HealthStream Inc (HSTM) Ownership

31.30 ↑0.00 (0.00%)

As of December 31, 1969, 7:00pm EST.

Institutions
Mutual Funds

Institutional Ownership

BlackRock Inc is the biggest individual institutional holder of HealthStream Inc (HSTM), owning a total of 4 million shares. Combined, the top 35 institutional holders of HSTM own 67.27% of the company with a total of 20.5 million shares.

In the latest ownership report on September 30th 2024, the top 35 institutional holders decreased their combined ownership of HSTM by 10 thousand shares. 1 institutions bought 54,775 total additional shares and increased their ownership by an average of 37.31%. However 1 institutions sold 64,435 total shares and decreased their ownership by an average of 15.35%.

Overall this is a negative sign as the number of shares owned by the top 20 institutional holders of HealthStream decreased by a net total of -9,660 in the latest quarter.

Institution Ownership Chart

Latest Institutional Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Stephens Inv Mgmt Group LLC	1.169%	-15.345%	355,473	-64,435	2024-09-30
Assenagon Asset Management SA	0.663%	37.306%	201,601	54,775	2024-09-30

Top Institutions

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
BlackRock Inc	13.154%	0.626%	4,000,882	24,887	2024-06-30
Vanguard Group Inc	9.567%	-0.983%	2,909,787	-28,898	2024-06-30
Dimensional Fund Advisors, Inc.	5.164%	0.989%	1,570,735	15,379	2024-06-30
State Street Corporation	3.186%	1.350%	968,877	12,909	2024-03-31
State Street Corp	3.164%	-0.683%	962,259	-6,618	2024-06-30
Punch & Associates Inv Mgmt Inc	2.803%	-1.918%	852,365	-16,666	2024-06-30
Morgan Stanley - Brokerage Accounts	2.336%	2.239%	710,336	15,558	2024-06-30
Renaissance Technologies Corp	2.204%	-0.564%	670,300	-3,800	2024-06-30
Geode Capital Management, LLC	2.157%	7.971%	655,985	48,428	2024-06-30
Acadian Asset Management LLC	2.039%	-2.426%	619,882	-15,414	2024-03-31
Arnhold & S. Bleichroeder Advisers, LLC	1.743%	7.144%	530,178	35,350	2024-06-30
Brown Brothers Harriman & Co	1.347%	-68.656%	413,389	-905,500	2022-12-31
Heartland Advisors Inc	1.263%	-25.788%	383,995	-133,435	2024-06-30
Millennium Management LLC	1.195%	-0.735%	363,430	-2,689	2024-06-30
Stephens Inv Mgmt Group LLC	1.169%	-15.345%	355,473	-64,435	2024-09-30
Granite Investment Partners, LLC	1.089%	-55.875%	334,044	-422,992	2022-12-31
Mirae Asset Global Investments (Korea) Co Ltd	0.962%	-4.536%	292,442	-13,896	2024-03-31
Northern Trust Corp	0.871%	-3.398%	264,953	-9,321	2024-06-30
Western Standard LLC	0.861%	-33.430%	261,672	-131,406	2023-12-31
Bank of New York Mellon Corp	0.795%	-8.675%	241,902	-22,978	2024-06-30
Bank of Montreal	0.777%	0.000%	235,205	235,205	2023-06-30
BMO Capital Markets Corp.	0.777%	0.000%	235,205	235,205	2023-06-30
Ameriprise Financial Inc	0.770%	-26.069%	234,113	-82,551	2024-06-30
Hillsdale Investment Management Inc.	0.744%	0.000%	228,200	0	2023-03-31
Nuveen Asset Management, LLC	0.711%	0.993%	216,304	2,126	2024-06-30
Charles Schwab Investment Management Inc	0.696%	1.071%	211,615	2,243	2024-06-30
Panagora Asset Management Inc	0.695%	-3.624%	211,277	-7,945	2024-06-30
Assenagon Asset Management SA	0.663%	37.306%	201,601	54,775	2024-09-30
Herald Investment Management Ltd	0.658%	0.000%	200,000	0	2024-06-30
Kennedy Capital Management Inc	0.660%	0.000%	199,928	0	2023-09-30
Goldman Sachs Group Inc	0.650%	74.511%	198,780	84,873	2022-12-31
Amvescap Plc.	0.653%	-0.756%	198,546	-1,512	2024-06-30
Jacobs Levy Equity Management, Inc.	0.644%	2.479%	194,988	4,717	2023-09-30
Connors Investor Services	0.567%	-0.134%	173,391	-233	2022-09-30
D. E. Shaw & Co LP	0.539%	-7.904%	164,804	-14,144	2022-09-30

Mutual Fund Ownership

iShares Core S&P Small-Cap ETF is the biggest individual fund holder of HealthStream Inc (HSTM), owning a total of 1.5 million shares. Combined, the top 33 mutual fund holders of HSTM own 37.81% of the company with a total of 11.5 million shares.

