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HealthStream
HSTM

172 hedge funds and large institutions have $530M invested in HealthStream in 2023 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 58 increasing their positions, 65 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

0.6% less ownership

Funds ownership: 70.87% → 70.27% (-0.6%)

2% less funds holding

Funds holding: 176 → 172 (-4)

10% less capital invested

Capital invested by funds: $588M → $530M (-$58.1M)

11% less repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 65

19% less first-time investments, than exits

New positions opened: 17 | Existing positions closed: 21

Holders
172
Holders Change
-4
Holders Change %
-2.27%
% of All Funds
2.7%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
17
Increased
58
Reduced
65
Closed
21
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$5.84M
2
First Eagle Investment Management
First Eagle Investment Management
New York
+$2.5M
3
HA
Heartland Advisors
Wisconsin
+$2.48M
4
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
+$1.87M
5
PAIM
Punch & Associates Investment Management
Minnesota
+$1.54M

Top Sellers

Rank Fund Capital Flow
1
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
-$4.76M
2
BlackRock
BlackRock
New York
-$4.21M
3
Deutsche Bank
Deutsche Bank
Germany
-$3.48M
4
Citadel Advisors
Citadel Advisors
Florida
-$2.21M
5
Goldman Sachs
Goldman Sachs
New York
-$2.17M
Name Holding Trade Value Shares
Change 		Change in
Stake
SG Americas Securities
176
SG Americas Securities
New York
– -$323K -11,924 Closed
JF
177
Jump Financial
Illinois
– -$285K -10,500 Closed
ZCM
178
Ziegler Capital Management
Illinois
– -$279K -10,278 Closed
EGM
179
Engineers Gate Manager
New York
– -$265K -9,791 Closed
B
180
Bailard
California
– -$263K -9,694 Closed
API
181
Advisor Partners II
California
– -$219K -8,073 Closed
AG
182
Algert Global
California
– -$214K -7,884 Closed
HighTower Advisors
183
HighTower Advisors
Illinois
– -$220K -7,757 Closed
LCM
184
Legato Capital Management
California
– -$206K -7,594 Closed
AS
185
Altshuler Shaham
Israel
– -$32K -1,181 Closed
HWM
186
HighMark Wealth Management
Minnesota
– -$27.1K -1,000 Closed
FHA
187
First Horizon Advisors
Tennessee
– -$8.4K -310 Closed
TWA
188
TCI Wealth Advisors
Arizona
– -$4.88K -180 Closed
ASN
189
Advisory Services Network
Georgia
– -$3.33K -123 Closed
AF
190
Allworth Financial
California
– -$1.17K -43 Closed
LC
191
Lindbrook Capital
California
– -$542 -20 Closed
EI
192
Ellevest Inc
New York
– -$217 -8 Closed
C
193
Covestor
United Kingdom
– -$50 -2 -13%
4 5 6 7
8

HSTM Hedge Fund Activity: Q2 2023 in Review

172 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in HealthStream (HSTM) for Q2 2023, worth a combined $530M — down 9.9% from $588M a quarter earlier.

Sellers outnumbered buyers: 21 funds closed out of HSTM and 17 opened new positions — a net loss of 4 holders — while 65 trimmed existing stakes and 58 added.

The largest buyer was Bank of Montreal, opening a new position worth an estimated $5.84M. The largest seller was Assenagon Asset Management, cutting an estimated $4.76M.

  • 172 institutional investors held HealthStream (HSTM) as of Q2 2023, down from 176 in Q1 2023.
  • Funds reported $530M of HealthStream stock for Q2 2023, down 9.9% quarter-over-quarter.
  • 17 funds opened new HealthStream positions in Q2 2023 and 21 closed out, a net change of -4 holders.
  • The largest HealthStream buyer in Q2 2023 was Bank of Montreal, an estimated $5.84M added.
  • The largest HealthStream seller in Q2 2023 was Assenagon Asset Management, an estimated $4.76M sold.

Based on aggregated 13F filings for Q2 2023.