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HealthStream
HSTM

201 hedge funds and large institutions have $611M invested in HealthStream in 2025 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 79 increasing their positions, 68 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

16% more repeat investments, than reductions

Existing positions increased: 79 | Existing positions reduced: 68

1.19% less ownership

Funds ownership: 73.54% → 72.35% (-1.2%)

5% less funds holding

Funds holding: 211 → 201 (-10)

15% less capital invested

Capital invested by funds: $720M → $611M (-$109M)

28% less first-time investments, than exits

New positions opened: 23 | Existing positions closed: 32

Holders
201
Holders Change
-10
Holders Change %
-4.74%
% of All Funds
2.65%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
23
Increased
79
Reduced
68
Closed
32
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
+$6.96M
2
JP Morgan Chase
JP Morgan Chase
New York
+$5.5M
3
Citadel Advisors
Citadel Advisors
Florida
+$4.17M
4
CCM
Copeland Capital Management
Pennsylvania
+$3.52M
5
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
+$3.25M

Top Sellers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
-$9M
2
Cerity Partners
Cerity Partners
New York
-$8.46M
3
HIM
Hillsdale Investment Management
Ontario, Canada
-$5.2M
4
HA
Heartland Advisors
Wisconsin
-$5.05M
5
HCA
Harbor Capital Advisors
Illinois
-$2.41M
Name Holding Trade Value Shares
Change 		Change in
Stake
HNB
201
Huntington National Bank
Ohio
$28 -$1.12K -38 -97%
CFB
202
Cullen/Frost Bankers
Texas
$1 -$5.56K -188 Closed
Cerity Partners
203
Cerity Partners
New York
– -$8.46M -262,943 Closed
HIM
204
Hillsdale Investment Management
Ontario, Canada
– -$5.2M -161,651 Closed
ZIM
205
Zacks Investment Management
Illinois
– -$2.2M -68,419 Closed
Allspring Global Investments
206
Allspring Global Investments
North Carolina
– -$1.88M -58,487 Closed
CM
207
Castleark Management
Illinois
– -$1.86M -57,770 Closed
HSBC Holdings
208
HSBC Holdings
United Kingdom
– -$1.53M -47,824 Closed
CCA
209
Carrera Capital Advisors
Michigan
– -$1.4M -43,371 Closed
WAM
210
Wakefield Asset Management
Colorado
– -$1.14M -35,528 Closed
EA
211
Ellsworth Advisors
Ohio
– -$742K -23,070 Closed
HF
212
HRT Financial
New York
– -$711K -22,124 Closed
ECM
213
ExodusPoint Capital Management
New York
– -$705K -21,900 Closed
Tudor Investment Corp
214
Tudor Investment Corp
Connecticut
– -$447K -13,896 Closed
CF
215
Corebridge Financial
Texas
– -$409K -12,717 Closed
Natixis Advisors
216
Natixis Advisors
Massachusetts
– -$391K -12,150 Closed
CSS
217
Cubist Systematic Strategies
Connecticut
– -$390K -12,120 Closed
VPIM
218
Vanguard Personalized Indexing Management
California
– -$318K -9,885 Closed
Los Angeles Capital Management
219
Los Angeles Capital Management
California
– -$248K -7,692 Closed
Mackenzie Financial
220
Mackenzie Financial
Ontario, Canada
– -$231K -7,171 Closed
MSRPS
221
Maryland State Retirement & Pension System
Maryland
– -$226K -7,012 Closed
ASRS
222
Arizona State Retirement System
Arizona
– -$223K -6,942 Closed
JFGIW
223
Johnson Financial Group Inc (Wisconsin)
Wisconsin
– -$200K -6,230 Closed
QCG
224
Quadrant Capital Group
Ohio
– -$43K -1,337 Closed
Northwestern Mutual Wealth Management
225
Northwestern Mutual Wealth Management
Wisconsin
– -$19.3K -600 Closed
6 7 8
9
10

HSTM Hedge Fund Activity: Q2 2025 in Review

201 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in HealthStream (HSTM) for Q2 2025, worth a combined $611M — down 15% from $720M a quarter earlier.

Sellers outnumbered buyers: 32 funds closed out of HSTM and 23 opened new positions — a net loss of 9 holders — while 68 trimmed existing stakes and 79 added.

The largest buyer was Robeco Institutional Asset Management, adding an estimated $6.96M. The largest seller was BlackRock, cutting an estimated $9M.

  • 201 institutional investors held HealthStream (HSTM) as of Q2 2025, down from 211 in Q1 2025.
  • Funds reported $611M of HealthStream stock for Q2 2025, down 15% quarter-over-quarter.
  • 23 funds opened new HealthStream positions in Q2 2025 and 32 closed out, a net change of -9 holders.
  • The largest HealthStream buyer in Q2 2025 was Robeco Institutional Asset Management, an estimated $6.96M added.
  • The largest HealthStream seller in Q2 2025 was BlackRock, an estimated $9M sold.

Based on aggregated 13F filings for Q2 2025.