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HealthStream
HSTM

Overview Fund Activity

200 hedge funds and large institutions have $598M invested in HealthStream in 2024 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 70 increasing their positions, 71 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
200
Holders Change
+10
Holders Change %
+5.26%
% of All Funds
2.91%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
29
Increased
70
Reduced
71
Closed
17
Calls
$282K
Puts
$8K
Net Calls
+$274K
Net Calls Change
+$722K

Top Buyers

1
SBH
1
Segall Bryant & Hamill
Illinois
$3.44M
2
Citadel Advisors
2
Citadel Advisors
Florida
$4.92M
3
HCA
3
Harbor Capital Advisors
Illinois
$4.63M
4
Assenagon Asset Management
4
Assenagon Asset Management
Luxembourg
$4.1M
5
Geode Capital Management
5
Geode Capital Management
Massachusetts
$18.3M

Top Sellers

1
Mirae Asset Global Investments
1
Mirae Asset Global Investments
South Korea
$237K
2
HA
2
Heartland Advisors
Wisconsin
$10.7M
3
MCM
3
McKinley Capital Management
Alaska
$0
4
SIMG
4
Stephens Investment Management Group
Texas
$11.7M
5
Ameriprise
5
Ameriprise
Minnesota
$6.53M
Name Holding Trade Value Shares
Change 		Shares
Change %
Fifth Third Bancorp
176
Fifth Third Bancorp
Ohio
$4.94K +$670 +24 +16%
SAM
177
Smartleaf Asset Management
Massachusetts
$4.68K +$4.26K +153 +1,020%
FFA
178
Farther Finance Advisors
California
$3.72K +$3.72K +135 New
GJIA
179
Glass Jacobson Investment Advisors
Maryland
$3.66K +$3.66K +131 New
CFB
180
Cullen/Frost Bankers
Texas
$2.9K +$2.9K +104 New
AF
181
Allworth Financial
California
$2.58K – – –
MPWT
182
MassMutual Private Wealth & Trust
Connecticut
$2.2K +$1.62K +58 +276%
HIIFS
183
Harel Insurance Investments & Financial Services
Israel
$2K -$364 -12 -15%
CPG
184
Cornerstone Planning Group
New Jersey
$1.49K +$1.49K +53 New
Nisa Investment Advisors
185
Nisa Investment Advisors
Missouri
$1.48K +$140 +5 +10%
S
186
Sachetta
Massachusetts
$1.43K -$410 -14 -22%
CA
187
Continuum Advisory
Idaho
$1.4K – – –
HNB
188
Huntington National Bank
Ohio
$1.34K -$84 -3 -6%
MA
189
MCF Advisors
Kentucky
$1.14K – – –
HCM
190
Hollencrest Capital Management
California
$670 – – –
AFWM
191
Abich Financial Wealth Management
Virginia
$586 +$586 +21 New
UB
192
UMB Bank
Missouri
$558 +$363 +13 +186%
IAIM
193
International Assets Investment Management
Florida
$474 +$474 +17 New
FMII
194
Farmers & Merchants Investments Inc
Nebraska
$446 – – –
PFBT
195
Parkside Financial Bank & Trust
Missouri
$391 – – –
VCM
196
Versant Capital Management
Arizona
$363 – – –
IC
197
Innealta Capital
Texas
$280 +$280 +10 New
RIL
198
Rothschild Investment LLC
Illinois
$279 +$140 +5 +100%
LFG
199
Larson Financial Group
Missouri
$84 +$84 +3 New
MCM
200
McKinley Capital Management
Alaska
– -$3.55M -133,110 Closed
5 6 7
8
9