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HealthStream

206 hedge funds and large institutions have $719M invested in HealthStream in 2024 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 76 increasing their positions, 64 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

967% more call options, than puts

Call options by funds: $64K | Put options by funds: $6K

19% more repeat investments, than reductions

Existing positions increased: 76 | Existing positions reduced: 64

14% more capital invested

Capital invested by funds: $628M → $719M (+$90.8M)

2.71% more ownership

Funds ownership: 71.58%74.28% (+2.7%)

3% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 30

0% more funds holding

Funds holding: 206206 (0)

Holders
206
Holders Change
Holders Change %
0%
% of All Funds
2.71%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
31
Increased
76
Reduced
64
Closed
30
Calls
$64K
Puts
$6K
Net Calls
+$58K
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Natixis Advisors
126
Natixis Advisors
Massachusetts
$331K +$321K +10,410 New
CIC
127
Cornercap Investment Counsel
Georgia
$321K
NSEDCP
128
NJ State Employees Deferred Compensation Plan
New Jersey
$318K
VPIM
129
Vanguard Personalized Indexing Management
California
$307K +$10.4K +336 +4%
Comerica Bank
130
Comerica Bank
Texas
$298K +$19.1K +618 +7%
YCM
131
Yousif Capital Management
Michigan
$298K -$12.4K -402 -4%
Manulife (Manufacturers Life Insurance)
132
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$293K -$5.83K -189 -2%
Los Angeles Capital Management
133
Los Angeles Capital Management
California
$287K -$74.1K -2,400 -21%
DT
134
Diversified Trust
Tennessee
$278K +$45.9K +1,486 +21%
WIC
135
Woodmont Investment Counsel
Tennessee
$275K +$267K +8,650 New
Citadel Advisors
136
Citadel Advisors
Florida
$262K -$692K -22,431 -73%
MSRPS
137
Maryland State Retirement & Pension System
Maryland
$258K
Russell Investments Group
138
Russell Investments Group
United Kingdom
$244K -$386K -12,506 -62%
ProShare Advisors
139
ProShare Advisors
Maryland
$233K +$226K +7,339 New
Mackenzie Financial
140
Mackenzie Financial
Ontario, Canada
$228K +$221K +7,171 New
AB
141
Amalgamated Bank
New York
$226K -$1.08K -35 -0.5%
ASRS
142
Arizona State Retirement System
Arizona
$224K +$1.2K +39 +0.6%
SAM
143
Shell Asset Management
Netherlands
$223K -$679 -22 -0.3%
Baird Financial Group
144
Baird Financial Group
Wisconsin
$221K
TD Asset Management
145
TD Asset Management
Ontario, Canada
$204K -$52.5K -1,700 -21%
Pathstone Holdings
146
Pathstone Holdings
New Jersey
$201K +$195K +6,335 New
TRSOTSOK
147
Teachers Retirement System of the State of Kentucky
Kentucky
$200K
LDB
148
Lee, Danner & Bass
Tennessee
$183K +$178K +5,755 New
OPERF
149
Oregon Public Employees Retirement Fund
Oregon
$181K
PFSRSONJ
150
Police & Firemen's Retirement System of New Jersey
New Jersey
$162K +$157K +5,085 New

HSTM Hedge Fund Activity: Q4 2024 in Review

206 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in HealthStream (HSTM) for Q4 2024, worth a combined $719M — up 14% from $628M a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new HSTM positions and 30 closed out — a net gain of 1 holder — while 76 added to existing stakes and 64 trimmed.

The largest buyer was Copeland Capital Management, adding an estimated $11.6M. The largest seller was Millennium Management, cutting an estimated $6.33M.

  • 206 institutional investors held HealthStream (HSTM) as of Q4 2024, unchanged from Q3 2024.
  • Funds reported $719M of HealthStream stock for Q4 2024, up 14% quarter-over-quarter.
  • 31 funds opened new HealthStream positions in Q4 2024 and 30 closed out, a net change of +1 holder.
  • The largest HealthStream buyer in Q4 2024 was Copeland Capital Management, an estimated $11.6M added.
  • The largest HealthStream seller in Q4 2024 was Millennium Management, an estimated $6.33M sold.

Based on aggregated 13F filings for Q4 2024.