We are live on ! Find out more
HSTM icon

HealthStream
HSTM

159 hedge funds and large institutions have $553M invested in HealthStream in 2021 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 61 increasing their positions, 44 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

39% more repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 44

24% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 17

2% more funds holding

Funds holding: 156 → 159 (+3)

1.15% less ownership

Funds ownership: 72.27% → 71.11% (-1.2%)

9% less capital invested

Capital invested by funds: $611M → $553M (-$57.7M)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $200K

Holders
159
Holders Change
+3
Holders Change %
+1.92%
% of All Funds
2.45%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
21
Increased
61
Reduced
44
Closed
17
Calls
–
Puts
$200K
Net Calls
-$200K
Net Calls Change
-$200K

Top Buyers

1
Ameriprise
Ameriprise
Minnesota
+$5.33M
2
CI
Cambiar Investors
Colorado
+$2.65M
3
HIM
Herald Investment Management
United Kingdom
+$2.65M
4
Victory Capital Management
Victory Capital Management
Texas
+$1.8M
5
PAIM
Punch & Associates Investment Management
Minnesota
+$1.6M

Top Sellers

1
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$12.2M
2
PAMP
Polar Asset Management Partners
Ontario, Canada
-$8.59M
3
GGHC
Gilder Gagnon Howe & Co
New York
-$5.53M
4
Morgan Stanley
Morgan Stanley
New York
-$2.42M
5
EP
Eversept Partners
New York
-$2.22M
Name Holding Trade Value Shares
Change 		Change in
Stake
Canada Life
76
Canada Life
Manitoba, Canada
$595K +$2.14K +81 +0.4%
CS
77
Credit Suisse
Switzerland
$567K -$11.8K -447 -2%
Citigroup
78
Citigroup
New York
$566K +$170K +6,424 +43%
Thrivent Financial for Lutherans
79
Thrivent Financial for Lutherans
Minnesota
$542K +$3.81K +144 +0.7%
BNP Paribas Financial Markets
80
BNP Paribas Financial Markets
France
$535K -$159K -6,003 -23%
AIMCA
81
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$527K +$529K +19,978 New
Comerica Bank
82
Comerica Bank
Texas
$526K -$42.2K -1,596 -7%
COPPSERS
83
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$503K -$1.48K -56 -0.3%
UBS Group
84
UBS Group
Switzerland
$491K +$398K +15,059 +423%
TPSF
85
Texas Permanent School Fund
Texas
$480K -$12.4K -469 -3%
SOADOR
86
State of Alaska Department of Revenue
Alaska
$471K -$14.3K -540 -3%
CSS
87
Cubist Systematic Strategies
Connecticut
$455K +$211K +7,962 +86%
New York State Teachers Retirement System (NYSTRS)
88
New York State Teachers Retirement System (NYSTRS)
New York
$430K – – –
DT
89
Diversified Trust
Tennessee
$422K +$57.4K +2,169 +16%
VOYA Investment Management
90
VOYA Investment Management
Georgia
$418K +$6.16K +233 +1%
AIG
91
American International Group
New York
$405K -$13.1K -494 -3%
6M
92
6 Meridian
Kansas
$377K +$5.32K +201 +1%
EGM
93
Engineers Gate Manager
New York
$372K +$373K +14,095 New
LDB
94
Lee, Danner & Bass
Tennessee
$358K – – –
RA
95
Royce & Associates
New York
$353K -$31K -1,171 -8%
Lido Advisors
96
Lido Advisors
California
$331K +$136K +5,140 +69%
LSERS
97
Louisiana State Employees Retirement System
Louisiana
$322K – – –
AB
98
Amalgamated Bank
New York
$314K -$9.1K -344 -3%
WIC
99
Woodmont Investment Counsel
Tennessee
$288K +$289K +10,925 New
ZCM
100
Zebra Capital Management
Connecticut
$284K -$52.7K -1,992 -16%
2 3
4
5 6

HSTM Hedge Fund Activity: Q4 2021 in Review

159 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in HealthStream (HSTM) for Q4 2021, worth a combined $553M — down 9.5% from $611M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new HSTM positions and 17 closed out — a net gain of 4 holders — while 61 added to existing stakes and 44 trimmed.

The largest buyer was Ameriprise, adding an estimated $5.33M. The largest seller was Bank of Montreal, exiting entirely with an estimated $12.2M sold.

  • 159 institutional investors held HealthStream (HSTM) as of Q4 2021, up from 156 in Q3 2021.
  • Funds reported $553M of HealthStream stock for Q4 2021, down 9.5% quarter-over-quarter.
  • 21 funds opened new HealthStream positions in Q4 2021 and 17 closed out, a net change of +4 holders.
  • The largest HealthStream buyer in Q4 2021 was Ameriprise, an estimated $5.33M added.
  • The largest HealthStream seller in Q4 2021 was Bank of Montreal, an estimated $12.2M sold.

Based on aggregated 13F filings for Q4 2021.