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HealthStream

156 hedge funds and large institutions have $611M invested in HealthStream in 2021 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 42 increasing their positions, 63 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
156
Holders Change
+9
Holders Change %
+6.12%
% of All Funds
2.74%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
16
Increased
42
Reduced
63
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
JFGIW
126
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$49K
BBHC
127
Brown Brothers Harriman & Co
New York
$41.1K
DAM
128
Delta Asset Management
Tennessee
$40K
PNC Financial Services Group
129
PNC Financial Services Group
Pennsylvania
$34K +$644 +22 +2%
FGAM
130
Financial Gravity Asset Management
Texas
$29K
BCA
131
Berman Capital Advisors
Georgia
$29K +$4.71K +166 +19%
Federated Hermes
132
Federated Hermes
Pennsylvania
$29K +$25.8K +898 +802%
PA
133
Parallel Advisors
California
$25K +$8.41K +291 +51%
S
134
SignatureFD
Georgia
$16K +$703 +24 +5%
SWA
135
Sutton Wealth Advisors
Florida
$11.9K
Osaic Holdings
136
Osaic Holdings
Arizona
$10K +$4.28K +158 +75%
US Bancorp
137
US Bancorp
Minnesota
$9K +$659 +23 +8%
SGAM
138
Smith Group Asset Management
Texas
$8K
Macquarie Group
139
Macquarie Group
Australia
$8K
TWA
140
TCI Wealth Advisors
Arizona
$8K
SFP
141
Sterling Financial Planning
New Jersey
$6K
Simplex Trading
142
Simplex Trading
Illinois
$3K
VCM
143
Versant Capital Management
Arizona
$3K
MAM
144
Meeder Asset Management
Ohio
$3K +$2K +70 +200%
OSAM
145
O'Shaughnessy Asset Management
Connecticut
$3K +$3K +115 New
KIG
146
Kowal Investment Group
Wisconsin
$2K +$2K +62 New
MA
147
MCF Advisors
Kentucky
$1K
HWA
148
HHM Wealth Advisors
Tennessee
$1K
HNB
149
Huntington National Bank
Ohio
$1K +$1K +48 New
CFA
150
Carroll Financial Associates
North Carolina
$1K +$1K +66 New