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HealthStream

206 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, 64 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

967% more call options, than puts

Call options by funds: $64K | Put options by funds: $6K

19% more repeat investments, than reductions

Existing positions increased: 76 | Existing positions reduced: 64

14% more capital invested

Capital invested by funds: $628M → $719M (+$90.8M)

2.71% more ownership

Funds ownership: 71.58%74.28% (+2.7%)

3% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 30

0% more funds holding

Funds holding: 206206 (0)

Holders
206
Holders Change
Holders Change %
0%
% of All Funds
2.71%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
31
Increased
76
Reduced
64
Closed
30
Calls
$64K
Puts
$6K
Net Calls
+$58K
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ACM
176
Aster Capital Management
United Arab Emirates
$9.35K +$9.07K +294 New
SAM
177
Smartleaf Asset Management
Massachusetts
$8.87K +$6.29K +204 +272%
BCMLT
178
Beacon Capital Management LLC (Tennessee)
Tennessee
$7.95K
LC
179
Lindbrook Capital
California
$7.86K
CFGS
180
Concourse Financial Group Securities
Alabama
$7.41K +$7.13K +231 New
Osaic Holdings
181
Osaic Holdings
Arizona
$6.78K -$10.7K -348 -62%
Fifth Third Bancorp
182
Fifth Third Bancorp
Ohio
$6.04K +$401 +13 +7%
RWS
183
Retirement Wealth Solutions
Wisconsin
$4.83K +$4.75K +154 New
CFB
184
Cullen/Frost Bankers
Texas
$4.78K +$741 +24 +19%
CIAS
185
CBIZ Investment Advisory Services
Ohio
$4.77K +$4.63K +150 New
FFA
186
Farther Finance Advisors
California
$4.45K
CA
187
Continuum Advisory
Idaho
$2.42K +$802 +26 +52%
TWD
188
True Wealth Design
Ohio
$2.35K
UB
189
UMB Bank
Missouri
$1.94K
PS
190
Principal Securities
Iowa
$1.94K +$1.88K +61 New
Nisa Investment Advisors
191
Nisa Investment Advisors
Missouri
$1.88K
WA
192
Whipplewood Advisors
Colorado
$1.69K +$1.64K +53 New
HNB
193
Huntington National Bank
Ohio
$1.5K +$62 +2 +4%
MA
194
MCF Advisors
Kentucky
$1.3K
EWA
195
EverSource Wealth Advisors
Alabama
$859 +$833 +27 New
RIL
196
Rothschild Investment LLC
Illinois
$795 +$463 +15 +150%
HCM
197
Hollencrest Capital Management
California
$763
FMII
198
Farmers & Merchants Investments Inc
Nebraska
$509
Jones Financial Companies
199
Jones Financial Companies
Missouri
$509 +$494 +16 New
PFBT
200
Parkside Financial Bank & Trust
Missouri
$446

HSTM Hedge Fund Activity: Q4 2024 in Review

206 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in HealthStream (HSTM) for Q4 2024, worth a combined $719M — up 14% from $628M a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new HSTM positions and 30 closed out — a net gain of 1 holder — while 76 added to existing stakes and 64 trimmed.

The largest buyer was Copeland Capital Management, adding an estimated $11.6M. The largest seller was Millennium Management, cutting an estimated $6.33M.

  • 206 institutional investors held HealthStream (HSTM) as of Q4 2024, unchanged from Q3 2024.
  • Funds reported $719M of HealthStream stock for Q4 2024, up 14% quarter-over-quarter.
  • 31 funds opened new HealthStream positions in Q4 2024 and 30 closed out, a net change of +1 holder.
  • The largest HealthStream buyer in Q4 2024 was Copeland Capital Management, an estimated $11.6M added.
  • The largest HealthStream seller in Q4 2024 was Millennium Management, an estimated $6.33M sold.

Based on aggregated 13F filings for Q4 2024.