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HealthStream
HSTM

Overview Fund Activity

172 hedge funds and large institutions have $530M invested in HealthStream in 2023 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 58 increasing their positions, 65 reducing their positions, and 21 closing their positions.

Holders
172
Holders Change
-4
Holders Change %
-2.27%
% of All Funds
2.71%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
17
Increased
58
Reduced
65
Closed
21
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of Montreal
1
Bank of Montreal
Ontario, Canada
$5.84M
2
First Eagle Investment Management
2
First Eagle Investment Management
New York
$4.58M
3
HA
3
Heartland Advisors
Wisconsin
$15.1M
4
Robeco Institutional Asset Management
4
Robeco Institutional Asset Management
Netherlands
$1.85M
5
PAIM
5
Punch & Associates Investment Management
Minnesota
$20.7M

Top Sellers

1
Assenagon Asset Management
1
Assenagon Asset Management
Luxembourg
$830K
2
BlackRock
2
BlackRock
New York
$98.7M
3
Deutsche Bank
3
Deutsche Bank
Germany
$306K
4
Citadel Advisors
4
Citadel Advisors
Florida
$647K
5
Goldman Sachs
5
Goldman Sachs
New York
$2.67M
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$98.7M 4,017,385 -169,748 -4%
Vanguard Group
2
Vanguard Group
Pennsylvania
$71.8M 2,924,613 +49,482 +2%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$37.8M 1,539,740 +8,634 +0.6%
Acadian Asset Management
4
Acadian Asset Management
Massachusetts
$24.7M 1,004,996 +53,725 +6%
State Street
5
State Street
Massachusetts
$22.5M 914,577 -11,729 -1%
PAIM
6
Punch & Associates Investment Management
Minnesota
$20.7M 843,530 +62,197 +8%
Renaissance Technologies
7
Renaissance Technologies
New York
$15.3M 622,000 +37,300 +6%
HA
8
Heartland Advisors
Wisconsin
$15.1M 615,771 +100,054 +19%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$13.2M 536,736 +53,806 +11%
SIMG
10
Stephens Investment Management Group
Texas
$12.4M 506,028 +18,975 +4%
Ameriprise
11
Ameriprise
Minnesota
$10.7M 435,246 +5,818 +1%
Morgan Stanley
12
Morgan Stanley
New York
$10.2M 415,559 +46,434 +13%
Millennium Management
13
Millennium Management
New York
$8.75M 356,324 -34,495 -9%
Invesco
14
Invesco
Georgia
$7.36M 299,509 -17,674 -6%
Mirae Asset Global Investments
15
Mirae Asset Global Investments
South Korea
$7.31M 297,534 +10,441 +4%
Northern Trust
16
Northern Trust
Illinois
$7.13M 290,248 +29,059 +11%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$6.61M 269,153 +2,062 +0.8%
Bank of Montreal
18
Bank of Montreal
Ontario, Canada
$5.84M 235,205 +235,205 New
WSL
19
Western Standard LLC
California
$5.78M 235,409 +46,678 +25%
Nuveen Asset Management
20
Nuveen Asset Management
Illinois
$5.03M 204,855 +1,247 +0.6%
KCM
21
Kennedy Capital Management
Missouri
$4.91M 199,928 – –
PAM
22
Panagora Asset Management
Massachusetts
$4.71M 191,623 -23,430 -11%
Jacobs Levy Equity Management
23
Jacobs Levy Equity Management
New Jersey
$4.67M 190,271 -6,670 -3%
First Eagle Investment Management
24
First Eagle Investment Management
New York
$4.58M 186,279 +100,818 +118%
Charles Schwab
25
Charles Schwab
California
$4.57M 186,101 +955 +0.5%
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