In the latest ownership report on October 31st 2024, the top 33 fund holders increased their combined ownership of HSTM by 25 thousand shares. 3 funds bought 17,966 total additional shares and increased their ownership by an average of 1.53%. However 2 funds sold 42,972 total shares and decreased their ownership by an average of 8.11%.

Overall this is a negative sign as the number of shares owned by the top 20 mutual funds holding HealthStream decreased by a net total of -25,006 in the latest report.

Mutual Funds Chart

Latest Mutual Fund Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
iShares Core S&P Small-Cap ETF	5.056%	0.106%	1,537,878	1,620	2024-10-31
iShares Russell 2000 ETF	2.001%	-0.225%	608,681	-1,372	2024-10-31
Embark Small Cap Equity Institutional	1.348%	3.730%	410,079	14,746	2024-10-31
apo Digital Health Aktien Fonds I	0.719%	-15.993%	218,521	-41,600	2024-10-31
SPDR® Portfolio S&P 600™ Sm Cap ETF	0.696%	0.762%	211,556	1,600	2024-10-31
Dimensional US Targeted Value ETF	0.584%	0.000%	177,552	0	2024-10-31

Top Mutual Funds

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
iShares Core S&P Small-Cap ETF	5.056%	0.106%	1,537,878	1,620	2024-10-31
Vanguard Total Stock Mkt Idx Inv	2.528%	0.000%	768,973	0	2024-09-30
Vanguard Instl Ttl Stck Mkt Idx Tr	2.384%	0.000%	721,873	0	2023-03-31
Vanguard Small Cap Index	2.005%	-0.741%	609,915	-4,550	2024-09-30
iShares Russell 2000 ETF	2.001%	-0.225%	608,681	-1,372	2024-10-31
First Eagle Small Cap Opportunity I	1.632%	0.000%	496,235	0	2024-09-30
First Eagle US Small Cap Strategy	1.632%	3.302%	496,235	15,863	2024-09-30
Embark Small Cap Equity Institutional	1.348%	3.730%	410,079	14,746	2024-10-31
Heartland Small-Cap Value Plus Strategy	1.296%	19.966%	396,098	65,923	2022-09-30
Vanguard Institutional Extnd Mkt Idx Tr	1.180%	1.889%	358,949	6,654	2024-09-30
Stephens Small Cap Growth	1.169%	-15.345%	355,473	-64,435	2024-09-30
Vanguard Extended Market Index Investor	1.115%	-0.021%	342,135	-73	2023-08-31
Vanguard Small Cap Growth Index Inv	1.105%	-1.607%	336,021	-5,487	2024-09-30
DFA US Targeted Value I	1.044%	0.000%	317,511	0	2024-09-30
DFA US Micro Cap I	0.866%	0.000%	263,522	0	2024-09-30
Fidelity Small Cap Index	0.821%	-3.191%	249,679	-8,229	2024-08-31
Fidelity® Small Cap Index	0.779%	3.477%	235,901	7,926	2023-10-31
iShares Russell 2000 Value ETF	0.732%	0.561%	224,450	1,251	2023-06-21
apo Digital Health Aktien Fonds I	0.719%	-15.993%	218,521	-41,600	2024-10-31
Heartland Value Plus Investor	0.707%	-4.444%	215,000	-10,000	2024-09-30
SPDR® Portfolio S&P 600™ Sm Cap ETF	0.696%	0.762%	211,556	1,600	2024-10-31
SPDR® Portfolio S&P 600 Sm Cap ETF	0.692%	-0.143%	210,271	-301	2024-05-30
DFA US Small Cap I	0.678%	0.000%	206,164	0	2024-09-30
Herald Ord	0.658%	0.000%	200,000	0	2024-06-30
Kennedy Micro Cap	0.613%	-2.161%	186,539	-4,121	2024-09-30
Invesco S&P SmallCap Low Volatility ETF	0.591%	0.000%	178,898	0	2023-10-31
Dimensional US Targeted Value ETF	0.584%	0.000%	177,552	0	2024-10-31
Vanguard Tax-Managed Small Cap Adm	0.575%	0.000%	174,938	0	2024-06-30
Global X Cloud Computing ETF	0.568%	-0.476%	172,506	-825	2024-05-31
First Eagle Small Cap Strategy	0.559%	137.601%	171,572	99,362	2023-06-30
iShares S&P Small-Cap 600 Growth ETF	0.524%	0.000%	160,747	0	2023-06-30
iShares S&P Small-Cap 600 Value ETF	0.483%	4.307%	147,732	6,100	2023-01-31
Acadian Global Small-Cap Equity CIT Cl A	0.474%	13.741%	144,802	17,493	2022-09-30