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HealthStream
HSTM

159 hedge funds and large institutions have $553M invested in HealthStream in 2021 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 61 increasing their positions, 44 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

39% more repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 44

24% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 17

2% more funds holding

Funds holding: 156 → 159 (+3)

1.15% less ownership

Funds ownership: 72.27% → 71.11% (-1.2%)

9% less capital invested

Capital invested by funds: $611M → $553M (-$57.7M)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $200K

Holders
159
Holders Change
+3
Holders Change %
+1.92%
% of All Funds
2.45%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
21
Increased
61
Reduced
44
Closed
17
Calls
–
Puts
$200K
Net Calls
-$200K
Net Calls Change
-$200K

Top Buyers

1
Ameriprise
Ameriprise
Minnesota
+$5.33M
2
CI
Cambiar Investors
Colorado
+$2.65M
3
HIM
Herald Investment Management
United Kingdom
+$2.65M
4
Victory Capital Management
Victory Capital Management
Texas
+$1.8M
5
PAIM
Punch & Associates Investment Management
Minnesota
+$1.6M

Top Sellers

1
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$12.2M
2
PAMP
Polar Asset Management Partners
Ontario, Canada
-$8.59M
3
GGHC
Gilder Gagnon Howe & Co
New York
-$5.53M
4
Morgan Stanley
Morgan Stanley
New York
-$2.42M
5
EP
Eversept Partners
New York
-$2.22M
Name Holding Trade Value Shares
Change 		Change in
Stake
AIP
126
Ameritas Investment Partners
Nebraska
$51K – – –
Lazard Asset Management
127
Lazard Asset Management
New York
$49K +$3.65K +138 +8%
JFGIW
128
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$45K – – –
SOW
129
State of Wyoming
Wyoming
$41K +$41.4K +1,563 New
BBHC
130
Brown Brothers Harriman & Co
New York
$37.9K – – –
DAM
131
Delta Asset Management
Tennessee
$37K – – –
PNC Financial Services Group
132
PNC Financial Services Group
Pennsylvania
$29K -$1.75K -66 -6%
HIIFS
133
Harel Insurance Investments & Financial Services
Israel
$20K -$28.5K -1,077 -59%
Federated Hermes
134
Federated Hermes
Pennsylvania
$19K -$7.83K -296 -29%
Nisa Investment Advisors
135
Nisa Investment Advisors
Missouri
$18K -$5.29K -200 -21%
HI
136
Harbour Investments
Wisconsin
$18K +$17.6K +665 +6,650%
TRCT
137
Tower Research Capital (TRC)
New York
$16K -$67.9K -2,568 -80%
PA
138
Parallel Advisors
California
$16K -$7.17K -271 -31%
S
139
SignatureFD
Georgia
$12K -$1.98K -75 -14%
SWA
140
Sutton Wealth Advisors
Florida
$11.2K +$185 +7 +2%
AF
141
Allworth Financial
California
$9K +$9.1K +344 New
PHK
142
Point72 Hong Kong
Hong Kong
$9K +$9.13K +345 New
Macquarie Group
143
Macquarie Group
Australia
$8K – – –
Osaic Holdings
144
Osaic Holdings
Arizona
$7K -$2.67K -101 -27%
SGAM
145
Smith Group Asset Management
Texas
$7K – – –
TWA
146
TCI Wealth Advisors
Arizona
$7K – – –
US Bancorp
147
US Bancorp
Minnesota
$5K -$3.36K -127 -40%
Bessemer Group
148
Bessemer Group
New Jersey
$4K +$3.76K +142 New
PI
149
PEAK6 Investments
Illinois
$4K +$4.39K +166 New
Fifth Third Bancorp
150
Fifth Third Bancorp
Ohio
$3K +$2.51K +95 New
3 4 5
6
7

HSTM Hedge Fund Activity: Q4 2021 in Review

159 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in HealthStream (HSTM) for Q4 2021, worth a combined $553M — down 9.5% from $611M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new HSTM positions and 17 closed out — a net gain of 4 holders — while 61 added to existing stakes and 44 trimmed.

The largest buyer was Ameriprise, adding an estimated $5.33M. The largest seller was Bank of Montreal, exiting entirely with an estimated $12.2M sold.

  • 159 institutional investors held HealthStream (HSTM) as of Q4 2021, up from 156 in Q3 2021.
  • Funds reported $553M of HealthStream stock for Q4 2021, down 9.5% quarter-over-quarter.
  • 21 funds opened new HealthStream positions in Q4 2021 and 17 closed out, a net change of +4 holders.
  • The largest HealthStream buyer in Q4 2021 was Ameriprise, an estimated $5.33M added.
  • The largest HealthStream seller in Q4 2021 was Bank of Montreal, an estimated $12.2M sold.

Based on aggregated 13F filings for Q4 2021.