HealthStream
HSTM
188 hedge funds and large institutions have $583M invested in HealthStream in 2023 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 59 increasing their positions, 74 reducing their positions, and 14 closing their positions.
79% more first-time investments, than exits
New positions opened: 25 | Existing positions closed: 14
26% more capital invested
Capital invested by funds: $465M → $583M (+$119M)
6% more funds holding
Funds holding: 178 → 188 (+10)
1.25% more ownership
Funds ownership: 69.47% → 70.73% (+1.3%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
20% less repeat investments, than reductions
Existing positions increased: 59 | Existing positions reduced: 74
51% less call options, than puts
Call options by funds: $300K | Put options by funds: $611K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$9.87M |
| 2 |
BlackRock
New York
|
+$2.26M |
| 3 |
Renaissance Technologies
New York
|
+$1.77M |
| 4 |
First Eagle Investment Management
New York
|
+$1.31M |
| 5 |
State Street
Boston,
Massachusetts
|
+$872K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WSL
Western Standard LLC
Los Angeles,
California
|
-$3.26M |
| 2 |
Millennium Management
New York
|
-$3.2M |
| 3 |
Acadian Asset Management
Boston,
Massachusetts
|
-$3.17M |
| 4 |
Invesco
Atlanta,
Georgia
|
-$2.18M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
-$2.04M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
201
AssetMark Inc
Concord,
California
| – | -$86 | -4 | Closed |
|
HSTM Hedge Fund Activity: Q4 2023 in Review
188 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in HealthStream (HSTM) for Q4 2023, worth a combined $583M — up 26% from $465M a quarter earlier.
Buyers outnumbered sellers: 25 funds opened new HSTM positions and 14 closed out — a net gain of 11 holders — while 59 added to existing stakes and 74 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $9.87M. The largest seller was Western Standard LLC, cutting an estimated $3.26M.
- 188 institutional investors held HealthStream (HSTM) as of Q4 2023, up from 178 in Q3 2023.
- Funds reported $583M of HealthStream stock for Q4 2023, up 26% quarter-over-quarter.
- 25 funds opened new HealthStream positions in Q4 2023 and 14 closed out, a net change of +11 holders.
- The largest HealthStream buyer in Q4 2023 was Morgan Stanley, an estimated $9.87M added.
- The largest HealthStream seller in Q4 2023 was Western Standard LLC, an estimated $3.26M sold.
Based on aggregated 13F filings for Q4 2023.