HSTM NASDAQ
HealthStream, Inc.
1W: +4.0%
1M: +10.1%
3M: +16.3%
YTD: +3.9%
1Y: -17.2%
3Y: +0.9%
5Y: -7.3%
$23.81
+0.14 (+0.59%)
Weekly Expected Move ±8.8%
$19
$21
$23
$25
$27
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ETF Exposure
Dark Pool
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Supply Chain
Institutional Ownership — HSTM
228
Institutional Holders
+2 vs prior quarter
0.0%
Ownership
+0.00pp
$394M
Total Invested
35
New Positions
71
Increased
95
Reduced
55
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (271 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 3,851,929 | $$92M | +219,554 | +6.0% | 7Q | SEC ↗ |
| 2 | VANGUARD GROUP INC | 2,536,901 | $$60M | -448,181 | -15.0% | 12Q | SEC ↗ |
| 3 | VANGUARD CAPITAL MANAGEMENT LLC NEW | 2,095,854 | $$50M | — | +0.0% | 1Q | SEC ↗ |
| 4 | DIMENSIONAL FUND ADVISORS LP | 1,456,043 | $$35M | +87,177 | +6.4% | 13Q | SEC ↗ |
| 5 | Copeland Capital Management, LLC | 1,276,739 | $$30M | +389,186 | +43.8% | 7Q | SEC ↗ |
| 6 | STATE STREET CORP | 995,557 | $$24M | +15,289 | +1.6% | 13Q | SEC ↗ |
| 7 | VANGUARD PORTFOLIO MANAGEMENT LLC NEW | 921,846 | $$22M | — | +0.0% | 1Q | SEC ↗ |
| 8 | First Eagle Investment Management, LLC | 851,396 | $$20M | +437,698 | +105.8% | 13Q | SEC ↗ |
| 9 | GEODE CAPITAL MANAGEMENT, LLC | 714,747 | $$17M | -43,256 | -5.7% | 13Q | SEC ↗ |
| 10 | RENAISSANCE TECHNOLOGIES LLC | 477,848 | $$11M | +2,380 | +0.5% | 13Q | SEC ↗ |
| 11 | JPMORGAN CHASE & CO | 453,738 | $$11M | +841 | +0.2% | 13Q | SEC ↗ |
| 12 | ARROWSTREET CAPITAL, LIMITED PARTNERSH | 377,945 | $$9M | +65,806 | +21.1% | 10Q | SEC ↗ |
| 13 | NORTHERN TRUST CORP | 361,677 | $$9M | +11,824 | +3.4% | 13Q | SEC ↗ |
| 14 | ACADIAN ASSET MANAGEMENT LLC | 348,730 | $$8M | -498,774 | -58.9% | 13Q | SEC ↗ |
| 15 | Robeco Institutional Asset Management | 313,359 | $$7M | -27,152 | -8.0% | 12Q | SEC ↗ |
| 16 | JACOBS LEVY EQUITY MANAGEMENT, INC | 288,179 | $$7M | +84,076 | +41.2% | 13Q | SEC ↗ |
| 17 | GOLDMAN SACHS GROUP INC | 274,458 | $$7M | -33,812 | -11.0% | 13Q | SEC ↗ |
| 18 | CHARLES SCHWAB INVESTMENT MANAGEMENT I | 265,644 | $$6M | +24,861 | +10.3% | 13Q | SEC ↗ |
| 19 | MORGAN STANLEY | 253,812 | $$6M | +9,203 | +3.8% | 12Q | SEC ↗ |
| 20 | TWO SIGMA ADVISERS, LP | 234,900 | $$6M | +61,600 | +35.5% | 12Q | SEC ↗ |
| 21 | Bank of New York Mellon Corp | 223,637 | $$5M | -5,596 | -2.4% | 13Q | SEC ↗ |
| 22 | TWO SIGMA INVESTMENTS, LP | 219,555 | $$5M | +57,128 | +35.2% | 12Q | SEC ↗ |
| 23 | Creative Planning | 218,186 | $$5M | +158,924 | +268.2% | 10Q | SEC ↗ |
| 24 | PANAGORA ASSET MANAGEMENT INC | 215,229 | $$5M | +1,480 | +0.7% | 13Q | SEC ↗ |
| 25 | ENVESTNET ASSET MANAGEMENT INC | 199,631 | $$5M | +81,815 | +69.4% | 6Q | SEC ↗ |
