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HealthStream
HSTM

Overview Fund Activity

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
Holders
159
Holders Change
+3
Holders Change %
+1.92%
% of All Funds
2.46%
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
1
Ameriprise
Minnesota
$9.25M
2
CI
2
Cambiar Investors
Colorado
$2.64M
3
HIM
3
Herald Investment Management
United Kingdom
$3.95M
4
Victory Capital Management
4
Victory Capital Management
Texas
$2.85M
5
PAIM
5
Punch & Associates Investment Management
Minnesota
$15.8M

Top Sellers

1
Bank of Montreal
1
Bank of Montreal
Ontario, Canada
$0
2
PAMP
2
Polar Asset Management Partners
Ontario, Canada
$1.34M
3
GGHC
3
Gilder Gagnon Howe & Co
New York
$0
4
Morgan Stanley
4
Morgan Stanley
New York
$4.78M
5
EP
5
Eversept Partners
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
VCM
151
Versant Capital Management
Arizona
$2K -$283 -13 -12%
HWA
152
HHM Wealth Advisors
Tennessee
$1K – – –
HNB
153
Huntington National Bank
Ohio
$1K – – –
MPWT
154
MassMutual Private Wealth & Trust
Connecticut
$1K +$1K +33 New
Manulife (Manufacturers Life Insurance)
155
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$344 +$3 +109 +0.8%
FGAM
156
Financial Gravity Asset Management
Texas
$192 +$175 +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
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