Definitive Healthcare
144 hedge funds and large institutions have $930M invested in Definitive Healthcare in 2024 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 59 increasing their positions, 39 reducing their positions, and 22 closing their positions.
2,933% more call options, than puts
Call options by funds: $1.21M | Put options by funds: $40K
51% more repeat investments, than reductions
Existing positions increased: 59 | Existing positions reduced: 39
27% more first-time investments, than exits
New positions opened: 28 | Existing positions closed: 22
4% more funds holding
Funds holding: 138 → 144 (+6)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0.86% less ownership
Funds ownership: 98.7% → 97.84% (-0.86%)
19% less capital invested
Capital invested by funds: $1.14B → $930M (-$212M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Point72 Asset Management
Stamford,
Connecticut
|
+$7.21M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$6.18M |
| 3 |
EAM
Eagle Asset Management
St Petersburg,
Florida
|
+$3.44M |
| 4 |
Dimensional Fund Advisors
Austin,
Texas
|
+$2.26M |
| 5 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$2.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ClearBridge Investments
New York
|
-$17.6M |
| 2 |
GIM
Granahan Investment Management
Waltham,
Massachusetts
|
-$7.29M |
| 3 |
FAM
Fred Alger Management
New York
|
-$5M |
| 4 |
ACH
ArrowMark Colorado Holdings
Denver,
Colorado
|
-$3.33M |
| 5 |
Voloridge Investment Management
Jupiter,
Florida
|
-$838K |
DH Hedge Fund Activity: Q1 2024 in Review
144 of the 6,958 institutional investors tracked by Wall St. Rank reported a position in Definitive Healthcare (DH) for Q1 2024, worth a combined $930M — down 19% from $1.14B a quarter earlier.
Buyers outnumbered sellers: 28 funds opened new DH positions and 22 closed out — a net gain of 6 holders — while 59 added to existing stakes and 39 trimmed.
The largest buyer was Point72 Asset Management, opening a new position worth an estimated $7.21M. The largest seller was ClearBridge Investments, cutting an estimated $17.6M.
- 144 institutional investors held Definitive Healthcare (DH) as of Q1 2024, up from 138 in Q4 2023.
- Funds reported $930M of Definitive Healthcare stock for Q1 2024, down 19% quarter-over-quarter.
- 28 funds opened new Definitive Healthcare positions in Q1 2024 and 22 closed out, a net change of +6 holders.
- The largest Definitive Healthcare buyer in Q1 2024 was Point72 Asset Management, an estimated $7.21M added.
- The largest Definitive Healthcare seller in Q1 2024 was ClearBridge Investments, an estimated $17.6M sold.
Based on aggregated 13F filings for Q1 2024.