| 26 | KENNEDY CAPITAL MANAGEMENT LLC | 195,241 | $$5M | +3,531 | +1.8% | 13Q | SEC ↗ |
| 27 | HRT FINANCIAL LP | 195,023 | $$5M | +125,538 | +180.7% | 3Q | SEC ↗ |
| 28 | Invesco Ltd. | 177,679 | $$4M | +25,988 | +17.1% | 13Q | SEC ↗ |
| 29 | FMR LLC | 175,150 | $$4M | -29,748 | -14.5% | 13Q | SEC ↗ |
| 30 | VANGUARD FIDUCIARY TRUST CO NEW | 161,294 | $$4M | — | +0.0% | 1Q | SEC ↗ |
| 31 | LAZARD ASSET MANAGEMENT LLC | 157,208 | $$4M | +114,511 | +268.2% | 13Q | SEC ↗ |
| 32 | PRINCIPAL FINANCIAL GROUP INC | 152,382 | $$4M | +10,137 | +7.1% | 13Q | SEC ↗ |
| 33 | TEACHER RETIREMENT SYSTEM OF TEXAS | 151,183 | $$4M | -71,392 | -32.1% | 13Q | SEC ↗ |
| 34 | HERALD INVESTMENT MANAGEMENT Ltd | 150,000 | $$4M | -50,000 | -25.0% | 13Q | SEC ↗ |
| 35 | SEI INVESTMENTS CO | 146,400 | $$3M | -48,466 | -24.9% | 13Q | SEC ↗ |
| 36 | BANK OF AMERICA CORP /DE | 131,563 | $$3M | +2,608 | +2.0% | 13Q | SEC ↗ |
| 37 | UBS Group AG | 111,820 | $$3M | +39,735 | +55.1% | 13Q | SEC ↗ |
| 38 | Public Sector Pension Investment Board | 107,436 | $$3M | -20,090 | -15.8% | 13Q | SEC ↗ |
| 39 | CONNORS INVESTOR SERVICES INC | 98,119 | $$2M | +594 | +0.6% | 13Q | SEC ↗ |
| 40 | AMERIPRISE FINANCIAL INC | 96,979 | $$2M | +15,478 | +19.0% | 13Q | SEC ↗ |
| 41 | JANE STREET GROUP, LLC | 95,704 | $$2M | -1,183 | -1.2% | 5Q | SEC ↗ |
| 42 | Engineers Gate Manager LP | 88,758 | $$2M | +61,627 | +227.1% | 4Q | SEC ↗ |
| 43 | Pinnacle Financial Partners, Inc. | 82,997 | $$2M | — | +0.0% | 2Q | SEC ↗ |
| 44 | PINNACLE FINANCIAL PARTNERS INC | 82,997 | $$2M | -14 | -0.0% | 11Q | SEC ↗ |
| 45 | STIFEL FINANCIAL CORP | 80,636 | $$2M | +25,162 | +45.4% | 6Q | SEC ↗ |
| 46 | ROYAL BANK OF CANADA | 80,265 | $$2M | +28,894 | +56.2% | 13Q | SEC ↗ |
| 47 | Numerai GP LLC | 77,026 | $$2M | +9,339 | +13.8% | 2Q | SEC ↗ |
| 48 | MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 76,202 | $$2M | -6,661 | -8.0% | 8Q | SEC ↗ |
| 49 | GLOBEFLEX CAPITAL L P | 72,988 | $$2M | — | +0.0% | 13Q | SEC ↗ |
| 50 | Cerity Partners LLC | 70,705 | $$2M | +25,430 | +56.2% | 3Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| VANGUARD CAPITAL MANAGEMENT LLC | 2,095,854 | $$50M |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 921,846 | $$22M |
| VANGUARD FIDUCIARY TRUST CO | 161,294 | $$4M |
| XTX Topco Ltd | 18,752 | $$446K |
| Corient Private Wealth LLC | 15,533 | $$370K |
| Balyasny Asset Management L.P. | 15,033 | $$358K |
| VANGUARD ASSET MANAGEMENT, Ltd | 14,885 | $$354K |
| Gotham Asset Management, LLC | 14,778 | $$352K |
| nVerses Capital, LLC | 14,768 | $$352K |
| Callan Family Office, LLC | 13,875 | $$330K |
| Schonfeld Strategic Advisors LLC | 12,672 | $$302K |
| Jump Financial, LLC | 12,371 | $$295K |
