Jacobs Levy Equity Management
HCAT icon

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
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
FLAM
First Light Asset Management Edina, Minnesota $1.65B AUM 203.21% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return
DG
Daventry Group New York $133M AUM 32.28% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $38.9B AUM 28.51% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $5.65B AUM 61.31% 1-Year Est. Return

Jacobs Levy Equity Management's HCAT Position: Q4 2024 in Review

Jacobs Levy Equity Management sold out of Health Catalyst (HCAT) in Q4 2024, closing a stake of 112,165 shares — an estimated $913K sold.

Jacobs Levy Equity Management first reported a position in HCAT in Q3 2022 and held it in 9 quarters. The position peaked at $14.2M in Q1 2023. 167 funds tracked by Wall St. Rank hold HCAT as of Q4 2024.

  • Jacobs Levy Equity Management reported no remaining Health Catalyst position as of Q4 2024 after selling out during the quarter.
  • Jacobs Levy Equity Management sold 112,165 Health Catalyst shares in Q4 2024, an estimated $913K.
  • Jacobs Levy Equity Management first reported a position in Health Catalyst in Q3 2022 and held it in 9 quarters.
  • Jacobs Levy Equity Management's Health Catalyst position peaked at $14.2M in Q1 2023.
  • 167 funds tracked by Wall St. Rank held Health Catalyst as of Q4 2024.

Based on Jacobs Levy Equity Management's 13F filing for Q4 2024, filed 14 Feb 2025.