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HealthStream
HSTM

178 hedge funds and large institutions have $465M invested in HealthStream in 2023 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 58 increasing their positions, 62 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

85% more call options, than puts

Call options by funds: $24K | Put options by funds: $13K

40% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 15

3% more funds holding

Funds holding: 172 → 178 (+6)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

0.8% less ownership

Funds ownership: 70.27% → 69.47% (-0.8%)

6% less repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 62

12% less capital invested

Capital invested by funds: $530M → $465M (-$65M)

Holders
178
Holders Change
+6
Holders Change %
+3.49%
% of All Funds
2.82%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
21
Increased
58
Reduced
62
Closed
15
Calls
$24K
Puts
$13K
Net Calls
+$11K
Net Calls Change
+$11K

Top Buyers

1
First Eagle Investment Management
First Eagle Investment Management
New York
+$3.72M
2
WSL
Western Standard LLC
California
+$3.48M
3
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
+$2.21M
4
2C
272 Capital
Texas
+$1.48M
5
ECM
ExodusPoint Capital Management
New York
+$1.15M

Top Sellers

1
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$5.84M
2
Acadian Asset Management
Acadian Asset Management
Massachusetts
-$5.35M
3
Morgan Stanley
Morgan Stanley
New York
-$2.23M
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$2.08M
5
BlackRock
BlackRock
New York
-$1.65M
Name Holding Trade Value Shares
Change 		Change in
Stake
MM
101
MQS Management
New York
$269K +$275K +12,450 New
Deutsche Bank
102
Deutsche Bank
Germany
$268K -$928 -42 -0.3%
LSERS
103
Louisiana State Employees Retirement System
Louisiana
$265K -$8.83K -400 -3%
YCM
104
Yousif Capital Management
Michigan
$265K -$14.8K -670 -5%
VRS
105
Virginia Retirement Systems
Virginia
$263K +$30.9K +1,400 +13%
SG Americas Securities
106
SG Americas Securities
New York
$252K +$258K +11,680 New
Franklin Resources
107
Franklin Resources
California
$252K -$1.7K -77 -0.7%
Walleye Capital
108
Walleye Capital
New York
$247K +$253K +11,465 New
VOYA Investment Management
109
VOYA Investment Management
Georgia
$247K +$3.91K +177 +2%
GCM
110
Graham Capital Management
Connecticut
$247K -$10.4K -469 -4%
Citigroup
111
Citigroup
New York
$243K -$204K -9,232 -45%
Comerica Bank
112
Comerica Bank
Texas
$243K +$249K +11,252 New
Janus Henderson Group
113
Janus Henderson Group
United Kingdom
$239K +$44 +2 +0%
SAM
114
Shell Asset Management
Netherlands
$229K -$3.64K -165 -2%
TRCT
115
Tower Research Capital (TRC)
New York
$227K +$215K +9,754 +1,282%
AB
116
Amalgamated Bank
New York
$223K – – –
Man Group
117
Man Group
United Kingdom
$222K -$327K -14,800 Closed
EGM
118
Engineers Gate Manager
New York
$221K +$226K +10,222 New
NSEDCP
119
NJ State Employees Deferred Compensation Plan
New Jersey
$216K – – –
HF
120
HRT Financial
New York
$214K +$219K +9,936 New
Balyasny Asset Management
121
Balyasny Asset Management
Illinois
$212K +$217K +9,809 New
Allspring Global Investments
122
Allspring Global Investments
North Carolina
$212K -$218K -9,878 -50%
Manulife (Manufacturers Life Insurance)
123
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$207K – – –
GC
124
Guggenheim Capital
Illinois
$202K +$207K +9,374 New
VI
125
Vestcor Inc
New Brunswick, Canada
$200K – – –
3 4
5
6 7

HSTM Hedge Fund Activity: Q3 2023 in Review

178 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in HealthStream (HSTM) for Q3 2023, worth a combined $465M — down 12% from $530M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new HSTM positions and 15 closed out — a net gain of 6 holders — while 58 added to existing stakes and 62 trimmed.

The largest buyer was First Eagle Investment Management, adding an estimated $3.72M. The largest seller was Bank of Montreal, exiting entirely with an estimated $5.84M sold.

  • 178 institutional investors held HealthStream (HSTM) as of Q3 2023, up from 172 in Q2 2023.
  • Funds reported $465M of HealthStream stock for Q3 2023, down 12% quarter-over-quarter.
  • 21 funds opened new HealthStream positions in Q3 2023 and 15 closed out, a net change of +6 holders.
  • The largest HealthStream buyer in Q3 2023 was First Eagle Investment Management, an estimated $3.72M added.
  • The largest HealthStream seller in Q3 2023 was Bank of Montreal, an estimated $5.84M sold.

Based on aggregated 13F filings for Q3 2023.