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HealthStream

206 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, 62 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

44% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 16

24% more repeat investments, than reductions

Existing positions increased: 77 | Existing positions reduced: 62

5% more capital invested

Capital invested by funds: $597M → $628M (+$30.7M)

3% more funds holding

Funds holding: 200206 (+6)

1.17% more ownership

Funds ownership: 70.41%71.58% (+1.2%)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
206
Holders Change
+6
Holders Change %
+3%
% of All Funds
2.96%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
23
Increased
77
Reduced
62
Closed
16
Calls
$58K
Puts
Net Calls
+$58K
Net Calls Change
-$216K
Name Holding Trade Value Shares
Change
Change in
Stake
Osaic Holdings
176
Osaic Holdings
Arizona
$16.2K -$315 -11 -2%
CPA
177
Capital Performance Advisors
California
$13.4K +$13.3K +466 New
C
178
Covestor
United Kingdom
$12K -$229 -8 -2%
AAP
179
Arax Advisory Partners
Colorado
$11.9K
AWM
180
Avior Wealth Management
Nebraska
$10.5K
FHA
181
First Horizon Advisors
Tennessee
$10.1K
Bessemer Group
182
Bessemer Group
New Jersey
$9K +$1.43K +50 +19%
BCMLT
183
Beacon Capital Management LLC (Tennessee)
Tennessee
$7.21K
LC
184
Lindbrook Capital
California
$7.12K
Fifth Third Bancorp
185
Fifth Third Bancorp
Ohio
$5.11K
FFA
186
Farther Finance Advisors
California
$4.04K +$143 +5 +4%
GJIA
187
Glass Jacobson Investment Advisors
Maryland
$3.78K
CFB
188
Cullen/Frost Bankers
Texas
$3.64K +$630 +22 +21%
AF
189
Allworth Financial
California
$2.45K
MPWT
190
MassMutual Private Wealth & Trust
Connecticut
$2.42K +$143 +5 +6%
TWD
191
True Wealth Design
Ohio
$2.13K +$2.12K +74 New
SAM
192
Smartleaf Asset Management
Massachusetts
$2.13K -$2.66K -93 -55%
UB
193
UMB Bank
Missouri
$1.76K +$1.17K +41 +205%
Nisa Investment Advisors
194
Nisa Investment Advisors
Missouri
$1.7K +$172 +6 +11%
CA
195
Continuum Advisory
Idaho
$1.6K
HNB
196
Huntington National Bank
Ohio
$1.3K -$86 -3 -6%
MA
197
MCF Advisors
Kentucky
$1.18K
HCM
198
Hollencrest Capital Management
California
$692
FMII
199
Farmers & Merchants Investments Inc
Nebraska
$461
PFBT
200
Parkside Financial Bank & Trust
Missouri
$404

HSTM Hedge Fund Activity: Q3 2024 in Review

206 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in HealthStream (HSTM) for Q3 2024, worth a combined $628M — up 5.1% from $597M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new HSTM positions and 16 closed out — a net gain of 7 holders — while 77 added to existing stakes and 62 trimmed.

The largest buyer was Harbor Capital Advisors, adding an estimated $6.71M. The largest seller was Citadel Advisors, cutting an estimated $4.17M.

  • 206 institutional investors held HealthStream (HSTM) as of Q3 2024, up from 200 in Q2 2024.
  • Funds reported $628M of HealthStream stock for Q3 2024, up 5.1% quarter-over-quarter.
  • 23 funds opened new HealthStream positions in Q3 2024 and 16 closed out, a net change of +7 holders.
  • The largest HealthStream buyer in Q3 2024 was Harbor Capital Advisors, an estimated $6.71M added.
  • The largest HealthStream seller in Q3 2024 was Citadel Advisors, an estimated $4.17M sold.

Based on aggregated 13F filings for Q3 2024.