HealthStream
HSTM
211 hedge funds and large institutions have $720M invested in HealthStream in 2025 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 75 increasing their positions, 76 reducing their positions, and 21 closing their positions.
24% more first-time investments, than exits
New positions opened: 26 | Existing positions closed: 21
2% more funds holding
Funds holding: 206 → 211 (+5)
0% more capital invested
Capital invested by funds: $719M → $720M (+$1.58M)
0.74% less ownership
Funds ownership: 74.28% → 73.54% (-0.74%)
1% less repeat investments, than reductions
Existing positions increased: 75 | Existing positions reduced: 76
50% less call options, than puts
Call options by funds: $3K | Put options by funds: $6K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CCM
Copeland Capital Management
Conshohocken,
Pennsylvania
|
+$12.5M |
| 2 |
BCM
Bridgeway Capital Management
Houston,
Texas
|
+$3.25M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
+$2.65M |
| 4 |
Northern Trust
Chicago,
Illinois
|
+$2.58M |
| 5 |
Robeco Institutional Asset Management
Rotterdam,
Netherlands
|
+$2.24M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PAIM
Punch & Associates Investment Management
Edina,
Minnesota
|
-$5.86M |
| 2 |
First Eagle Investment Management
New York
|
-$4.14M |
| 3 |
Norges Bank
Oslo,
Norway
|
-$3.65M |
| 4 |
Morgan Stanley
New York
|
-$3.54M |
| 5 |
SBH
Segall Bryant & Hamill
Chicago,
Illinois
|
-$3.5M |
HSTM Hedge Fund Activity: Q1 2025 in Review
211 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in HealthStream (HSTM) for Q1 2025, worth a combined $720M — up 0.22% from $719M a quarter earlier.
Buyers outnumbered sellers: 26 funds opened new HSTM positions and 21 closed out — a net gain of 5 holders — while 75 added to existing stakes and 76 trimmed.
The largest buyer was Copeland Capital Management, adding an estimated $12.5M. The largest seller was Punch & Associates Investment Management, cutting an estimated $5.86M.
- 211 institutional investors held HealthStream (HSTM) as of Q1 2025, up from 206 in Q4 2024.
- Funds reported $720M of HealthStream stock for Q1 2025, up 0.22% quarter-over-quarter.
- 26 funds opened new HealthStream positions in Q1 2025 and 21 closed out, a net change of +5 holders.
- The largest HealthStream buyer in Q1 2025 was Copeland Capital Management, an estimated $12.5M added.
- The largest HealthStream seller in Q1 2025 was Punch & Associates Investment Management, an estimated $5.86M sold.
Based on aggregated 13F filings for Q1 2025.