HealthStream Ownership | Who Owns HealthStream?
HealthStream Ownership Summary
HealthStream is owned by 71.58% institutional investors, 21.40% insiders, and 7.02% retail investors. Blackrock is the largest institutional shareholder, holding 13.20% of HSTM shares. iShares Core S&P Small-Cap ETF is the top mutual fund, with 5.06% of its assets in HealthStream shares.
HSTM Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | HealthStream | 71.58% | 21.40% | 7.02% |
| Sector | Healthcare Stocks | 49.73% | 8.84% | 41.43% |
| Industry | Healthcare Information Services Stocks | 52.99% | 9.95% | 37.06% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Blackrock | 4.00M | 13.20% | $111.62M |
| Vanguard group | 2.91M | 9.60% | $81.18M |
| Dimensional fund advisors lp | 1.57M | 5.18% | $43.82M |
| State street | 962.26K | 3.17% | $26.85M |
| Punch & associates investment management | 852.37K | 2.81% | $23.78M |
| Renaissance | 670.30K | 2.21% | $18.70M |
| Geode capital management | 655.99K | 2.16% | $18.30M |
| Acadian asset management | 612.43K | 2.02% | $17.07M |
| First eagle investment management | 530.18K | 1.75% | $14.79M |
| Stephens investment management group | 419.91K | 1.39% | $11.72M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Western standard | 194.26K | 5.61% | $5.42M |
| Punch & associates investment management | 852.37K | 1.39% | $23.78M |
| Herald investment management | 200.00K | 0.91% | $5.57M |
| Heartland advisors | 384.00K | 0.60% | $10.71M |
| Hillsdale investment management | 180.88K | 0.40% | $5.05M |
| Am investment strategies | 57.74K | 0.40% | $1.61M |
| Wakefield asset management lllp | 33.65K | 0.33% | $938.92K |
| Connors investor services | 110.89K | 0.32% | $3.09M |
| Globeflex capital l p | 91.97K | 0.27% | $2.57M |
| Stephens investment management group | 419.91K | 0.16% | $11.72M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Mirae asset global etfs | 182.20K | 0.01% | 182.20K |
| Segall bryant & hamill | 123.14K | 0.06% | 123.14K |
| Assenagon asset management | 146.83K | 0.01% | 54.23K |
| Geode capital management | 655.99K | 0.00% | 48.43K |
| Tudor investment corp et al | 46.32K | 0.01% | 46.32K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Mirae asset global investments | 8.51K | 0.00% | -283.94K |
| Heartland advisors | 384.00K | 0.60% | -133.44K |
| Mckinley capital management | - | - | -133.11K |
| Stephens investment management group | 419.91K | 0.16% | -83.54K |
| Ameriprise financial | 234.11K | 0.00% | -82.55K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Mirae asset global etfs | 182.20K | 0.01% | 182.20K | $5.08M |
| Segall bryant & hamill | 123.14K | 0.06% | 123.14K | $3.44M |
| Tudor investment corp et al | 46.32K | 0.01% | 46.32K | $1.29M |
| Campbell & co investment adviser | 34.65K | 0.08% | 34.65K | $966.85K |
| Susquehanna fundamental investments | 17.81K | 0.01% | 17.81K | $496.90K |
Sold Out
| Holder | Change |
|---|---|
| Financial gravity asset management | -1.00 |
| Innealta capital | -10.00 |
| International assets investment management | -17.00 |
| Abich financial wealth management | -21.00 |
| Avion wealth | -23.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Sep 30, 2024 | 205 | 1.99% | 21,767,810 | 1.61% | 71 | 1.44% | 101 | 2.02% | 60 | -15.49% |
| Jun 30, 2024 | 198 | 2.59% | 21,253,669 | 0.35% | 70 | 1.44% | 96 | 17.07% | 71 | -4.05% |
| Mar 31, 2024 | 193 | - | 21,179,123 | 0.53% | 69 | 1.48% | 82 | -3.53% | 74 | -1.33% |
| Dec 31, 2023 | 193 | 7.82% | 21,067,218 | -1.24% | 68 | 1.42% | 85 | 8.97% | 75 | 20.97% |
| Sep 30, 2023 | 179 | 4.68% | 21,331,496 | -1.03% | 69 | 1.40% | 78 | 6.85% | 62 | -6.06% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| iShares Core S&P Small-Cap ETF | 1.54M | 5.06% | 1.62K |
| Vanguard Total Stock Mkt Idx Inv | 770.12K | 2.53% | 1.15K |
| Vanguard Small Cap Index | 611.12K | 2.01% | 1.20K |
| iShares Russell 2000 ETF | 608.68K | 2.00% | -1.37K |
| First Eagle US Small Cap Strategy | 496.24K | 1.63% | 15.86K |
| First Eagle Small Cap Opportunity I | 494.26K | 1.63% | -1.98K |
| Embark Small Cap Equity Institutional | 410.08K | 1.35% | 14.75K |
| Vanguard Institutional Extnd Mkt Idx Tr | 357.63K | 1.18% | -1.32K |
| Stephens Small Cap Growth | 355.47K | 1.17% | -64.44K |
| Vanguard Small Cap Growth Index Inv | 336.21K | 1.11% | 186.00 |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Aug 29, 2024 | Taylor Tate Deborah | - | Sell | $39.94K |
| Aug 26, 2024 | Fenstermacher Scott | Senior Vice President | Sell | $28.99K |
| Aug 07, 2024 | O'Hara Kevin P | Senior Vice President | Sell | $84.09K |
| May 01, 2024 | Fenstermacher Scott | Senior Vice President | Sell | $26.19K |
| Feb 22, 2024 | Fenstermacher Scott | Senior Vice President | Sell | $26.59K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2024 Q4 | - | - |
| 2024 Q3 | - | 3 |
| 2024 Q2 | - | 1 |
| 2024 Q1 | - | 3 |
| 2023 Q4 | - | - |
HSTM Ownership FAQ
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