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HealthStream

190 hedge funds and large institutions have $565M invested in HealthStream in 2024 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 60 increasing their positions, 74 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

15% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 20

1% more funds holding

Funds holding: 188190 (+2)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.82% less ownership

Funds ownership: 70.73%69.9% (-0.82%)

3% less capital invested

Capital invested by funds: $583M → $565M (-$18.5M)

19% less repeat investments, than reductions

Existing positions increased: 60 | Existing positions reduced: 74

73% less call options, than puts

Call options by funds: $163K | Put options by funds: $611K

Holders
190
Holders Change
+2
Holders Change %
+1.06%
% of All Funds
2.74%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
23
Increased
60
Reduced
74
Closed
20
Calls
$163K
Puts
$611K
Net Calls
-$448K
Net Calls Change
-$137K
Name Holding Trade Value Shares
Change
Change in
Stake
IMRF
101
Illinois Municipal Retirement Fund
Illinois
$366K +$1.66K +62 +0.5%
NYLIM
102
New York Life Investment Management
New York
$363K +$23.6K +882 +7%
MIM
103
MetLife Investment Management
New Jersey
$362K
WIC
104
Woodmont Investment Counsel
Tennessee
$359K
Marshall Wace
105
Marshall Wace
United Kingdom
$355K +$356K +13,323 New
SCP
106
Seizert Capital Partners
Michigan
$349K
AIG
107
American International Group
New York
$346K -$3.1K -116 -0.9%
DTL
108
Dynamic Technology Lab
Singapore
$322K +$323K +12,070 New
BNP Paribas Financial Markets
109
BNP Paribas Financial Markets
France
$321K -$19.5K -727 -6%
US Bancorp
110
US Bancorp
Minnesota
$320K -$27.3K -1,021 -8%
EGM
111
Engineers Gate Manager
New York
$315K -$35.8K -1,338 -10%
LSERS
112
Louisiana State Employees Retirement System
Louisiana
$315K -$5.35K -200 -2%
JF
113
Jump Financial
Illinois
$299K -$4.33K -162 -1%
Janus Henderson Group
114
Janus Henderson Group
United Kingdom
$295K
YCM
115
Yousif Capital Management
Michigan
$292K -$27.3K -1,020 -9%
OQS
116
Occudo Quantitative Strategies
Florida
$281K -$85.3K -3,190 -23%
SGI
117
Summit Global Investments
Utah
$271K -$58.9K -2,200 -18%
SG Americas Securities
118
SG Americas Securities
New York
$270K -$35.1K -1,312 -11%
NSEDCP
119
NJ State Employees Deferred Compensation Plan
New Jersey
$267K
Comerica Bank
120
Comerica Bank
Texas
$264K -$27.3K -1,020 -9%
B
121
Bailard
California
$255K +$256K +9,580 New
New York State Common Retirement Fund
122
New York State Common Retirement Fund
New York
$245K -$428 -16 -0.2%
VOYA Investment Management
123
VOYA Investment Management
Georgia
$236K -$60.7K -2,268 -20%
Manulife (Manufacturers Life Insurance)
124
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$234K -$21.8K -816 -8%
Creative Planning
125
Creative Planning
Kansas
$230K +$19.7K +736 +9%

HSTM Hedge Fund Activity: Q1 2024 in Review

190 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in HealthStream (HSTM) for Q1 2024, worth a combined $565M — down 3.2% from $583M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new HSTM positions and 20 closed out — a net gain of 3 holders — while 60 added to existing stakes and 74 trimmed.

The largest buyer was Millennium Management, adding an estimated $3.22M. The largest seller was Morgan Stanley, cutting an estimated $9.75M.

  • 190 institutional investors held HealthStream (HSTM) as of Q1 2024, up from 188 in Q4 2023.
  • Funds reported $565M of HealthStream stock for Q1 2024, down 3.2% quarter-over-quarter.
  • 23 funds opened new HealthStream positions in Q1 2024 and 20 closed out, a net change of +3 holders.
  • The largest HealthStream buyer in Q1 2024 was Millennium Management, an estimated $3.22M added.
  • The largest HealthStream seller in Q1 2024 was Morgan Stanley, an estimated $9.75M sold.

Based on aggregated 13F filings for Q1 2024.