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HealthStream
HSTM

Overview Fund Activity

172 hedge funds and large institutions have $530M invested in HealthStream in 2023 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 58 increasing their positions, 65 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
172
Holders Change
-4
Holders Change %
-2.27%
% of All Funds
2.71%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
17
Increased
58
Reduced
65
Closed
21
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of Montreal
1
Bank of Montreal
Ontario, Canada
$5.84M
2
First Eagle Investment Management
2
First Eagle Investment Management
New York
$4.58M
3
HA
3
Heartland Advisors
Wisconsin
$15.1M
4
Robeco Institutional Asset Management
4
Robeco Institutional Asset Management
Netherlands
$1.85M
5
PAIM
5
Punch & Associates Investment Management
Minnesota
$20.7M

Top Sellers

1
Assenagon Asset Management
1
Assenagon Asset Management
Luxembourg
$830K
2
BlackRock
2
BlackRock
New York
$98.7M
3
Deutsche Bank
3
Deutsche Bank
Germany
$306K
4
Citadel Advisors
4
Citadel Advisors
Florida
$647K
5
Goldman Sachs
5
Goldman Sachs
New York
$2.67M
Name Holding Trade Value Shares
Change 		Shares
Change %
WTG
151
West Tower Group
Virginia
$5.62K +$5.62K +229 New
RCM
152
Raleigh Capital Management
North Carolina
$4.59K +$1.77K +72 +63%
S
153
SignatureFD
Georgia
$4.25K -$15.5K -632 -79%
QCG
154
Quadrant Capital Group
Ohio
$4.1K -$4.13K -168 -50%
Bessemer Group
155
Bessemer Group
New Jersey
$4K – – –
AWM
156
Avior Wealth Management
Nebraska
$2.95K +$123 +5 +4%
US Bancorp
157
US Bancorp
Minnesota
$2.6K -$1.2K -49 -32%
VCM
158
Versant Capital Management
Arizona
$2.16K – – –
MA
159
MCF Advisors
Kentucky
$1.01K – – –
GI
160
Gradient Investments
Minnesota
$933 +$933 +38 New
HNB
161
Huntington National Bank
Ohio
$909 +$221 +9 +32%
GWS
162
Glassman Wealth Services
Virginia
$835 – – –
FGAM
163
Financial Gravity Asset Management
Texas
$744 -$57 -2 -7%
Point72 Asset Management
164
Point72 Asset Management
Connecticut
$737 -$12.7K -516 -95%
Fifth Third Bancorp
165
Fifth Third Bancorp
Ohio
$688 +$688 +28 New
HCM
166
Hollencrest Capital Management
California
$589 – – –
MPWT
167
MassMutual Private Wealth & Trust
Connecticut
$516 – – –
HWA
168
HHM Wealth Advisors
Tennessee
$516 – – –
FMII
169
Farmers & Merchants Investments Inc
Nebraska
$393 – – –
PFBT
170
Parkside Financial Bank & Trust
Missouri
$344 – – –
MHR
171
Matthew Hamilton Rosenberg
$49 +$49 +2 New
WAM
172
Wakefield Asset Management
Colorado
– -$840K -31,007 Closed
CWA
173
CM Wealth Advisors
Ohio
– -$477K -18,886 Closed
HF
174
HRT Financial
New York
– -$471K -17,412 Closed
State of New Jersey Common Pension Fund D
175
State of New Jersey Common Pension Fund D
New Jersey
– -$407K -15,028 Closed
4 5 6
7
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