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HealthStream
HSTM

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.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

0.6% less ownership

Funds ownership: 70.87% → 70.27% (-0.6%)

2% less funds holding

Funds holding: 176 → 172 (-4)

10% less capital invested

Capital invested by funds: $588M → $530M (-$58.1M)

11% less repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 65

19% less first-time investments, than exits

New positions opened: 17 | Existing positions closed: 21

Holders
172
Holders Change
-4
Holders Change %
-2.27%
% of All Funds
2.7%
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

Rank Fund Capital Flow
1
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$5.84M
2
First Eagle Investment Management
First Eagle Investment Management
New York
+$2.5M
3
HA
Heartland Advisors
Wisconsin
+$2.48M
4
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
+$1.87M
5
PAIM
Punch & Associates Investment Management
Minnesota
+$1.54M

Top Sellers

Rank Fund Capital Flow
1
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
-$4.76M
2
BlackRock
BlackRock
New York
-$4.21M
3
Deutsche Bank
Deutsche Bank
Germany
-$3.48M
4
Citadel Advisors
Citadel Advisors
Florida
-$2.21M
5
Goldman Sachs
Goldman Sachs
New York
-$2.17M
Name Holding Trade Value Shares
Change 		Change in
Stake
BlackRock
1
BlackRock
New York
$98.7M -$4.21M -169,748 -4%
Vanguard Group
2
Vanguard Group
Pennsylvania
$71.8M +$1.23M +49,482 +2%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$37.8M +$214K +8,634 +0.6%
Acadian Asset Management
4
Acadian Asset Management
Massachusetts
$24.7M +$1.33M +53,725 +6%
State Street
5
State Street
Massachusetts
$22.5M -$291K -11,729 -1%
PAIM
6
Punch & Associates Investment Management
Minnesota
$20.7M +$1.54M +62,197 +8%
Renaissance Technologies
7
Renaissance Technologies
New York
$15.3M +$925K +37,300 +6%
HA
8
Heartland Advisors
Wisconsin
$15.1M +$2.48M +100,054 +19%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$13.2M +$1.33M +53,806 +11%
SIMG
10
Stephens Investment Management Group
Texas
$12.4M +$471K +18,975 +4%
Ameriprise
11
Ameriprise
Minnesota
$10.7M +$144K +5,818 +1%
Morgan Stanley
12
Morgan Stanley
New York
$10.2M +$1.15M +46,434 +13%
Millennium Management
13
Millennium Management
New York
$8.75M -$856K -34,495 -9%
Invesco
14
Invesco
Georgia
$7.36M -$439K -17,674 -6%
Mirae Asset Global Investments
15
Mirae Asset Global Investments
South Korea
$7.31M +$259K +10,441 +4%
Northern Trust
16
Northern Trust
Illinois
$7.13M +$721K +29,059 +11%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$6.61M +$51.2K +2,062 +0.8%
Bank of Montreal
18
Bank of Montreal
Ontario, Canada
$5.84M +$5.84M +235,205 New
WSL
19
Western Standard LLC
California
$5.78M +$1.16M +46,678 +25%
N
20
Nuveen
North Carolina
$5.03M +$30.9K +1,247 +0.6%
KCM
21
Kennedy Capital Management
Missouri
$4.91M – – –
PAM
22
Panagora Asset Management
Massachusetts
$4.71M -$581K -23,430 -11%
Jacobs Levy Equity Management
23
Jacobs Levy Equity Management
New Jersey
$4.67M -$165K -6,670 -3%
First Eagle Investment Management
24
First Eagle Investment Management
New York
$4.58M +$2.5M +100,818 +118%
Charles Schwab
25
Charles Schwab
California
$4.57M +$23.7K +955 +0.5%
1
2 3 4 5

HSTM Hedge Fund Activity: Q2 2023 in Review

172 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in HealthStream (HSTM) for Q2 2023, worth a combined $530M — down 9.9% from $588M a quarter earlier.

Sellers outnumbered buyers: 21 funds closed out of HSTM and 17 opened new positions — a net loss of 4 holders — while 65 trimmed existing stakes and 58 added.

The largest buyer was Bank of Montreal, opening a new position worth an estimated $5.84M. The largest seller was Assenagon Asset Management, cutting an estimated $4.76M.

  • 172 institutional investors held HealthStream (HSTM) as of Q2 2023, down from 176 in Q1 2023.
  • Funds reported $530M of HealthStream stock for Q2 2023, down 9.9% quarter-over-quarter.
  • 17 funds opened new HealthStream positions in Q2 2023 and 21 closed out, a net change of -4 holders.
  • The largest HealthStream buyer in Q2 2023 was Bank of Montreal, an estimated $5.84M added.
  • The largest HealthStream seller in Q2 2023 was Assenagon Asset Management, an estimated $4.76M sold.

Based on aggregated 13F filings for Q2 2023.