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HealthStream
HSTM

Overview Fund Activity

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
Holders
176
Holders Change
+9
Holders Change %
+5.39%
% of All Funds
2.82%
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

1
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
$6.12M
2
Invesco
Invesco
Georgia
$8.6M
3
Ameriprise
Ameriprise
Minnesota
$11.6M
4
Vanguard Group
Vanguard Group
Pennsylvania
$77.9M
5
RJA
Raymond James & Associates
Florida
$2.33M

Top Sellers

1
BBHC
Brown Brothers Harriman & Co
New York
$10.5K
2
GIP
Granite Investment Partners
California
$0
3
Northern Trust
Northern Trust
Illinois
$7.08M
4
BlackRock
BlackRock
New York
$113M
5
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
$334K
Name Holding Trade Value Shares
Change 		Shares
Change %
Point72 Asset Management
151
Point72 Asset Management
Connecticut
$14.8K +$14.8K +546 New
HIIFS
152
Harel Insurance Investments & Financial Services
Israel
$14K +$640 +23 +5%
BBHC
153
Brown Brothers Harriman & Co
New York
$10.5K -$11.2M -413,000 -100%
QCG
154
Quadrant Capital Group
Ohio
$9.08K +$1K +37 +12%
FHA
155
First Horizon Advisors
Tennessee
$8.4K +$8.4K +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 +$4.88K +180 New
US Bancorp
159
US Bancorp
Minnesota
$4.2K +$1.22K +45 +41%
ASN
160
Advisory Services Network
Georgia
$3.33K -$40.6K -1,500 -92%
RCM
161
Raleigh Capital Management
North Carolina
$3.12K +$623 +23 +25%
AWM
162
Avior Wealth Management
Nebraska
$3.12K +$3.12K +115 New
Carson Wealth (CWM LLC)
163
Carson Wealth (CWM LLC)
Nebraska
$3K +$278 +9 +10%
FGAM
164
Financial Gravity Asset Management
Texas
$2.48K +$265 +3 +12%
VCM
165
Versant Capital Management
Arizona
$2.31K – – –
AF
166
Allworth Financial
California
$1.17K +$1.17K +43 New
MA
167
MCF Advisors
Kentucky
$1.11K – – –
GWS
168
Glassman Wealth Services
Virginia
$921 – – –
HNB
169
Huntington National Bank
Ohio
$759 -$108 -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 +$542 +20 New
FMII
174
Farmers & Merchants Investments Inc
Nebraska
$434 – – –
PFBT
175
Parkside Financial Bank & Trust
Missouri
$380 – – –
4 5 6
7
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