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HealthStream
HSTM

Overview Fund Activity

188 hedge funds and large institutions have $583M invested in HealthStream in 2023 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 59 increasing their positions, 74 reducing their positions, and 14 closing their positions.

Holders
188
Holders Change
+10
Holders Change %
+5.62%
% of All Funds
2.76%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
25
Increased
59
Reduced
74
Closed
14
Calls
$300K
Puts
$611K
Net Calls
-$311K
Net Calls Change
-$322K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$19.2M
2
BlackRock
2
BlackRock
New York
$109M
3
Renaissance Technologies
3
Renaissance Technologies
New York
$17.5M
4
First Eagle Investment Management
4
First Eagle Investment Management
New York
$11M
5
State Street
5
State Street
Massachusetts
$25.8M

Top Sellers

1
WSL
1
Western Standard LLC
California
$7.07M
2
Millennium Management
2
Millennium Management
New York
$6.64M
3
Acadian Asset Management
3
Acadian Asset Management
Massachusetts
$17.2M
4
Invesco
4
Invesco
Georgia
$6M
5
Ameriprise
5
Ameriprise
Minnesota
$9.03M
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$109M 4,033,920 +91,077 +2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$78.6M 2,906,742 -584 -0%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$42.1M 1,557,345 -3,287 -0.2%
State Street
4
State Street
Massachusetts
$25.8M 955,968 +35,088 +4%
PAIM
5
Punch & Associates Investment Management
Minnesota
$22.8M 841,902 -2,554 -0.3%
Morgan Stanley
6
Morgan Stanley
New York
$19.2M 711,756 +397,338 +126%
HA
7
Heartland Advisors
Wisconsin
$18.5M 640,725 +5,593 +0.9%
Renaissance Technologies
8
Renaissance Technologies
New York
$17.5M 647,000 +71,100 +12%
Acadian Asset Management
9
Acadian Asset Management
Massachusetts
$17.2M 635,296 -127,664 -17%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$15.6M 576,638 +20,038 +4%
SIMG
11
Stephens Investment Management Group
Texas
$13.7M 505,112 -315 -0.1%
First Eagle Investment Management
12
First Eagle Investment Management
New York
$11M 407,428 +52,652 +15%
Ameriprise
13
Ameriprise
Minnesota
$9.03M 334,123 -82,307 -20%
Mirae Asset Global Investments
14
Mirae Asset Global Investments
South Korea
$8.28M 306,338 +27,274 +10%
Northern Trust
15
Northern Trust
Illinois
$7.85M 290,430 -123 -0%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$7.73M 286,162 +26,199 +10%
WSL
17
Western Standard LLC
California
$7.07M 261,672 -131,406 -33%
Millennium Management
18
Millennium Management
New York
$6.64M 245,689 -128,951 -34%
Nuveen Asset Management
19
Nuveen Asset Management
Illinois
$6.35M 234,865 +32,693 +16%
Invesco
20
Invesco
Georgia
$6M 222,018 -87,756 -28%
Charles Schwab
21
Charles Schwab
California
$5.4M 199,775 +5,367 +3%
KCM
22
Kennedy Capital Management
Missouri
$5.25M 194,242 -5,686 -3%
PAM
23
Panagora Asset Management
Massachusetts
$4.77M 176,366 -10,534 -6%
HIM
24
Herald Investment Management
United Kingdom
$4.73M 175,000 – –
HIM
25
Hillsdale Investment Management
Ontario, Canada
$4.7M 173,731 -600 -0.3%
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