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HealthStream
HSTM

206 hedge funds and large institutions have $628M invested in HealthStream in 2024 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 77 increasing their positions, 62 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

44% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 16

24% more repeat investments, than reductions

Existing positions increased: 77 | Existing positions reduced: 62

5% more capital invested

Capital invested by funds: $597M → $628M (+$30.7M)

3% more funds holding

Funds holding: 200 → 206 (+6)

1.17% more ownership

Funds ownership: 70.41% → 71.58% (+1.2%)

100% less funds holding in top 10

Funds holding in top 10: 1 → 0 (-1)

Holders
206
Holders Change
+6
Holders Change %
+3%
% of All Funds
2.96%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
23
Increased
77
Reduced
62
Closed
16
Calls
$58K
Puts
–
Net Calls
+$58K
Net Calls Change
-$216K

Top Buyers

1
HCA
Harbor Capital Advisors
Illinois
+$6.71M
2
Acadian Asset Management
Acadian Asset Management
Massachusetts
+$4.65M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$2.96M
4
Morgan Stanley
Morgan Stanley
New York
+$1.76M
5
BCC
Bridge City Capital
Oregon
+$1.68M

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
-$4.17M
2
Millennium Management
Millennium Management
New York
-$3.82M
3
WSL
Western Standard LLC
California
-$3.67M
4
N
Nuveen
North Carolina
-$2.31M
5
HA
Heartland Advisors
Wisconsin
-$1.88M
Name Holding Trade Value Shares
Change 		Change in
Stake
VCM
201
Versant Capital Management
Arizona
$375 – – –
RIL
202
Rothschild Investment LLC
Illinois
$288 – – –
LFG
203
Larson Financial Group
Missouri
$87 – – –
MFG
204
Mendota Financial Group
Wisconsin
$58 +$57 +2 New
PD
205
Point72 (DIFC)
United Arab Emirates
$57 -$39.3K -1,371 -100%
TI
206
Trexquant Investment
Connecticut
– -$812K -29,092 Closed
DM
207
Deerfield Management
New York
– -$626K -22,437 Closed
Truist Financial
208
Truist Financial
North Carolina
– -$444K -15,915 Closed
AG
209
Algert Global
California
– -$352K -12,603 Closed
SGI
210
Summit Global Investments
Utah
– -$283K -10,131 Closed
Verition Fund Management
211
Verition Fund Management
Connecticut
– -$249K -8,920 Closed
XT
212
XTX Topco
Cayman Islands
– -$214K -7,654 Closed
QT
213
Quantbot Technologies
New York
– -$79.6K -2,854 Closed
EC
214
EntryPoint Capital
New York
– -$37.9K -1,357 Closed
ACM
215
Aquatic Capital Management
Illinois
– -$13.9K -500 Closed
HIIFS
216
Harel Insurance Investments & Financial Services
Israel
– -$2K -66 Closed
CPG
217
Cornerstone Planning Group
New Jersey
– -$1.49K -53 Closed
S
218
Sachetta
Massachusetts
– -$1.43K -49 Closed
AFWM
219
Abich Financial Wealth Management
Virginia
– -$586 -21 Closed
IAIM
220
International Assets Investment Management
Florida
– -$474 -17 Closed
IC
221
Innealta Capital
Texas
– -$280 -10 Closed
5 6 7 8
9

HSTM Hedge Fund Activity: Q3 2024 in Review

206 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in HealthStream (HSTM) for Q3 2024, worth a combined $628M — up 5.1% from $597M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new HSTM positions and 16 closed out — a net gain of 7 holders — while 77 added to existing stakes and 62 trimmed.

The largest buyer was Harbor Capital Advisors, adding an estimated $6.71M. The largest seller was Citadel Advisors, cutting an estimated $4.17M.

  • 206 institutional investors held HealthStream (HSTM) as of Q3 2024, up from 200 in Q2 2024.
  • Funds reported $628M of HealthStream stock for Q3 2024, up 5.1% quarter-over-quarter.
  • 23 funds opened new HealthStream positions in Q3 2024 and 16 closed out, a net change of +7 holders.
  • The largest HealthStream buyer in Q3 2024 was Harbor Capital Advisors, an estimated $6.71M added.
  • The largest HealthStream seller in Q3 2024 was Citadel Advisors, an estimated $4.17M sold.

Based on aggregated 13F filings for Q3 2024.