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HealthStream
HSTM

159 hedge funds and large institutions have $553M invested in HealthStream in 2021 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 61 increasing their positions, 44 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

39% more repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 44

24% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 17

2% more funds holding

Funds holding: 156 → 159 (+3)

1.15% less ownership

Funds ownership: 72.27% → 71.11% (-1.2%)

9% less capital invested

Capital invested by funds: $611M → $553M (-$57.7M)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $200K

Holders
159
Holders Change
+3
Holders Change %
+1.92%
% of All Funds
2.45%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
21
Increased
61
Reduced
44
Closed
17
Calls
–
Puts
$200K
Net Calls
-$200K
Net Calls Change
-$200K

Top Buyers

1
Ameriprise
Ameriprise
Minnesota
+$5.33M
2
CI
Cambiar Investors
Colorado
+$2.65M
3
HIM
Herald Investment Management
United Kingdom
+$2.65M
4
Victory Capital Management
Victory Capital Management
Texas
+$1.8M
5
PAIM
Punch & Associates Investment Management
Minnesota
+$1.6M

Top Sellers

1
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$12.2M
2
PAMP
Polar Asset Management Partners
Ontario, Canada
-$8.59M
3
GGHC
Gilder Gagnon Howe & Co
New York
-$5.53M
4
Morgan Stanley
Morgan Stanley
New York
-$2.42M
5
EP
Eversept Partners
New York
-$2.22M
Name Holding Trade Value Shares
Change 		Change in
Stake
Allianz Asset Management
101
Allianz Asset Management
Germany
$283K – – –
Ohio Public Employees Retirement System (OPERS)
102
Ohio Public Employees Retirement System (OPERS)
Ohio
$270K – – –
NSEDCP
103
NJ State Employees Deferred Compensation Plan
New Jersey
$264K – – –
MSRPS
104
Maryland State Retirement & Pension System
Maryland
$262K – – –
OPERF
105
Oregon Public Employees Retirement Fund
Oregon
$259K -$10.6K -400 -4%
II
106
Inspire Investing
Idaho
$249K +$36.8K +1,391 +17%
PI
107
Putnam Investments
Massachusetts
$244K +$245K +9,271 New
Ensign Peak Advisors
108
Ensign Peak Advisors
Utah
$243K – – –
MIM
109
MetLife Investment Management
New Jersey
$239K – – –
TI
110
Trexquant Investment
Connecticut
$225K +$226K +8,554 New
CPO
111
Cerity Partners OCIO
New York
$220K – – –
MLICM
112
Metropolitan Life Insurance Company (MetLife)
New York
$219K – – –
HF
113
HRT Financial
New York
$218K -$227K -8,563 -51%
State of Tennessee, Department of Treasury
114
State of Tennessee, Department of Treasury
Tennessee
$214K – – –
CCIA
115
Campbell & Co Investment Adviser
Maryland
$211K +$212K +8,002 New
KBC Group
116
KBC Group
Belgium
$207K +$208K +7,845 New
Canada Pension Plan Investment Board
117
Canada Pension Plan Investment Board
Ontario, Canada
$185K +$185K +7,000 New
Amundi
118
Amundi
France
$157K +$165K +6,248 New
TRSOTSOK
119
Teachers Retirement System of the State of Kentucky
Kentucky
$143K – – –
EVM
120
Eaton Vance Management
Massachusetts
$130K +$899 +34 +0.7%
Royal Bank of Canada
121
Royal Bank of Canada
Ontario, Canada
$121K +$34.7K +1,313 +40%
Zurich Cantonal Bank
122
Zurich Cantonal Bank
Switzerland
$112K – – –
MOACM
123
Mutual of America Capital Management
New York
$91K +$2.22K +84 +2%
CAPTRUST Financial Advisors
124
CAPTRUST Financial Advisors
North Carolina
$88K +$3.89K +147 +5%
Robeco Institutional Asset Management
125
Robeco Institutional Asset Management
Netherlands
$78K – – –
3 4
5
6 7

HSTM Hedge Fund Activity: Q4 2021 in Review

159 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in HealthStream (HSTM) for Q4 2021, worth a combined $553M — down 9.5% from $611M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new HSTM positions and 17 closed out — a net gain of 4 holders — while 61 added to existing stakes and 44 trimmed.

The largest buyer was Ameriprise, adding an estimated $5.33M. The largest seller was Bank of Montreal, exiting entirely with an estimated $12.2M sold.

  • 159 institutional investors held HealthStream (HSTM) as of Q4 2021, up from 156 in Q3 2021.
  • Funds reported $553M of HealthStream stock for Q4 2021, down 9.5% quarter-over-quarter.
  • 21 funds opened new HealthStream positions in Q4 2021 and 17 closed out, a net change of +4 holders.
  • The largest HealthStream buyer in Q4 2021 was Ameriprise, an estimated $5.33M added.
  • The largest HealthStream seller in Q4 2021 was Bank of Montreal, an estimated $12.2M sold.

Based on aggregated 13F filings for Q4 2021.