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HealthStream
HSTM

152 hedge funds and large institutions have $469M invested in HealthStream in 2022 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 50 increasing their positions, 68 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

8% more capital invested

Capital invested by funds: $434M → $469M (+$35.5M)

0% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 12

0.61% less ownership

Funds ownership: 71.26% → 70.65% (-0.61%)

3% less funds holding

Funds holding: 156 → 152 (-4)

26% less repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 68

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $896K

Holders
152
Holders Change
-4
Holders Change %
-2.56%
% of All Funds
2.56%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
12
Increased
50
Reduced
68
Closed
12
Calls
–
Puts
$896K
Net Calls
-$896K
Net Calls Change
+$148K

Top Buyers

1
HA
Heartland Advisors
Wisconsin
+$5.13M
2
Acadian Asset Management
Acadian Asset Management
Massachusetts
+$2.32M
3
Morgan Stanley
Morgan Stanley
New York
+$2.26M
4
WSL
Western Standard LLC
California
+$1.79M
5
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
+$947K

Top Sellers

1
Invesco
Invesco
Georgia
-$6.68M
2
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$1.99M
3
TI
Trigran Investments
Illinois
-$1.01M
4
Northern Trust
Northern Trust
Illinois
-$948K
5
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
-$878K
Name Holding Trade Value Shares
Change 		Change in
Stake
BlackRock
1
BlackRock
New York
$88.9M -$472K -23,666 -0.6%
Vanguard Group
2
Vanguard Group
Pennsylvania
$58.8M -$825K -41,377 -2%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$32.6M +$674K +33,795 +2%
BBHC
4
Brown Brothers Harriman & Co
New York
$31.2M +$7.76K +389 +0%
State Street
5
State Street
Massachusetts
$19.8M +$110K +5,507 +0.6%
Acadian Asset Management
6
Acadian Asset Management
Massachusetts
$16.6M +$2.32M +116,270 +18%
Renaissance Technologies
7
Renaissance Technologies
New York
$15.8M +$132K +6,600 +0.9%
GIP
8
Granite Investment Partners
California
$15.5M -$833K -41,761 -6%
PAIM
9
Punch & Associates Investment Management
Minnesota
$13.4M +$37K +1,856 +0.3%
Northern Trust
10
Northern Trust
Illinois
$12.3M -$948K -47,534 -8%
SIMG
11
Stephens Investment Management Group
Texas
$10.8M – – –
Geode Capital Management
12
Geode Capital Management
Massachusetts
$9.69M -$290K -14,525 -3%
HA
13
Heartland Advisors
Wisconsin
$8.25M +$5.13M +257,418 +210%
Ameriprise
14
Ameriprise
Minnesota
$7.49M -$123K -6,168 -2%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$6.69M +$528K +26,465 +9%
Morgan Stanley
16
Morgan Stanley
New York
$5.69M +$2.26M +113,223 +76%
N
17
Nuveen
North Carolina
$4.96M -$300K -15,030 -6%
PAM
18
Panagora Asset Management
Massachusetts
$4.78M +$47.5K +2,380 +1%
Jacobs Levy Equity Management
19
Jacobs Levy Equity Management
New Jersey
$4.41M +$947K +47,506 +31%
KCM
20
Kennedy Capital Management
Missouri
$4.35M -$40.3K -2,021 -1%
D.E. Shaw & Co
21
D.E. Shaw & Co
New York
$3.88M +$27.9K +1,398 +0.8%
CIS
22
Connors Investor Services
Pennsylvania
$3.77M -$169K -8,478 -5%
Charles Schwab
23
Charles Schwab
California
$3.71M -$255K -12,793 -7%
Principal Financial Group
24
Principal Financial Group
Iowa
$3.45M -$426K -21,349 -12%
MCM
25
McKinley Capital Management
Alaska
$3.27M – – –
1
2 3 4 5

HSTM Hedge Fund Activity: Q2 2022 in Review

152 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in HealthStream (HSTM) for Q2 2022, worth a combined $469M — up 8.2% from $434M a quarter earlier.

Fund positioning in HSTM was balanced in Q2 2022: 12 funds opened new positions, 12 closed out, 50 added to existing stakes and 68 trimmed.

The largest buyer was Heartland Advisors, adding an estimated $5.13M. The largest seller was Invesco, cutting an estimated $6.68M.

  • 152 institutional investors held HealthStream (HSTM) as of Q2 2022, down from 156 in Q1 2022.
  • Funds reported $469M of HealthStream stock for Q2 2022, up 8.2% quarter-over-quarter.
  • 12 funds opened new HealthStream positions in Q2 2022 and 12 closed out, a net change of 0 holders.
  • The largest HealthStream buyer in Q2 2022 was Heartland Advisors, an estimated $5.13M added.
  • The largest HealthStream seller in Q2 2022 was Invesco, an estimated $6.68M sold.

Based on aggregated 13F filings for Q2 2022.