| FIRST TRUST ADVISORS LP | 11,819 | $$281K |
| Aquatic Capital Management LLC | 10,160 | $$242K |
| Brooklyn Investment Group | 9,981 | $$238K |
| Vanguard Global Advisers, LLC | 8,772 | $$209K |
| State of Wyoming | 6,398 | $$152K |
| AG Campbell Advisory, LLC | 5,925 | $$141K |
| Vanguard Investments Australia, Ltd | 4,856 | $$116K |
| MEEDER ASSET MANAGEMENT INC | 3,925 | $$93K |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| PUNCH & ASSOCIATES INVESTMENT MANAG | 451,794 | $$11M |
| Stephens Investment Management Grou | 315,291 | $$8M |
| Qube Research & Technologies Ltd | 223,037 | $$5M |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 95,184 | $$2M |
| Trexquant Investment LP | 81,964 | $$2M |
| TEXAS PERMANENT SCHOOL FUND CORP | 75,893 | $$2M |
| HEARTLAND ADVISORS INC | 50,906 | $$1M |
| Assenagon Asset Management S.A. | 44,775 | $$1M |
| Annex Advisory Services, LLC | 40,105 | $$955K |
| STATE BOARD OF ADMINISTRATION OF FL | 37,749 | $$899K |
| Jefferies Financial Group Inc. | 36,300 | $$864K |
| Riverwater Partners LLC | 33,921 | $$808K |
| Connor, Clark & Lunn Investment Man | 33,289 | $$793K |
| EXCHANGE TRADED CONCEPTS, LLC | 27,867 | $$664K |
| Horizon Investments, LLC | 20,266 | $$483K |
| Summit Global Investments | 20,172 | $$480K |
| GSA CAPITAL PARTNERS LLP | 17,887 | $$426K |
| MQS Management LLC | 17,287 | $$412K |
| EVOLVE PRIVATE WEALTH, LLC | 17,263 | $$411K |
| SUMMIT WEALTH GROUP LLC / CO | 16,189 | $$385K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| First Eagle Investment Management, | +437,698 | +105.8% | 851,396 |
| Copeland Capital Management, LLC | +389,186 | +43.8% | 1,276,739 |
| BlackRock, Inc. | +219,554 | +6.0% | 3,851,929 |
| Creative Planning | +158,924 | +268.2% | 218,186 |
| HRT FINANCIAL LP | +125,538 | +180.7% | 195,023 |
| LAZARD ASSET MANAGEMENT LLC | +114,511 | +268.2% | 157,208 |
| DIMENSIONAL FUND ADVISORS LP | +87,177 | +6.4% | 1,456,043 |
| JACOBS LEVY EQUITY MANAGEMENT, INC | +84,076 | +41.2% | 288,179 |
| ENVESTNET ASSET MANAGEMENT INC | +81,815 | +69.4% | 199,631 |
| ARROWSTREET CAPITAL, LIMITED PARTNE | +65,806 | +21.1% | 377,945 |
| Engineers Gate Manager LP | +61,627 | +227.1% | 88,758 |
| TWO SIGMA ADVISERS, LP | +61,600 | +35.5% | 234,900 |
| TWO SIGMA INVESTMENTS, LP | +57,128 | +35.2% | 219,555 |
| Quantbot Technologies LP | +49,974 | +1188.2% | 54,180 |
| MILLENNIUM MANAGEMENT LLC | +42,124 | +188.2% | 64,507 |
| UBS Group AG | +39,735 | +55.1% | 111,820 |
| Quantinno Capital Management LP | +37,088 | +283.5% | 50,169 |
| Campbell & CO Investment Adviser LL | +33,888 | +115.5% | 63,233 |
| Man Group plc | +32,406 | +177.0% | 50,718 |
| ROYAL BANK OF CANADA | +28,894 | +56.2% | 80,265 |