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HealthStream (HSTM) Institutional Ownership

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$31.88 -0.05 (-0.16%)
As of 01/17/2025 04:00 PM Eastern

Institutional Ownership Changes (13F Filings) for HealthStream (NASDAQ:HSTM)

Current
Institutional Ownership
Percentage
69.58%
Number of
Institutional Buyers
(last 12 months)
69
Total
Institutional Inflows
(last 12 months)
$41.44M
Number of
Institutional Sellers
(last 12 months)
53
Total
Institutional Outflows
(last 12 months)
$24.58M
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HSTM Institutional Buying and Selling by Quarter

HealthStream Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
1/17/2025Inspire Investing LLC39,040$1.24M0.1%-11.4%0.128%
1/17/2025SG Americas Securities LLC17,064$543K0.0%-9.9%0.056%
1/16/2025Ellsworth Advisors LLC21,617$687K0.2%+7.9%0.071%
1/16/2025Annex Advisory Services LLC36,140$1.15M0.0%N/A0.119%
1/14/2025 Assenagon Asset Management S.A.98,659$3.14M0.0%-51.1%0.324%
1/10/2025 Harbor Capital Advisors Inc.414,787$13.19M0.6%+3.7%1.364%
1/7/2025 Diversified Trust Co8,733$278K0.0%+20.5%0.029%
12/26/2024JPMorgan Chase & Co.57,204$1.65M0.0%+18.7%0.188%
12/19/2024Principal Financial Group Inc.122,266$3.53M0.0%-1.1%0.402%
11/27/2024Franklin Resources Inc.44,259$1.25M0.0%-0.9%0.145%
11/25/2024Sanctuary Advisors LLC14,737$425K0.0%+11.7%0.048%
11/19/2024Barclays PLC58,838$1.70M0.0%+145.0%0.193%
11/16/2024Geode Capital Management LLC674,764$19.46M0.0%+2.9%2.218%
11/15/2024Vestcor Inc7,494$216K0.0%+35.1%0.025%
11/15/2024Barclays PLC58,838$1.70M0.0%+145.0%0.193%
11/15/2024Y Intercept Hong Kong Ltd9,026$260K0.0%N/A0.030%
11/15/2024Zacks Investment Management58,617$1.69M0.0%+6.7%0.193%
11/15/2024Jane Street Group LLC30,450$878K0.0%-5.8%0.100%
11/15/2024Western Standard LLC66,004$1.90M1.8%-66.0%0.217%
11/15/2024State Street Corp974,235$28.10M0.0%+1.2%3.203%
11/15/2024Quarry LP926$27K0.0%N/A0.003%
11/15/2024Polar Asset Management Partners Inc.56,700$1.64M0.0%N/A0.186%
11/15/2024Jacobs Levy Equity Management Inc.181,648$5.24M0.0%-4.1%0.597%
11/15/2024HighTower Advisors LLC13,433$393K0.0%-3.3%0.044%
11/15/2024Centiva Capital LP9,009$260K0.0%N/A0.030%
11/14/2024Martingale Asset Management L P57,680$1.66M0.0%+2.7%0.190%
11/14/2024UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC47,075$1.36M0.0%-11.4%0.155%
11/14/2024Public Sector Pension Investment Board50,933$1.47M0.0%-3.6%0.167%
11/14/2024Zurcher Kantonalbank Zurich Cantonalbank18,068$521K0.0%+25.5%0.059%
11/13/2024BNP Paribas Financial Markets15,945$460K0.0%+36.4%0.052%
11/13/2024FMR LLC119,067$3.43M0.0%+24.0%0.391%
11/13/2024Dynamic Technology Lab Private Ltd9,329$269K0.0%N/A0.031%
11/12/2024Charles Schwab Investment Management Inc.218,447$6.30M0.0%+3.2%0.718%
11/8/2024Connor Clark & Lunn Investment Management Ltd.38,615$1.11M0.0%+81.0%0.127%
11/8/2024Segall Bryant & Hamill LLC125,164$3.61M0.0%+1.6%0.412%
11/7/2024Quest Partners LLC21,842$630K0.1%+30.6%0.072%
11/7/2024Thrivent Financial for Lutherans18,864$544K0.0%-5.4%0.062%
11/6/2024Cornercap Investment Counsel Inc.10,110$292K0.1%-49.2%0.033%
11/5/2024Victory Capital Management Inc.39,593$1.14M0.0%+4.7%0.130%
11/4/2024Los Angeles Capital Management LLC11,434$330K0.0%-10.9%0.038%
10/31/2024Principal Financial Group Inc.122,266$3.53M0.0%-1.1%0.402%
10/29/2024Robeco Institutional Asset Management B.V.60,094$1.73M0.0%+16.0%0.198%
10/29/2024 Harbor Capital Advisors Inc.400,033$11.54M0.5%+141.2%1.316%
10/28/2024Stephens Investment Management Group LLC355,473$10.25M0.1%-15.3%1.169%
