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HealthStream

206 hedge funds and large institutions have $719M invested in HealthStream in 2024 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 76 increasing their positions, 64 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

967% more call options, than puts

Call options by funds: $64K | Put options by funds: $6K

19% more repeat investments, than reductions

Existing positions increased: 76 | Existing positions reduced: 64

14% more capital invested

Capital invested by funds: $628M → $719M (+$90.8M)

2.71% more ownership

Funds ownership: 71.58%74.28% (+2.7%)

3% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 30

0% more funds holding

Funds holding: 206206 (0)

Holders
206
Holders Change
Holders Change %
0%
% of All Funds
2.71%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
31
Increased
76
Reduced
64
Closed
30
Calls
$64K
Puts
$6K
Net Calls
+$58K
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Prudential Financial
76
Prudential Financial
New Jersey
$1.08M +$278K +9,000 +36%
IIM
77
INTECH Investment Management
Florida
$1.06M +$1.03M +33,464 New
KK
78
KLP Kapitalforvaltning
Norway
$1.06M +$1.02M +33,200 New
WAM
79
Wakefield Asset Management
Colorado
$1.05M -$4.91K -159 -0.5%
Lazard Asset Management
80
Lazard Asset Management
New York
$1.03M +$250K +8,090 +33%
Canada Life
81
Canada Life
Manitoba, Canada
$985K +$56.9K +1,843 +6%
Two Sigma Investments
82
Two Sigma Investments
New York
$919K -$868K -28,116 -49%
Connor, Clark & Lunn Investment Management (CC&L)
83
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$910K -$309K -9,999 -26%
Deutsche Bank
84
Deutsche Bank
Germany
$823K +$267K +8,646 +50%
Creative Planning
85
Creative Planning
Kansas
$813K +$300K +9,717 +61%
Millennium Management
86
Millennium Management
New York
$792K -$6.33M -205,223 -89%
AllianceBernstein
87
AllianceBernstein
Tennessee
$772K
SFI
88
Susquehanna Fundamental Investments
Pennsylvania
$759K +$737K +23,881 New
California State Teachers Retirement System (CalSTRS)
89
California State Teachers Retirement System (CalSTRS)
California
$722K -$9.41K -305 -1%
EA
90
Ellsworth Advisors
Ohio
$687K +$48.8K +1,582 +8%
SO
91
STRS Ohio
Ohio
$655K
New York State Common Retirement Fund
92
New York State Common Retirement Fund
New York
$652K
T. Rowe Price Associates
93
T. Rowe Price Associates
Maryland
$598K +$47.8K +1,550 +9%
A
94
AlphaQuest
New York
$596K -$96K -3,112 -14%
Thrivent Financial for Lutherans
95
Thrivent Financial for Lutherans
Minnesota
$591K -$9.01K -292 -2%
EGM
96
Engineers Gate Manager
New York
$584K -$13.6K -441 -2%
NRD
97
Nebula Research & Development
New York
$559K +$170K +5,518 +46%
SG Americas Securities
98
SG Americas Securities
New York
$543K -$57.6K -1,868 -10%
Ensign Peak Advisors
99
Ensign Peak Advisors
Utah
$524K
New York State Teachers Retirement System (NYSTRS)
100
New York State Teachers Retirement System (NYSTRS)
New York
$511K +$6.17K +200 +1%

HSTM Hedge Fund Activity: Q4 2024 in Review

206 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in HealthStream (HSTM) for Q4 2024, worth a combined $719M — up 14% from $628M a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new HSTM positions and 30 closed out — a net gain of 1 holder — while 76 added to existing stakes and 64 trimmed.

The largest buyer was Copeland Capital Management, adding an estimated $11.6M. The largest seller was Millennium Management, cutting an estimated $6.33M.

  • 206 institutional investors held HealthStream (HSTM) as of Q4 2024, unchanged from Q3 2024.
  • Funds reported $719M of HealthStream stock for Q4 2024, up 14% quarter-over-quarter.
  • 31 funds opened new HealthStream positions in Q4 2024 and 30 closed out, a net change of +1 holder.
  • The largest HealthStream buyer in Q4 2024 was Copeland Capital Management, an estimated $11.6M added.
  • The largest HealthStream seller in Q4 2024 was Millennium Management, an estimated $6.33M sold.

Based on aggregated 13F filings for Q4 2024.