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HealthStream

206 hedge funds and large institutions have $628M invested in HealthStream in 2024 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 77 increasing their positions, 62 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

44% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 16

24% more repeat investments, than reductions

Existing positions increased: 77 | Existing positions reduced: 62

5% more capital invested

Capital invested by funds: $597M → $628M (+$30.7M)

3% more funds holding

Funds holding: 200206 (+6)

1.17% more ownership

Funds ownership: 70.41%71.58% (+1.2%)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
206
Holders Change
+6
Holders Change %
+3%
% of All Funds
2.96%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
23
Increased
77
Reduced
62
Closed
16
Calls
$58K
Puts
Net Calls
+$58K
Net Calls Change
-$216K
Name Holding Trade Value Shares
Change
Change in
Stake
BCC
51
Bridge City Capital
Oregon
$1.69M +$1.68M +58,719 New
ZIM
52
Zacks Investment Management
Illinois
$1.69M +$106K +3,694 +7%
AIS
53
AM Investment Strategies
Tennessee
$1.67M
MAM
54
Martingale Asset Management
Massachusetts
$1.66M +$43.9K +1,532 +3%
JP Morgan Chase
55
JP Morgan Chase
New York
$1.65M +$258K +9,017 +19%
Two Sigma Investments
56
Two Sigma Investments
New York
$1.64M -$62.2K -2,171 -4%
PAMP
57
Polar Asset Management Partners
Ontario, Canada
$1.64M +$1.62M +56,700 New
Tudor Investment Corp
58
Tudor Investment Corp
Connecticut
$1.59M +$251K +8,756 +19%
Public Sector Pension Investment Board (PSP Investments)
59
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$1.47M -$54.4K -1,900 -4%
Swiss National Bank
60
Swiss National Bank
Switzerland
$1.38M
UBS AM
61
UBS AM
Illinois
$1.36M -$174K -6,080 -11%
II
62
Inspire Investing
Idaho
$1.27M +$447K +15,606 +55%
Bank of America
63
Bank of America
North Carolina
$1.27M +$87.4K +3,053 +7%
Franklin Resources
64
Franklin Resources
California
$1.25M -$11.7K -407 -0.9%
American Century Companies
65
American Century Companies
Missouri
$1.24M +$175K +6,126 +17%
HSBC Holdings
66
HSBC Holdings
United Kingdom
$1.2M -$58.6K -2,046 -5%
Victory Capital Management
67
Victory Capital Management
Texas
$1.14M +$51.4K +1,793 +5%
Connor, Clark & Lunn Investment Management (CC&L)
68
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$1.11M +$495K +17,286 +81%
Two Sigma Advisers
69
Two Sigma Advisers
New York
$1.06M -$475K -16,600 -31%
CCIA
70
Campbell & Co Investment Adviser
Maryland
$1.05M +$47.2K +1,647 +5%
Citigroup
71
Citigroup
New York
$1.02M +$372K +12,978 +58%
Teacher Retirement System of Texas
72
Teacher Retirement System of Texas
Texas
$1M +$171K +5,974 +21%
WAM
73
Wakefield Asset Management
Colorado
$960K -$10.5K -368 -1%
Citadel Advisors
74
Citadel Advisors
Florida
$885K -$4.17M -145,515 -83%
Jane Street
75
Jane Street
New York
$878K -$53.4K -1,863 -6%

HSTM Hedge Fund Activity: Q3 2024 in Review

206 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in HealthStream (HSTM) for Q3 2024, worth a combined $628M — up 5.1% from $597M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new HSTM positions and 16 closed out — a net gain of 7 holders — while 77 added to existing stakes and 62 trimmed.

The largest buyer was Harbor Capital Advisors, adding an estimated $6.71M. The largest seller was Citadel Advisors, cutting an estimated $4.17M.

  • 206 institutional investors held HealthStream (HSTM) as of Q3 2024, up from 200 in Q2 2024.
  • Funds reported $628M of HealthStream stock for Q3 2024, up 5.1% quarter-over-quarter.
  • 23 funds opened new HealthStream positions in Q3 2024 and 16 closed out, a net change of +7 holders.
  • The largest HealthStream buyer in Q3 2024 was Harbor Capital Advisors, an estimated $6.71M added.
  • The largest HealthStream seller in Q3 2024 was Citadel Advisors, an estimated $4.17M sold.

Based on aggregated 13F filings for Q3 2024.