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HealthStream
HSTM

176 hedge funds and large institutions have $588M invested in HealthStream in 2023 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 68 increasing their positions, 54 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

83% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 12

26% more repeat investments, than reductions

Existing positions increased: 68 | Existing positions reduced: 54

19% more capital invested

Capital invested by funds: $493M → $588M (+$95.2M)

5% more funds holding

Funds holding: 167 → 176 (+9)

1.04% more ownership

Funds ownership: 69.83% → 70.87% (+1%)

Holders
176
Holders Change
+9
Holders Change %
+5.39%
% of All Funds
2.8%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
22
Increased
68
Reduced
54
Closed
12
Calls
$5K
Puts
–
Net Calls
+$5K
Net Calls Change
+$16K

Top Buyers

Rank Fund Capital Flow
1
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
+$4.73M
2
Invesco
Invesco
Georgia
+$4.23M
3
Ameriprise
Ameriprise
Minnesota
+$3.02M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$2.57M
5
RJA
Raymond James & Associates
Florida
+$2.15M

Top Sellers

Rank Fund Capital Flow
1
BBHC
Brown Brothers Harriman & Co
New York
-$10.3M
2
GIP
Granite Investment Partners
California
-$8.3M
3
Northern Trust
Northern Trust
Illinois
-$3.42M
4
BlackRock
BlackRock
New York
-$1.18M
5
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
-$752K
Name Holding Trade Value Shares
Change 		Change in
Stake
BlackRock
1
BlackRock
New York
$113M -$1.18M -47,290 -1%
Vanguard Group
2
Vanguard Group
Pennsylvania
$77.9M +$2.57M +103,222 +4%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$41.5M +$311K +12,475 +0.8%
Acadian Asset Management
4
Acadian Asset Management
Massachusetts
$25.8M +$91.3K +3,661 +0.4%
State Street
5
State Street
Massachusetts
$25.1M +$67.9K +2,722 +0.3%
PAIM
6
Punch & Associates Investment Management
Minnesota
$21.2M +$1.65M +66,361 +9%
Renaissance Technologies
7
Renaissance Technologies
New York
$15.8M +$504K +20,200 +4%
HA
8
Heartland Advisors
Wisconsin
$14M +$1.65M +66,143 +15%
SIMG
9
Stephens Investment Management Group
Texas
$13.2M +$302K +12,090 +3%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$13.1M +$322K +12,923 +3%
Ameriprise
11
Ameriprise
Minnesota
$11.6M +$3.02M +120,944 +39%
Millennium Management
12
Millennium Management
New York
$10.6M +$2.12M +85,201 +28%
Morgan Stanley
13
Morgan Stanley
New York
$10M +$876K +35,143 +11%
Invesco
14
Invesco
Georgia
$8.6M +$4.23M +169,771 +115%
Mirae Asset Global Investments
15
Mirae Asset Global Investments
South Korea
$7.78M +$108K +4,342 +2%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$7.24M -$370K -14,821 -5%
Northern Trust
17
Northern Trust
Illinois
$7.08M -$3.42M -137,255 -34%
HIM
18
Hillsdale Investment Management
Ontario, Canada
$6.18M – – –
Assenagon Asset Management
19
Assenagon Asset Management
Luxembourg
$6.12M +$4.73M +189,604 +524%
PAM
20
Panagora Asset Management
Massachusetts
$5.83M +$311K +12,476 +6%
N
21
Nuveen
North Carolina
$5.52M -$386K -15,474 -7%
KCM
22
Kennedy Capital Management
Missouri
$5.42M – – –
Jacobs Levy Equity Management
23
Jacobs Levy Equity Management
New Jersey
$5.34M +$89.5K +3,588 +2%
Goldman Sachs
24
Goldman Sachs
New York
$5.32M -$66.1K -2,652 -1%
WSL
25
Western Standard LLC
California
$5.11M -$162K -6,500 -3%
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HSTM Hedge Fund Activity: Q1 2023 in Review

176 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in HealthStream (HSTM) for Q1 2023, worth a combined $588M — up 19% from $493M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new HSTM positions and 12 closed out — a net gain of 10 holders — while 68 added to existing stakes and 54 trimmed.

The largest buyer was Assenagon Asset Management, adding an estimated $4.73M. The largest seller was Brown Brothers Harriman & Co, cutting an estimated $10.3M.

  • 176 institutional investors held HealthStream (HSTM) as of Q1 2023, up from 167 in Q4 2022.
  • Funds reported $588M of HealthStream stock for Q1 2023, up 19% quarter-over-quarter.
  • 22 funds opened new HealthStream positions in Q1 2023 and 12 closed out, a net change of +10 holders.
  • The largest HealthStream buyer in Q1 2023 was Assenagon Asset Management, an estimated $4.73M added.
  • The largest HealthStream seller in Q1 2023 was Brown Brothers Harriman & Co, an estimated $10.3M sold.

Based on aggregated 13F filings for Q1 2023.