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HealthStream

167 hedge funds and large institutions have $493M invested in HealthStream in 2022 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 73 increasing their positions, 48 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

167% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 6

52% more repeat investments, than reductions

Existing positions increased: 73 | Existing positions reduced: 48

7% more capital invested

Capital invested by funds: $458M → $493M (+$34.1M)

6% more funds holding

Funds holding: 158167 (+9)

0.69% less ownership

Funds ownership: 70.52%69.83% (-0.69%)

65% less call options, than puts

Call options by funds: $6K | Put options by funds: $17K

Holders
167
Holders Change
+9
Holders Change %
+5.7%
% of All Funds
2.68%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
16
Increased
73
Reduced
48
Closed
6
Calls
$6K
Puts
$17K
Net Calls
-$11K
Net Calls Change
-$9K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$105M +$3.78M +157,451 +4%
Vanguard Group
2
Vanguard Group
Pennsylvania
$68.9M +$1.24M +51,709 +2%
Acadian Asset Management
3
Acadian Asset Management
Massachusetts
$23.5M +$3.27M +136,136 +17%
State Street
4
State Street
Massachusetts
$22.9M +$481K +20,029 +2%
PAIM
5
Punch & Associates Investment Management
Minnesota
$17.8M +$2.14M +89,068 +14%
Renaissance Technologies
6
Renaissance Technologies
New York
$14M -$1.28M -53,500 -9%
SIMG
7
Stephens Investment Management Group
Texas
$11.8M -$288K -11,992 -2%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$11.7M +$390K +16,260 +4%
HA
9
Heartland Advisors
Wisconsin
$11.2M +$211K +8,813 +2%
BBHC
10
Brown Brothers Harriman & Co
New York
$10.3M -$21.7M -905,500 -69%
Northern Trust
11
Northern Trust
Illinois
$9.9M -$3.91M -162,815 -29%
GIP
12
Granite Investment Partners
California
$8.3M -$10.1M -422,992 -56%
Morgan Stanley
13
Morgan Stanley
New York
$8.3M +$558K +23,243 +7%
Ameriprise
14
Ameriprise
Minnesota
$7.66M -$496K -20,669 -6%
Millennium Management
15
Millennium Management
New York
$7.59M +$1.58M +65,948 +28%
Mirae Asset Global Investments
16
Mirae Asset Global Investments
South Korea
$7.02M +$6.52M +271,879 +2,501%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$7M -$818K -34,101 -11%
HIM
18
Hillsdale Investment Management
Ontario, Canada
$5.67M +$4.66M +194,400 +575%
N
19
Nuveen
North Carolina
$5.44M -$235K -9,786 -4%
PAM
20
Panagora Asset Management
Massachusetts
$5.03M +$182K +7,604 +4%
KCM
21
Kennedy Capital Management
Missouri
$4.97M -$4.1K -171 -0.1%
Goldman Sachs
22
Goldman Sachs
New York
$4.94M +$2.04M +84,873 +75%
WSL
23
Western Standard LLC
California
$4.85M +$1.05M +43,695 +29%
Jacobs Levy Equity Management
24
Jacobs Levy Equity Management
New Jersey
$4.8M -$59.1K -2,464 -1%
Charles Schwab
25
Charles Schwab
California
$4.47M +$96.1K +4,004 +2%

HSTM Hedge Fund Activity: Q4 2022 in Review

167 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in HealthStream (HSTM) for Q4 2022, worth a combined $493M — up 7.4% from $458M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new HSTM positions and 6 closed out — a net gain of 10 holders — while 73 added to existing stakes and 48 trimmed.

The largest buyer was Mirae Asset Global Investments, adding an estimated $6.52M. The largest seller was Brown Brothers Harriman & Co, cutting an estimated $21.7M.

  • 167 institutional investors held HealthStream (HSTM) as of Q4 2022, up from 158 in Q3 2022.
  • Funds reported $493M of HealthStream stock for Q4 2022, up 7.4% quarter-over-quarter.
  • 16 funds opened new HealthStream positions in Q4 2022 and 6 closed out, a net change of +10 holders.
  • The largest HealthStream buyer in Q4 2022 was Mirae Asset Global Investments, an estimated $6.52M added.
  • The largest HealthStream seller in Q4 2022 was Brown Brothers Harriman & Co, an estimated $21.7M sold.

Based on aggregated 13F filings for Q4 2022.