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HealthStream

167 hedge funds and large institutions have $493M invested in HealthStream in 2022 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 73 increasing their positions, 48 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

167% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 6

52% more repeat investments, than reductions

Existing positions increased: 73 | Existing positions reduced: 48

7% more capital invested

Capital invested by funds: $458M → $493M (+$34.1M)

6% more funds holding

Funds holding: 158167 (+9)

0.69% less ownership

Funds ownership: 70.52%69.83% (-0.69%)

65% less call options, than puts

Call options by funds: $6K | Put options by funds: $17K

Holders
167
Holders Change
+9
Holders Change %
+5.7%
% of All Funds
2.68%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
16
Increased
73
Reduced
48
Closed
6
Calls
$6K
Puts
$17K
Net Calls
-$11K
Net Calls Change
-$9K
Name Holding Trade Value Shares
Change
Change in
Stake
S
151
SignatureFD
Georgia
$2.33K +$456 +19 +25%
RCM
152
Raleigh Capital Management
North Carolina
$2.29K +$1.03K +43 +88%
TC
153
Truvestments Capital
Florida
$2.26K +$2.18K +91 New
VCM
154
Versant Capital Management
Arizona
$2.19K
Carson Wealth (CWM LLC)
155
Carson Wealth (CWM LLC)
Nebraska
$2K +$72 +3 +4%
MA
156
MCF Advisors
Kentucky
$1.02K
MPWT
157
MassMutual Private Wealth & Trust
Connecticut
$1K +$504 +21 New
FGAM
158
Financial Gravity Asset Management
Texas
$848 -$912 -38 -60%
GWS
159
Glassman Wealth Services
Virginia
$845 -$72 -3 -8%
AWM
160
Accurate Wealth Management
Florida
$832 +$840 +35 New
HNB
161
Huntington National Bank
Ohio
$795 -$48 -2 -6%
HCM
162
Hollencrest Capital Management
California
$596 +$576 +24 New
HWA
163
HHM Wealth Advisors
Tennessee
$522
FMII
164
Farmers & Merchants Investments Inc
Nebraska
$397
PFBT
165
Parkside Financial Bank & Trust
Missouri
$348
HF
166
HRT Financial
New York
-$464K -21,852 Closed
Jane Street
167
Jane Street
New York
-$250K -11,777 Closed
DTL
168
Dynamic Technology Lab
Singapore
-$242K -11,390 Closed
MOACM
169
Mutual of America Capital Management
New York
-$102K -4,805 Closed
PHK
170
Point72 Hong Kong
Hong Kong
-$18K -850 Closed
MAM
171
Meeder Asset Management
Ohio
-$1K -58 Closed
C
172
Covestor
United Kingdom
+$24 +1 +7%

HSTM Hedge Fund Activity: Q4 2022 in Review

167 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in HealthStream (HSTM) for Q4 2022, worth a combined $493M — up 7.4% from $458M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new HSTM positions and 6 closed out — a net gain of 10 holders — while 73 added to existing stakes and 48 trimmed.

The largest buyer was Mirae Asset Global Investments, adding an estimated $6.52M. The largest seller was Brown Brothers Harriman & Co, cutting an estimated $21.7M.

  • 167 institutional investors held HealthStream (HSTM) as of Q4 2022, up from 158 in Q3 2022.
  • Funds reported $493M of HealthStream stock for Q4 2022, up 7.4% quarter-over-quarter.
  • 16 funds opened new HealthStream positions in Q4 2022 and 6 closed out, a net change of +10 holders.
  • The largest HealthStream buyer in Q4 2022 was Mirae Asset Global Investments, an estimated $6.52M added.
  • The largest HealthStream seller in Q4 2022 was Brown Brothers Harriman & Co, an estimated $21.7M sold.

Based on aggregated 13F filings for Q4 2022.