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HealthStream
HSTM

158 hedge funds and large institutions have $458M invested in HealthStream in 2022 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 44 increasing their positions, 73 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

46% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 13

4% more funds holding

Funds holding: 152 → 158 (+6)

0.13% less ownership

Funds ownership: 70.65% → 70.52% (-0.13%)

2% less capital invested

Capital invested by funds: $469M → $458M (-$11M)

40% less repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 73

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $2K

Holders
158
Holders Change
+6
Holders Change %
+3.95%
% of All Funds
2.72%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
19
Increased
44
Reduced
73
Closed
13
Calls
–
Puts
$2K
Net Calls
-$2K
Net Calls Change
+$894K

Top Buyers

1
Millennium Management
Millennium Management
New York
+$4.24M
2
First Eagle Investment Management
First Eagle Investment Management
New York
+$1.5M
3
HA
Heartland Advisors
Wisconsin
+$1.38M
4
Morgan Stanley
Morgan Stanley
New York
+$1.1M
5
Acadian Asset Management
Acadian Asset Management
Massachusetts
+$1.05M

Top Sellers

1
BBHC
Brown Brothers Harriman & Co
New York
-$2.71M
2
Renaissance Technologies
Renaissance Technologies
New York
-$2.47M
3
Allspring Global Investments
Allspring Global Investments
North Carolina
-$1.51M
4
EGM
Engineers Gate Manager
New York
-$846K
5
CSS
Cubist Systematic Strategies
Connecticut
-$755K
Name Holding Trade Value Shares
Change 		Change in
Stake
WFA
151
Wipfli Financial Advisors
Wisconsin
$1K +$955 +42 New
RCM
152
Raleigh Capital Management
North Carolina
$1K +$1.11K +49 New
FGAM
153
Financial Gravity Asset Management
Texas
$155 -$91 -4 -6%
EGM
154
Engineers Gate Manager
New York
– -$846K -38,970 Closed
Tudor Investment Corp
155
Tudor Investment Corp
Connecticut
– -$463K -21,312 Closed
H6H
156
Hightower 6M Holding
Kansas
– -$377K -17,352 Closed
AIMCA
157
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
– -$365K -16,803 Closed
Lido Advisors
158
Lido Advisors
California
– -$343K -15,837 Closed
PI
159
PEAK6 Investments
Illinois
– -$237K -10,908 Closed
MSRPS
160
Maryland State Retirement & Pension System
Maryland
– -$214K -9,852 Closed
ST
161
Sageworth Trust
Pennsylvania
– -$210K -9,672 Closed
SG Americas Securities
162
SG Americas Securities
New York
– -$125K -5,778 Closed
CAPTRUST Financial Advisors
163
CAPTRUST Financial Advisors
North Carolina
– -$48K -2,232 Closed
QT
164
Quantbot Technologies
New York
– -$23K -1,080 Closed
Federated Hermes
165
Federated Hermes
Pennsylvania
– -$11K -514 Closed
Rockefeller Capital Management
166
Rockefeller Capital Management
New York
– -$5.87K -258 -97%
HNB
167
Huntington National Bank
Ohio
– -$318 -14 -29%
C
168
Covestor
United Kingdom
– +$341 +15 New
FMII
169
Farmers & Merchants Investments Inc
Nebraska
– +$364 +16 New
3 4 5 6
7

HSTM Hedge Fund Activity: Q3 2022 in Review

158 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in HealthStream (HSTM) for Q3 2022, worth a combined $458M — down 2.3% from $469M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new HSTM positions and 13 closed out — a net gain of 6 holders — while 44 added to existing stakes and 73 trimmed.

The largest buyer was Millennium Management, adding an estimated $4.24M. The largest seller was Brown Brothers Harriman & Co, cutting an estimated $2.71M.

  • 158 institutional investors held HealthStream (HSTM) as of Q3 2022, up from 152 in Q2 2022.
  • Funds reported $458M of HealthStream stock for Q3 2022, down 2.3% quarter-over-quarter.
  • 19 funds opened new HealthStream positions in Q3 2022 and 13 closed out, a net change of +6 holders.
  • The largest HealthStream buyer in Q3 2022 was Millennium Management, an estimated $4.24M added.
  • The largest HealthStream seller in Q3 2022 was Brown Brothers Harriman & Co, an estimated $2.71M sold.

Based on aggregated 13F filings for Q3 2022.