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HealthStream

200 hedge funds and large institutions have $597M invested in HealthStream in 2024 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 69 increasing their positions, 71 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

3,425% more call options, than puts

Call options by funds: $282K | Put options by funds: $8K

67% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 18

6% more capital invested

Capital invested by funds: $565M → $597M (+$32.5M)

5% more funds holding

Funds holding: 190200 (+10)

0.5% more ownership

Funds ownership: 69.9%70.41% (+0.5%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

3% less repeat investments, than reductions

Existing positions increased: 69 | Existing positions reduced: 71

Holders
200
Holders Change
+10
Holders Change %
+5.26%
% of All Funds
2.89%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
30
Increased
69
Reduced
71
Closed
18
Calls
$282K
Puts
$8K
Net Calls
+$274K
Net Calls Change
+$722K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$112M +$664K +24,887 +0.6%
Vanguard Group
2
Vanguard Group
Pennsylvania
$81.2M -$770K -28,898 -1%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$43.8M +$410K +15,379 +1%
State Street
4
State Street
Massachusetts
$26.8M -$176K -6,618 -0.7%
PAIM
5
Punch & Associates Investment Management
Minnesota
$23.8M -$444K -16,666 -2%
Renaissance Technologies
6
Renaissance Technologies
New York
$18.7M -$101K -3,800 -0.6%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$18.3M +$1.29M +48,428 +8%
Acadian Asset Management
8
Acadian Asset Management
Massachusetts
$17.1M -$199K -7,452 -1%
First Eagle Investment Management
9
First Eagle Investment Management
New York
$14.8M +$942K +35,350 +7%
SIMG
10
Stephens Investment Management Group
Texas
$11.7M -$2.23M -83,541 -17%
HA
11
Heartland Advisors
Wisconsin
$10.7M -$3.56M -133,435 -26%
Millennium Management
12
Millennium Management
New York
$10.1M -$71.7K -2,689 -0.7%
Morgan Stanley
13
Morgan Stanley
New York
$9.91M +$207K +7,779 +2%
Northern Trust
14
Northern Trust
Illinois
$7.39M -$249K -9,321 -3%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$6.75M -$613K -22,978 -9%
Ameriprise
16
Ameriprise
Minnesota
$6.53M -$2.2M -82,551 -26%
N
17
Nuveen
North Carolina
$6.03M +$56.7K +2,126 +1%
Charles Schwab
18
Charles Schwab
California
$5.9M +$59.8K +2,243 +1%
PAM
19
Panagora Asset Management
Massachusetts
$5.89M -$212K -7,945 -4%
HIM
20
Herald Investment Management
United Kingdom
$5.57M
Invesco
21
Invesco
Georgia
$5.54M -$40.3K -1,512 -0.8%
WSL
22
Western Standard LLC
California
$5.42M -$91.6K -3,434 -2%
KCM
23
Kennedy Capital Management
Missouri
$5.32M -$22K -826 -0.4%
Jacobs Levy Equity Management
24
Jacobs Levy Equity Management
New Jersey
$5.28M +$1.09M +40,956 +28%
Mirae Asset Global ETFs Holdings
25
Mirae Asset Global ETFs Holdings
Hong Kong
$5.08M +$4.86M +182,197 New

HSTM Hedge Fund Activity: Q2 2024 in Review

200 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in HealthStream (HSTM) for Q2 2024, worth a combined $597M — up 5.8% from $565M a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new HSTM positions and 18 closed out — a net gain of 12 holders — while 69 added to existing stakes and 71 trimmed.

The largest buyer was Segall Bryant & Hamill, opening a new position worth an estimated $3.28M. The largest seller was Mirae Asset Global Investments, cutting an estimated $7.57M.

  • 200 institutional investors held HealthStream (HSTM) as of Q2 2024, up from 190 in Q1 2024.
  • Funds reported $597M of HealthStream stock for Q2 2024, up 5.8% quarter-over-quarter.
  • 30 funds opened new HealthStream positions in Q2 2024 and 18 closed out, a net change of +12 holders.
  • The largest HealthStream buyer in Q2 2024 was Segall Bryant & Hamill, an estimated $3.28M added.
  • The largest HealthStream seller in Q2 2024 was Mirae Asset Global Investments, an estimated $7.57M sold.

Based on aggregated 13F filings for Q2 2024.