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Health Catalyst
HCAT

Overview Fund Activity

191 hedge funds and large institutions have $2.05B invested in Health Catalyst in 2021 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 67 increasing their positions, 59 reducing their positions, and 18 closing their positions.

Holders
191
Holders Change
+22
Holders Change %
+13.02%
% of All Funds
3.36%
Holding in Top 10
–
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-100%
% of All Funds
–
New
40
Increased
67
Reduced
59
Closed
18
Calls
$12M
Puts
$4.58M
Net Calls
+$7.44M
Net Calls Change
-$470K

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$226M
2
SBH
2
Segall Bryant & Hamill
Illinois
$24.2M
3
Deutsche Bank
3
Deutsche Bank
Germany
$34.4M
4
AllianceBernstein
4
AllianceBernstein
Tennessee
$92.5M
5
PA
5
Perceptive Advisors
New York
$23.7M

Top Sellers

1
Capital International Investors
1
Capital International Investors
California
$23.2M
2
Marshall Wace
2
Marshall Wace
United Kingdom
$25.5M
3
Victory Capital Management
3
Victory Capital Management
Texas
$39.3M
4
Point72 Asset Management
4
Point72 Asset Management
Connecticut
$0
5
Massachusetts Financial Services
5
Massachusetts Financial Services
Massachusetts
$16.3M
Name Market Value Shares Shares
Change 		Shares
Change %
Nuveen Asset Management
26
Nuveen Asset Management
Illinois
$20.7M 443,524 -117,102 -21%
PAMU
27
Pictet Asset Management (UK)
United Kingdom
$17.4M 371,781 +7,981 +2%
Massachusetts Financial Services
28
Massachusetts Financial Services
Massachusetts
$16.3M 348,482 -153,246 -31%
Ensign Peak Advisors
29
Ensign Peak Advisors
Utah
$15.3M 327,115 -6,230 -2%
HAM
30
HHR Asset Management
New Jersey
$14.8M 317,444 -108,219 -25%
CCA
31
Conestoga Capital Advisors
Pennsylvania
$13.8M 294,244 +2,840 +1%
Millennium Management
32
Millennium Management
New York
$12.6M 268,876 +40,966 +18%
Baillie Gifford & Co
33
Baillie Gifford & Co
United Kingdom
$12.3M 262,830 +140,777 +115%
Royal Bank of Canada
34
Royal Bank of Canada
Ontario, Canada
$12.1M 257,772 +11,106 +5%
CS
35
Credit Suisse
Switzerland
$12M 257,293 -20,567 -7%
Morgan Stanley
36
Morgan Stanley
New York
$11.3M 241,752 -73,970 -23%
Allianz Asset Management
37
Allianz Asset Management
Germany
$11M 235,200 -20,532 -8%
ZCM
38
Ziegler Capital Management
Illinois
$10.7M 229,533 -3,845 -2%
Charles Schwab
39
Charles Schwab
California
$10.6M 227,199 +12,692 +6%
Lord, Abbett & Co
40
Lord, Abbett & Co
New Jersey
$10.6M 227,012 +58,792 +35%
Thrivent Financial for Lutherans
41
Thrivent Financial for Lutherans
Minnesota
$10.6M 226,122 -8,143 -3%
Dimensional Fund Advisors
42
Dimensional Fund Advisors
Texas
$10.6M 225,875 +187,617 +490%
NI
43
Nepsis Inc
Minnesota
$10.4M 222,631 +21,985 +11%
Primecap Management
44
Primecap Management
California
$10.4M 222,015 +121,106 +120%
Bank of America
45
Bank of America
North Carolina
$9.9M 211,590 +19,172 +10%
Impax Asset Management Group
46
Impax Asset Management Group
United Kingdom
$9.35M 199,800 -200 -0.1%
Two Sigma Investments
47
Two Sigma Investments
New York
$8.71M 186,261 +117,607 +171%
PFM
48
Premier Fund Managers
United Kingdom
$8.57M 185,061 +185,061 New
O
49
OrbiMed
New York
$8.4M 179,598 – –
MWM
50
Merriman Wealth Management
Washington
$8.17M 174,654 +174,654 New
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