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HealthStream
HSTM

159 hedge funds and large institutions have $553M invested in HealthStream in 2021 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 61 increasing their positions, 44 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

39% more repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 44

24% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 17

2% more funds holding

Funds holding: 156 → 159 (+3)

1.15% less ownership

Funds ownership: 72.27% → 71.11% (-1.2%)

9% less capital invested

Capital invested by funds: $611M → $553M (-$57.7M)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $200K

Holders
159
Holders Change
+3
Holders Change %
+1.92%
% of All Funds
2.45%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
21
Increased
61
Reduced
44
Closed
17
Calls
–
Puts
$200K
Net Calls
-$200K
Net Calls Change
-$200K

Top Buyers

1
Ameriprise
Ameriprise
Minnesota
+$5.33M
2
CI
Cambiar Investors
Colorado
+$2.65M
3
HIM
Herald Investment Management
United Kingdom
+$2.65M
4
Victory Capital Management
Victory Capital Management
Texas
+$1.8M
5
PAIM
Punch & Associates Investment Management
Minnesota
+$1.6M

Top Sellers

1
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$12.2M
2
PAMP
Polar Asset Management Partners
Ontario, Canada
-$8.59M
3
GGHC
Gilder Gagnon Howe & Co
New York
-$5.53M
4
Morgan Stanley
Morgan Stanley
New York
-$2.42M
5
EP
Eversept Partners
New York
-$2.22M
Name Holding Trade Value Shares
Change 		Change in
Stake
VCM
151
Versant Capital Management
Arizona
$2K -$344 -13 -12%
HWA
152
HHM Wealth Advisors
Tennessee
$1K – – –
HNB
153
Huntington National Bank
Ohio
$1K – – –
MPWT
154
MassMutual Private Wealth & Trust
Connecticut
$1K +$873 +33 New
Manulife (Manufacturers Life Insurance)
155
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$344 +$2.88K +109 +0.8%
FGAM
156
Financial Gravity Asset Management
Texas
$192 +$1.88K +71 +1,014%
Bank of Montreal
157
Bank of Montreal
Ontario, Canada
– -$12.2M -422,903 Closed
GGHC
158
Gilder Gagnon Howe & Co
New York
– -$5.53M -193,413 Closed
EP
159
Eversept Partners
New York
– -$2.22M -77,812 Closed
SFI
160
Susquehanna Fundamental Investments
Pennsylvania
– -$332K -11,603 Closed
Connor, Clark & Lunn Investment Management (CC&L)
161
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
– -$304K -10,647 Closed
ECM
162
ExodusPoint Capital Management
New York
– -$262K -9,158 Closed
DA
163
DCM Advisors
New York
– -$224K -7,835 Closed
T. Rowe Price Associates
164
T. Rowe Price Associates
Maryland
– -$207K -7,253 Closed
AS
165
Altshuler Shaham
Israel
– -$115K -4,008 Closed
SFP
166
Sterling Financial Planning
New Jersey
– -$6K -200 Closed
Simplex Trading
167
Simplex Trading
Illinois
– -$3K -138 Closed
OSAM
168
O'Shaughnessy Asset Management
Connecticut
– -$3K -115 Closed
MAM
169
Meeder Asset Management
Ohio
– -$3K -105 Closed
CFA
170
Carroll Financial Associates
North Carolina
– -$1K -66 Closed
KIG
171
Kowal Investment Group
Wisconsin
– -$2K -62 Closed
MA
172
MCF Advisors
Kentucky
– -$1K -41 Closed
Toronto Dominion Bank
173
Toronto Dominion Bank
Ontario, Canada
– +$79 +3 New
3 4 5 6
7

HSTM Hedge Fund Activity: Q4 2021 in Review

159 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in HealthStream (HSTM) for Q4 2021, worth a combined $553M — down 9.5% from $611M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new HSTM positions and 17 closed out — a net gain of 4 holders — while 61 added to existing stakes and 44 trimmed.

The largest buyer was Ameriprise, adding an estimated $5.33M. The largest seller was Bank of Montreal, exiting entirely with an estimated $12.2M sold.

  • 159 institutional investors held HealthStream (HSTM) as of Q4 2021, up from 156 in Q3 2021.
  • Funds reported $553M of HealthStream stock for Q4 2021, down 9.5% quarter-over-quarter.
  • 21 funds opened new HealthStream positions in Q4 2021 and 17 closed out, a net change of +4 holders.
  • The largest HealthStream buyer in Q4 2021 was Ameriprise, an estimated $5.33M added.
  • The largest HealthStream seller in Q4 2021 was Bank of Montreal, an estimated $12.2M sold.

Based on aggregated 13F filings for Q4 2021.