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HealthStream
HSTM

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

8% more capital invested

Capital invested by funds: $434M → $469M (+$35.5M)

0% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 12

0.61% less ownership

Funds ownership: 71.26% → 70.65% (-0.61%)

3% less funds holding

Funds holding: 156 → 152 (-4)

26% less repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 68

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $896K

Holders
152
Holders Change
-4
Holders Change %
-2.56%
% of All Funds
2.56%
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
+$5.13M
2
Acadian Asset Management
Acadian Asset Management
Massachusetts
+$2.32M
3
Morgan Stanley
Morgan Stanley
New York
+$2.26M
4
WSL
Western Standard LLC
California
+$1.79M
5
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
+$947K

Top Sellers

1
Invesco
Invesco
Georgia
-$6.68M
2
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$1.99M
3
TI
Trigran Investments
Illinois
-$1.01M
4
Northern Trust
Northern Trust
Illinois
-$948K
5
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
-$878K
Name Holding Trade Value Shares
Change 		Change in
Stake
PNC Financial Services Group
126
PNC Financial Services Group
Pennsylvania
$25K +$3.61K +181 +18%
QT
127
Quantbot Technologies
New York
$23K +$21.5K +1,080 New
HWM
128
HighMark Wealth Management
Minnesota
$22K +$19.9K +1,000 New
HI
129
Harbour Investments
Wisconsin
$21K +$19.6K +984 New
Osaic Holdings
130
Osaic Holdings
Arizona
$19K -$459 -23 -3%
Royal Bank of Canada
131
Royal Bank of Canada
Ontario, Canada
$15K -$28.3K -1,418 -67%
UBS Group
132
UBS Group
Switzerland
$13K -$31.3K -1,569 -72%
HIIFS
133
Harel Insurance Investments & Financial Services
Israel
$12K -$1.38K -69 -11%
PHK
134
Point72 Hong Kong
Hong Kong
$12K +$2.21K +111 +24%
Federated Hermes
135
Federated Hermes
Pennsylvania
$11K – – –
SWA
136
Sutton Wealth Advisors
Florida
$9.16K -$1.06K -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 +$5.32K +267 New
Bessemer Group
140
Bessemer Group
New Jersey
$4K – – –
IA
141
IFP Advisors
Florida
$3K – – –
QCG
142
Quadrant Capital Group
Ohio
$3K +$1.99K +100 +588%
US Bancorp
143
US Bancorp
Minnesota
$2K -$1.97K -99 -53%
VCM
144
Versant Capital Management
Arizona
$2K +$698 +35 +65%
MAM
145
Meeder Asset Management
Ohio
$1K -$2.27K -114 -73%
S
146
SignatureFD
Georgia
$1K -$1.68K -84 -69%
Carson Wealth (CWM LLC)
147
Carson Wealth (CWM LLC)
Nebraska
$1K -$140 -7 -18%
HNB
148
Huntington National Bank
Ohio
$1K – – –
MA
149
MCF Advisors
Kentucky
$1K – – –
FGAM
150
Financial Gravity Asset Management
Texas
$158 +$140 +7 +12%
3 4 5
6
7

HSTM Hedge Fund Activity: Q2 2022 in Review

152 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in HealthStream (HSTM) for Q2 2022, worth a combined $469M — up 8.2% from $434M a quarter earlier.

Fund positioning in HSTM was balanced in Q2 2022: 12 funds opened new positions, 12 closed out, 50 added to existing stakes and 68 trimmed.

The largest buyer was Heartland Advisors, adding an estimated $5.13M. The largest seller was Invesco, cutting an estimated $6.68M.

  • 152 institutional investors held HealthStream (HSTM) as of Q2 2022, down from 156 in Q1 2022.
  • Funds reported $469M of HealthStream stock for Q2 2022, up 8.2% quarter-over-quarter.
  • 12 funds opened new HealthStream positions in Q2 2022 and 12 closed out, a net change of 0 holders.
  • The largest HealthStream buyer in Q2 2022 was Heartland Advisors, an estimated $5.13M added.
  • The largest HealthStream seller in Q2 2022 was Invesco, an estimated $6.68M sold.

Based on aggregated 13F filings for Q2 2022.