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Health Catalyst
HCAT

162 hedge funds and large institutions have $568M invested in Health Catalyst in 2023 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 56 increasing their positions, 54 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

10% more capital invested

Capital invested by funds: $516M → $568M (+$52.5M)

4% more repeat investments, than reductions

Existing positions increased: 56 | Existing positions reduced: 54

2.11% less ownership

Funds ownership: 89.19% → 87.08% (-2.1%)

3% less funds holding

Funds holding: 167 → 162 (-5)

15% less first-time investments, than exits

New positions opened: 23 | Existing positions closed: 27

33% less funds holding in top 10

Funds holding in top 10: 3 → 2 (-1)

57% less call options, than puts

Call options by funds: $248K | Put options by funds: $572K

Holders
162
Holders Change
-5
Holders Change %
-2.99%
% of All Funds
2.58%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
23
Increased
56
Reduced
54
Closed
27
Calls
$248K
Puts
$572K
Net Calls
-$324K
Net Calls Change
+$491K

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$18.7M
2
FLAM
First Light Asset Management
Minnesota
+$10.4M
3
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$5.77M
4
DG
Daventry Group
New York
+$2.52M
5
GIM
Granahan Investment Management
Massachusetts
+$2.36M

Top Sellers

1
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$7.7M
2
JP Morgan Chase
JP Morgan Chase
New York
-$6.44M
3
Citadel Advisors
Citadel Advisors
Florida
-$4.97M
4
PM
Prosight Management
Texas
-$3.7M
5
N
Numerai
California
-$3.45M
Name Holding Trade Value Shares
Change 		Change in
Stake
N
26
Nuveen
North Carolina
$6.55M -$329K -25,824 -4%
Northern Trust
27
Northern Trust
Illinois
$5.89M -$139K -10,934 -2%
Citadel Advisors
28
Citadel Advisors
Florida
$5.52M -$4.97M -389,814 -45%
Morgan Stanley
29
Morgan Stanley
New York
$5.29M -$3.38M -265,158 -37%
BCM
30
Bares Capital Management
Texas
$5.25M -$30.6K -2,400 -0.5%
Two Sigma Investments
31
Two Sigma Investments
New York
$4.91M +$772K +60,578 +17%
Two Sigma Advisers
32
Two Sigma Advisers
New York
$4.88M +$1.36M +106,400 +34%
Charles Schwab
33
Charles Schwab
California
$4.76M +$357 +28 +0%
CS
34
Credit Suisse
Switzerland
$4.23M +$1.23M +96,333 +36%
Ameriprise
35
Ameriprise
Minnesota
$4.16M +$1.02M +80,173 +29%
Lazard Asset Management
36
Lazard Asset Management
New York
$3.89M +$143K +11,185 +3%
RPAM
37
Rhenman & Partners Asset Management
Sweden
$3.87M +$2.04M +160,000 +89%
Royal Bank of Canada
38
Royal Bank of Canada
Ontario, Canada
$3.66M +$333K +26,127 +9%
Renaissance Technologies
39
Renaissance Technologies
New York
$3.12M +$1M +78,707 +42%
Fidelity Investments
40
Fidelity Investments
Massachusetts
$2.97M +$786K +61,627 +32%
Voloridge Investment Management
41
Voloridge Investment Management
Florida
$2.68M -$2.59M -203,529 -47%
Deutsche Bank
42
Deutsche Bank
Germany
$2.54M +$111K +8,716 +4%
ECM
43
ExodusPoint Capital Management
New York
$2.49M +$779K +61,124 +40%
Bank of New York Mellon
44
Bank of New York Mellon
New York
$2.19M -$21.3K -1,669 -0.9%
Legal & General Group
45
Legal & General Group
United Kingdom
$1.73M -$536K -42,057 -22%
EGM
46
Engineers Gate Manager
New York
$1.67M -$497K -38,957 -21%
SP
47
Sarasin & Partners
United Kingdom
$1.65M +$618K +48,482 New
Acadian Asset Management
48
Acadian Asset Management
Massachusetts
$1.61M +$758K +59,435 +75%
Tudor Investment Corp
49
Tudor Investment Corp
Connecticut
$1.6M -$70.5K -5,534 -4%
AllianceBernstein
50
AllianceBernstein
Tennessee
$1.57M – – –
1
2
3 4 5

HCAT Hedge Fund Activity: Q1 2023 in Review

162 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Health Catalyst (HCAT) for Q1 2023, worth a combined $568M — up 10% from $516M a quarter earlier.

Sellers outnumbered buyers: 27 funds closed out of HCAT and 23 opened new positions — a net loss of 4 holders — while 54 trimmed existing stakes and 56 added.

The largest buyer was Wellington Management Group, adding an estimated $18.7M. The largest seller was Balyasny Asset Management, cutting an estimated $7.7M.

  • 162 institutional investors held Health Catalyst (HCAT) as of Q1 2023, down from 167 in Q4 2022.
  • Funds reported $568M of Health Catalyst stock for Q1 2023, up 10% quarter-over-quarter.
  • 23 funds opened new Health Catalyst positions in Q1 2023 and 27 closed out, a net change of -4 holders.
  • The largest Health Catalyst buyer in Q1 2023 was Wellington Management Group, an estimated $18.7M added.
  • The largest Health Catalyst seller in Q1 2023 was Balyasny Asset Management, an estimated $7.7M sold.

Based on aggregated 13F filings for Q1 2023.