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HealthStream
HSTM

158 hedge funds and large institutions have $458M invested in HealthStream in 2022 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 44 increasing their positions, 73 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

46% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 13

4% more funds holding

Funds holding: 152 → 158 (+6)

0.13% less ownership

Funds ownership: 70.65% → 70.52% (-0.13%)

2% less capital invested

Capital invested by funds: $469M → $458M (-$11M)

40% less repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 73

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $2K

Holders
158
Holders Change
+6
Holders Change %
+3.95%
% of All Funds
2.72%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
19
Increased
44
Reduced
73
Closed
13
Calls
–
Puts
$2K
Net Calls
-$2K
Net Calls Change
+$894K

Top Buyers

1
Millennium Management
Millennium Management
New York
+$4.24M
2
First Eagle Investment Management
First Eagle Investment Management
New York
+$1.5M
3
HA
Heartland Advisors
Wisconsin
+$1.38M
4
Morgan Stanley
Morgan Stanley
New York
+$1.1M
5
Acadian Asset Management
Acadian Asset Management
Massachusetts
+$1.05M

Top Sellers

1
BBHC
Brown Brothers Harriman & Co
New York
-$2.71M
2
Renaissance Technologies
Renaissance Technologies
New York
-$2.47M
3
Allspring Global Investments
Allspring Global Investments
North Carolina
-$1.51M
4
EGM
Engineers Gate Manager
New York
-$846K
5
CSS
Cubist Systematic Strategies
Connecticut
-$755K
Name Holding Trade Value Shares
Change 		Change in
Stake
BlackRock
1
BlackRock
New York
$86.7M -$389K -17,106 -0.4%
Vanguard Group
2
Vanguard Group
Pennsylvania
$57.8M +$236K +10,370 +0.4%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$32.3M +$402K +17,699 +1%
BBHC
4
Brown Brothers Harriman & Co
New York
$28M -$2.71M -119,084 -8%
State Street
5
State Street
Massachusetts
$19.2M -$173K -7,613 -0.8%
Acadian Asset Management
6
Acadian Asset Management
Massachusetts
$17.2M +$1.05M +46,228 +6%
GIP
7
Granite Investment Partners
California
$16.1M +$945K +41,543 +6%
PAIM
8
Punch & Associates Investment Management
Minnesota
$13.3M +$190K +8,357 +1%
Renaissance Technologies
9
Renaissance Technologies
New York
$13.1M -$2.47M -108,500 -15%
Northern Trust
10
Northern Trust
Illinois
$11.9M -$129K -5,680 -1%
SIMG
11
Stephens Investment Management Group
Texas
$10.4M -$195K -8,568 -2%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$9.65M +$170K +7,477 +2%
HA
13
Heartland Advisors
Wisconsin
$9.37M +$1.38M +60,643 +16%
Ameriprise
14
Ameriprise
Minnesota
$7M -$361K -15,855 -5%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$6.72M +$183K +8,048 +3%
Morgan Stanley
16
Morgan Stanley
New York
$6.61M +$1.1M +48,521 +19%
Millennium Management
17
Millennium Management
New York
$5.09M +$4.24M +186,317 +349%
N
18
Nuveen
North Carolina
$4.87M +$7.18K +316 +0.1%
KCM
19
Kennedy Capital Management
Missouri
$4.25M -$9.03K -397 -0.2%
Jacobs Levy Equity Management
20
Jacobs Levy Equity Management
New Jersey
$4.16M -$167K -7,360 -4%
PAM
21
Panagora Asset Management
Massachusetts
$4.14M -$575K -25,287 -11%
Charles Schwab
22
Charles Schwab
California
$3.74M +$114K +5,020 +3%
CIS
23
Connors Investor Services
Pennsylvania
$3.69M -$5.3K -233 -0.1%
D.E. Shaw & Co
24
D.E. Shaw & Co
New York
$3.5M -$322K -14,144 -8%
SEI Investments
25
SEI Investments
Pennsylvania
$3.33M +$531K +23,373 +18%
1
2 3 4 5

HSTM Hedge Fund Activity: Q3 2022 in Review

158 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in HealthStream (HSTM) for Q3 2022, worth a combined $458M — down 2.3% from $469M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new HSTM positions and 13 closed out — a net gain of 6 holders — while 44 added to existing stakes and 73 trimmed.

The largest buyer was Millennium Management, adding an estimated $4.24M. The largest seller was Brown Brothers Harriman & Co, cutting an estimated $2.71M.

  • 158 institutional investors held HealthStream (HSTM) as of Q3 2022, up from 152 in Q2 2022.
  • Funds reported $458M of HealthStream stock for Q3 2022, down 2.3% quarter-over-quarter.
  • 19 funds opened new HealthStream positions in Q3 2022 and 13 closed out, a net change of +6 holders.
  • The largest HealthStream buyer in Q3 2022 was Millennium Management, an estimated $4.24M added.
  • The largest HealthStream seller in Q3 2022 was Brown Brothers Harriman & Co, an estimated $2.71M sold.

Based on aggregated 13F filings for Q3 2022.