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Health Catalyst

190 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, 66 increasing their positions, 59 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

162% more call options, than puts

Call options by funds: $12M | Put options by funds: $4.58M

122% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 18

17% more capital invested

Capital invested by funds: $1.76B → $2.05B (+$294M)

13% more funds holding

Funds holding: 168190 (+22)

12% more repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 59

6.08% more ownership

Funds ownership: 95.03%101.11% (+6.1%)

100% less funds holding in top 10

Funds holding in top 10: 30 (-3)

Holders
190
Holders Change
+22
Holders Change %
+13.1%
% of All Funds
3.34%
Holding in Top 10
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-100%
% of All Funds
New
40
Increased
66
Reduced
59
Closed
18
Calls
$12M
Puts
$4.58M
Net Calls
+$7.44M
Net Calls Change
-$470K
Name Holding Trade Value Shares
Change
Change in
Stake
N
26
Nuveen
North Carolina
$20.7M -$5.67M -117,102 -21%
PAMU
27
Pictet Asset Management (UK)
United Kingdom
$17.4M +$387K +7,981 +2%
Massachusetts Financial Services
28
Massachusetts Financial Services
Massachusetts
$16.3M -$7.42M -153,246 -31%
Ensign Peak Advisors
29
Ensign Peak Advisors
Utah
$15.3M -$302K -6,230 -2%
HAM
30
HHR Asset Management
New Jersey
$14.8M -$5.24M -108,219 -25%
CCA
31
Conestoga Capital Advisors
Pennsylvania
$13.8M +$138K +2,840 +1%
Millennium Management
32
Millennium Management
New York
$12.6M +$1.98M +40,966 +18%
Baillie Gifford & Co
33
Baillie Gifford & Co
United Kingdom
$12.3M +$6.82M +140,777 +115%
Royal Bank of Canada
34
Royal Bank of Canada
Ontario, Canada
$12.1M +$538K +11,106 +5%
CS
35
Credit Suisse
Switzerland
$12M -$996K -20,567 -7%
Morgan Stanley
36
Morgan Stanley
New York
$11.3M -$3.58M -73,970 -23%
Allianz Asset Management
37
Allianz Asset Management
Germany
$11M -$995K -20,532 -8%
ZCM
38
Ziegler Capital Management
Illinois
$10.7M -$186K -3,845 -2%
Charles Schwab
39
Charles Schwab
California
$10.6M +$615K +12,692 +6%
Lord, Abbett & Co
40
Lord, Abbett & Co
New Jersey
$10.6M +$2.85M +58,792 +35%
Thrivent Financial for Lutherans
41
Thrivent Financial for Lutherans
Minnesota
$10.6M -$394K -8,143 -3%
Dimensional Fund Advisors
42
Dimensional Fund Advisors
Texas
$10.6M +$9.09M +187,617 +490%
NI
43
Nepsis Inc
Minnesota
$10.4M +$1.06M +21,985 +11%
Primecap Management
44
Primecap Management
California
$10.4M +$5.87M +121,106 +120%
Bank of America
45
Bank of America
North Carolina
$9.89M +$929K +19,172 +10%
Impax Asset Management Group
46
Impax Asset Management Group
United Kingdom
$9.35M -$9.69K -200 -0.1%
Two Sigma Investments
47
Two Sigma Investments
New York
$8.71M +$5.7M +117,607 +171%
PFM
48
Premier Fund Managers
United Kingdom
$8.57M +$8.96M +185,061 New
O
49
OrbiMed
New York
$8.4M
MWM
50
Merriman Wealth Management
Washington
$8.17M +$8.46M +174,654 New