We are live on ! Find out more
HSTM icon

HealthStream
HSTM

206 hedge funds and large institutions have $628M invested in HealthStream in 2024 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 77 increasing their positions, 62 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

44% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 16

24% more repeat investments, than reductions

Existing positions increased: 77 | Existing positions reduced: 62

5% more capital invested

Capital invested by funds: $597M → $628M (+$30.7M)

3% more funds holding

Funds holding: 200 → 206 (+6)

1.17% more ownership

Funds ownership: 70.41% → 71.58% (+1.2%)

100% less funds holding in top 10

Funds holding in top 10: 1 → 0 (-1)

Holders
206
Holders Change
+6
Holders Change %
+3%
% of All Funds
2.96%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
23
Increased
77
Reduced
62
Closed
16
Calls
$58K
Puts
–
Net Calls
+$58K
Net Calls Change
-$216K

Top Buyers

1
HCA
Harbor Capital Advisors
Illinois
+$6.71M
2
Acadian Asset Management
Acadian Asset Management
Massachusetts
+$4.65M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$2.96M
4
Morgan Stanley
Morgan Stanley
New York
+$1.76M
5
BCC
Bridge City Capital
Oregon
+$1.68M

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
-$4.17M
2
Millennium Management
Millennium Management
New York
-$3.82M
3
WSL
Western Standard LLC
California
-$3.67M
4
N
Nuveen
North Carolina
-$2.31M
5
HA
Heartland Advisors
Wisconsin
-$1.88M
Name Holding Trade Value Shares
Change 		Change in
Stake
SA
101
Sanctuary Advisors
Indiana
$474K +$44K +1,538 +12%
BNP Paribas Financial Markets
102
BNP Paribas Financial Markets
France
$460K +$122K +4,257 +36%
New York State Teachers Retirement System (NYSTRS)
103
New York State Teachers Retirement System (NYSTRS)
New York
$458K – – –
Creative Planning
104
Creative Planning
Kansas
$457K +$154K +5,368 +51%
SCM
105
Sterling Capital Management
North Carolina
$443K +$440K +15,355 New
Susquehanna International Group
106
Susquehanna International Group
Pennsylvania
$437K +$206K +7,208 +91%
MIM
107
MetLife Investment Management
New Jersey
$414K – – –
CF
108
Corebridge Financial
Texas
$403K -$4.18K -146 -1%
LCM
109
Legato Capital Management
California
$400K +$398K +13,881 New
SOADOR
110
State of Alaska Department of Revenue
Alaska
$395K -$11.3K -396 -3%
HighTower Advisors
111
HighTower Advisors
Illinois
$393K -$13.1K -456 -3%
State of Tennessee, Department of Treasury
112
State of Tennessee, Department of Treasury
Tennessee
$391K -$10.9K -382 -3%
IMRF
113
Illinois Municipal Retirement Fund
Illinois
$371K +$13.6K +474 +4%
NRD
114
Nebula Research & Development
New York
$348K +$19.9K +696 +6%
US Bancorp
115
US Bancorp
Minnesota
$347K – – –
LSERS
116
Louisiana State Employees Retirement System
Louisiana
$335K -$14.3K -500 -4%
SCP
117
Seizert Capital Partners
Michigan
$331K – – –
Los Angeles Capital Management
118
Los Angeles Capital Management
California
$330K -$40.1K -1,400 -11%
Janus Henderson Group
119
Janus Henderson Group
United Kingdom
$316K – – –
OQS
120
Occudo Quantitative Strategies
Florida
$315K +$25.7K +898 +9%
MHI
121
Miller Howard Investments
New York
$300K +$298K +10,419 New
BHCM
122
Brevan Howard Capital Management
Jersey
$298K +$296K +10,318 New
CIC
123
Cornercap Investment Counsel
Georgia
$292K -$280K -9,793 -49%
NSEDCP
124
NJ State Employees Deferred Compensation Plan
New Jersey
$288K – – –
Squarepoint
125
Squarepoint
New York
$287K -$416K -14,535 -59%
3 4
5
6 7

HSTM Hedge Fund Activity: Q3 2024 in Review

206 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in HealthStream (HSTM) for Q3 2024, worth a combined $628M — up 5.1% from $597M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new HSTM positions and 16 closed out — a net gain of 7 holders — while 77 added to existing stakes and 62 trimmed.

The largest buyer was Harbor Capital Advisors, adding an estimated $6.71M. The largest seller was Citadel Advisors, cutting an estimated $4.17M.

  • 206 institutional investors held HealthStream (HSTM) as of Q3 2024, up from 200 in Q2 2024.
  • Funds reported $628M of HealthStream stock for Q3 2024, up 5.1% quarter-over-quarter.
  • 23 funds opened new HealthStream positions in Q3 2024 and 16 closed out, a net change of +7 holders.
  • The largest HealthStream buyer in Q3 2024 was Harbor Capital Advisors, an estimated $6.71M added.
  • The largest HealthStream seller in Q3 2024 was Citadel Advisors, an estimated $4.17M sold.

Based on aggregated 13F filings for Q3 2024.