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HealthStream

200 hedge funds and large institutions have $597M invested in HealthStream in 2024 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 69 increasing their positions, 71 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

3,425% more call options, than puts

Call options by funds: $282K | Put options by funds: $8K

67% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 18

6% more capital invested

Capital invested by funds: $565M → $597M (+$32.5M)

5% more funds holding

Funds holding: 190200 (+10)

0.5% more ownership

Funds ownership: 69.9%70.41% (+0.5%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

3% less repeat investments, than reductions

Existing positions increased: 69 | Existing positions reduced: 71

Holders
200
Holders Change
+10
Holders Change %
+5.26%
% of All Funds
2.89%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
30
Increased
69
Reduced
71
Closed
18
Calls
$282K
Puts
$8K
Net Calls
+$274K
Net Calls Change
+$722K
Name Holding Trade Value Shares
Change
Change in
Stake
Fifth Third Bancorp
176
Fifth Third Bancorp
Ohio
$4.94K +$640 +24 +16%
SAM
177
Smartleaf Asset Management
Massachusetts
$4.68K +$4.08K +153 +1,020%
FFA
178
Farther Finance Advisors
California
$3.72K +$3.6K +135 New
GJIA
179
Glass Jacobson Investment Advisors
Maryland
$3.65K +$3.49K +131 New
CFB
180
Cullen/Frost Bankers
Texas
$2.9K +$2.77K +104 New
AF
181
Allworth Financial
California
$2.58K
MPWT
182
MassMutual Private Wealth & Trust
Connecticut
$2.2K +$1.55K +58 +276%
HIIFS
183
Harel Insurance Investments & Financial Services
Israel
$2K -$320 -12 -15%
CPG
184
Cornerstone Planning Group
New Jersey
$1.49K +$1.41K +53 New
Nisa Investment Advisors
185
Nisa Investment Advisors
Missouri
$1.48K +$133 +5 +10%
S
186
Sachetta
Massachusetts
$1.43K -$373 -14 -22%
CA
187
Continuum Advisory
Idaho
$1.4K
HNB
188
Huntington National Bank
Ohio
$1.34K -$80 -3 -6%
MA
189
MCF Advisors
Kentucky
$1.14K
HCM
190
Hollencrest Capital Management
California
$670
AFWM
191
Abich Financial Wealth Management
Virginia
$586 +$560 +21 New
UB
192
UMB Bank
Missouri
$558 +$347 +13 +186%
IAIM
193
International Assets Investment Management
Florida
$474 +$453 +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 +$267 +10 New
RIL
198
Rothschild Investment LLC
Illinois
$279 +$133 +5 +100%
LFG
199
Larson Financial Group
Missouri
$84 +$80 +3 New
MCM
200
McKinley Capital Management
Alaska
-$3.55M -133,110 Closed

HSTM Hedge Fund Activity: Q2 2024 in Review

200 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in HealthStream (HSTM) for Q2 2024, worth a combined $597M — up 5.8% from $565M a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new HSTM positions and 18 closed out — a net gain of 12 holders — while 69 added to existing stakes and 71 trimmed.

The largest buyer was Segall Bryant & Hamill, opening a new position worth an estimated $3.28M. The largest seller was Mirae Asset Global Investments, cutting an estimated $7.57M.

  • 200 institutional investors held HealthStream (HSTM) as of Q2 2024, up from 190 in Q1 2024.
  • Funds reported $597M of HealthStream stock for Q2 2024, up 5.8% quarter-over-quarter.
  • 30 funds opened new HealthStream positions in Q2 2024 and 18 closed out, a net change of +12 holders.
  • The largest HealthStream buyer in Q2 2024 was Segall Bryant & Hamill, an estimated $3.28M added.
  • The largest HealthStream seller in Q2 2024 was Mirae Asset Global Investments, an estimated $7.57M sold.

Based on aggregated 13F filings for Q2 2024.