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Health Catalyst
HCAT

Overview Fund Activity

143 hedge funds and large institutions have $202M invested in Health Catalyst in 2025 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 54 increasing their positions, 44 reducing their positions, and 31 closing their positions.

Holders
143
Holders Change
-21
Holders Change %
-12.8%
% of All Funds
1.92%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
15
Increased
54
Reduced
44
Closed
31
Calls
$302K
Puts
$609K
Net Calls
-$307K
Net Calls Change
-$2.25M

Top Buyers

1
WCA
1
Whetstone Capital Advisors
Kansas
$14.1M
2
FLAM
2
First Light Asset Management
Minnesota
$46.1M
3
PCM
3
Portolan Capital Management
Massachusetts
$7.47M
4
Connor, Clark & Lunn Investment Management (CC&L)
4
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$4.02M
5
Acadian Asset Management
5
Acadian Asset Management
Massachusetts
$4.39M

Top Sellers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$0
2
NL
2
Nuveen LLC
North Carolina
$466K
3
Millennium Management
3
Millennium Management
New York
$229K
4
NI
4
Nepsis Inc
Minnesota
$6.5M
5
D.E. Shaw & Co
5
D.E. Shaw & Co
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
FLAM
1
First Light Asset Management
Minnesota
$46.1M 12,230,181 +1,793,374 +17%
BlackRock
2
BlackRock
New York
$21.3M 5,651,573 -110,422 -2%
Vanguard Group
3
Vanguard Group
Pennsylvania
$15.7M 4,176,574 +44,921 +1%
WCA
4
Whetstone Capital Advisors
Kansas
$14.1M 3,731,350 +2,026,278 +119%
Impax Asset Management Group
5
Impax Asset Management Group
United Kingdom
$10.4M 2,750,000 – –
Primecap Management
6
Primecap Management
California
$7.49M 1,986,687 -18,429 -0.9%
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$7.48M 1,982,937 +145,921 +8%
PCM
8
Portolan Capital Management
Massachusetts
$7.47M 1,980,409 +663,330 +50%
NI
9
Nepsis Inc
Minnesota
$6.5M 1,725,065 -365,747 -17%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$6.27M 1,662,455 +169,580 +11%
State Street
11
State Street
Massachusetts
$4.63M 1,226,874 +40,722 +3%
Acadian Asset Management
12
Acadian Asset Management
Massachusetts
$4.39M 1,163,785 +233,556 +25%
KCM
13
Kennedy Capital Management
Missouri
$4.03M 1,070,195 -58,333 -5%
Connor, Clark & Lunn Investment Management (CC&L)
14
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$4.02M 1,066,396 +372,035 +54%
JPMorgan Chase & Co
15
JPMorgan Chase & Co
New York
$3.43M 909,436 -53,098 -6%
PVM
16
Palogic Value Management
Texas
$2.75M 730,100 +80,100 +12%
Charles Schwab
17
Charles Schwab
California
$2.26M 598,630 +114,051 +24%
Northern Trust
18
Northern Trust
Illinois
$1.99M 526,970 +27,830 +6%
MC
19
Martin & Co
Tennessee
$1.92M 509,160 -2,525 -0.5%
AE
20
AMH Equity
New York
$1.61M 427,149 +174,649 +69%
Goldman Sachs
21
Goldman Sachs
New York
$1.56M 413,912 -142,013 -26%
Alyeska Investment Group
22
Alyeska Investment Group
Illinois
$1.3M 346,089 -3,105 -0.9%
Massachusetts Financial Services
23
Massachusetts Financial Services
Massachusetts
$1.17M 311,455 +3,848 +1%
FAM
24
Fred Alger Management
New York
$1.16M 308,318 -223 -0.1%
Qube Research & Technologies (QRT)
25
Qube Research & Technologies (QRT)
United Kingdom
$1.06M 282,281 +114,626 +68%
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