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HealthStream
HSTM

206 hedge funds and large institutions have $628M invested in HealthStream in 2024 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 77 increasing their positions, 62 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

44% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 16

24% more repeat investments, than reductions

Existing positions increased: 77 | Existing positions reduced: 62

5% more capital invested

Capital invested by funds: $597M → $628M (+$30.7M)

3% more funds holding

Funds holding: 200 → 206 (+6)

1.17% more ownership

Funds ownership: 70.41% → 71.58% (+1.2%)

100% less funds holding in top 10

Funds holding in top 10: 1 → 0 (-1)

Holders
206
Holders Change
+6
Holders Change %
+3%
% of All Funds
2.96%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
23
Increased
77
Reduced
62
Closed
16
Calls
$58K
Puts
–
Net Calls
+$58K
Net Calls Change
-$216K

Top Buyers

1
HCA
Harbor Capital Advisors
Illinois
+$6.71M
2
Acadian Asset Management
Acadian Asset Management
Massachusetts
+$4.65M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$2.96M
4
Morgan Stanley
Morgan Stanley
New York
+$1.76M
5
BCC
Bridge City Capital
Oregon
+$1.68M

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
-$4.17M
2
Millennium Management
Millennium Management
New York
-$3.82M
3
WSL
Western Standard LLC
California
-$3.67M
4
N
Nuveen
North Carolina
-$2.31M
5
HA
Heartland Advisors
Wisconsin
-$1.88M
Name Holding Trade Value Shares
Change 		Change in
Stake
OPERF
151
Oregon Public Employees Retirement Fund
Oregon
$164K -$2.86K -100 -2%
TRCT
152
Tower Research Capital (TRC)
New York
$150K +$28.2K +985 +23%
VIA
153
Virtus Investment Advisers
Connecticut
$145K – – –
Pacer Advisors
154
Pacer Advisors
Pennsylvania
$132K +$47.9K +1,672 +57%
Ohio Public Employees Retirement System (OPERS)
155
Ohio Public Employees Retirement System (OPERS)
Ohio
$130K – – –
Carson Wealth (CWM LLC)
156
Carson Wealth (CWM LLC)
Nebraska
$128K +$49.8K +1,739 +64%
Royal Bank of Canada
157
Royal Bank of Canada
Ontario, Canada
$123K +$9.34K +326 +8%
SOW
158
State of Wyoming
Wyoming
$117K -$110K -3,844 -49%
PA
159
Parallel Advisors
California
$84.2K +$31.3K +1,092 +60%
AIP
160
Ameritas Investment Partners
Nebraska
$69.4K – – –
CCM
161
Copeland Capital Management
Pennsylvania
$62.6K +$62.2K +2,172 New
HI
162
Harbour Investments
Wisconsin
$41.5K +$5.73K +200 +16%
DAM
163
Delta Asset Management
Tennessee
$40.4K – – –
GI
164
GAMMA Investing
California
$39.1K +$10.3K +359 +36%
DekaBank Deutsche Girozentrale
165
DekaBank Deutsche Girozentrale
Germany
$39K – – –
QCG
166
Quadrant Capital Group
Ohio
$38.7K -$458 -16 -1%
PNC Financial Services Group
167
PNC Financial Services Group
Pennsylvania
$38.2K +$3.44K +120 +10%
KBC Group
168
KBC Group
Belgium
$37K – – –
S
169
SignatureFD
Georgia
$34K -$917 -32 -3%
DB
170
Danske Bank
Denmark
$31.7K -$54.4K -1,900 -63%
QL
171
Quarry LP
New York
$26.7K +$26.5K +926 New
PAS
172
Point72 Asia (Singapore)
Singapore
$25.7K +$4.75K +166 +23%
BCV
173
Banque Cantonale Vaudoise
Switzerland
$21K – – –
Northwestern Mutual Wealth Management
174
Northwestern Mutual Wealth Management
Wisconsin
$17.3K – – –
NC
175
nVerses Capital
Florida
$17.3K +$17.2K +600 New
5 6
7
8 9

HSTM Hedge Fund Activity: Q3 2024 in Review

206 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in HealthStream (HSTM) for Q3 2024, worth a combined $628M — up 5.1% from $597M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new HSTM positions and 16 closed out — a net gain of 7 holders — while 77 added to existing stakes and 62 trimmed.

The largest buyer was Harbor Capital Advisors, adding an estimated $6.71M. The largest seller was Citadel Advisors, cutting an estimated $4.17M.

  • 206 institutional investors held HealthStream (HSTM) as of Q3 2024, up from 200 in Q2 2024.
  • Funds reported $628M of HealthStream stock for Q3 2024, up 5.1% quarter-over-quarter.
  • 23 funds opened new HealthStream positions in Q3 2024 and 16 closed out, a net change of +7 holders.
  • The largest HealthStream buyer in Q3 2024 was Harbor Capital Advisors, an estimated $6.71M added.
  • The largest HealthStream seller in Q3 2024 was Citadel Advisors, an estimated $4.17M sold.

Based on aggregated 13F filings for Q3 2024.