Massachusetts Financial Services
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Massachusetts Financial Services’s Health Catalyst HCAT Stock Holding History

Massachusetts Financial Services’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
Q3 		– Sell
-311,455
Closed -$1.17M – 882
2025
Q2 		$1.17M Buy
311,455
+3,848
+1% +$15.1K ﹤0.01% 801
2025
Q1 		$1.39M Sell
307,607
-7,008
-2% -$37.1K ﹤0.01% 787
2024
Q4 		$2.22M Sell
314,615
-9,387
-3% -$74.8K ﹤0.01% 752
2024
Q3 		$2.64M Sell
324,002
-7,845
-2% -$56.7K ﹤0.01% 710
2024
Q2 		$2.12M Buy
331,847
+50,297
+18% +$323K ﹤0.01% 742
2024
Q1 		$2.12M Buy
281,550
+28,182
+11% +$257K ﹤0.01% 731
2023
Q4 		$2.35M Buy
253,368
+206,184
+437% +$1.68M ﹤0.01% 717
2023
Q3 		$478K Sell
47,184
-1,809
-4% -$21.6K ﹤0.01% 808
2023
Q2 		$612K Sell
48,993
-1,154
-2% -$13.7K ﹤0.01% 781
2023
Q1 		$585K Sell
50,147
-50,545
-50% -$644K ﹤0.01% 803
2022
Q4 		$1.07M Buy
100,692
+2,132
+2% +$20.6K ﹤0.01% 771
2022
Q3 		$956K Buy
+98,560
New +$1.3M ﹤0.01% 784
2021
Q4 		– Sell
-22,101
Closed -$1.1M – 910
2021
Q3 		$1.1M Sell
22,101
-325,395
-94% -$17.7M ﹤0.01% 826
2021
Q2 		$19.3M Sell
347,496
-986
-0.3% -$52.5K 0.01% 619
2021
Q1 		$16.3M Sell
348,482
-153,246
-31% -$7.42M 0.01% 627
2020
Q4 		$21.8M Sell
501,728
-187,115
-27% -$6.9M 0.01% 584
2020
Q3 		$25.2M Sell
688,843
-123,883
-15% -$4.21M 0.01% 541
2020
Q2 		$23.7M Buy
+812,726
New +$22.5M 0.01% 529

Other funds holding HCAT

FLAM
First Light Asset Management Edina, Minnesota $1.12B AUM 114.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
WCA
Whetstone Capital Advisors Shawnee Mission, Kansas $288M AUM 44.06% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
NI
Nepsis Inc Minneapolis, Minnesota $295M AUM 35.44% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Massachusetts Financial Services's HCAT Position: Q3 2025 in Review

Massachusetts Financial Services sold out of Health Catalyst (HCAT) in Q3 2025, closing a stake of 311,455 shares — an estimated $1.17M sold.

Massachusetts Financial Services first reported a position in HCAT in Q2 2020 and held it in 18 quarters. The position peaked at $25.2M in Q3 2020. 145 funds tracked by Wall St. Rank hold HCAT as of Q3 2025.

  • Massachusetts Financial Services reported no remaining Health Catalyst position as of Q3 2025 after selling out during the quarter.
  • Massachusetts Financial Services sold 311,455 Health Catalyst shares in Q3 2025, an estimated $1.17M.
  • Massachusetts Financial Services first reported a position in Health Catalyst in Q2 2020 and held it in 18 quarters.
  • Massachusetts Financial Services's Health Catalyst position peaked at $25.2M in Q3 2020.
  • 145 funds tracked by Wall St. Rank held Health Catalyst as of Q3 2025.

Based on Massachusetts Financial Services's 13F filing for Q3 2025, filed 29 Oct 2025.