Definitive Healthcare
128 hedge funds and large institutions have $432M invested in Definitive Healthcare in 2024 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 51 increasing their positions, 36 reducing their positions, and 19 closing their positions.
688% more call options, than puts
Call options by funds: $134K | Put options by funds: $17K
42% more repeat investments, than reductions
Existing positions increased: 51 | Existing positions reduced: 36
16% more first-time investments, than exits
New positions opened: 22 | Existing positions closed: 19
2% more funds holding
Funds holding: 125 → 128 (+3)
0.25% more ownership
Funds ownership: 90.65% → 90.9% (+0.25%)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
9% less capital invested
Capital invested by funds: $475M → $432M (-$43M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ICM
Irenic Capital Management
New York
|
+$2.58M |
| 2 |
Goldman Sachs
New York
|
+$1.21M |
| 3 |
Two Sigma Investments
New York
|
+$1.2M |
| 4 |
AQR Capital Management
Greenwich,
Connecticut
|
+$820K |
| 5 |
Two Sigma Advisers
New York
|
+$768K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Massachusetts Financial Services
Boston,
Massachusetts
|
-$4.77M |
| 2 |
Millennium Management
New York
|
-$2.55M |
| 3 |
Victory Capital Management
San Antonio,
Texas
|
-$2.21M |
| 4 |
2C
272 Capital
Dallas,
Texas
|
-$1.91M |
| 5 |
BlackRock
New York
|
-$1.73M |
DH Hedge Fund Activity: Q4 2024 in Review
128 of the 7,606 institutional investors tracked by Wall St. Rank reported a position in Definitive Healthcare (DH) for Q4 2024, worth a combined $432M — down 9.1% from $475M a quarter earlier.
Buyers outnumbered sellers: 22 funds opened new DH positions and 19 closed out — a net gain of 3 holders — while 51 added to existing stakes and 36 trimmed.
The largest buyer was Irenic Capital Management, adding an estimated $2.58M. The largest seller was Massachusetts Financial Services, cutting an estimated $4.77M.
- 128 institutional investors held Definitive Healthcare (DH) as of Q4 2024, up from 125 in Q3 2024.
- Funds reported $432M of Definitive Healthcare stock for Q4 2024, down 9.1% quarter-over-quarter.
- 22 funds opened new Definitive Healthcare positions in Q4 2024 and 19 closed out, a net change of +3 holders.
- The largest Definitive Healthcare buyer in Q4 2024 was Irenic Capital Management, an estimated $2.58M added.
- The largest Definitive Healthcare seller in Q4 2024 was Massachusetts Financial Services, an estimated $4.77M sold.
Based on aggregated 13F filings for Q4 2024.