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HealthStream
HSTM

Overview Fund Activity

178 hedge funds and large institutions have $465M invested in HealthStream in 2023 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 58 increasing their positions, 62 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
178
Holders Change
+6
Holders Change %
+3.49%
% of All Funds
2.84%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
21
Increased
58
Reduced
62
Closed
15
Calls
$24K
Puts
$13K
Net Calls
+$11K
Net Calls Change
+$11K

Top Buyers

1
First Eagle Investment Management
1
First Eagle Investment Management
New York
$7.66M
2
WSL
2
Western Standard LLC
California
$8.48M
3
Assenagon Asset Management
3
Assenagon Asset Management
Luxembourg
$2.89M
4
2C
4
272 Capital
Texas
$1.45M
5
ECM
5
ExodusPoint Capital Management
New York
$1.43M

Top Sellers

1
Bank of Montreal
1
Bank of Montreal
Ontario, Canada
$0
2
Acadian Asset Management
2
Acadian Asset Management
Massachusetts
$16.4M
3
Morgan Stanley
3
Morgan Stanley
New York
$6.79M
4
Arrowstreet Capital
4
Arrowstreet Capital
Massachusetts
$0
5
BlackRock
5
BlackRock
New York
$85.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
Osaic Holdings
151
Osaic Holdings
Arizona
$15.3K +$2.5K +116 +20%
PA
152
Parallel Advisors
California
$13.6K -$9.93K -460 -42%
QCG
153
Quadrant Capital Group
Ohio
$13.4K +$9.84K +456 +273%
HIIFS
154
Harel Insurance Investments & Financial Services
Israel
$11K -$108 -5 -1%
Carson Wealth (CWM LLC)
155
Carson Wealth (CWM LLC)
Nebraska
$8K +$247 +12 +3%
US Bancorp
156
US Bancorp
Minnesota
$6.58K +$4.29K +199 +188%
BCMLT
157
Beacon Capital Management LLC (Tennessee)
Tennessee
$6.14K – – –
Fifth Third Bancorp
158
Fifth Third Bancorp
Ohio
$4.73K +$4.12K +191 +682%
RCM
159
Raleigh Capital Management
North Carolina
$4.44K +$410 +19 +10%
Bessemer Group
160
Bessemer Group
New Jersey
$4K +$219 +10 +6%
PMEF
161
Point72 Middle East FZE
United Arab Emirates
$3.76K -$21.8K -1,008 -85%
AWM
162
Avior Wealth Management
Nebraska
$2.59K – – –
VCM
163
Versant Capital Management
Arizona
$1.9K – – –
AF
164
Allworth Financial
California
$1.23K +$1.23K +57 New
LC
165
Lindbrook Capital
California
$1.04K +$1.04K +48 New
HNB
166
Huntington National Bank
Ohio
$928 +$129 +6 +16%
MA
167
MCF Advisors
Kentucky
$885 – – –
GI
168
Gradient Investments
Minnesota
$820 – – –
HCM
169
Hollencrest Capital Management
California
$518 – – –
HWA
170
HHM Wealth Advisors
Tennessee
$454 – – –
MPWT
171
MassMutual Private Wealth & Trust
Connecticut
$453 – – –
Nisa Investment Advisors
172
Nisa Investment Advisors
Missouri
$432 +$432 +20 New
FMII
173
Farmers & Merchants Investments Inc
Nebraska
$345 – – –
PFBT
174
Parkside Financial Bank & Trust
Missouri
$303 – – –
GWS
175
Glassman Wealth Services
Virginia
$194 -$539 -25 -74%
4 5 6
7
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