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HealthStream
HSTM

Overview Fund Activity

205 hedge funds and large institutions have $628M invested in HealthStream in 2024 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 77 increasing their positions, 61 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
205
Holders Change
+5
Holders Change %
+2.5%
% of All Funds
2.97%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
23
Increased
77
Reduced
61
Closed
17
Calls
$58K
Puts
–
Net Calls
+$58K
Net Calls Change
-$216K

Top Buyers

1
HCA
1
Harbor Capital Advisors
Illinois
$11.5M
2
Acadian Asset Management
2
Acadian Asset Management
Massachusetts
$22.3M
3
Arrowstreet Capital
3
Arrowstreet Capital
Massachusetts
$4.33M
4
Morgan Stanley
4
Morgan Stanley
New York
$12M
5
BCC
5
Bridge City Capital
Oregon
$1.69M

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$885K
2
Millennium Management
2
Millennium Management
New York
$6.64M
3
WSL
3
Western Standard LLC
California
$1.9M
4
Nuveen Asset Management
4
Nuveen Asset Management
Illinois
$3.91M
5
HA
5
Heartland Advisors
Wisconsin
$9.18M
Name Holding Trade Value Shares
Change 		Shares
Change %
CPA
176
Capital Performance Advisors
California
$13.4K +$13.4K +466 New
C
177
Covestor
United Kingdom
$12K -$247 -8 -2%
AAP
178
Arax Advisory Partners
Colorado
$11.9K – – –
AWM
179
Avior Wealth Management
Nebraska
$10.5K – – –
FHA
180
First Horizon Advisors
Tennessee
$10.1K – – –
Bessemer Group
181
Bessemer Group
New Jersey
$9K +$1.41K +50 +19%
BCMLT
182
Beacon Capital Management LLC (Tennessee)
Tennessee
$7.21K – – –
LC
183
Lindbrook Capital
California
$7.12K – – –
Fifth Third Bancorp
184
Fifth Third Bancorp
Ohio
$5.11K – – –
FFA
185
Farther Finance Advisors
California
$4.04K +$144 +5 +4%
GJIA
186
Glass Jacobson Investment Advisors
Maryland
$3.78K – – –
CFB
187
Cullen/Frost Bankers
Texas
$3.64K +$635 +22 +21%
AF
188
Allworth Financial
California
$2.45K – – –
MPWT
189
MassMutual Private Wealth & Trust
Connecticut
$2.42K +$144 +5 +6%
TWD
190
True Wealth Design
Ohio
$2.14K +$2.14K +74 New
SAM
191
Smartleaf Asset Management
Massachusetts
$2.13K -$2.65K -93 -55%
UB
192
UMB Bank
Missouri
$1.76K +$1.18K +41 +205%
Nisa Investment Advisors
193
Nisa Investment Advisors
Missouri
$1.7K +$173 +6 +11%
CA
194
Continuum Advisory
Idaho
$1.6K – – –
HNB
195
Huntington National Bank
Ohio
$1.3K -$87 -3 -6%
MA
196
MCF Advisors
Kentucky
$1.18K – – –
HCM
197
Hollencrest Capital Management
California
$692 – – –
FMII
198
Farmers & Merchants Investments Inc
Nebraska
$461 – – –
PFBT
199
Parkside Financial Bank & Trust
Missouri
$404 – – –
VCM
200
Versant Capital Management
Arizona
$375 – – –
5 6 7
8
9