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HealthStream

206 hedge funds and large institutions have $719M invested in HealthStream in 2024 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 76 increasing their positions, 64 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

967% more call options, than puts

Call options by funds: $64K | Put options by funds: $6K

19% more repeat investments, than reductions

Existing positions increased: 76 | Existing positions reduced: 64

14% more capital invested

Capital invested by funds: $628M → $719M (+$90.8M)

2.71% more ownership

Funds ownership: 71.58%74.28% (+2.7%)

3% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 30

0% more funds holding

Funds holding: 206206 (0)

Holders
206
Holders Change
Holders Change %
0%
% of All Funds
2.71%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
31
Increased
76
Reduced
64
Closed
30
Calls
$64K
Puts
$6K
Net Calls
+$58K
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Legal & General Group
51
Legal & General Group
United Kingdom
$2.21M -$106K -3,427 -5%
KCM
52
Kornitzer Capital Management
Kansas
$2.13M
Allspring Global Investments
53
Allspring Global Investments
North Carolina
$2.02M -$257K -8,327 -12%
ETC
54
Exchange Traded Concepts
Oklahoma
$1.97M +$78.2K +2,534 +4%
Barclays
55
Barclays
United Kingdom
$1.95M +$80.4K +2,605 +4%
Public Sector Pension Investment Board (PSP Investments)
56
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$1.91M +$285K +9,248 +18%
BCC
57
Bridge City Capital
Oregon
$1.88M +$16.5K +535 +0.9%
Allianz Asset Management
58
Allianz Asset Management
Germany
$1.87M +$1.81M +58,648 New
AIS
59
AM Investment Strategies
Tennessee
$1.84M
MAM
60
Martingale Asset Management
Massachusetts
$1.83M -$3.92K -127 -0.2%
JFG
61
Jefferies Financial Group
New York
$1.82M +$1.77M +57,300 New
Bank of America
62
Bank of America
North Carolina
$1.57M +$164K +5,330 +12%
CCIA
63
Campbell & Co Investment Adviser
Maryland
$1.53M +$362K +11,730 +32%
American Century Companies
64
American Century Companies
Missouri
$1.52M +$146K +4,740 +11%
Swiss National Bank
65
Swiss National Bank
Switzerland
$1.52M
UBS AM
66
UBS AM
Illinois
$1.5M +$2.1K +68 +0.1%
D.E. Shaw & Co
67
D.E. Shaw & Co
New York
$1.47M -$1.61M -52,197 -53%
Franklin Resources
68
Franklin Resources
California
$1.42M +$12.7K +413 +0.9%
Envestnet Asset Management
69
Envestnet Asset Management
Illinois
$1.39M +$1.35M +43,813 New
HSBC Holdings
70
HSBC Holdings
United Kingdom
$1.34M +$2.01K +65 +0.2%
Citigroup
71
Citigroup
New York
$1.32M +$189K +6,128 +17%
IQI
72
Integrated Quantitative Investments
Washington
$1.28M +$1.24M +40,232 New
II
73
Inspire Investing
Idaho
$1.24M -$155K -5,032 -11%
Victory Capital Management
74
Victory Capital Management
Texas
$1.24M -$19.1K -619 -2%
AAS
75
Annex Advisory Services
Wisconsin
$1.15M +$1.12M +36,140 New

HSTM Hedge Fund Activity: Q4 2024 in Review

206 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in HealthStream (HSTM) for Q4 2024, worth a combined $719M — up 14% from $628M a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new HSTM positions and 30 closed out — a net gain of 1 holder — while 76 added to existing stakes and 64 trimmed.

The largest buyer was Copeland Capital Management, adding an estimated $11.6M. The largest seller was Millennium Management, cutting an estimated $6.33M.

  • 206 institutional investors held HealthStream (HSTM) as of Q4 2024, unchanged from Q3 2024.
  • Funds reported $719M of HealthStream stock for Q4 2024, up 14% quarter-over-quarter.
  • 31 funds opened new HealthStream positions in Q4 2024 and 30 closed out, a net change of +1 holder.
  • The largest HealthStream buyer in Q4 2024 was Copeland Capital Management, an estimated $11.6M added.
  • The largest HealthStream seller in Q4 2024 was Millennium Management, an estimated $6.33M sold.

Based on aggregated 13F filings for Q4 2024.