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HealthStream
HSTM

152 hedge funds and large institutions have $469M invested in HealthStream in 2022 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 50 increasing their positions, 68 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

8% more capital invested

Capital invested by funds: $434M → $469M (+$35.5M)

0% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 12

0.61% less ownership

Funds ownership: 71.26% → 70.65% (-0.61%)

3% less funds holding

Funds holding: 156 → 152 (-4)

26% less repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 68

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $896K

Holders
152
Holders Change
-4
Holders Change %
-2.56%
% of All Funds
2.56%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
12
Increased
50
Reduced
68
Closed
12
Calls
–
Puts
$896K
Net Calls
-$896K
Net Calls Change
+$148K

Top Buyers

1
HA
Heartland Advisors
Wisconsin
+$5.13M
2
Acadian Asset Management
Acadian Asset Management
Massachusetts
+$2.32M
3
Morgan Stanley
Morgan Stanley
New York
+$2.26M
4
WSL
Western Standard LLC
California
+$1.79M
5
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
+$947K

Top Sellers

1
Invesco
Invesco
Georgia
-$6.68M
2
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$1.99M
3
TI
Trigran Investments
Illinois
-$1.01M
4
Northern Trust
Northern Trust
Illinois
-$948K
5
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
-$878K
Name Holding Trade Value Shares
Change 		Change in
Stake
Citigroup
101
Citigroup
New York
$250K -$228K -11,411 -50%
TRCT
102
Tower Research Capital (TRC)
New York
$249K +$220K +11,017 +2,687%
VOYA Investment Management
103
VOYA Investment Management
Georgia
$247K -$79.5K -3,987 -26%
Ohio Public Employees Retirement System (OPERS)
104
Ohio Public Employees Retirement System (OPERS)
Ohio
$242K +$17.9K +900 +9%
First Eagle Investment Management
105
First Eagle Investment Management
New York
$240K +$220K +11,056 New
AB
106
Amalgamated Bank
New York
$239K -$4.99K -250 -2%
PI
107
PEAK6 Investments
Illinois
$237K -$61.9K -3,104 -22%
Manulife (Manufacturers Life Insurance)
108
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$219K -$8.49K -426 -4%
NSEDCP
109
NJ State Employees Deferred Compensation Plan
New Jersey
$217K – – –
MSRPS
110
Maryland State Retirement & Pension System
Maryland
$214K -$5.46K -274 -3%
II
111
Inspire Investing
Idaho
$212K -$40.1K -2,009 -17%
ST
112
Sageworth Trust
Pennsylvania
$210K +$193K +9,672 New
State of Tennessee, Department of Treasury
113
State of Tennessee, Department of Treasury
Tennessee
$208K – – –
BNP Paribas Financial Markets
114
BNP Paribas Financial Markets
France
$186K -$11.3K -569 -6%
OPERF
115
Oregon Public Employees Retirement Fund
Oregon
$173K -$33K -1,653 -17%
SOW
116
State of Wyoming
Wyoming
$127K +$104K +5,224 +820%
SG Americas Securities
117
SG Americas Securities
New York
$125K -$5.94K -298 -5%
Zurich Cantonal Bank
118
Zurich Cantonal Bank
Switzerland
$92K – – –
MOACM
119
Mutual of America Capital Management
New York
$89K +$8.85K +444 +12%
Lazard Asset Management
120
Lazard Asset Management
New York
$74K +$23.2K +1,162 +51%
KBC Group
121
KBC Group
Belgium
$65K -$96.8K -4,856 -62%
CAPTRUST Financial Advisors
122
CAPTRUST Financial Advisors
North Carolina
$48K -$42.1K -2,112 -49%
AIP
123
Ameritas Investment Partners
Nebraska
$42K – – –
MLICM
124
Metropolitan Life Insurance Company (MetLife)
New York
$41.1K – – –
Wells Fargo
125
Wells Fargo
California
$37K -$695K -34,862 -95%
3 4
5
6 7

HSTM Hedge Fund Activity: Q2 2022 in Review

152 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in HealthStream (HSTM) for Q2 2022, worth a combined $469M — up 8.2% from $434M a quarter earlier.

Fund positioning in HSTM was balanced in Q2 2022: 12 funds opened new positions, 12 closed out, 50 added to existing stakes and 68 trimmed.

The largest buyer was Heartland Advisors, adding an estimated $5.13M. The largest seller was Invesco, cutting an estimated $6.68M.

  • 152 institutional investors held HealthStream (HSTM) as of Q2 2022, down from 156 in Q1 2022.
  • Funds reported $469M of HealthStream stock for Q2 2022, up 8.2% quarter-over-quarter.
  • 12 funds opened new HealthStream positions in Q2 2022 and 12 closed out, a net change of 0 holders.
  • The largest HealthStream buyer in Q2 2022 was Heartland Advisors, an estimated $5.13M added.
  • The largest HealthStream seller in Q2 2022 was Invesco, an estimated $6.68M sold.

Based on aggregated 13F filings for Q2 2022.