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HealthStream
HSTM

159 hedge funds and large institutions have $553M invested in HealthStream in 2021 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 61 increasing their positions, 44 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

39% more repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 44

24% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 17

2% more funds holding

Funds holding: 156 → 159 (+3)

1.15% less ownership

Funds ownership: 72.27% → 71.11% (-1.2%)

9% less capital invested

Capital invested by funds: $611M → $553M (-$57.7M)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $200K

Holders
159
Holders Change
+3
Holders Change %
+1.92%
% of All Funds
2.45%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
21
Increased
61
Reduced
44
Closed
17
Calls
–
Puts
$200K
Net Calls
-$200K
Net Calls Change
-$200K

Top Buyers

1
Ameriprise
Ameriprise
Minnesota
+$5.33M
2
CI
Cambiar Investors
Colorado
+$2.65M
3
HIM
Herald Investment Management
United Kingdom
+$2.65M
4
Victory Capital Management
Victory Capital Management
Texas
+$1.8M
5
PAIM
Punch & Associates Investment Management
Minnesota
+$1.6M

Top Sellers

1
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$12.2M
2
PAMP
Polar Asset Management Partners
Ontario, Canada
-$8.59M
3
GGHC
Gilder Gagnon Howe & Co
New York
-$5.53M
4
Morgan Stanley
Morgan Stanley
New York
-$2.42M
5
EP
Eversept Partners
New York
-$2.22M
Name Holding Trade Value Shares
Change 		Change in
Stake
BlackRock
1
BlackRock
New York
$109M +$1.42M +53,748 +1%
Vanguard Group
2
Vanguard Group
Pennsylvania
$72.2M -$526K -19,874 -0.7%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$37.6M +$23.8K +901 +0.1%
State Street
4
State Street
Massachusetts
$26.1M +$153K +5,772 +0.6%
GIP
5
Granite Investment Partners
California
$21.7M +$869K +32,851 +4%
Renaissance Technologies
6
Renaissance Technologies
New York
$19.3M -$243K -9,174 -1%
Northern Trust
7
Northern Trust
Illinois
$16.4M +$278K +10,503 +2%
PAIM
8
Punch & Associates Investment Management
Minnesota
$15.8M +$1.6M +60,665 +11%
Acadian Asset Management
9
Acadian Asset Management
Massachusetts
$14.2M +$774K +29,254 +6%
TI
10
Trigran Investments
Illinois
$14M +$106K +4,000 +0.8%
Invesco
11
Invesco
Georgia
$13.7M +$1.05M +39,748 +8%
SIMG
12
Stephens Investment Management Group
Texas
$13.1M +$857K +32,379 +7%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$12.5M +$63.1K +2,385 +0.5%
Ameriprise
14
Ameriprise
Minnesota
$9.25M +$5.33M +201,467 +135%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$7.73M -$276K -10,420 -3%
Arrowstreet Capital
16
Arrowstreet Capital
Massachusetts
$6.33M -$2.18M -82,354 -26%
KCM
17
Kennedy Capital Management
Missouri
$6.18M -$627K -23,693 -9%
N
18
Nuveen
North Carolina
$6.11M -$243K -9,173 -4%
Principal Financial Group
19
Principal Financial Group
Iowa
$4.98M -$402K -15,184 -7%
Deutsche Bank
20
Deutsche Bank
Germany
$4.84M +$21.6K +815 +0.4%
Morgan Stanley
21
Morgan Stanley
New York
$4.78M -$2.42M -91,614 -34%
PAM
22
Panagora Asset Management
Massachusetts
$4.77M +$254K +9,592 +6%
Charles Schwab
23
Charles Schwab
California
$4.7M +$98.2K +3,711 +2%
CIS
24
Connors Investor Services
Pennsylvania
$4.6M +$208K +7,849 +5%
D.E. Shaw & Co
25
D.E. Shaw & Co
New York
$4.48M +$503K +19,017 +13%
1
2 3 4 5

HSTM Hedge Fund Activity: Q4 2021 in Review

159 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in HealthStream (HSTM) for Q4 2021, worth a combined $553M — down 9.5% from $611M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new HSTM positions and 17 closed out — a net gain of 4 holders — while 61 added to existing stakes and 44 trimmed.

The largest buyer was Ameriprise, adding an estimated $5.33M. The largest seller was Bank of Montreal, exiting entirely with an estimated $12.2M sold.

  • 159 institutional investors held HealthStream (HSTM) as of Q4 2021, up from 156 in Q3 2021.
  • Funds reported $553M of HealthStream stock for Q4 2021, down 9.5% quarter-over-quarter.
  • 21 funds opened new HealthStream positions in Q4 2021 and 17 closed out, a net change of +4 holders.
  • The largest HealthStream buyer in Q4 2021 was Ameriprise, an estimated $5.33M added.
  • The largest HealthStream seller in Q4 2021 was Bank of Montreal, an estimated $12.2M sold.

Based on aggregated 13F filings for Q4 2021.