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HealthStream

200 hedge funds and large institutions have $597M invested in HealthStream in 2024 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 69 increasing their positions, 71 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

3,425% more call options, than puts

Call options by funds: $282K | Put options by funds: $8K

67% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 18

6% more capital invested

Capital invested by funds: $565M → $597M (+$32.5M)

5% more funds holding

Funds holding: 190200 (+10)

0.5% more ownership

Funds ownership: 69.9%70.41% (+0.5%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

3% less repeat investments, than reductions

Existing positions increased: 69 | Existing positions reduced: 71

Holders
200
Holders Change
+10
Holders Change %
+5.26%
% of All Funds
2.89%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
30
Increased
69
Reduced
71
Closed
18
Calls
$282K
Puts
$8K
Net Calls
+$274K
Net Calls Change
+$722K
Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
151
Carson Wealth (CWM LLC)
Nebraska
$76K +$57.9K +2,173 +405%
AIP
152
Ameritas Investment Partners
Nebraska
$67.2K
PA
153
Parallel Advisors
California
$51K +$1.33K +50 +3%
DAM
154
Delta Asset Management
Tennessee
$39.1K
PD
155
Point72 (DIFC)
United Arab Emirates
$38.3K +$36.6K +1,373 New
DekaBank Deutsche Girozentrale
156
DekaBank Deutsche Girozentrale
Germany
$38K
QCG
157
Quadrant Capital Group
Ohio
$37.9K +$12.9K +483 +55%
EC
158
EntryPoint Capital
New York
$37.9K -$178K -6,688 -83%
KBC Group
159
KBC Group
Belgium
$36K
HI
160
Harbour Investments
Wisconsin
$34.6K +$1.87K +70 +6%
S
161
SignatureFD
Georgia
$33.8K +$5.22K +196 +19%
PNC Financial Services Group
162
PNC Financial Services Group
Pennsylvania
$33.6K +$7.17K +269 +29%
GI
163
GAMMA Investing
California
$27.8K +$16.8K +630 +172%
PAS
164
Point72 Asia (Singapore)
Singapore
$20.3K -$26.7K -1,003 -58%
BCV
165
Banque Cantonale Vaudoise
Switzerland
$20K
Northwestern Mutual Wealth Management
166
Northwestern Mutual Wealth Management
Wisconsin
$16.7K +$16K +600 New
Osaic Holdings
167
Osaic Holdings
Arizona
$16K +$1.57K +59 +12%
ACM
168
Aquatic Capital Management
Illinois
$13.9K +$13.3K +500 New
AAP
169
Arax Advisory Partners
Colorado
$11.6K +$11K +414 New
C
170
Covestor
United Kingdom
$11K +$9.7K +364 +1,138%
AWM
171
Avior Wealth Management
Nebraska
$10.2K -$133 -5 -1%
FHA
172
First Horizon Advisors
Tennessee
$9.77K
Bessemer Group
173
Bessemer Group
New Jersey
$8K
BCMLT
174
Beacon Capital Management LLC (Tennessee)
Tennessee
$6.97K
LC
175
Lindbrook Capital
California
$6.89K +$2.59K +97 +65%

HSTM Hedge Fund Activity: Q2 2024 in Review

200 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in HealthStream (HSTM) for Q2 2024, worth a combined $597M — up 5.8% from $565M a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new HSTM positions and 18 closed out — a net gain of 12 holders — while 69 added to existing stakes and 71 trimmed.

The largest buyer was Segall Bryant & Hamill, opening a new position worth an estimated $3.28M. The largest seller was Mirae Asset Global Investments, cutting an estimated $7.57M.

  • 200 institutional investors held HealthStream (HSTM) as of Q2 2024, up from 190 in Q1 2024.
  • Funds reported $597M of HealthStream stock for Q2 2024, up 5.8% quarter-over-quarter.
  • 30 funds opened new HealthStream positions in Q2 2024 and 18 closed out, a net change of +12 holders.
  • The largest HealthStream buyer in Q2 2024 was Segall Bryant & Hamill, an estimated $3.28M added.
  • The largest HealthStream seller in Q2 2024 was Mirae Asset Global Investments, an estimated $7.57M sold.

Based on aggregated 13F filings for Q2 2024.