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HealthStream

167 hedge funds and large institutions have $493M invested in HealthStream in 2022 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 73 increasing their positions, 48 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

167% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 6

52% more repeat investments, than reductions

Existing positions increased: 73 | Existing positions reduced: 48

7% more capital invested

Capital invested by funds: $458M → $493M (+$34.1M)

6% more funds holding

Funds holding: 158167 (+9)

0.69% less ownership

Funds ownership: 70.52%69.83% (-0.69%)

65% less call options, than puts

Call options by funds: $6K | Put options by funds: $17K

Holders
167
Holders Change
+9
Holders Change %
+5.7%
% of All Funds
2.68%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
16
Increased
73
Reduced
48
Closed
6
Calls
$6K
Puts
$17K
Net Calls
-$11K
Net Calls Change
-$9K
Name Holding Trade Value Shares
Change
Change in
Stake
State of Tennessee, Department of Treasury
76
State of Tennessee, Department of Treasury
Tennessee
$573K +$168K +7,010 +44%
Canada Life
77
Canada Life
Manitoba, Canada
$557K -$29.7K -1,239 -5%
CS
78
Credit Suisse
Switzerland
$519K +$43.4K +1,811 +9%
TI
79
Trexquant Investment
Connecticut
$482K +$118K +4,911 +34%
PI
80
Putnam Investments
Massachusetts
$471K +$37.1K +1,547 +9%
Grantham, Mayo, Van Otterloo & Co (GMO)
81
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$457K
CIA
82
Capital Impact Advisors
Massachusetts
$454K
Man Group
83
Man Group
United Kingdom
$450K +$93.6K +3,900 +27%
WHG
84
Westwood Holdings Group
Texas
$448K +$432K +18,021 New
Ensign Peak Advisors
85
Ensign Peak Advisors
Utah
$430K +$22.8K +950 +6%
SOADOR
86
State of Alaska Department of Revenue
Alaska
$417K +$2.54K +106 +0.6%
TPSF
87
Texas Permanent School Fund
Texas
$403K -$27.2K -1,135 -7%
New York State Teachers Retirement System (NYSTRS)
88
New York State Teachers Retirement System (NYSTRS)
New York
$396K
Tudor Investment Corp
89
Tudor Investment Corp
Connecticut
$391K +$377K +15,722 New
YCM
90
Yousif Capital Management
Michigan
$385K -$105K -4,385 -22%
Citigroup
91
Citigroup
New York
$373K +$77.5K +3,229 +27%
DT
92
Diversified Trust
Tennessee
$361K
SAM
93
Shell Asset Management
Netherlands
$354K -$71.7K -2,989 -17%
Comerica Bank
94
Comerica Bank
Texas
$345K -$104K -4,335 -23%
LDB
95
Lee, Danner & Bass
Tennessee
$338K
MIM
96
MetLife Investment Management
New Jersey
$337K
WIC
97
Woodmont Investment Counsel
Tennessee
$335K
T. Rowe Price Associates
98
T. Rowe Price Associates
Maryland
$334K +$9.31K +388 +3%
Connor, Clark & Lunn Investment Management (CC&L)
99
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$329K +$7.87K +328 +3%
AIG
100
American International Group
New York
$326K -$2.47K -103 -0.8%

HSTM Hedge Fund Activity: Q4 2022 in Review

167 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in HealthStream (HSTM) for Q4 2022, worth a combined $493M — up 7.4% from $458M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new HSTM positions and 6 closed out — a net gain of 10 holders — while 73 added to existing stakes and 48 trimmed.

The largest buyer was Mirae Asset Global Investments, adding an estimated $6.52M. The largest seller was Brown Brothers Harriman & Co, cutting an estimated $21.7M.

  • 167 institutional investors held HealthStream (HSTM) as of Q4 2022, up from 158 in Q3 2022.
  • Funds reported $493M of HealthStream stock for Q4 2022, up 7.4% quarter-over-quarter.
  • 16 funds opened new HealthStream positions in Q4 2022 and 6 closed out, a net change of +10 holders.
  • The largest HealthStream buyer in Q4 2022 was Mirae Asset Global Investments, an estimated $6.52M added.
  • The largest HealthStream seller in Q4 2022 was Brown Brothers Harriman & Co, an estimated $21.7M sold.

Based on aggregated 13F filings for Q4 2022.