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HealthStream

206 hedge funds and large institutions have $628M invested in HealthStream in 2024 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 77 increasing their positions, 62 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

44% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 16

24% more repeat investments, than reductions

Existing positions increased: 77 | Existing positions reduced: 62

5% more capital invested

Capital invested by funds: $597M → $628M (+$30.7M)

3% more funds holding

Funds holding: 200206 (+6)

1.17% more ownership

Funds ownership: 70.41%71.58% (+1.2%)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
206
Holders Change
+6
Holders Change %
+3%
% of All Funds
2.96%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
23
Increased
77
Reduced
62
Closed
16
Calls
$58K
Puts
Net Calls
+$58K
Net Calls Change
-$216K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$115M -$333K -11,633 -0.3%
Vanguard Group
2
Vanguard Group
Pennsylvania
$85.5M +$1.52M +53,206 +2%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$45.2M -$112K -3,897 -0.2%
State Street
4
State Street
Massachusetts
$28.1M +$343K +11,976 +1%
PAIM
5
Punch & Associates Investment Management
Minnesota
$24.8M +$239K +8,344 +1%
Acadian Asset Management
6
Acadian Asset Management
Massachusetts
$22.3M +$4.65M +162,464 +27%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$19.5M +$538K +18,779 +3%
Renaissance Technologies
8
Renaissance Technologies
New York
$18.4M -$971K -33,900 -5%
First Eagle Investment Management
9
First Eagle Investment Management
New York
$15.8M +$475K +16,600 +3%
Morgan Stanley
10
Morgan Stanley
New York
$12M +$1.76M +61,600 +17%
HCA
11
Harbor Capital Advisors
Illinois
$11.5M +$6.71M +234,148 +141%
SIMG
12
Stephens Investment Management Group
Texas
$10.3M -$1.85M -64,435 -15%
HA
13
Heartland Advisors
Wisconsin
$9.18M -$1.88M -65,603 -17%
Northern Trust
14
Northern Trust
Illinois
$7.79M +$150K +5,248 +2%
Millennium Management
15
Millennium Management
New York
$6.64M -$3.82M -133,287 -37%
Ameriprise
16
Ameriprise
Minnesota
$6.52M -$233K -8,150 -3%
Invesco
17
Invesco
Georgia
$6.42M +$692K +24,156 +12%
Charles Schwab
18
Charles Schwab
California
$6.3M +$196K +6,832 +3%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$6.26M -$708K -24,737 -10%
PAM
20
Panagora Asset Management
Massachusetts
$6.12M +$24.7K +861 +0.4%
Assenagon Asset Management
21
Assenagon Asset Management
Luxembourg
$5.81M +$1.57M +54,775 +37%
SEI Investments
22
SEI Investments
Pennsylvania
$5.74M +$605K +21,116 +12%
HIM
23
Herald Investment Management
United Kingdom
$5.48M -$286K -10,000 -5%
KCM
24
Kennedy Capital Management
Missouri
$5.38M -$118K -4,121 -2%
HIM
25
Hillsdale Investment Management
Ontario, Canada
$5.25M +$37.2K +1,300 +0.7%

HSTM Hedge Fund Activity: Q3 2024 in Review

206 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in HealthStream (HSTM) for Q3 2024, worth a combined $628M — up 5.1% from $597M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new HSTM positions and 16 closed out — a net gain of 7 holders — while 77 added to existing stakes and 62 trimmed.

The largest buyer was Harbor Capital Advisors, adding an estimated $6.71M. The largest seller was Citadel Advisors, cutting an estimated $4.17M.

  • 206 institutional investors held HealthStream (HSTM) as of Q3 2024, up from 200 in Q2 2024.
  • Funds reported $628M of HealthStream stock for Q3 2024, up 5.1% quarter-over-quarter.
  • 23 funds opened new HealthStream positions in Q3 2024 and 16 closed out, a net change of +7 holders.
  • The largest HealthStream buyer in Q3 2024 was Harbor Capital Advisors, an estimated $6.71M added.
  • The largest HealthStream seller in Q3 2024 was Citadel Advisors, an estimated $4.17M sold.

Based on aggregated 13F filings for Q3 2024.