We are live on ! Find out more
HSTM icon

HealthStream
HSTM

206 hedge funds and large institutions have $628M invested in HealthStream in 2024 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 77 increasing their positions, 62 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

44% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 16

24% more repeat investments, than reductions

Existing positions increased: 77 | Existing positions reduced: 62

5% more capital invested

Capital invested by funds: $597M → $628M (+$30.7M)

3% more funds holding

Funds holding: 200 → 206 (+6)

1.17% more ownership

Funds ownership: 70.41% → 71.58% (+1.2%)

100% less funds holding in top 10

Funds holding in top 10: 1 → 0 (-1)

Holders
206
Holders Change
+6
Holders Change %
+3%
% of All Funds
2.96%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
23
Increased
77
Reduced
62
Closed
16
Calls
$58K
Puts
–
Net Calls
+$58K
Net Calls Change
-$216K

Top Buyers

1
HCA
Harbor Capital Advisors
Illinois
+$6.71M
2
Acadian Asset Management
Acadian Asset Management
Massachusetts
+$4.65M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$2.96M
4
Morgan Stanley
Morgan Stanley
New York
+$1.76M
5
BCC
Bridge City Capital
Oregon
+$1.68M

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
-$4.17M
2
Millennium Management
Millennium Management
New York
-$3.82M
3
WSL
Western Standard LLC
California
-$3.67M
4
N
Nuveen
North Carolina
-$2.31M
5
HA
Heartland Advisors
Wisconsin
-$1.88M
Name Holding Trade Value Shares
Change 		Change in
Stake
Wells Fargo
126
Wells Fargo
California
$287K +$6.16K +215 +2%
YCM
127
Yousif Capital Management
Michigan
$282K – – –
Manulife (Manufacturers Life Insurance)
128
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$271K -$7.88K -275 -3%
I
129
InceptionR
California
$270K +$268K +9,346 New
DTL
130
Dynamic Technology Lab
Singapore
$269K +$267K +9,329 New
VPIM
131
Vanguard Personalized Indexing Management
California
$269K +$267K +9,319 New
VOYA Investment Management
132
VOYA Investment Management
Georgia
$269K -$9.74K -340 -4%
B
133
Bailard
California
$265K – – –
JFGIW
134
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$263K -$49.3K -1,722 -16%
YIH
135
Y-Intercept (HK)
Hong Kong
$260K +$259K +9,026 New
CC
136
Centiva Capital
New York
$260K +$258K +9,009 New
Comerica Bank
137
Comerica Bank
Texas
$252K -$286 -10 -0.1%
MSRPS
138
Maryland State Retirement & Pension System
Maryland
$234K -$7.47K -261 -3%
TD Asset Management
139
TD Asset Management
Ontario, Canada
$230K -$378K -13,200 -62%
GC
140
Guggenheim Capital
Illinois
$227K +$226K +7,888 New
Cerity Partners
141
Cerity Partners
New York
$217K +$215K +7,522 New
VI
142
Vestcor Inc
New Brunswick, Canada
$216K +$55.7K +1,946 +35%
Mirae Asset Global Investments
143
Mirae Asset Global Investments
South Korea
$213K -$29.4K -1,028 -12%
JF
144
Jump Financial
Illinois
$211K -$189K -6,588 -47%
DT
145
Diversified Trust
Tennessee
$209K – – –
AB
146
Amalgamated Bank
New York
$206K +$745 +26 +0.4%
SAM
147
Shell Asset Management
Netherlands
$203K +$201K +7,025 New
ASRS
148
Arizona State Retirement System
Arizona
$202K +$201K +7,002 New
Baird Financial Group
149
Baird Financial Group
Wisconsin
$200K +$199K +6,947 New
TRSOTSOK
150
Teachers Retirement System of the State of Kentucky
Kentucky
$182K – – –
4 5
6
7 8

HSTM Hedge Fund Activity: Q3 2024 in Review

206 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in HealthStream (HSTM) for Q3 2024, worth a combined $628M — up 5.1% from $597M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new HSTM positions and 16 closed out — a net gain of 7 holders — while 77 added to existing stakes and 62 trimmed.

The largest buyer was Harbor Capital Advisors, adding an estimated $6.71M. The largest seller was Citadel Advisors, cutting an estimated $4.17M.

  • 206 institutional investors held HealthStream (HSTM) as of Q3 2024, up from 200 in Q2 2024.
  • Funds reported $628M of HealthStream stock for Q3 2024, up 5.1% quarter-over-quarter.
  • 23 funds opened new HealthStream positions in Q3 2024 and 16 closed out, a net change of +7 holders.
  • The largest HealthStream buyer in Q3 2024 was Harbor Capital Advisors, an estimated $6.71M added.
  • The largest HealthStream seller in Q3 2024 was Citadel Advisors, an estimated $4.17M sold.

Based on aggregated 13F filings for Q3 2024.