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HealthStream

176 hedge funds and large institutions have $588M invested in HealthStream in 2023 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 68 increasing their positions, 54 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

83% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 12

26% more repeat investments, than reductions

Existing positions increased: 68 | Existing positions reduced: 54

19% more capital invested

Capital invested by funds: $493M → $588M (+$95.2M)

5% more funds holding

Funds holding: 167176 (+9)

1.04% more ownership

Funds ownership: 69.83%70.87% (+1%)

Holders
176
Holders Change
+9
Holders Change %
+5.39%
% of All Funds
2.8%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
22
Increased
68
Reduced
54
Closed
12
Calls
$5K
Puts
Net Calls
+$5K
Net Calls Change
+$16K
Name Holding Trade Value Shares
Change
Change in
Stake
GC
51
Globeflex Capital
California
$1.5M +$1.05K +42 +0.1%
Swiss National Bank
52
Swiss National Bank
Switzerland
$1.43M -$155K -6,200 -11%
JP Morgan Chase
53
JP Morgan Chase
New York
$1.33M +$151K +6,069 +14%
ZIM
54
Zacks Investment Management
Illinois
$1.29M +$34.6K +1,389 +3%
Russell Investments Group
55
Russell Investments Group
United Kingdom
$1.29M +$120K +4,806 +11%
Los Angeles Capital Management
56
Los Angeles Capital Management
California
$1.24M +$819K +32,844 +255%
Victory Capital Management
57
Victory Capital Management
Texas
$1.23M -$107K -4,271 -9%
Public Sector Pension Investment Board (PSP Investments)
58
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$1.15M -$44.6K -1,790 -4%
Barclays
59
Barclays
United Kingdom
$1.13M +$318K +12,732 +44%
Bank of America
60
Bank of America
North Carolina
$956K +$174K +6,973 +25%
Teacher Retirement System of Texas
61
Teacher Retirement System of Texas
Texas
$876K +$36K +1,443 +5%
HSBC Holdings
62
HSBC Holdings
United Kingdom
$869K +$131K +5,234 +19%
WAM
63
Wakefield Asset Management
Colorado
$840K +$773K +31,007 New
CSS
64
Cubist Systematic Strategies
Connecticut
$828K -$246K -9,851 -24%
California State Teachers Retirement System (CalSTRS)
65
California State Teachers Retirement System (CalSTRS)
California
$826K -$11.4K -458 -1%
II
66
Inspire Investing
Idaho
$798K +$499K +19,990 +212%
AllianceBernstein
67
AllianceBernstein
Tennessee
$747K -$25.6K -1,028 -4%
ETC
68
Exchange Traded Concepts
Oklahoma
$722K +$21.2K +851 +3%
COPPSERS
69
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$693K -$6.88K -276 -1%
Truist Financial
70
Truist Financial
North Carolina
$683K -$125K -5,011 -17%
Thrivent Financial for Lutherans
71
Thrivent Financial for Lutherans
Minnesota
$649K -$20.9K -839 -3%
Canada Life
72
Canada Life
Manitoba, Canada
$649K +$37.9K +1,520 +7%
SO
73
STRS Ohio
Ohio
$644K -$32.4K -1,300 -5%
Prudential Financial
74
Prudential Financial
New Jersey
$639K -$25.3K -1,015 -4%
TPSF
75
Texas Permanent School Fund
Texas
$587K +$135K +5,422 +33%

HSTM Hedge Fund Activity: Q1 2023 in Review

176 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in HealthStream (HSTM) for Q1 2023, worth a combined $588M — up 19% from $493M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new HSTM positions and 12 closed out — a net gain of 10 holders — while 68 added to existing stakes and 54 trimmed.

The largest buyer was Assenagon Asset Management, adding an estimated $4.73M. The largest seller was Brown Brothers Harriman & Co, cutting an estimated $10.3M.

  • 176 institutional investors held HealthStream (HSTM) as of Q1 2023, up from 167 in Q4 2022.
  • Funds reported $588M of HealthStream stock for Q1 2023, up 19% quarter-over-quarter.
  • 22 funds opened new HealthStream positions in Q1 2023 and 12 closed out, a net change of +10 holders.
  • The largest HealthStream buyer in Q1 2023 was Assenagon Asset Management, an estimated $4.73M added.
  • The largest HealthStream seller in Q1 2023 was Brown Brothers Harriman & Co, an estimated $10.3M sold.

Based on aggregated 13F filings for Q1 2023.