BA
HCAT icon

Bridgewater Associates’s Health Catalyst HCAT Stock Holding History

Bridgewater Associates’s Portfolio HCAT Stock Details HCAT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-107,217
Closed -$1.34M – 770
2023
Q2 		$1.34M Sell
107,217
-4,217
-4% -$50.2K 0.01% 534
2023
Q1 		$1.3M Sell
111,434
-932
-0.8% -$11.9K 0.01% 524
2022
Q4 		$1.19M Sell
112,366
-36,265
-24% -$350K 0.01% 623
2022
Q3 		$1.44M Sell
148,631
-2,477
-2% -$32.8K 0.01% 625
2022
Q2 		$2.19M Buy
151,108
+25,351
+20% +$432K 0.01% 667
2022
Q1 		$3.29M Buy
125,757
+31,662
+34% +$898K 0.01% 564
2021
Q4 		$3.73M Buy
94,095
+7,695
+9% +$351K 0.02% 357
2021
Q3 		$4.32M Buy
86,400
+6,181
+8% +$337K 0.02% 309
2021
Q2 		$4.45M Buy
+80,219
New +$4.27M 0.03% 352

Other funds holding HCAT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
FLAM
First Light Asset Management Edina, Minnesota $1.12B AUM 114.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
DG
Daventry Group New York $87.8M AUM 3.83% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return