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HealthStream
HSTM

Overview Fund Activity

197 hedge funds and large institutions have $609M invested in HealthStream in 2025 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 78 increasing their positions, 69 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
197
Holders Change
-14
Holders Change %
-6.64%
% of All Funds
2.64%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
22
Increased
78
Reduced
69
Closed
33
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Robeco Institutional Asset Management
1
Robeco Institutional Asset Management
Netherlands
$10.5M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$6.86M
3
Citadel Advisors
3
Citadel Advisors
Florida
$4.13M
4
CCM
4
Copeland Capital Management
Pennsylvania
$24.4M
5
Qube Research & Technologies (QRT)
5
Qube Research & Technologies (QRT)
United Kingdom
$6.97M

Top Sellers

1
Cerity Partners
1
Cerity Partners
New York
$0
2
BlackRock
2
BlackRock
New York
$99.9M
3
HIM
3
Hillsdale Investment Management
Ontario, Canada
$0
4
HA
4
Heartland Advisors
Wisconsin
$1.79M
5
HCA
5
Harbor Capital Advisors
Illinois
$9.49M
Name Holding Trade Value Shares
Change 		Shares
Change %
BNP Paribas Asset Management
176
BNP Paribas Asset Management
France
$5K +$5K +178 New
FFA
177
Farther Finance Advisors
California
$3.87K – – –
ACM
178
Aster Capital Management
United Arab Emirates
$3.46K +$3.46K +125 New
Osaic Holdings
179
Osaic Holdings
Arizona
$3.31K -$18.7K -610 -85%
DWM
180
Dogwood Wealth Management
Kansas
$2.61K +$2.61K +95 New
HNW
181
High Note Wealth
Minnesota
$2.35K +$2.35K +85 New
NC
182
NewSquare Capital
Pennsylvania
$2.08K -$2.71K -98 -57%
HFS
183
Hantz Financial Services
Michigan
$2K +$2K +65 New
BIG
184
Brooklyn Investment Group
New York
$1.94K +$1.55K +56 +400%
AF
185
Allworth Financial
California
$1.91K -$858 -31 -31%
Nisa Investment Advisors
186
Nisa Investment Advisors
Missouri
$1.63K -$1.16K -42 -42%
WA
187
Whipplewood Advisors
Colorado
$1.47K -$1.3K -47 -47%
UB
188
UMB Bank
Missouri
$1.38K -$1.94K -70 -58%
TPWA
189
Twin Peaks Wealth Advisors
California
$1.25K +$1.25K +47 New
RIL
190
Rothschild Investment LLC
Illinois
$1.25K -$138 -5 -10%
LFG
191
Larson Financial Group
Missouri
$1.19K +$526 +19 +79%
MA
192
MCF Advisors
Kentucky
$1.14K – – –
HCM
193
Hollencrest Capital Management
California
$664 – – –
FMII
194
Farmers & Merchants Investments Inc
Nebraska
$443 – – –
SPIA
195
Steward Partners Investment Advisory
New York
$277 – – –
SS
196
SBI Securities
Japan
$55 – – –
HNB
197
Huntington National Bank
Ohio
$28 -$1.06K -38 -97%
CFB
198
Cullen/Frost Bankers
Texas
$1 -$6.06K -188 Closed
Cerity Partners
199
Cerity Partners
New York
– -$8.46M -262,943 Closed
HIM
200
Hillsdale Investment Management
Ontario, Canada
– -$5.2M -161,651 Closed
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