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HealthStream
HSTM

Overview Fund Activity

211 hedge funds and large institutions have $722M invested in HealthStream in 2025 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 75 increasing their positions, 75 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
211
Holders Change
+6
Holders Change %
+2.93%
% of All Funds
2.87%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
28
Increased
75
Reduced
75
Closed
20
Calls
$3K
Puts
$6K
Net Calls
-$3K
Net Calls Change
-$61K

Top Buyers

1
CCM
Copeland Capital Management
Pennsylvania
$24.6M
2
BCM
Bridgeway Capital Management
Texas
$3.23M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$4.04M
4
Northern Trust
Northern Trust
Illinois
$12.4M
5
TPSF
Texas Permanent School Fund
Texas
$2.29M

Top Sellers

1
PAIM
Punch & Associates Investment Management
Minnesota
$19.8M
2
First Eagle Investment Management
First Eagle Investment Management
New York
$13.3M
3
Morgan Stanley
Morgan Stanley
New York
$9.57M
4
SBH
Segall Bryant & Hamill
Illinois
$0
5
BlackRock
BlackRock
New York
$126M
Name Holding Trade Value Shares
Change 		Shares
Change %
OPERF
151
Oregon Public Employees Retirement Fund
Oregon
$173K -$9.65K -300 -5%
PFSRSONJ
152
Police & Firemen's Retirement System of New Jersey
New Jersey
$164K – – –
VEA
153
Virtus ETF Advisers
New York
$161K +$161K +5,015 New
Carson Wealth (CWM LLC)
154
Carson Wealth (CWM LLC)
Nebraska
$154K +$2.84K +88 +2%
Mirae Asset Global Investments
155
Mirae Asset Global Investments
South Korea
$121K -$6.6K -206 -5%
MAM
156
Meeder Asset Management
Ohio
$116K – – –
PNC Financial Services Group
157
PNC Financial Services Group
Pennsylvania
$84.5K +$32.5K +1,010 +63%
PA
158
Parallel Advisors
California
$81.1K +$3.41K +106 +4%
AIP
159
Ameritas Investment Partners
Nebraska
$77.5K – – –
GI
160
GAMMA Investing
California
$67K +$15.8K +490 +31%
HI
161
Harbour Investments
Wisconsin
$49.4K – – –
S
162
SignatureFD
Georgia
$48.7K +$2.09K +65 +4%
Ohio Public Employees Retirement System (OPERS)
163
Ohio Public Employees Retirement System (OPERS)
Ohio
$46.6K +$46.6K +1,449 New
DAM
164
Delta Asset Management
Tennessee
$45.1K – – –
QCG
165
Quadrant Capital Group
Ohio
$43K – – –
DekaBank Deutsche Girozentrale
166
DekaBank Deutsche Girozentrale
Germany
$43K – – –
FHA
167
First Horizon Advisors
Tennessee
$34K +$17K +527 +100%
GWM
168
Geneos Wealth Management
Colorado
$25.5K +$25.5K +793 New
Osaic Holdings
169
Osaic Holdings
Arizona
$23.1K +$16.3K +505 +237%
BCV
170
Banque Cantonale Vaudoise
Switzerland
$23K +$23K +714 New
TRCT
171
Tower Research Capital (TRC)
New York
$22.7K +$7.6K +236 +50%
Northwestern Mutual Wealth Management
172
Northwestern Mutual Wealth Management
Wisconsin
$19.3K -$483 -15 -2%
MPWT
173
MassMutual Private Wealth & Trust
Connecticut
$18.8K -$3.35K -104 -15%
CIAS
174
CBIZ Investment Advisory Services
Ohio
$15.1K +$10.2K +318 +212%
C
175
Covestor
United Kingdom
$13K +$562 +17 +5%
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