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HealthStream

206 hedge funds and large institutions have $719M invested in HealthStream in 2024 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 76 increasing their positions, 64 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

967% more call options, than puts

Call options by funds: $64K | Put options by funds: $6K

19% more repeat investments, than reductions

Existing positions increased: 76 | Existing positions reduced: 64

14% more capital invested

Capital invested by funds: $628M → $719M (+$90.8M)

2.71% more ownership

Funds ownership: 71.58%74.28% (+2.7%)

3% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 30

0% more funds holding

Funds holding: 206206 (0)

Holders
206
Holders Change
Holders Change %
0%
% of All Funds
2.71%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
31
Increased
76
Reduced
64
Closed
30
Calls
$64K
Puts
$6K
Net Calls
+$58K
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
VIA
151
Virtus Investment Advisers
Connecticut
$159K
VI
152
Vestcor Inc
New Brunswick, Canada
$159K -$76.7K -2,486 -33%
Carson Wealth (CWM LLC)
153
Carson Wealth (CWM LLC)
Nebraska
$149K +$7.44K +241 +5%
Mirae Asset Global Investments
154
Mirae Asset Global Investments
South Korea
$127K -$108K -3,492 -47%
Bessemer Group
155
Bessemer Group
New Jersey
$119K +$106K +3,428 +1,075%
MAM
156
Meeder Asset Management
Ohio
$114K +$111K +3,599 New
NAAA
157
New Age Alpha Advisors
New York
$79.9K +$77.5K +2,512 New
PA
158
Parallel Advisors
California
$76.8K -$15.6K -505 -17%
AIP
159
Ameritas Investment Partners
Nebraska
$76.6K
PNC Financial Services Group
160
PNC Financial Services Group
Pennsylvania
$51.4K +$9.01K +292 +22%
GI
161
GAMMA Investing
California
$50.6K +$7.31K +237 +17%
HI
162
Harbour Investments
Wisconsin
$48.8K +$2.96K +96 +7%
S
163
SignatureFD
Georgia
$46.1K +$8.3K +269 +23%
DAM
164
Delta Asset Management
Tennessee
$44.5K
DekaBank Deutsche Girozentrale
165
DekaBank Deutsche Girozentrale
Germany
$43K
QCG
166
Quadrant Capital Group
Ohio
$42.5K -$154 -5 -0.4%
MPWT
167
MassMutual Private Wealth & Trust
Connecticut
$21.8K +$18.6K +603 +718%
Northwestern Mutual Wealth Management
168
Northwestern Mutual Wealth Management
Wisconsin
$19.6K +$463 +15 +3%
AAP
169
Arax Advisory Partners
Colorado
$19.5K +$6.14K +199 +48%
AF
170
Allworth Financial
California
$17.6K +$14.3K +464 +546%
FHA
171
First Horizon Advisors
Tennessee
$16.8K +$5.52K +179 +51%
TRCT
172
Tower Research Capital (TRC)
New York
$14.9K -$146K -4,733 -91%
AWM
173
Avior Wealth Management
Nebraska
$13K +$1.36K +44 +12%
DB
174
Danske Bank
Denmark
$12.7K -$21.6K -700 -64%
C
175
Covestor
United Kingdom
$12K -$370 -12 -3%

HSTM Hedge Fund Activity: Q4 2024 in Review

206 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in HealthStream (HSTM) for Q4 2024, worth a combined $719M — up 14% from $628M a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new HSTM positions and 30 closed out — a net gain of 1 holder — while 76 added to existing stakes and 64 trimmed.

The largest buyer was Copeland Capital Management, adding an estimated $11.6M. The largest seller was Millennium Management, cutting an estimated $6.33M.

  • 206 institutional investors held HealthStream (HSTM) as of Q4 2024, unchanged from Q3 2024.
  • Funds reported $719M of HealthStream stock for Q4 2024, up 14% quarter-over-quarter.
  • 31 funds opened new HealthStream positions in Q4 2024 and 30 closed out, a net change of +1 holder.
  • The largest HealthStream buyer in Q4 2024 was Copeland Capital Management, an estimated $11.6M added.
  • The largest HealthStream seller in Q4 2024 was Millennium Management, an estimated $6.33M sold.

Based on aggregated 13F filings for Q4 2024.