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HealthStream

200 hedge funds and large institutions have $597M invested in HealthStream in 2024 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 69 increasing their positions, 71 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

3,425% more call options, than puts

Call options by funds: $282K | Put options by funds: $8K

67% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 18

6% more capital invested

Capital invested by funds: $565M → $597M (+$32.5M)

5% more funds holding

Funds holding: 190200 (+10)

0.5% more ownership

Funds ownership: 69.9%70.41% (+0.5%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

3% less repeat investments, than reductions

Existing positions increased: 69 | Existing positions reduced: 71

Holders
200
Holders Change
+10
Holders Change %
+5.26%
% of All Funds
2.89%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
30
Increased
69
Reduced
71
Closed
18
Calls
$282K
Puts
$8K
Net Calls
+$274K
Net Calls Change
+$722K
Name Holding Trade Value Shares
Change
Change in
Stake
Barclays
76
Barclays
United Kingdom
$670K -$334K -12,535 -34%
California State Teachers Retirement System (CalSTRS)
77
California State Teachers Retirement System (CalSTRS)
California
$662K -$13K -489 -2%
HF
78
HRT Financial
New York
$658K +$177K +6,637 +39%
AllianceBernstein
79
AllianceBernstein
Tennessee
$650K
DM
80
Deerfield Management
New York
$626K +$598K +22,437 New
Citigroup
81
Citigroup
New York
$626K +$46.9K +1,761 +9%
Connor, Clark & Lunn Investment Management (CC&L)
82
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$595K -$175K -6,555 -24%
TD Asset Management
83
TD Asset Management
Ontario, Canada
$594K -$251K -9,400 -31%
SO
84
STRS Ohio
Ohio
$575K -$32K -1,200 -6%
Russell Investments Group
85
Russell Investments Group
United Kingdom
$568K -$94.8K -3,554 -15%
Thrivent Financial for Lutherans
86
Thrivent Financial for Lutherans
Minnesota
$556K -$21.9K -821 -4%
CIC
87
Cornercap Investment Counsel
Georgia
$555K -$4.48K -168 -0.8%
EA
88
Ellsworth Advisors
Ohio
$532K +$32.3K +1,212 +7%
Vontobel Holding
89
Vontobel Holding
Switzerland
$509K -$61.3K -2,300 -11%
Qube Research & Technologies (QRT)
90
Qube Research & Technologies (QRT)
United Kingdom
$505K +$477K +17,901 +9,372%
SFI
91
Susquehanna Fundamental Investments
Pennsylvania
$497K +$475K +17,810 New
State of Wisconsin Investment Board
92
State of Wisconsin Investment Board
Wisconsin
$489K -$22.9K -858 -5%
T. Rowe Price Associates
93
T. Rowe Price Associates
Maryland
$474K +$21.2K +797 +5%
A
94
AlphaQuest
New York
$467K +$160 +6 +0%
Ensign Peak Advisors
95
Ensign Peak Advisors
Utah
$460K
Balyasny Asset Management
96
Balyasny Asset Management
Illinois
$454K +$434K +16,271 New
MF
97
Magnetar Financial
Illinois
$448K +$428K +16,072 New
Truist Financial
98
Truist Financial
North Carolina
$444K
New York State Teachers Retirement System (NYSTRS)
99
New York State Teachers Retirement System (NYSTRS)
New York
$443K -$10.7K -400 -2%
Lazard Asset Management
100
Lazard Asset Management
New York
$413K +$202K +7,564 +103%

HSTM Hedge Fund Activity: Q2 2024 in Review

200 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in HealthStream (HSTM) for Q2 2024, worth a combined $597M — up 5.8% from $565M a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new HSTM positions and 18 closed out — a net gain of 12 holders — while 69 added to existing stakes and 71 trimmed.

The largest buyer was Segall Bryant & Hamill, opening a new position worth an estimated $3.28M. The largest seller was Mirae Asset Global Investments, cutting an estimated $7.57M.

  • 200 institutional investors held HealthStream (HSTM) as of Q2 2024, up from 190 in Q1 2024.
  • Funds reported $597M of HealthStream stock for Q2 2024, up 5.8% quarter-over-quarter.
  • 30 funds opened new HealthStream positions in Q2 2024 and 18 closed out, a net change of +12 holders.
  • The largest HealthStream buyer in Q2 2024 was Segall Bryant & Hamill, an estimated $3.28M added.
  • The largest HealthStream seller in Q2 2024 was Mirae Asset Global Investments, an estimated $7.57M sold.

Based on aggregated 13F filings for Q2 2024.