HSTM icon

HealthStream
HSTM

Overview Fund Activity

211 hedge funds and large institutions have $722M invested in HealthStream in 2025 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 75 increasing their positions, 75 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
211
Holders Change
+6
Holders Change %
+2.93%
% of All Funds
2.87%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
28
Increased
75
Reduced
75
Closed
20
Calls
$3K
Puts
$6K
Net Calls
-$3K
Net Calls Change
-$61K

Top Buyers

1
CCM
Copeland Capital Management
Pennsylvania
$24.6M
2
BCM
Bridgeway Capital Management
Texas
$3.23M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$4.04M
4
Northern Trust
Northern Trust
Illinois
$12.4M
5
TPSF
Texas Permanent School Fund
Texas
$2.29M

Top Sellers

1
PAIM
Punch & Associates Investment Management
Minnesota
$19.8M
2
First Eagle Investment Management
First Eagle Investment Management
New York
$13.3M
3
Morgan Stanley
Morgan Stanley
New York
$9.57M
4
SBH
Segall Bryant & Hamill
Illinois
$0
5
BlackRock
BlackRock
New York
$126M
Name Holding Trade Value Shares
Change 		Shares
Change %
LSERS
126
Louisiana State Employees Retirement System
Louisiana
$364K -$9.65K -300 -3%
SCP
127
Seizert Capital Partners
Michigan
$359K – – –
Janus Henderson Group
128
Janus Henderson Group
United Kingdom
$351K – – –
State of Tennessee, Department of Treasury
129
State of Tennessee, Department of Treasury
Tennessee
$349K +$2.03K +63 +0.6%
Verition Fund Management
130
Verition Fund Management
Connecticut
$333K +$333K +10,345 New
NSEDCP
131
NJ State Employees Deferred Compensation Plan
New Jersey
$322K – – –
Zurich Cantonal Bank
132
Zurich Cantonal Bank
Switzerland
$319K -$38.5K -1,195 -11%
VPIM
133
Vanguard Personalized Indexing Management
California
$318K +$7.4K +230 +2%
SCA
134
Snowden Capital Advisors
New York
$302K +$302K +9,380 New
YCM
135
Yousif Capital Management
Michigan
$296K -$5.57K -173 -2%
DT
136
Diversified Trust
Tennessee
$295K +$14.2K +441 +5%
Manulife (Manufacturers Life Insurance)
137
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$282K -$14.1K -439 -5%
WIC
138
Woodmont Investment Counsel
Tennessee
$278K – – –
Citadel Advisors
139
Citadel Advisors
Florida
$263K -$2.9K -90 -1%
AAS
140
Avantax Advisory Services
Texas
$256K +$256K +7,969 New
Los Angeles Capital Management
141
Los Angeles Capital Management
California
$248K -$43.2K -1,342 -15%
Vontobel Holding
142
Vontobel Holding
Switzerland
$233K -$147K -4,561 -39%
Mackenzie Financial
143
Mackenzie Financial
Ontario, Canada
$231K – – –
MSRPS
144
Maryland State Retirement & Pension System
Maryland
$226K -$35.4K -1,100 -14%
ASRS
145
Arizona State Retirement System
Arizona
$223K -$3.19K -99 -1%
Bessemer Group
146
Bessemer Group
New Jersey
$222K +$101K +3,150 +84%
AB
147
Amalgamated Bank
New York
$217K -$12K -372 -5%
SAM
148
Shell Asset Management
Netherlands
$216K -$9.4K -292 -4%
TRSOTSOK
149
Teachers Retirement System of the State of Kentucky
Kentucky
$203K – – –
JFGIW
150
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$200K +$200K +6,230 New
4 5
6
7 8