We are live on ! Find out more
HCAT icon

Health Catalyst

180 hedge funds and large institutions have $766M invested in Health Catalyst in 2022 Q2 according to their latest regulatory filings, with 38 funds opening new positions, 77 increasing their positions, 40 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

93% more repeat investments, than reductions

Existing positions increased: 77 | Existing positions reduced: 40

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

7% less first-time investments, than exits

New positions opened: 38 | Existing positions closed: 41

2.41% less ownership

Funds ownership: 99.85%97.45% (-2.4%)

3% less funds holding

Funds holding: 185180 (-5)

45% less capital invested

Capital invested by funds: $1.39B → $766M (-$625M)

88% less call options, than puts

Call options by funds: $174K | Put options by funds: $1.39M

Holders
180
Holders Change
-5
Holders Change %
-2.7%
% of All Funds
3.03%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
38
Increased
77
Reduced
40
Closed
41
Calls
$174K
Puts
$1.39M
Net Calls
-$1.22M
Net Calls Change
-$1.49M
Name Holding Trade Value Shares
Change
Change in
Stake
GIM
26
Granahan Investment Management
Massachusetts
$8.2M +$135K +7,899 +1%
PCM
27
Portolan Capital Management
Massachusetts
$8.07M +$4.77M +279,820 +101%
N
28
Nuveen
North Carolina
$7.42M +$4.16M +243,755 +91%
Northern Trust
29
Northern Trust
Illinois
$7.3M -$1.05M -61,458 -11%
Lazard Asset Management
30
Lazard Asset Management
New York
$7.09M +$2M +117,099 +31%
CS
31
Credit Suisse
Switzerland
$6.95M -$1.95M -114,205 -19%
PA
32
Perceptive Advisors
New York
$6.74M -$486K -28,500 -6%
Morgan Stanley
33
Morgan Stanley
New York
$6.45M +$5.54M +324,779 +271%
Two Sigma Investments
34
Two Sigma Investments
New York
$6.18M +$4.95M +290,503 +213%
BG
35
Bellevue Group
Switzerland
$6.15M
PAMS
36
Pictet Asset Management (Switzerland)
Switzerland
$5.84M -$124K -7,287 -2%
Baillie Gifford & Co
37
Baillie Gifford & Co
United Kingdom
$5.69M -$812K -47,650 -11%
Charles Schwab
38
Charles Schwab
California
$5.6M +$155K +9,107 +2%
Dimensional Fund Advisors
39
Dimensional Fund Advisors
Texas
$5.31M -$1.78M -104,169 -22%
Ensign Peak Advisors
40
Ensign Peak Advisors
Utah
$5.15M +$2.48M +145,204 +69%
Royal Bank of Canada
41
Royal Bank of Canada
Ontario, Canada
$4.77M -$2.09M -122,508 -27%
Primecap Management
42
Primecap Management
California
$4.44M +$592K +34,717 +13%
JP Morgan Chase
43
JP Morgan Chase
New York
$4.15M +$2.75M +161,072 +128%
BCM
44
Bares Capital Management
Texas
$3.66M +$163K +9,553 +4%
Deutsche Bank
45
Deutsche Bank
Germany
$3.61M +$302K +17,723 +8%
Two Sigma Advisers
46
Two Sigma Advisers
New York
$3.16M +$3.22M +189,100 +652%
Squarepoint
47
Squarepoint
New York
$3.14M +$2.77M +162,297 +297%
CSS
48
Cubist Systematic Strategies
Connecticut
$3.11M +$2.59M +151,865 +241%
Norges Bank
49
Norges Bank
Norway
$3.07M +$3.61M +211,600 New
Schroder Investment Management Group
50
Schroder Investment Management Group
United Kingdom
$3.07M -$2.2M -129,220 -38%

HCAT Hedge Fund Activity: Q2 2022 in Review

180 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Health Catalyst (HCAT) for Q2 2022, worth a combined $766M — down 45% from $1.39B a quarter earlier.

Sellers outnumbered buyers: 41 funds closed out of HCAT and 38 opened new positions — a net loss of 3 holders — while 40 trimmed existing stakes and 77 added.

The largest buyer was Goldman Sachs, adding an estimated $19.8M. The largest seller was Fidelity Investments, cutting an estimated $48.8M.

  • 180 institutional investors held Health Catalyst (HCAT) as of Q2 2022, down from 185 in Q1 2022.
  • Funds reported $766M of Health Catalyst stock for Q2 2022, down 45% quarter-over-quarter.
  • 38 funds opened new Health Catalyst positions in Q2 2022 and 41 closed out, a net change of -3 holders.
  • The largest Health Catalyst buyer in Q2 2022 was Goldman Sachs, an estimated $19.8M added.
  • The largest Health Catalyst seller in Q2 2022 was Fidelity Investments, an estimated $48.8M sold.

Based on aggregated 13F filings for Q2 2022.