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HealthStream
HSTM

176 hedge funds and large institutions have $588M invested in HealthStream in 2023 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 68 increasing their positions, 54 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

83% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 12

26% more repeat investments, than reductions

Existing positions increased: 68 | Existing positions reduced: 54

19% more capital invested

Capital invested by funds: $493M → $588M (+$95.2M)

5% more funds holding

Funds holding: 167 → 176 (+9)

1.04% more ownership

Funds ownership: 69.83% → 70.87% (+1%)

Holders
176
Holders Change
+9
Holders Change %
+5.39%
% of All Funds
2.8%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
22
Increased
68
Reduced
54
Closed
12
Calls
$5K
Puts
–
Net Calls
+$5K
Net Calls Change
+$16K

Top Buyers

Rank Fund Capital Flow
1
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
+$4.73M
2
Invesco
Invesco
Georgia
+$4.23M
3
Ameriprise
Ameriprise
Minnesota
+$3.02M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$2.57M
5
RJA
Raymond James & Associates
Florida
+$2.15M

Top Sellers

Rank Fund Capital Flow
1
BBHC
Brown Brothers Harriman & Co
New York
-$10.3M
2
GIP
Granite Investment Partners
California
-$8.3M
3
Northern Trust
Northern Trust
Illinois
-$3.42M
4
BlackRock
BlackRock
New York
-$1.18M
5
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
-$752K
Name Holding Trade Value Shares
Change 		Change in
Stake
Point72 Asset Management
151
Point72 Asset Management
Connecticut
$14.8K +$13.6K +546 New
HIIFS
152
Harel Insurance Investments & Financial Services
Israel
$14K +$574 +23 +5%
BBHC
153
Brown Brothers Harriman & Co
New York
$10.5K -$10.3M -413,000 -100%
QCG
154
Quadrant Capital Group
Ohio
$9.08K +$923 +37 +12%
FHA
155
First Horizon Advisors
Tennessee
$8.4K +$7.73K +310 New
BCMLT
156
Beacon Capital Management LLC (Tennessee)
Tennessee
$6.78K – – –
Bessemer Group
157
Bessemer Group
New Jersey
$5K – – –
TWA
158
TCI Wealth Advisors
Arizona
$4.88K +$4.49K +180 New
US Bancorp
159
US Bancorp
Minnesota
$4.2K +$1.12K +45 +41%
ASN
160
Advisory Services Network
Georgia
$3.33K -$37.4K -1,500 -92%
RCM
161
Raleigh Capital Management
North Carolina
$3.12K +$574 +23 +25%
AWM
162
Avior Wealth Management
Nebraska
$3.12K +$2.87K +115 New
Carson Wealth (CWM LLC)
163
Carson Wealth (CWM LLC)
Nebraska
$3K +$224 +9 +10%
FGAM
164
Financial Gravity Asset Management
Texas
$2.48K +$75 +3 +12%
VCM
165
Versant Capital Management
Arizona
$2.31K – – –
AF
166
Allworth Financial
California
$1.17K +$1.07K +43 New
MA
167
MCF Advisors
Kentucky
$1.11K – – –
GWS
168
Glassman Wealth Services
Virginia
$921 – – –
HNB
169
Huntington National Bank
Ohio
$759 -$100 -4 -13%
HCM
170
Hollencrest Capital Management
California
$650 – – –
HWA
171
HHM Wealth Advisors
Tennessee
$570 – – –
MPWT
172
MassMutual Private Wealth & Trust
Connecticut
$569 – – –
LC
173
Lindbrook Capital
California
$542 +$499 +20 New
FMII
174
Farmers & Merchants Investments Inc
Nebraska
$434 – – –
PFBT
175
Parkside Financial Bank & Trust
Missouri
$380 – – –
4 5 6
7
8

HSTM Hedge Fund Activity: Q1 2023 in Review

176 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in HealthStream (HSTM) for Q1 2023, worth a combined $588M — up 19% from $493M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new HSTM positions and 12 closed out — a net gain of 10 holders — while 68 added to existing stakes and 54 trimmed.

The largest buyer was Assenagon Asset Management, adding an estimated $4.73M. The largest seller was Brown Brothers Harriman & Co, cutting an estimated $10.3M.

  • 176 institutional investors held HealthStream (HSTM) as of Q1 2023, up from 167 in Q4 2022.
  • Funds reported $588M of HealthStream stock for Q1 2023, up 19% quarter-over-quarter.
  • 22 funds opened new HealthStream positions in Q1 2023 and 12 closed out, a net change of +10 holders.
  • The largest HealthStream buyer in Q1 2023 was Assenagon Asset Management, an estimated $4.73M added.
  • The largest HealthStream seller in Q1 2023 was Brown Brothers Harriman & Co, an estimated $10.3M sold.

Based on aggregated 13F filings for Q1 2023.