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HealthStream
HSTM

Overview Fund Activity

205 hedge funds and large institutions have $719M invested in HealthStream in 2024 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 76 increasing their positions, 63 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
205
Holders Change
–
Holders Change %
0%
% of All Funds
2.73%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
31
Increased
76
Reduced
63
Closed
30
Calls
$64K
Puts
$6K
Net Calls
+$58K
Net Calls Change
–

Top Buyers

1
CCM
1
Copeland Capital Management
Pennsylvania
$12.1M
2
Cerity Partners
2
Cerity Partners
New York
$9.53M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$97.2M
4
Goldman Sachs
4
Goldman Sachs
New York
$6.73M
5
Arrowstreet Capital
5
Arrowstreet Capital
Massachusetts
$7.05M

Top Sellers

1
Millennium Management
1
Millennium Management
New York
$792K
2
Assenagon Asset Management
2
Assenagon Asset Management
Luxembourg
$3.14M
3
Renaissance Technologies
3
Renaissance Technologies
New York
$17.5M
4
PAIM
4
Punch & Associates Investment Management
Minnesota
$25.3M
5
WSL
5
Western Standard LLC
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SAM
176
Smartleaf Asset Management
Massachusetts
$8.87K +$6.49K +204 +272%
BCMLT
177
Beacon Capital Management LLC (Tennessee)
Tennessee
$7.95K – – –
LC
178
Lindbrook Capital
California
$7.86K – – –
CFGS
179
Concourse Financial Group Securities
Alabama
$7.41K +$7.41K +231 New
Osaic Holdings
180
Osaic Holdings
Arizona
$6.78K -$11.1K -348 -62%
Fifth Third Bancorp
181
Fifth Third Bancorp
Ohio
$6.04K +$413 +13 +7%
RWS
182
Retirement Wealth Solutions
Wisconsin
$4.83K +$4.83K +154 New
CFB
183
Cullen/Frost Bankers
Texas
$4.78K +$764 +24 +19%
CIAS
184
CBIZ Investment Advisory Services
Ohio
$4.77K +$4.77K +150 New
FFA
185
Farther Finance Advisors
California
$4.45K – – –
CA
186
Continuum Advisory
Idaho
$2.42K +$827 +26 +52%
TWD
187
True Wealth Design
Ohio
$2.35K – – –
UB
188
UMB Bank
Missouri
$1.94K – – –
PS
189
Principal Securities
Iowa
$1.94K +$1.94K +61 New
Nisa Investment Advisors
190
Nisa Investment Advisors
Missouri
$1.88K – – –
WA
191
Whipplewood Advisors
Colorado
$1.69K +$1.69K +53 New
HNB
192
Huntington National Bank
Ohio
$1.5K +$64 +2 +4%
MA
193
MCF Advisors
Kentucky
$1.3K – – –
EWA
194
EverSource Wealth Advisors
Alabama
$859 +$859 +27 New
RIL
195
Rothschild Investment LLC
Illinois
$795 +$477 +15 +150%
HCM
196
Hollencrest Capital Management
California
$763 – – –
FMII
197
Farmers & Merchants Investments Inc
Nebraska
$509 – – –
Jones Financial Companies
198
Jones Financial Companies
Missouri
$509 +$509 +16 New
PFBT
199
Parkside Financial Bank & Trust
Missouri
$446 – – –
VCM
200
Versant Capital Management
Arizona
$413 – – –
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