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HealthStream
HSTM

Overview Fund Activity

211 hedge funds and large institutions have $722M invested in HealthStream in 2025 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 75 increasing their positions, 75 reducing their positions, and 20 closing their positions.

Holders
211
Holders Change
+6
Holders Change %
+2.93%
% of All Funds
2.87%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
28
Increased
75
Reduced
75
Closed
20
Calls
$3K
Puts
$6K
Net Calls
-$3K
Net Calls Change
-$61K

Top Buyers

1
CCM
1
Copeland Capital Management
Pennsylvania
$24.6M
2
BCM
2
Bridgeway Capital Management
Texas
$3.23M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$4.04M
4
Northern Trust
4
Northern Trust
Illinois
$12.4M
5
NL
5
Nuveen LLC
North Carolina
$2.38M

Top Sellers

1
PAIM
1
Punch & Associates Investment Management
Minnesota
$19.8M
2
First Eagle Investment Management
2
First Eagle Investment Management
New York
$13.3M
3
Norges Bank
3
Norges Bank
Norway
$0
4
Morgan Stanley
4
Morgan Stanley
New York
$9.57M
5
SBH
5
Segall Bryant & Hamill
Illinois
$0
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$126M 3,916,446 -103,852 -3%
Vanguard Group
2
Vanguard Group
Pennsylvania
$98.2M 3,053,134 -1,926 -0.1%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$46.8M 1,454,742 -83,195 -5%
State Street
4
State Street
Massachusetts
$33.5M 1,042,158 +25,634 +3%
CCM
5
Copeland Capital Management
Pennsylvania
$24.6M 763,690 +384,384 +101%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$23.4M 727,325 +33,051 +5%
Acadian Asset Management
7
Acadian Asset Management
Massachusetts
$23.3M 725,339 -81,169 -10%
PAIM
8
Punch & Associates Investment Management
Minnesota
$19.8M 613,971 -180,723 -23%
Renaissance Technologies
9
Renaissance Technologies
New York
$17.6M 548,000 -1,300 -0.2%
HCA
10
Harbor Capital Advisors
Illinois
$13.7M 424,790 +10,003 +2%
First Eagle Investment Management
11
First Eagle Investment Management
New York
$13.3M 412,898 -127,500 -24%
Northern Trust
12
Northern Trust
Illinois
$12.4M 386,127 +79,687 +26%
SIMG
13
Stephens Investment Management Group
Texas
$10.2M 318,341 -12,880 -4%
Morgan Stanley
14
Morgan Stanley
New York
$9.57M 297,251 -109,049 -27%
Cerity Partners
15
Cerity Partners
New York
$8.46M 262,943 -37,127 -12%
Arrowstreet Capital
16
Arrowstreet Capital
Massachusetts
$8.01M 248,900 +27,291 +12%
HA
17
Heartland Advisors
Wisconsin
$7.58M 235,584 -51,812 -18%
SEI Investments
18
SEI Investments
Pennsylvania
$7.31M 227,132 -7,078 -3%
Charles Schwab
19
Charles Schwab
California
$7.18M 223,128 -134 -0.1%
Jacobs Levy Equity Management
20
Jacobs Levy Equity Management
New Jersey
$6.98M 216,906 +51,070 +31%
Bank of New York Mellon
21
Bank of New York Mellon
New York
$6.92M 215,095 -4,480 -2%
PAM
22
Panagora Asset Management
Massachusetts
$6.69M 207,819 -542 -0.3%
HIM
23
Herald Investment Management
United Kingdom
$6.11M 190,000 – –
Ameriprise
24
Ameriprise
Minnesota
$5.92M 183,930 -1,817 -1%
KCM
25
Kennedy Capital Management
Missouri
$5.78M 179,592 -3,821 -2%
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