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HealthStream
HSTM

Overview Fund Activity

152 hedge funds and large institutions have $469M invested in HealthStream in 2022 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 50 increasing their positions, 68 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
152
Holders Change
-4
Holders Change %
-2.56%
% of All Funds
2.57%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
12
Increased
50
Reduced
68
Closed
12
Calls
–
Puts
$896K
Net Calls
-$896K
Net Calls Change
+$148K

Top Buyers

1
HA
Heartland Advisors
Wisconsin
$8.25M
2
Acadian Asset Management
Acadian Asset Management
Massachusetts
$16.6M
3
Morgan Stanley
Morgan Stanley
New York
$5.69M
4
WSL
Western Standard LLC
California
$2.9M
5
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
$4.41M

Top Sellers

1
Invesco
Invesco
Georgia
$3.03M
2
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$1.81M
3
Northern Trust
Northern Trust
Illinois
$12.3M
4
TI
Trigran Investments
Illinois
$0
5
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
$863K
Name Holding Trade Value Shares
Change 		Shares
Change %
PNC Financial Services Group
126
PNC Financial Services Group
Pennsylvania
$25K +$3.9K +181 +18%
QT
127
Quantbot Technologies
New York
$23K +$23K +1,080 New
HWM
128
HighMark Wealth Management
Minnesota
$22K +$22K +1,000 New
HI
129
Harbour Investments
Wisconsin
$21K +$21K +984 New
Osaic Holdings
130
Osaic Holdings
Arizona
$19K -$542 -23 -3%
Royal Bank of Canada
131
Royal Bank of Canada
Ontario, Canada
$15K -$30.3K -1,418 -67%
UBS Group
132
UBS Group
Switzerland
$13K -$33.2K -1,569 -72%
HIIFS
133
Harel Insurance Investments & Financial Services
Israel
$12K -$1.51K -69 -11%
PHK
134
Point72 Hong Kong
Hong Kong
$12K +$2.35K +111 +24%
Federated Hermes
135
Federated Hermes
Pennsylvania
$11K – – –
SWA
136
Sutton Wealth Advisors
Florida
$9.16K -$1.15K -53 -11%
Macquarie Group
137
Macquarie Group
Australia
$6K – – –
BCMLT
138
Beacon Capital Management LLC (Tennessee)
Tennessee
$5K – – –
Rockefeller Capital Management
139
Rockefeller Capital Management
New York
$5K +$5K +267 New
Bessemer Group
140
Bessemer Group
New Jersey
$4K – – –
IA
141
IFP Advisors
Florida
$3K – – –
QCG
142
Quadrant Capital Group
Ohio
$3K +$2.56K +100 +588%
US Bancorp
143
US Bancorp
Minnesota
$2K -$2.25K -99 -53%
VCM
144
Versant Capital Management
Arizona
$2K +$787 +35 +65%
MAM
145
Meeder Asset Management
Ohio
$1K -$2.65K -114 -73%
S
146
SignatureFD
Georgia
$1K -$2.21K -84 -69%
Carson Wealth (CWM LLC)
147
Carson Wealth (CWM LLC)
Nebraska
$1K -$212 -7 -18%
HNB
148
Huntington National Bank
Ohio
$1K – – –
MA
149
MCF Advisors
Kentucky
$1K – – –
FGAM
150
Financial Gravity Asset Management
Texas
$158 +$17 +7 +12%
3 4 5
6
7