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HealthStream

167 hedge funds and large institutions have $493M invested in HealthStream in 2022 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 73 increasing their positions, 48 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

167% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 6

52% more repeat investments, than reductions

Existing positions increased: 73 | Existing positions reduced: 48

7% more capital invested

Capital invested by funds: $458M → $493M (+$34.1M)

6% more funds holding

Funds holding: 158167 (+9)

0.69% less ownership

Funds ownership: 70.52%69.83% (-0.69%)

65% less call options, than puts

Call options by funds: $6K | Put options by funds: $17K

Holders
167
Holders Change
+9
Holders Change %
+5.7%
% of All Funds
2.68%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
16
Increased
73
Reduced
48
Closed
6
Calls
$6K
Puts
$17K
Net Calls
-$11K
Net Calls Change
-$9K
Name Holding Trade Value Shares
Change
Change in
Stake
Los Angeles Capital Management
101
Los Angeles Capital Management
California
$320K -$13.7K -569 -4%
ACM
102
Aquatic Capital Management
Illinois
$290K +$259K +10,800 +1,200%
LSERS
103
Louisiana State Employees Retirement System
Louisiana
$286K
VRS
104
Virginia Retirement Systems
Virginia
$281K
VOYA Investment Management
105
VOYA Investment Management
Georgia
$263K -$2.95K -123 -1%
AB
106
Amalgamated Bank
New York
$261K -$11.7K -486 -4%
UBS AM
107
UBS AM
Illinois
$252K -$284K -11,818 -54%
NSEDCP
108
NJ State Employees Deferred Compensation Plan
New Jersey
$248K
MSRPS
109
Maryland State Retirement & Pension System
Maryland
$245K +$236K +9,852 New
Manulife (Manufacturers Life Insurance)
110
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$238K -$7.46K -311 -3%
II
111
Inspire Investing
Idaho
$235K -$6.48K -270 -3%
GCP
112
GSA Capital Partners
United Kingdom
$231K -$503K -20,957 -69%
B
113
Bailard
California
$231K +$223K +9,294 New
UBS Group
114
UBS Group
Switzerland
$229K +$147K +6,126 +197%
Ohio Public Employees Retirement System (OPERS)
115
Ohio Public Employees Retirement System (OPERS)
Ohio
$226K -$49.5K -2,064 -18%
BNP Paribas Financial Markets
116
BNP Paribas Financial Markets
France
$216K -$115K -4,803 -36%
E
117
Ergoteles
New York
$211K +$204K +8,505 New
API
118
Advisor Partners II
California
$202K +$195K +8,137 New
HighTower Advisors
119
HighTower Advisors
Illinois
$201K +$189K +7,872 New
OPERF
120
Oregon Public Employees Retirement Fund
Oregon
$199K +$840 +35 +0.4%
TRSOTSOK
121
Teachers Retirement System of the State of Kentucky
Kentucky
$146K
Zurich Cantonal Bank
122
Zurich Cantonal Bank
Switzerland
$135K +$28.6K +1,191 +28%
VIA
123
Virtus Investment Advisers
Connecticut
$129K +$124K +5,187 New
Lazard Asset Management
124
Lazard Asset Management
New York
$117K +$30.6K +1,277 +37%
Royal Bank of Canada
125
Royal Bank of Canada
Ontario, Canada
$105K +$80.9K +3,372 +391%

HSTM Hedge Fund Activity: Q4 2022 in Review

167 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in HealthStream (HSTM) for Q4 2022, worth a combined $493M — up 7.4% from $458M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new HSTM positions and 6 closed out — a net gain of 10 holders — while 73 added to existing stakes and 48 trimmed.

The largest buyer was Mirae Asset Global Investments, adding an estimated $6.52M. The largest seller was Brown Brothers Harriman & Co, cutting an estimated $21.7M.

  • 167 institutional investors held HealthStream (HSTM) as of Q4 2022, up from 158 in Q3 2022.
  • Funds reported $493M of HealthStream stock for Q4 2022, up 7.4% quarter-over-quarter.
  • 16 funds opened new HealthStream positions in Q4 2022 and 6 closed out, a net change of +10 holders.
  • The largest HealthStream buyer in Q4 2022 was Mirae Asset Global Investments, an estimated $6.52M added.
  • The largest HealthStream seller in Q4 2022 was Brown Brothers Harriman & Co, an estimated $21.7M sold.

Based on aggregated 13F filings for Q4 2022.