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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
VCM
201
Versant Capital Management
Arizona
$413
SPIA
202
Steward Partners Investment Advisory
New York
$318 +$309 +10 New
IA
203
IFP Advisors
Florida
$159 +$154 +5 New
WA
204
WPG Advisers
Maryland
$159 +$154 +5 New
LFG
205
Larson Financial Group
Missouri
$95
SS
206
SBI Securities
Japan
$64 +$62 +2 New
WSL
207
Western Standard LLC
California
-$1.9M -66,004 Closed
Jane Street
208
Jane Street
New York
-$878K -30,450 Closed
SSA
209
Sierra Summit Advisors
Nevada
-$838K -29,067 Closed
CSS
210
Cubist Systematic Strategies
Connecticut
-$698K -24,204 Closed
ECM
211
ExodusPoint Capital Management
New York
-$655K -22,727 Closed
State of Wisconsin Investment Board
212
State of Wisconsin Investment Board
Wisconsin
-$506K -17,544 Closed
Balyasny Asset Management
213
Balyasny Asset Management
Illinois
-$493K -17,092 Closed
OQS
214
Occudo Quantitative Strategies
Florida
-$315K -10,912 Closed
MHI
215
Miller Howard Investments
New York
-$300K -10,419 Closed
BHCM
216
Brevan Howard Capital Management
Jersey
-$298K -10,318 Closed
I
217
InceptionR
California
-$270K -9,346 Closed
DTL
218
Dynamic Technology Lab
Singapore
-$269K -9,329 Closed
B
219
Bailard
California
-$265K -9,180 Closed
JFGIW
220
Johnson Financial Group Inc (Wisconsin)
Wisconsin
-$263K -9,114 Closed
YIH
221
Y-Intercept (HK)
Hong Kong
-$260K -9,026 Closed
CC
222
Centiva Capital
New York
-$260K -9,009 Closed
GC
223
Guggenheim Capital
Illinois
-$227K -7,888 Closed
JF
224
Jump Financial
Illinois
-$211K -7,328 Closed
Pacer Advisors
225
Pacer Advisors
Pennsylvania
-$132K -4,589 Closed

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.