We are live on ! Find out more
HSTM icon

HealthStream
HSTM

178 hedge funds and large institutions have $465M invested in HealthStream in 2023 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 58 increasing their positions, 62 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

85% more call options, than puts

Call options by funds: $24K | Put options by funds: $13K

40% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 15

3% more funds holding

Funds holding: 172 → 178 (+6)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

0.8% less ownership

Funds ownership: 70.27% → 69.47% (-0.8%)

6% less repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 62

12% less capital invested

Capital invested by funds: $530M → $465M (-$65M)

Holders
178
Holders Change
+6
Holders Change %
+3.49%
% of All Funds
2.82%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
21
Increased
58
Reduced
62
Closed
15
Calls
$24K
Puts
$13K
Net Calls
+$11K
Net Calls Change
+$11K

Top Buyers

1
First Eagle Investment Management
First Eagle Investment Management
New York
+$3.72M
2
WSL
Western Standard LLC
California
+$3.48M
3
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
+$2.21M
4
2C
272 Capital
Texas
+$1.48M
5
ECM
ExodusPoint Capital Management
New York
+$1.15M

Top Sellers

1
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$5.84M
2
Acadian Asset Management
Acadian Asset Management
Massachusetts
-$5.35M
3
Morgan Stanley
Morgan Stanley
New York
-$2.23M
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$2.08M
5
BlackRock
BlackRock
New York
-$1.65M
Name Holding Trade Value Shares
Change 		Change in
Stake
BlackRock
1
BlackRock
New York
$85.1M -$1.65M -74,542 -2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$62.7M -$382K -17,287 -0.6%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$33.7M +$461K +20,892 +1%
State Street
4
State Street
Massachusetts
$19.9M +$139K +6,303 +0.7%
PAIM
5
Punch & Associates Investment Management
Minnesota
$18.2M +$20.5K +926 +0.1%
Acadian Asset Management
6
Acadian Asset Management
Massachusetts
$16.4M -$5.35M -242,036 -24%
HA
7
Heartland Advisors
Wisconsin
$14.9M +$428K +19,361 +3%
Renaissance Technologies
8
Renaissance Technologies
New York
$12.4M -$1.02M -46,100 -7%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$12M +$439K +19,864 +4%
SIMG
10
Stephens Investment Management Group
Texas
$10.9M -$13.3K -601 -0.1%
Ameriprise
11
Ameriprise
Minnesota
$8.99M -$416K -18,816 -4%
WSL
12
Western Standard LLC
California
$8.48M +$3.48M +157,669 +67%
Millennium Management
13
Millennium Management
New York
$8.08M +$405K +18,316 +5%
First Eagle Investment Management
14
First Eagle Investment Management
New York
$7.66M +$3.72M +168,497 +90%
Morgan Stanley
15
Morgan Stanley
New York
$6.79M -$2.23M -101,141 -24%
Invesco
16
Invesco
Georgia
$6.68M +$227K +10,265 +3%
Northern Trust
17
Northern Trust
Illinois
$6.27M +$6.74K +305 +0.1%
Mirae Asset Global Investments
18
Mirae Asset Global Investments
South Korea
$6.02M -$408K -18,470 -6%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$5.61M -$203K -9,190 -3%
N
20
Nuveen
North Carolina
$4.36M -$59.3K -2,683 -1%
KCM
21
Kennedy Capital Management
Missouri
$4.31M – – –
Jacobs Levy Equity Management
22
Jacobs Levy Equity Management
New Jersey
$4.21M +$104K +4,717 +2%
Charles Schwab
23
Charles Schwab
California
$4.2M +$183K +8,307 +4%
PAM
24
Panagora Asset Management
Massachusetts
$4.03M -$104K -4,723 -2%
HIM
25
Herald Investment Management
United Kingdom
$3.78M – – –
1
2 3 4 5

HSTM Hedge Fund Activity: Q3 2023 in Review

178 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in HealthStream (HSTM) for Q3 2023, worth a combined $465M — down 12% from $530M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new HSTM positions and 15 closed out — a net gain of 6 holders — while 58 added to existing stakes and 62 trimmed.

The largest buyer was First Eagle Investment Management, adding an estimated $3.72M. The largest seller was Bank of Montreal, exiting entirely with an estimated $5.84M sold.

  • 178 institutional investors held HealthStream (HSTM) as of Q3 2023, up from 172 in Q2 2023.
  • Funds reported $465M of HealthStream stock for Q3 2023, down 12% quarter-over-quarter.
  • 21 funds opened new HealthStream positions in Q3 2023 and 15 closed out, a net change of +6 holders.
  • The largest HealthStream buyer in Q3 2023 was First Eagle Investment Management, an estimated $3.72M added.
  • The largest HealthStream seller in Q3 2023 was Bank of Montreal, an estimated $5.84M sold.

Based on aggregated 13F filings for Q3 2023.