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HealthStream

167 hedge funds and large institutions have $493M invested in HealthStream in 2022 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 73 increasing their positions, 48 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

52% more repeat investments, than reductions

Existing positions increased: 73 | Existing positions reduced: 48

7% more capital invested

Capital invested by funds: $458M → $493M (+$34.1M)

6% more funds holding

Funds holding: 158167 (+9)

0.69% less ownership

Funds ownership: 70.52%69.83% (-0.69%)

65% less call options, than puts

Call options by funds: $6K | Put options by funds: $17K

Holders
167
Holders Change
+9
Holders Change %
+5.7%
% of All Funds
2.68%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
16
Increased
73
Reduced
48
Closed
6
Calls
$6K
Puts
$17K
Net Calls
-$11K
Net Calls Change
-$9K
Name Holding Trade Value Shares
Change
Change in
Stake
VI
126
Vestcor Inc
New Brunswick, Canada
$97K -$123K -5,113 -57%
AI
127
AXS Investments
New York
$72K +$69.5K +2,897 New
AS
128
Altshuler Shaham
Israel
$60.3K +$29.4K +1,225 +102%
KBC Group
129
KBC Group
Belgium
$53K
AIP
130
Ameritas Investment Partners
Nebraska
$46.7K
ASN
131
Advisory Services Network
Georgia
$40.3K +$38.9K +1,623 New
Dimensional Fund Advisors
132
Dimensional Fund Advisors
Texas
$37.7K -$216 -9 -0%
DAM
133
Delta Asset Management
Tennessee
$34.8K +$33.6K +1,400 New
MLICM
134
Metropolitan Life Insurance Company (MetLife)
New York
$34K
Allspring Global Investments
135
Allspring Global Investments
North Carolina
$33.5K -$720 -30 -2%
PNC Financial Services Group
136
PNC Financial Services Group
Pennsylvania
$32K
SOW
137
State of Wyoming
Wyoming
$29.8K -$50.7K -2,114 -64%
HWM
138
HighMark Wealth Management
Minnesota
$24.8K
HI
139
Harbour Investments
Wisconsin
$22.2K -$2.16K -90 -9%
Osaic Holdings
140
Osaic Holdings
Arizona
$19K -$288 -12 -2%
Wells Fargo
141
Wells Fargo
California
$18.2K -$19.3K -803 -52%
HIIFS
142
Harel Insurance Investments & Financial Services
Israel
$12K -$48 -2 -0.4%
SWA
143
Sutton Wealth Advisors
Florida
$10.5K
TRCT
144
Tower Research Capital (TRC)
New York
$10K -$57.3K -2,389 -85%
IA
145
IFP Advisors
Florida
$9K +$3K +125 +139%
QCG
146
Quadrant Capital Group
Ohio
$7.4K +$2.9K +121 +68%
BCMLT
147
Beacon Capital Management LLC (Tennessee)
Tennessee
$6.21K
PA
148
Parallel Advisors
California
$5.76K
Bessemer Group
149
Bessemer Group
New Jersey
$4K -$3.48K -145 -46%
US Bancorp
150
US Bancorp
Minnesota
$2.73K +$1.22K +51 +86%

HSTM Hedge Fund Activity: Q4 2022 in Review

167 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in HealthStream (HSTM) for Q4 2022, worth a combined $493M — up 7.4% from $458M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new HSTM positions and 6 closed out — a net gain of 10 holders — while 73 added to existing stakes and 48 trimmed.

The largest buyer was Mirae Asset Global Investments, adding an estimated $6.52M. The largest seller was Brown Brothers Harriman & Co, cutting an estimated $21.7M.

  • 167 institutional investors held HealthStream (HSTM) as of Q4 2022, up from 158 in Q3 2022.
  • Funds reported $493M of HealthStream stock for Q4 2022, up 7.4% quarter-over-quarter.
  • 16 funds opened new HealthStream positions in Q4 2022 and 6 closed out, a net change of +10 holders.
  • The largest HealthStream buyer in Q4 2022 was Mirae Asset Global Investments, an estimated $6.52M added.
  • The largest HealthStream seller in Q4 2022 was Brown Brothers Harriman & Co, an estimated $21.7M sold.

Based on aggregated 13F filings for Q4 2022.