Mackenzie Financial
HCAT icon

Mackenzie Financial’s Health Catalyst HCAT Stock Holding History

Mackenzie Financial’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
2025
Q1 		– Sell
-35,094
Closed -$248K – 1734
2024
Q4 		$248K Buy
+35,094
New +$279K ﹤0.01% 1460
2024
Q3 		– Sell
-10,922
Closed -$69.8K – 1627
2024
Q2 		$69.8K Buy
+10,922
New +$70.1K ﹤0.01% 1464
2024
Q1 		– Sell
-18,626
Closed -$172K – 1562
2023
Q4 		$172K Buy
+18,626
New +$152K ﹤0.01% 1356

Other funds holding HCAT

FLAM
First Light Asset Management Edina, Minnesota $1.65B AUM 203.21% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
NI
Nepsis Inc Minneapolis, Minnesota $295M AUM 35.44% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
WCA
Whetstone Capital Advisors Shawnee Mission, Kansas $380M AUM 20.01% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Mackenzie Financial's HCAT Position: Q1 2025 in Review

Mackenzie Financial sold out of Health Catalyst (HCAT) in Q1 2025, closing a stake of 35,094 shares — an estimated $248K sold.

Mackenzie Financial first reported a position in HCAT in Q4 2023 and held it in 3 quarters. The position peaked at $248K in Q4 2024. 165 funds tracked by Wall St. Rank hold HCAT as of Q1 2025.

  • Mackenzie Financial reported no remaining Health Catalyst position as of Q1 2025 after selling out during the quarter.
  • Mackenzie Financial sold 35,094 Health Catalyst shares in Q1 2025, an estimated $248K.
  • Mackenzie Financial first reported a position in Health Catalyst in Q4 2023 and held it in 3 quarters.
  • Mackenzie Financial's Health Catalyst position peaked at $248K in Q4 2024.
  • 165 funds tracked by Wall St. Rank held Health Catalyst as of Q1 2025.

Based on Mackenzie Financial's 13F filing for Q1 2025, filed 7 May 2025.