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HealthStream
HSTM

152 hedge funds and large institutions have $469M invested in HealthStream in 2022 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 50 increasing their positions, 68 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

8% more capital invested

Capital invested by funds: $434M → $469M (+$35.5M)

0% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 12

0.61% less ownership

Funds ownership: 71.26% → 70.65% (-0.61%)

3% less funds holding

Funds holding: 156 → 152 (-4)

26% less repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 68

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $896K

Holders
152
Holders Change
-4
Holders Change %
-2.56%
% of All Funds
2.56%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
12
Increased
50
Reduced
68
Closed
12
Calls
–
Puts
$896K
Net Calls
-$896K
Net Calls Change
+$148K

Top Buyers

1
HA
Heartland Advisors
Wisconsin
+$5.13M
2
Acadian Asset Management
Acadian Asset Management
Massachusetts
+$2.32M
3
Morgan Stanley
Morgan Stanley
New York
+$2.26M
4
WSL
Western Standard LLC
California
+$1.79M
5
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
+$947K

Top Sellers

1
Invesco
Invesco
Georgia
-$6.68M
2
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$1.99M
3
TI
Trigran Investments
Illinois
-$1.01M
4
Northern Trust
Northern Trust
Illinois
-$948K
5
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
-$878K
Name Holding Trade Value Shares
Change 		Change in
Stake
Comerica Bank
76
Comerica Bank
Texas
$473K -$12.5K -625 -3%
SAM
77
Shell Asset Management
Netherlands
$472K +$40.9K +2,050 +10%
Barclays
78
Barclays
United Kingdom
$465K -$198K -9,922 -32%
Tudor Investment Corp
79
Tudor Investment Corp
Connecticut
$463K -$406K -20,378 -49%
HSBC Holdings
80
HSBC Holdings
United Kingdom
$463K +$181K +9,089 +74%
YCM
81
Yousif Capital Management
Michigan
$439K -$51.4K -2,580 -11%
PI
82
Putnam Investments
Massachusetts
$423K +$36.1K +1,809 +10%
CS
83
Credit Suisse
Switzerland
$413K -$40.5K -2,029 -10%
SOADOR
84
State of Alaska Department of Revenue
Alaska
$399K +$16.4K +820 +5%
TPSF
85
Texas Permanent School Fund
Texas
$384K -$4.35K -218 -1%
H6H
86
Hightower 6M Holding
Kansas
$377K +$897 +45 +0.3%
AIMCA
87
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$365K -$5.48K -275 -2%
Jane Street
88
Jane Street
New York
$361K +$331K +16,623 New
Ensign Peak Advisors
89
Ensign Peak Advisors
Utah
$355K – – –
DT
90
Diversified Trust
Tennessee
$347K -$479 -24 -0.1%
New York State Teachers Retirement System (NYSTRS)
91
New York State Teachers Retirement System (NYSTRS)
New York
$344K -$9.97K -500 -3%
Lido Advisors
92
Lido Advisors
California
$343K +$316K +15,837 New
Bank of America
93
Bank of America
North Carolina
$333K -$380K -19,070 -55%
Connor, Clark & Lunn Investment Management (CC&L)
94
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$331K +$304K +15,250 New
Los Angeles Capital Management
95
Los Angeles Capital Management
California
$309K -$360K -18,060 -56%
LDB
96
Lee, Danner & Bass
Tennessee
$295K – – –
MIM
97
MetLife Investment Management
New Jersey
$295K -$38.6K -1,934 -12%
AIG
98
American International Group
New York
$285K -$27.5K -1,378 -10%
LSERS
99
Louisiana State Employees Retirement System
Louisiana
$269K -$9.97K -500 -4%
T. Rowe Price Associates
100
T. Rowe Price Associates
Maryland
$254K +$2.81K +141 +1%
2 3
4
5 6

HSTM Hedge Fund Activity: Q2 2022 in Review

152 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in HealthStream (HSTM) for Q2 2022, worth a combined $469M — up 8.2% from $434M a quarter earlier.

Fund positioning in HSTM was balanced in Q2 2022: 12 funds opened new positions, 12 closed out, 50 added to existing stakes and 68 trimmed.

The largest buyer was Heartland Advisors, adding an estimated $5.13M. The largest seller was Invesco, cutting an estimated $6.68M.

  • 152 institutional investors held HealthStream (HSTM) as of Q2 2022, down from 156 in Q1 2022.
  • Funds reported $469M of HealthStream stock for Q2 2022, up 8.2% quarter-over-quarter.
  • 12 funds opened new HealthStream positions in Q2 2022 and 12 closed out, a net change of 0 holders.
  • The largest HealthStream buyer in Q2 2022 was Heartland Advisors, an estimated $5.13M added.
  • The largest HealthStream seller in Q2 2022 was Invesco, an estimated $6.68M sold.

Based on aggregated 13F filings for Q2 2022.