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HealthStream

156 hedge funds and large institutions have $434M invested in HealthStream in 2022 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 51 increasing their positions, 64 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.15% more ownership

Funds ownership: 71.11%71.26% (+0.15%)

6% less first-time investments, than exits

New positions opened: 17 | Existing positions closed: 18

2% less funds holding

Funds holding: 159156 (-3)

20% less repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 64

22% less capital invested

Capital invested by funds: $553M → $434M (-$119M)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $1.04M

Holders
156
Holders Change
-3
Holders Change %
-1.89%
% of All Funds
2.46%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
17
Increased
51
Reduced
64
Closed
18
Calls
Puts
$1.04M
Net Calls
-$1.04M
Net Calls Change
-$844K
Name Holding Trade Value Shares
Change
Change in
Stake
MLICM
126
Metropolitan Life Insurance Company (MetLife)
New York
$37.7K -$145K -6,429 -77%
JFGIW
127
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$34K
PNC Financial Services Group
128
PNC Financial Services Group
Pennsylvania
$18K -$2.62K -116 -11%
Osaic Holdings
129
Osaic Holdings
Arizona
$16K +$12.7K +561 +209%
ACM
130
Aquatic Capital Management
Illinois
$16K +$18.1K +800 New
SOW
131
State of Wyoming
Wyoming
$13K -$20.9K -926 -59%
HIIFS
132
Harel Insurance Investments & Financial Services
Israel
$12K -$3.05K -135 -18%
Nisa Investment Advisors
133
Nisa Investment Advisors
Missouri
$11K -$4.97K -220 -29%
Federated Hermes
134
Federated Hermes
Pennsylvania
$10K -$4.52K -200 -28%
SWA
135
Sutton Wealth Advisors
Florida
$9.46K +$1.18K +52 +12%
PA
136
Parallel Advisors
California
$9K -$2.96K -131 -22%
PHK
137
Point72 Hong Kong
Hong Kong
$9K +$2.53K +112 +32%
TRCT
138
Tower Research Capital (TRC)
New York
$8K -$4.84K -214 -34%
BCMLT
139
Beacon Capital Management LLC (Tennessee)
Tennessee
$5K +$5.65K +250 New
US Bancorp
140
US Bancorp
Minnesota
$4K
Bessemer Group
141
Bessemer Group
New Jersey
$4K +$769 +34 +24%
IA
142
IFP Advisors
Florida
$3K +$2.04K +90 New
MAM
143
Meeder Asset Management
Ohio
$3K +$3.55K +157 New
S
144
SignatureFD
Georgia
$2K -$7.89K -349 -74%
PFBT
145
Parkside Financial Bank & Trust
Missouri
$2K +$1.79K +79 +1,580%
LC
146
Lindbrook Capital
California
$2K +$1.92K +85 New
Fifth Third Bancorp
147
Fifth Third Bancorp
Ohio
$1K -$1.04K -46 -48%
VCM
148
Versant Capital Management
Arizona
$1K -$859 -38 -41%
Carson Wealth (CWM LLC)
149
Carson Wealth (CWM LLC)
Nebraska
$1K +$904 +40 New
MA
150
MCF Advisors
Kentucky
$1K +$927 +41 New

HSTM Hedge Fund Activity: Q1 2022 in Review

156 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in HealthStream (HSTM) for Q1 2022, worth a combined $434M — down 22% from $553M a quarter earlier.

Sellers outnumbered buyers: 18 funds closed out of HSTM and 17 opened new positions — a net loss of 1 holder — while 64 trimmed existing stakes and 51 added.

The largest buyer was Acadian Asset Management, adding an estimated $2.47M. The largest seller was Trigran Investments, cutting an estimated $10.9M.

  • 156 institutional investors held HealthStream (HSTM) as of Q1 2022, down from 159 in Q4 2021.
  • Funds reported $434M of HealthStream stock for Q1 2022, down 22% quarter-over-quarter.
  • 17 funds opened new HealthStream positions in Q1 2022 and 18 closed out, a net change of -1 holder.
  • The largest HealthStream buyer in Q1 2022 was Acadian Asset Management, an estimated $2.47M added.
  • The largest HealthStream seller in Q1 2022 was Trigran Investments, an estimated $10.9M sold.

Based on aggregated 13F filings for Q1 2022.