10/24/2024State of Alaska Department of Revenue13,709$395K0.0%-2.8%0.045%
10/23/2024Mirae Asset Global Investments Co. Ltd.7,478$213K0.0%-12.1%0.025%
10/23/2024Louisiana State Employees Retirement System11,600$335K0.0%-4.1%0.038%
10/23/2024 Assenagon Asset Management S.A.201,601$5.81M0.0%+37.3%0.663%
10/21/2024Copeland Capital Management LLC2,172$63K0.0%N/A0.007%
10/19/2024Allspring Global Investments Holdings LLC71,884$2.07M0.0%+6.8%0.236%
10/17/2024Ellsworth Advisors LLC20,035$578K0.1%+5.1%0.066%
10/16/2024Vontobel Holding Ltd.17,539$506K0.0%-3.9%0.058%
10/11/2024Creative Planning15,844$457K0.0%+51.2%0.052%
10/10/2024Exchange Traded Concepts LLC59,322$1.71M0.0%+2.6%0.195%
10/10/2024Inspire Investing LLC44,072$1.27M0.1%+54.8%0.145%
10/8/2024CWM LLC4,448$128K0.0%+64.2%0.015%
10/7/2024 GAMMA Investing LLC1,355$39K0.0%+36.0%0.004%
10/3/2024SG Americas Securities LLC18,932$546K0.0%+96.5%0.062%
9/16/2024Point72 DIFC Ltd1,373$38K0.0%N/A0.005%
9/5/2024Sanctuary Advisors LLC13,199$338K0.0%N/A0.043%
8/16/2024Creative Planning10,476$292K0.0%+21.4%0.034%
8/16/2024Algert Global LLC12,603$352K0.0%-19.0%0.041%
8/15/2024Susquehanna Fundamental Investments LLC17,810$497K0.0%N/A0.059%
8/15/2024The Manufacturers Life Insurance Company9,671$270K0.0%+10.0%0.032%
8/15/2024Millennium Management LLC363,430$10.14M0.0%-0.7%1.196%
8/15/2024Deerfield Management Company L.P. Series C22,437$626K0.0%N/A0.074%
8/15/2024AQR Capital Management LLC128,036$3.57M0.0%+32.4%0.421%
8/14/2024Squarepoint Ops LLC24,476$683K0.0%N/A0.081%
8/14/2024Cubist Systematic Strategies LLC54,419$1.52M0.0%+33.1%0.179%
8/14/2024Point72 DIFC Ltd1,373$38K0.0%N/A0.005%
8/14/2024Magnetar Financial LLC16,072$448K0.0%N/A0.053%
8/14/2024Public Sector Pension Investment Board52,833$1.47M0.0%+6.4%0.174%
8/13/2024Thrivent Financial for Lutherans19,935$556K0.0%-4.0%0.066%
8/13/2024Sei Investments Co.178,019$4.97M0.0%+3.8%0.586%
8/12/2024Inspire Investing LLC28,466$794K0.1%-14.6%0.094%
8/12/2024XTX Topco Ltd7,654$214K0.0%N/A0.025%
8/12/2024First Eagle Investment Management LLC530,178$14.79M0.0%+7.1%1.744%
8/12/2024Hsbc Holdings PLC44,002$1.22M0.0%+28.6%0.145%
8/12/2024Amalgamated Bank7,130$199K0.0%-8.6%0.023%
8/10/2024Connors Investor Services Inc.110,886$3.09M0.3%-3.8%0.365%
8/9/2024Renaissance Technologies LLC670,300$18.70M0.0%-0.6%2.205%
8/9/2024Dimensional Fund Advisors LP1,570,735$43.82M0.0%+1.0%5.167%
8/8/2024American Century Companies Inc.36,966$1.03M0.0%+12.8%0.122%
8/6/2024Acadian Asset Management LLC612,430$17.07M0.1%-1.2%2.015%
8/6/2024Los Angeles Capital Management LLC12,834$358K0.0%-12.9%0.042%
8/6/2024Wakefield Asset Management LLLP33,653$939K0.3%-1.3%0.111%
8/5/2024Victory Capital Management Inc.37,800$1.06M0.0%-5.9%0.124%
8/3/2024TD Asset Management Inc21,300$594K0.0%-30.6%0.070%
7/29/2024Principal Financial Group Inc.123,688$3.45M0.0%-3.9%0.407%
7/29/2024Panagora Asset Management Inc.211,277$5.90M0.0%-3.6%0.695%
7/29/2024Zurcher Kantonalbank Zurich Cantonalbank14,395$402K0.0%+240.1%0.047%
7/26/2024Allspring Global Investments Holdings LLC67,296$1.88M0.0%+97.1%0.221%
7/26/2024Bailard Inc.9,180$256K0.0%-4.2%0.030%
7/26/2024Bank of New York Mellon Corp241,902$6.75M0.0%-8.7%0.796%
7/18/2024Ellsworth Advisors LLC19,063$532K0.1%+6.8%0.063%
7/18/2024 Assenagon Asset Management S.A.146,826$4.10M0.0%+58.6%0.483%
7/16/2024 Diversified Trust Co7,247$202K0.0%-9.4%0.024%
7/12/2024SG Americas Securities LLC9,636$269K0.0%-4.8%0.032%
7/10/2024CWM LLC2,709$76K0.0%+405.4%0.009%
7/9/2024 Harbor Capital Advisors Inc.165,885$4.63M0.4%+197.8%0.546%
(Data available from 1/1/2016 forward)

