: $17K

Holders
167
Holders Change
+9
Holders Change %
+5.7%
% of All Funds
2.68%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
16
Increased
73
Reduced
48
Closed
6
Calls
$6K
Puts
$17K
Net Calls
-$11K
Net Calls Change
-$9K
Name Holding Trade Value Shares
Change
Change in
Stake
ZIM
51
Zacks Investment Management
Illinois
$1.15M +$249K +10,382 +29%
Public Sector Pension Investment Board (PSP Investments)
52
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$1.1M
Russell Investments Group
53
Russell Investments Group
United Kingdom
$1.08M +$168K +6,998 +19%
JP Morgan Chase
54
JP Morgan Chase
New York
$1.07M +$58.1K +2,422 +6%
Fidelity Investments
55
Fidelity Investments
Massachusetts
$1.07M +$254K +10,607 +33%
New York State Common Retirement Fund
56
New York State Common Retirement Fund
New York
$1.06M -$750K -31,264 -42%
CSS
57
Cubist Systematic Strategies
Connecticut
$1M +$761K +31,720 +365%
Assenagon Asset Management
58
Assenagon Asset Management
Luxembourg
$899K
ECM
59
ExodusPoint Capital Management
New York
$871K +$198K +8,258 +31%
CCIA
60
Campbell & Co Investment Adviser
Maryland
$837K +$492K +20,520 +156%
AG
61
Algert Global
California
$770K -$186K -7,770 -20%
California State Teachers Retirement System (CalSTRS)
62
California State Teachers Retirement System (CalSTRS)
California
$768K +$11.3K +470 +2%
Teacher Retirement System of Texas
63
Teacher Retirement System of Texas
Texas
$767K +$53.3K +2,221 +8%
Truist Financial
64
Truist Financial
North Carolina
$751K +$338K +14,109 +88%
Barclays
65
Barclays
United Kingdom
$721K +$207K +8,627 +42%
AllianceBernstein
66
AllianceBernstein
Tennessee
$711K +$504 +21 +0.1%
NYLIM
67
New York Life Investment Management
New York
$707K +$73.3K +3,056 +12%
Bank of America
68
Bank of America
North Carolina
$703K +$66.1K +2,757 +11%
HSBC Holdings
69
HSBC Holdings
United Kingdom
$669K +$177K +7,362 +38%
COPPSERS
70
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$642K +$92.2K +3,845 +17%
ETC
71
Exchange Traded Concepts
Oklahoma
$641K +$16.9K +705 +3%
SO
72
STRS Ohio
Ohio
$623K -$130K -5,400 -18%
SCP
73
Seizert Capital Partners
Michigan
$616K +$595K +24,798 New
Thrivent Financial for Lutherans
74
Thrivent Financial for Lutherans
Minnesota
$615K -$4.56K -190 -0.8%
Prudential Financial
75
Prudential Financial
New Jersey
$611K -$4.8K -200 -0.8%

HSTM Hedge Fund Activity: Q4 2022 in Review

167 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in HealthStream (HSTM) for Q4 2022, worth a combined $493M — up 7.4% from $458M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new HSTM positions and 6 closed out — a net gain of 10 holders — while 73 added to existing stakes and 48 trimmed.

The largest buyer was Mirae Asset Global Investments, adding an estimated $6.52M. The largest seller was Brown Brothers Harriman & Co, cutting an estimated $21.7M.

  • 167 institutional investors held HealthStream (HSTM) as of Q4 2022, up from 158 in Q3 2022.
  • Funds reported $493M of HealthStream stock for Q4 2022, up 7.4% quarter-over-quarter.
  • 16 funds opened new HealthStream positions in Q4 2022 and 6 closed out, a net change of +10 holders.
  • The largest HealthStream buyer in Q4 2022 was Mirae Asset Global Investments, an estimated $6.52M added.
  • The largest HealthStream seller in Q4 2022 was Brown Brothers Harriman & Co, an estimated $21.7M sold.

Based on aggregated 13F filings for Q4 2022.