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UBS O'Connor’s Health Catalyst HCAT Stock Holding History

UBS O'Connor’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
2020
Q3 		– Sell
-39,302
Closed -$1.15M – 369
2020
Q2 		$1.15M Sell
39,302
-448
-1% -$12.4K 0.03% 266
2020
Q1 		$1.04M Sell
39,750
-5,000
-11% -$153K 0.02% 216
2019
Q4 		$1.55M Sell
44,750
-9,180
-17% -$304K 0.04% 203
2019
Q3 		$1.71M Buy
+53,930
New +$2.12M 0.05% 178

Other funds holding HCAT

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

UBS O'Connor's HCAT Position: Q3 2020 in Review

UBS O'Connor sold out of Health Catalyst (HCAT) in Q3 2020, closing a stake of 39,302 shares — an estimated $1.15M sold.

UBS O'Connor first reported a position in HCAT in Q3 2019 and held it in 4 quarters. The position peaked at $1.71M in Q3 2019. 138 funds tracked by Wall St. Rank hold HCAT as of Q3 2020.

  • UBS O'Connor reported no remaining Health Catalyst position as of Q3 2020 after selling out during the quarter.
  • UBS O'Connor sold 39,302 Health Catalyst shares in Q3 2020, an estimated $1.15M.
  • UBS O'Connor first reported a position in Health Catalyst in Q3 2019 and held it in 4 quarters.
  • UBS O'Connor's Health Catalyst position peaked at $1.71M in Q3 2019.
  • 138 funds tracked by Wall St. Rank held Health Catalyst as of Q3 2020.

Based on UBS O'Connor's 13F filing for Q3 2020, filed 12 Nov 2020.