HSTM Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of HSTM shares?

During the previous two years, 139 institutional investors and hedge funds held shares of HealthStream. The most heavily invested institutionals were Vanguard Group Inc. ($78.35M), Dimensional Fund Advisors LP ($43.82M), State Street Corp ($28.10M), Geode Capital Management LLC ($19.46M), Renaissance Technologies LLC ($18.70M), Punch & Associates Investment Management Inc. ($18.22M), and Acadian Asset Management LLC ($17.07M).Learn more on HSTM's institutional investors.

What percentage of HealthStream stock is owned by institutional investors?

69.58% of HealthStream stock is owned by institutional investors. Learn more on HSTM's institutional investor holdings.

Which institutional investors have been buying HealthStream stock?

Of the 109 institutional investors that purchased HealthStream stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Assenagon Asset Management S.A. ($398.52K), Harbor Capital Advisors Inc. ($363.64K), First Eagle Investment Management LLC ($350.40K), Mirae Asset Global Investments Co. Ltd. ($313.94K), Bank of Montreal Can ($235.21K), Allspring Global Investments Holdings LLC ($96.77K), and Raymond James & Associates ($86.01K).

How much institutional buying is happening at HealthStream?

Institutional investors have bought a total of 3,413,001 shares in the last 24 months. This purchase volume represents approximately $89.00M in transactions.

Which HealthStream major shareholders have been selling company stock?

Of the 75 institutional investors that sold HealthStream stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Brown Brothers Harriman & Co. ($905.50K), Granite Investment Partners LLC ($422.99K), Assenagon Asset Management S.A. ($336.07K), Acadian Asset Management LLC ($264.90K), Western Standard LLC ($192.23K), Heartland Advisors Inc. ($123.30K), and Los Angeles Capital Management LLC ($76.91K).

How much institutional selling is happening at HealthStream?

Institutional investors have sold a total of 3,068,019 shares in the last 24 months. This volume of shares sold represents approximately $77.74M in transactions.



This page (NASDAQ:HSTM) was last updated on 1/18/2025 by MarketBeat.com Staff
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