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HealthStream

190 hedge funds and large institutions have $565M invested in HealthStream in 2024 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 60 increasing their positions, 74 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

15% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 20

1% more funds holding

Funds holding: 188190 (+2)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.82% less ownership

Funds ownership: 70.73%69.9% (-0.82%)

3% less capital invested

Capital invested by funds: $583M → $565M (-$18.5M)

19% less repeat investments, than reductions

Existing positions increased: 60 | Existing positions reduced: 74

73% less call options, than puts

Call options by funds: $163K | Put options by funds: $611K

Holders
190
Holders Change
+2
Holders Change %
+1.06%
% of All Funds
2.74%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
23
Increased
60
Reduced
74
Closed
20
Calls
$163K
Puts
$611K
Net Calls
-$448K
Net Calls Change
-$137K
Name Holding Trade Value Shares
Change
Change in
Stake
HCA
51
Harbor Capital Advisors
Illinois
$1.49M +$1.35M +50,275 +927%
ETC
52
Exchange Traded Concepts
Oklahoma
$1.46M -$110K -4,122 -7%
ZIM
53
Zacks Investment Management
Illinois
$1.38M +$154K +5,773 +13%
Public Sector Pension Investment Board (PSP Investments)
54
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$1.32M
Swiss National Bank
55
Swiss National Bank
Switzerland
$1.29M
UBS Group
56
UBS Group
Switzerland
$1.17M +$199K +7,443 +21%
CS
57
Credit Suisse
Switzerland
$1.16M +$54.7K +2,043 +5%
CSS
58
Cubist Systematic Strategies
Connecticut
$1.09M -$216K -8,077 -16%
Victory Capital Management
59
Victory Capital Management
Texas
$1.07M -$44.1K -1,650 -4%
Barclays
60
Barclays
United Kingdom
$974K -$436K -16,288 -31%
HSBC Holdings
61
HSBC Holdings
United Kingdom
$912K +$118K +4,401 +15%
Allspring Global Investments
62
Allspring Global Investments
North Carolina
$910K +$413K +15,425 +82%
WAM
63
Wakefield Asset Management
Colorado
$909K +$912K +34,102 New
II
64
Inspire Investing
Idaho
$889K +$128K +4,769 +17%
American Century Companies
65
American Century Companies
Missouri
$874K +$222K +8,301 +34%
TD Asset Management
66
TD Asset Management
Ontario, Canada
$818K
Teacher Retirement System of Texas
67
Teacher Retirement System of Texas
Texas
$818K -$55.9K -2,091 -6%
Bank of America
68
Bank of America
North Carolina
$747K -$395K -14,748 -34%
Connor, Clark & Lunn Investment Management (CC&L)
69
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$743K -$122K -4,560 -14%
Man Group
70
Man Group
United Kingdom
$733K +$736K +27,494 New
Franklin Resources
71
Franklin Resources
California
$732K +$421K +15,738 +134%
Prudential Financial
72
Prudential Financial
New Jersey
$727K -$26.8K -1,000 -4%
UBS AM
73
UBS AM
Illinois
$688K
California State Teachers Retirement System (CalSTRS)
74
California State Teachers Retirement System (CalSTRS)
California
$646K -$42.5K -1,589 -6%
Russell Investments Group
75
Russell Investments Group
United Kingdom
$637K +$77.5K +2,896 +14%

HSTM Hedge Fund Activity: Q1 2024 in Review

190 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in HealthStream (HSTM) for Q1 2024, worth a combined $565M — down 3.2% from $583M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new HSTM positions and 20 closed out — a net gain of 3 holders — while 60 added to existing stakes and 74 trimmed.

The largest buyer was Millennium Management, adding an estimated $3.22M. The largest seller was Morgan Stanley, cutting an estimated $9.75M.

  • 190 institutional investors held HealthStream (HSTM) as of Q1 2024, up from 188 in Q4 2023.
  • Funds reported $565M of HealthStream stock for Q1 2024, down 3.2% quarter-over-quarter.
  • 23 funds opened new HealthStream positions in Q1 2024 and 20 closed out, a net change of +3 holders.
  • The largest HealthStream buyer in Q1 2024 was Millennium Management, an estimated $3.22M added.
  • The largest HealthStream seller in Q1 2024 was Morgan Stanley, an estimated $9.75M sold.

Based on aggregated 13F filings for Q1 2024.