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HealthStream
HSTM

176 hedge funds and large institutions have $588M invested in HealthStream in 2023 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 68 increasing their positions, 54 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

83% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 12

26% more repeat investments, than reductions

Existing positions increased: 68 | Existing positions reduced: 54

19% more capital invested

Capital invested by funds: $493M → $588M (+$95.2M)

5% more funds holding

Funds holding: 167 → 176 (+9)

1.04% more ownership

Funds ownership: 69.83% → 70.87% (+1%)

Holders
176
Holders Change
+9
Holders Change %
+5.39%
% of All Funds
2.8%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
22
Increased
68
Reduced
54
Closed
12
Calls
$5K
Puts
–
Net Calls
+$5K
Net Calls Change
+$16K

Top Buyers

Rank Fund Capital Flow
1
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
+$4.73M
2
Invesco
Invesco
Georgia
+$4.23M
3
Ameriprise
Ameriprise
Minnesota
+$3.02M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$2.57M
5
RJA
Raymond James & Associates
Florida
+$2.15M

Top Sellers

Rank Fund Capital Flow
1
BBHC
Brown Brothers Harriman & Co
New York
-$10.3M
2
GIP
Granite Investment Partners
California
-$8.3M
3
Northern Trust
Northern Trust
Illinois
-$3.42M
4
BlackRock
BlackRock
New York
-$1.18M
5
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
-$752K
Name Holding Trade Value Shares
Change 		Change in
Stake
CS
76
Credit Suisse
Switzerland
$567K +$150 +6 +0%
UBS AM
77
UBS AM
Illinois
$551K +$255K +10,206 +101%
SCP
78
Seizert Capital Partners
Michigan
$544K -$118K -4,726 -19%
CIC
79
Cornercap Investment Counsel
Georgia
$538K +$495K +19,868 New
Man Group
80
Man Group
United Kingdom
$521K -$451K -18,100 Closed
CIA
81
Capital Impact Advisors
Massachusetts
$520K +$22.9K +918 +5%
UBS Group
82
UBS Group
Switzerland
$507K +$237K +9,486 +103%
PI
83
Putnam Investments
Massachusetts
$493K -$19.3K -772 -4%
NYLIM
84
New York Life Investment Management
New York
$489K -$260K -10,426 -37%
CWA
85
CM Wealth Advisors
Ohio
$477K +$471K +18,886 New
HF
86
HRT Financial
New York
$471K +$434K +17,412 New
Ensign Peak Advisors
87
Ensign Peak Advisors
Utah
$469K – – –
WHG
88
Westwood Holdings Group
Texas
$451K -$34.5K -1,382 -8%
Grantham, Mayo, Van Otterloo & Co (GMO)
89
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$450K -$44.9K -1,800 -10%
SOADOR
90
State of Alaska Department of Revenue
Alaska
$448K -$6.96K -279 -2%
DT
91
Diversified Trust
Tennessee
$435K +$37.2K +1,492 +10%
New York State Teachers Retirement System (NYSTRS)
92
New York State Teachers Retirement System (NYSTRS)
New York
$421K -$9.98K -400 -3%
State of New Jersey Common Pension Fund D
93
State of New Jersey Common Pension Fund D
New Jersey
$407K +$375K +15,028 New
BNP Paribas Financial Markets
94
BNP Paribas Financial Markets
France
$402K +$153K +6,138 +71%
SAM
95
Shell Asset Management
Netherlands
$385K -$1.25K -50 -0.4%
T. Rowe Price Associates
96
T. Rowe Price Associates
Maryland
$376K +$9.98K +400 +3%
YCM
97
Yousif Capital Management
Michigan
$373K -$43.3K -1,735 -11%
LDB
98
Lee, Danner & Bass
Tennessee
$369K – – –
MIM
99
MetLife Investment Management
New Jersey
$368K – – –
ECM
100
ExodusPoint Capital Management
New York
$364K -$540K -21,646 -62%
2 3
4
5 6

HSTM Hedge Fund Activity: Q1 2023 in Review

176 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in HealthStream (HSTM) for Q1 2023, worth a combined $588M — up 19% from $493M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new HSTM positions and 12 closed out — a net gain of 10 holders — while 68 added to existing stakes and 54 trimmed.

The largest buyer was Assenagon Asset Management, adding an estimated $4.73M. The largest seller was Brown Brothers Harriman & Co, cutting an estimated $10.3M.

  • 176 institutional investors held HealthStream (HSTM) as of Q1 2023, up from 167 in Q4 2022.
  • Funds reported $588M of HealthStream stock for Q1 2023, up 19% quarter-over-quarter.
  • 22 funds opened new HealthStream positions in Q1 2023 and 12 closed out, a net change of +10 holders.
  • The largest HealthStream buyer in Q1 2023 was Assenagon Asset Management, an estimated $4.73M added.
  • The largest HealthStream seller in Q1 2023 was Brown Brothers Harriman & Co, an estimated $10.3M sold.

Based on aggregated 13F filings for Q1 2023.