ClearBridge Investments
HCAT icon

ClearBridge Investments’s Health Catalyst HCAT Stock Holding History

ClearBridge Investments’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
2022
Q3 		– Sell
-2,127,726
Closed -$30.8M – 748
2022
Q2 		$30.8M Sell
2,127,726
-190,271
-8% -$3.24M 0.03% 396
2022
Q1 		$60.6M Buy
2,317,997
+73,852
+3% +$2.1M 0.05% 320
2021
Q4 		$88.9M Buy
2,244,145
+84,249
+4% +$3.84M 0.06% 263
2021
Q3 		$108M Buy
2,159,896
+226,177
+12% +$12.3M 0.08% 221
2021
Q2 		$107M Sell
1,933,719
-18,504
-0.9% -$986K 0.07% 232
2021
Q1 		$91.3M Buy
1,952,223
+12,759
+0.7% +$618K 0.07% 237
2020
Q4 		$84.4M Buy
1,939,464
+287,644
+17% +$10.6M 0.07% 233
2020
Q3 		$60.5M Buy
1,651,820
+295,446
+22% +$10M 0.05% 258
2020
Q2 		$39.6M Buy
1,356,374
+344,806
+34% +$9.53M 0.04% 313
2020
Q1 		$26.5M Buy
1,011,568
+552,536
+120% +$16.9M 0.03% 328
2019
Q4 		$15.7M Buy
459,032
+138,062
+43% +$4.57M 0.01% 490
2019
Q3 		$10.2M Buy
+320,970
New +$12.6M 0.01% 532

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
FLAM
First Light Asset Management Edina, Minnesota $1.12B AUM 114.45% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return

ClearBridge Investments's HCAT Position: Q3 2022 in Review

ClearBridge Investments sold out of Health Catalyst (HCAT) in Q3 2022, closing a stake of 2,127,726 shares — an estimated $30.8M sold.

ClearBridge Investments first reported a position in HCAT in Q3 2019 and held it in 12 quarters. The position peaked at $108M in Q3 2021. 171 funds tracked by Wall St. Rank hold HCAT as of Q3 2022.

  • ClearBridge Investments reported no remaining Health Catalyst position as of Q3 2022 after selling out during the quarter.
  • ClearBridge Investments sold 2,127,726 Health Catalyst shares in Q3 2022, an estimated $30.8M.
  • ClearBridge Investments first reported a position in Health Catalyst in Q3 2019 and held it in 12 quarters.
  • ClearBridge Investments's Health Catalyst position peaked at $108M in Q3 2021.
  • 171 funds tracked by Wall St. Rank held Health Catalyst as of Q3 2022.

Based on ClearBridge Investments's 13F filing for Q3 2022, filed 14 Nov 2022.