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Jacobs Levy Equity Management’s
Health Catalyst
HCAT
Stock Holding History
Jacobs Levy Equity Management’s Portfolio
HCAT Stock Details
HCAT Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2024
Q4
–
Sell
-112,165
Closed
-$913K
–
987
2024
Q3
$913K
Sell
112,165
-688,905
-86%
-$4.98M
﹤0.01%
737
2024
Q2
$5.12M
Buy
801,070
+62,569
+8%
+$402K
0.02%
454
2024
Q1
$5.56M
Sell
738,501
-5,136
-0.7%
-$46.9K
0.02%
408
2023
Q4
$6.89M
Sell
743,637
-19,013
-2%
-$155K
0.03%
365
2023
Q3
$7.72M
Sell
762,650
-271,383
-26%
-$3.24M
0.05%
298
2023
Q2
$12.9M
Sell
1,034,033
-185,662
-15%
-$2.21M
0.07%
247
2023
Q1
$14.2M
Sell
1,219,695
-8,794
-0.7%
-$112K
0.09%
235
2022
Q4
$13.1M
Buy
1,228,489
+690,711
+128%
+$6.67M
0.09%
246
2022
Q3
$5.22M
Buy
+537,778
New
+$7.12M
0.04%
387
Other funds holding HCAT
BlackRock
New York
$5.72T AUM
30.48%
1-Year Est. Return
FLAM
First Light Asset Management
Edina, Minnesota
$1.12B AUM
114.45%
1-Year Est. Return
Vanguard Group
Malvern, Pennsylvania
$6.9T AUM
27.45%
1-Year Est. Return
Impax Asset Management Group
London, United Kingdom
$14.3B AUM
19.8%
1-Year Est. Return
DG
Daventry Group
New York
$87.8M AUM
3.83%
1-Year Est. Return
Alyeska Investment Group
Chicago, Illinois
$35.4B AUM
33.54%
1-Year Est. Return
Millennium Management
New York
$240B AUM
35.51%
1-Year Est. Return
Wellington Management Group
Boston, Massachusetts
$535B AUM
26.23%
1-Year Est. Return
Primecap Management
Pasadena, California
$127B AUM
44.11%
1-Year Est. Return
KCM
Kennedy Capital Management
St Louis, Missouri
$4.72B AUM
36.69%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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