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HealthStream
HSTM

Overview Fund Activity

211 hedge funds and large institutions have $722M invested in HealthStream in 2025 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 75 increasing their positions, 75 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
211
Holders Change
+6
Holders Change %
+2.93%
% of All Funds
2.87%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
28
Increased
75
Reduced
75
Closed
20
Calls
$3K
Puts
$6K
Net Calls
-$3K
Net Calls Change
-$61K

Top Buyers

1
CCM
Copeland Capital Management
Pennsylvania
$24.6M
2
BCM
Bridgeway Capital Management
Texas
$3.23M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$4.04M
4
Northern Trust
Northern Trust
Illinois
$12.4M
5
TPSF
Texas Permanent School Fund
Texas
$2.29M

Top Sellers

1
PAIM
Punch & Associates Investment Management
Minnesota
$19.8M
2
First Eagle Investment Management
First Eagle Investment Management
New York
$13.3M
3
Morgan Stanley
Morgan Stanley
New York
$9.57M
4
SBH
Segall Bryant & Hamill
Illinois
$0
5
BlackRock
BlackRock
New York
$126M
Name Holding Trade Value Shares
Change 		Shares
Change %
AAP
176
Arax Advisory Partners
Colorado
$12.6K -$7.18K -223 -36%
PAS
177
Point72 Asia (Singapore)
Singapore
$9.8K +$9.8K +305 New
SAM
178
Smartleaf Asset Management
Massachusetts
$8.94K – – –
BCMLT
179
Beacon Capital Management LLC (Tennessee)
Tennessee
$8.05K – – –
LC
180
Lindbrook Capital
California
$7.95K – – –
RWS
181
Retirement Wealth Solutions
Wisconsin
$7.66K +$2.7K +84 +55%
CCM
182
Coldstream Capital Management
Washington
$7.34K +$7.34K +228 New
Fifth Third Bancorp
183
Fifth Third Bancorp
Ohio
$6.11K – – –
CFB
184
Cullen/Frost Bankers
Texas
$6.06K +$1.23K +38 +25%
NC
185
NewSquare Capital
Pennsylvania
$5.57K +$5.57K +173 New
BI
186
Binnacle Investments
Iowa
$5.25K +$5.25K +163 New
FFA
187
Farther Finance Advisors
California
$4.52K – – –
VCM
188
Versant Capital Management
Arizona
$4.15K +$3.73K +116 +892%
UB
189
UMB Bank
Missouri
$3.86K +$1.9K +59 +97%
AF
190
Allworth Financial
California
$3.32K -$14.9K -449 -82%
Nisa Investment Advisors
191
Nisa Investment Advisors
Missouri
$3.25K +$1.35K +42 +71%
CPG
192
Cornerstone Planning Group
New Jersey
$2.44K +$2.44K +75 New
TWD
193
True Wealth Design
Ohio
$2.38K – – –
CA
194
Continuum Advisory
Idaho
$2.29K -$161 -5 -7%
PS
195
Principal Securities
Iowa
$1.94K – – –
EWA
196
EverSource Wealth Advisors
Alabama
$1.71K +$837 +26 +96%
WA
197
Whipplewood Advisors
Colorado
$1.71K +$802 +47 +89%
WA
198
WPG Advisers
Maryland
$1.67K +$1.51K +47 +940%
RIL
199
Rothschild Investment LLC
Illinois
$1.61K +$805 +25 +100%
MA
200
MCF Advisors
Kentucky
$1.32K – – –
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8
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