HealthStream, Inc. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| BLACKROCK FUNDING, INC. /DE | 11/13/2024 | 3.99 M | $115.05 M | 100.00% | 13.12% |
| VANGUARD GROUP INC | 11/13/2024 | 2.96 M | $85.45 M | 1.83% | 9.74% |
| DIMENSIONAL FUND ADVISORS LP | 11/07/2024 | 1.57 M | $45.19 M | -0.25% | 5.15% |
| STATE STREET CORP | 11/14/2024 | 974,235 | $28.10 M | 1.24% | 3.20% |
| PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. | 11/14/2024 | 860,709 | $24.82 M | 0.98% | 2.83% |
| ACADIAN ASSET MANAGEMENT LLC | 11/12/2024 | 774,894 | $22.33 M | 26.53% | 2.55% |
| GEODE CAPITAL MANAGEMENT, LLC | 11/12/2024 | 674,764 | $19.46 M | 2.86% | 2.22% |
| RENAISSANCE TECHNOLOGIES LLC | 11/13/2024 | 636,400 | $18.35 M | -5.06% | 2.09% |
| FIRST EAGLE INVESTMENT MANAGEMENT, LLC | 11/12/2024 | 546,778 | $15.77 M | 3.13% | 1.80% |
| MORGAN STANLEY | 11/14/2024 | 416,768 | $12.02 M | 17.34% | 1.37% |
| HARBOR CAPITAL ADVISORS, INC. | 10/29/2024 | 400,033 | $11.54 M | 141.15% | 1.32% |
| STEPHENS INVESTMENT MANAGEMENT GROUP LLC | 10/28/2024 | 355,473 | $10.25 M | -15.35% | 1.17% |
| HEARTLAND ADVISORS INC | 11/12/2024 | 318,392 | $9.18 M | -17.08% | 1.05% |
| MILLENNIUM MANAGEMENT LLC | 11/14/2024 | 230,143 | $6.64 M | -36.67% | 0.76% |
| AMERIPRISE FINANCIAL INC | 11/14/2024 | 225,963 | $6.52 M | -3.48% | 0.74% |
| INVESCO LTD. | 11/12/2024 | 222,702 | $6.42 M | 12.17% | 0.73% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 11/12/2024 | 218,447 | $6.30 M | 3.23% | 0.72% |
| BANK OF NEW YORK MELLON CORP | 11/12/2024 | 217,165 | $6.26 M | -10.23% | 0.71% |
| PANAGORA ASSET MANAGEMENT INC | 11/13/2024 | 212,138 | $6.12 M | 0.41% | 0.70% |
| ASSENAGON ASSET MANAGEMENT S.A. | 10/23/2024 | 201,601 | $5.81 M | 37.31% | 0.66% |
| SEI INVESTMENTS CO | 11/12/2024 | 199,135 | $5.74 M | 11.86% | 0.65% |
| HERALD INVESTMENT MANAGEMENT LTD | 11/13/2024 | 190,000 | $5.48 M | -5.00% | 0.62% |
| KENNEDY CAPITAL MANAGEMENT LLC | 11/14/2024 | 186,539 | $5.38 M | -2.16% | 0.61% |
| HILLSDALE INVESTMENT MANAGEMENT INC. | 11/12/2024 | 182,181 | $5.25 M | 0.72% | 0.60% |
| JACOBS LEVY EQUITY MANAGEMENT, INC | 11/14/2024 | 181,648 | $5.24 M | -4.08% | 0.60% |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 11/14/2024 | 150,230 | $4.33 M | 220.33% | 0.49% |
| AQR CAPITAL MANAGEMENT LLC | 11/14/2024 | 148,985 | $4.30 M | 16.36% | 0.49% |
| MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. | 11/14/2024 | 144,852 | $4.18 M | -20.50% | 0.48% |
| GOLDMAN SACHS GROUP INC | 11/14/2024 | 138,871 | $4.01 M | 23.26% | 0.46% |
| NUVEEN ASSET MANAGEMENT, LLC | 11/14/2024 | 135,556 | $3.91 M | -37.33% | 0.45% |
| SEGALL BRYANT & HAMILL, LLC | 11/08/2024 | 125,164 | $3.61 M | 1.64% | 0.41% |
| PRINCIPAL FINANCIAL GROUP INC | 10/31/2024 | 122,266 | $3.53 M | -1.15% | 0.40% |
| FMR LLC | 11/13/2024 | 119,067 | $3.43 M | 24.01% | 0.39% |
| CONNORS INVESTOR SERVICES INC | 11/14/2024 | 107,489 | $3.10 M | -3.06% | 0.35% |
| D. E. SHAW & CO., INC. | 11/14/2024 | 98,292 | $2.83 M | -13.70% | 0.32% |
| GLOBEFLEX CAPITAL L P | 11/13/2024 | 91,972 | $2.65 M | 0.00% | 0.30% |
| CAMBIAR INVESTORS LLC | 10/28/2024 | 87,455 | $2.52 M | 0.11% | 0.29% |
| PINNACLE FINANCIAL PARTNERS INC | 11/05/2024 | 82,997 | $2.39 M | 0.00% | 0.27% |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | 11/08/2024 | 80,281 | $2.32 M | 0.00% | 0.26% |
| UBS GROUP AG | 11/14/2024 | 76,624 | $2.21 M | 40.75% | 0.25% |
| LEGAL & GENERAL GROUP PLC | 11/14/2024 | 74,811 | $2.16 M | -0.61% | 0.25% |
| RHUMBLINE ADVISERS | 11/12/2024 | 74,056 | $2.14 M | -2.15% | 0.24% |
| ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC | 10/18/2024 | 71,884 | $2.07 M | 6.82% | 0.24% |
| KORNITZER CAPITAL MANAGEMENT INC /KS | 10/31/2024 | 67,100 | $1.94 M | 0.00% | 0.22% |
| WESTERN STANDARD LLC | 11/14/2024 | 66,004 | $1.90 M | -66.02% | 0.22% |
| ROBECO INSTITUTIONAL ASSET MANAGEMENT B.V. | 10/29/2024 | 60,094 | $1.73 M | 16.04% | 0.20% |
| QUBE RESEARCH & TECHNOLOGIES LTD | 11/14/2024 | 59,896 | $1.73 M | 231.06% | 0.20% |
| EXCHANGE TRADED CONCEPTS, LLC | 10/10/2024 | 59,322 | $1.71 M | 2.60% | 0.20% |
| BARCLAYS PLC | 11/19/2024 | 58,838 | $1.70 M | 144.98% | 0.19% |
| BRIDGE CITY CAPITAL, LLC | 11/14/2024 | 58,719 | $1.69 M | 100.00% | 0.19% |
HealthStream, Inc.institutional Ownership - FAQ's
During the previous two years, 270 institutional investors and hedge funds held shares of HealthStream, Inc.. The most heavily invested institutionals were:
BlackRock Funding, Inc. /DE: 3.99 M
VANGUARD GROUP INC: 2.96 M
DIMENSIONAL FUND ADVISORS LP: 1.57 M
STATE STREET CORP: 974,235
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.: 860,709
ACADIAN ASSET MANAGEMENT LLC: 774,894
71.58% of HealthStream, Inc. stock is owned by institutional investors.
Institutional investors have bought a total of 30.52 M shares in the last 24 months. This purchase volume represents approximately $960.06 M in transactions.