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HealthStream

206 hedge funds and large institutions have $719M invested in HealthStream in 2024 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 76 increasing their positions, 64 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

967% more call options, than puts

Call options by funds: $64K | Put options by funds: $6K

19% more repeat investments, than reductions

Existing positions increased: 76 | Existing positions reduced: 64

14% more capital invested

Capital invested by funds: $628M → $719M (+$90.8M)

2.71% more ownership

Funds ownership: 71.58%74.28% (+2.7%)

3% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 30

0% more funds holding

Funds holding: 206206 (0)

Holders
206
Holders Change
Holders Change %
0%
% of All Funds
2.71%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
31
Increased
76
Reduced
64
Closed
30
Calls
$64K
Puts
$6K
Net Calls
+$58K
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$128M +$958K +31,049 +0.8%
Vanguard Group
2
Vanguard Group
Pennsylvania
$97.2M +$2.84M +92,067 +3%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$48.9M -$892K -28,901 -2%
State Street
4
State Street
Massachusetts
$32.3M +$1.31M +42,289 +4%
Acadian Asset Management
5
Acadian Asset Management
Massachusetts
$25.6M +$976K +31,614 +4%
PAIM
6
Punch & Associates Investment Management
Minnesota
$25.3M -$2.04M -66,015 -8%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$22.1M +$602K +19,510 +3%
Renaissance Technologies
8
Renaissance Technologies
New York
$17.5M -$2.69M -87,100 -14%
First Eagle Investment Management
9
First Eagle Investment Management
New York
$17.2M -$197K -6,380 -1%
HCA
10
Harbor Capital Advisors
Illinois
$13.2M +$455K +14,754 +4%
Morgan Stanley
11
Morgan Stanley
New York
$12.9M -$323K -10,468 -3%
CCM
12
Copeland Capital Management
Pennsylvania
$12.1M +$11.6M +377,134 +17,363%
SIMG
13
Stephens Investment Management Group
Texas
$10.5M -$748K -24,252 -7%
Northern Trust
14
Northern Trust
Illinois
$9.74M +$1.12M +36,239 +13%
Cerity Partners
15
Cerity Partners
New York
$9.53M +$9.03M +292,548 +3,889%
HA
16
Heartland Advisors
Wisconsin
$9.14M -$957K -30,996 -10%
Invesco
17
Invesco
Georgia
$7.89M +$788K +25,519 +11%
SEI Investments
18
SEI Investments
Pennsylvania
$7.45M +$1.08M +35,075 +18%
Charles Schwab
19
Charles Schwab
California
$7.1M +$149K +4,815 +2%
Arrowstreet Capital
20
Arrowstreet Capital
Massachusetts
$7.05M +$2.2M +71,379 +48%
Bank of New York Mellon
21
Bank of New York Mellon
New York
$6.98M +$74.4K +2,410 +1%
Goldman Sachs
22
Goldman Sachs
New York
$6.73M +$2.25M +72,782 +52%
PAM
23
Panagora Asset Management
Massachusetts
$6.63M -$117K -3,777 -2%
HIM
24
Herald Investment Management
United Kingdom
$6.03M
Ameriprise
25
Ameriprise
Minnesota
$5.91M -$1.24M -40,216 -18%

HSTM Hedge Fund Activity: Q4 2024 in Review

206 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in HealthStream (HSTM) for Q4 2024, worth a combined $719M — up 14% from $628M a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new HSTM positions and 30 closed out — a net gain of 1 holder — while 76 added to existing stakes and 64 trimmed.

The largest buyer was Copeland Capital Management, adding an estimated $11.6M. The largest seller was Millennium Management, cutting an estimated $6.33M.

  • 206 institutional investors held HealthStream (HSTM) as of Q4 2024, unchanged from Q3 2024.
  • Funds reported $719M of HealthStream stock for Q4 2024, up 14% quarter-over-quarter.
  • 31 funds opened new HealthStream positions in Q4 2024 and 30 closed out, a net change of +1 holder.
  • The largest HealthStream buyer in Q4 2024 was Copeland Capital Management, an estimated $11.6M added.
  • The largest HealthStream seller in Q4 2024 was Millennium Management, an estimated $6.33M sold.

Based on aggregated 13F filings for Q4 2024.