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HealthStream

158 hedge funds and large institutions have $458M invested in HealthStream in 2022 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 44 increasing their positions, 73 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

46% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 13

4% more funds holding

Funds holding: 152158 (+6)

0.13% less ownership

Funds ownership: 70.65%70.52% (-0.13%)

2% less capital invested

Capital invested by funds: $469M → $458M (-$11M)

40% less repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 73

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $2K

Holders
158
Holders Change
+6
Holders Change %
+3.95%
% of All Funds
2.72%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
19
Increased
44
Reduced
73
Closed
13
Calls
Puts
$2K
Net Calls
-$2K
Net Calls Change
+$894K
Name Holding Trade Value Shares
Change
Change in
Stake
Citigroup
101
Citigroup
New York
$251K +$5.28K +232 +2%
Jane Street
102
Jane Street
New York
$250K -$110K -4,846 -29%
LSERS
103
Louisiana State Employees Retirement System
Louisiana
$244K -$6.82K -300 -3%
DTL
104
Dynamic Technology Lab
Singapore
$242K +$259K +11,390 New
VRS
105
Virginia Retirement Systems
Virginia
$240K +$257K +11,300 New
Ohio Public Employees Retirement System (OPERS)
106
Ohio Public Employees Retirement System (OPERS)
Ohio
$237K
AB
107
Amalgamated Bank
New York
$234K +$91 +4 +0%
Mirae Asset Global Investments
108
Mirae Asset Global Investments
South Korea
$231K +$247K +10,872 New
VOYA Investment Management
109
VOYA Investment Management
Georgia
$228K -$14.5K -637 -6%
NSEDCP
110
NJ State Employees Deferred Compensation Plan
New Jersey
$213K
Manulife (Manufacturers Life Insurance)
111
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$210K -$4.09K -180 -2%
II
112
Inspire Investing
Idaho
$206K -$1.61K -71 -0.7%
VI
113
Vestcor Inc
New Brunswick, Canada
$192K +$205K +9,008 New
CSS
114
Cubist Systematic Strategies
Connecticut
$185K -$755K -33,208 -79%
OPERF
115
Oregon Public Employees Retirement Fund
Oregon
$170K
TRSOTSOK
116
Teachers Retirement System of the State of Kentucky
Kentucky
$125K +$134K +5,877 New
MOACM
117
Mutual of America Capital Management
New York
$102K +$16.4K +722 +18%
Zurich Cantonal Bank
118
Zurich Cantonal Bank
Switzerland
$90K
Lazard Asset Management
119
Lazard Asset Management
New York
$73K
SOW
120
State of Wyoming
Wyoming
$70K -$57.9K -2,548 -43%
UBS Group
121
UBS Group
Switzerland
$66K +$56.7K +2,495 +406%
TRCT
122
Tower Research Capital (TRC)
New York
$59K -$196K -8,632 -76%
KBC Group
123
KBC Group
Belgium
$45K -$19.6K -863 -29%
AIP
124
Ameritas Investment Partners
Nebraska
$41K
Wells Fargo
125
Wells Fargo
California
$32K -$4.37K -192 -11%

HSTM Hedge Fund Activity: Q3 2022 in Review

158 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in HealthStream (HSTM) for Q3 2022, worth a combined $458M — down 2.3% from $469M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new HSTM positions and 13 closed out — a net gain of 6 holders — while 44 added to existing stakes and 73 trimmed.

The largest buyer was Millennium Management, adding an estimated $4.24M. The largest seller was Brown Brothers Harriman & Co, cutting an estimated $2.71M.

  • 158 institutional investors held HealthStream (HSTM) as of Q3 2022, up from 152 in Q2 2022.
  • Funds reported $458M of HealthStream stock for Q3 2022, down 2.3% quarter-over-quarter.
  • 19 funds opened new HealthStream positions in Q3 2022 and 13 closed out, a net change of +6 holders.
  • The largest HealthStream buyer in Q3 2022 was Millennium Management, an estimated $4.24M added.
  • The largest HealthStream seller in Q3 2022 was Brown Brothers Harriman & Co, an estimated $2.71M sold.

Based on aggregated 13F filings for Q3 2022.