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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

167% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 6

6% more funds holding

Funds holding: 147156 (+9)

1% more capital invested

Capital invested by funds: $604M → $611M (+$7.15M)

0.78% less ownership

Funds ownership: 73.05%72.27% (-0.78%)

33% less repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 63

Holders
156
Holders Change
+9
Holders Change %
+6.12%
% of All Funds
2.73%
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
Change in
Stake
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 +$643 +22 +2%
FGAM
130
Financial Gravity Asset Management
Texas
$29K
BCA
131
Berman Capital Advisors
Georgia
$29K +$4.85K +166 +19%
Federated Hermes
132
Federated Hermes
Pennsylvania
$29K +$26.2K +898 +802%
PA
133
Parallel Advisors
California
$25K +$8.5K +291 +51%
S
134
SignatureFD
Georgia
$16K +$701 +24 +5%
SWA
135
Sutton Wealth Advisors
Florida
$11.9K
Osaic Holdings
136
Osaic Holdings
Arizona
$10K +$4.62K +158 +75%
US Bancorp
137
US Bancorp
Minnesota
$9K +$672 +23 +8%
Macquarie Group
138
Macquarie Group
Australia
$8K
SGAM
139
Smith Group Asset Management
Texas
$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 +$2.04K +70 +200%
OSAM
145
O'Shaughnessy Asset Management
Connecticut
$3K +$3.36K +115 New
KIG
146
Kowal Investment Group
Wisconsin
$2K +$1.81K +62 New
HWA
147
HHM Wealth Advisors
Tennessee
$1K
MA
148
MCF Advisors
Kentucky
$1K
HNB
149
Huntington National Bank
Ohio
$1K +$1.4K +48 New
CFA
150
Carroll Financial Associates
North Carolina
$1K +$1.93K +66 New

HSTM Hedge Fund Activity: Q3 2021 in Review

156 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in HealthStream (HSTM) for Q3 2021, worth a combined $611M — up 1.2% from $604M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new HSTM positions and 6 closed out — a net gain of 10 holders — while 42 added to existing stakes and 63 trimmed.

The largest buyer was Granite Investment Partners, adding an estimated $5.58M. The largest seller was Gilder Gagnon Howe & Co, cutting an estimated $5.8M.

  • 156 institutional investors held HealthStream (HSTM) as of Q3 2021, up from 147 in Q2 2021.
  • Funds reported $611M of HealthStream stock for Q3 2021, up 1.2% quarter-over-quarter.
  • 16 funds opened new HealthStream positions in Q3 2021 and 6 closed out, a net change of +10 holders.
  • The largest HealthStream buyer in Q3 2021 was Granite Investment Partners, an estimated $5.58M added.
  • The largest HealthStream seller in Q3 2021 was Gilder Gagnon Howe & Co, an estimated $5.8M sold.

Based on aggregated 13F filings for Q3 2021.