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Health Catalyst

174 hedge funds and large institutions have $377M invested in Health Catalyst in 2024 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 59 increasing their positions, 57 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

5,390% more call options, than puts

Call options by funds: $18.9M | Put options by funds: $345K

35% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 23

4% more funds holding

Funds holding: 167174 (+7)

4% more repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 57

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

2.06% less ownership

Funds ownership: 87.6%85.54% (-2.1%)

19% less capital invested

Capital invested by funds: $467M → $377M (-$89.5M)

Holders
174
Holders Change
+7
Holders Change %
+4.19%
% of All Funds
2.51%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
31
Increased
59
Reduced
57
Closed
23
Calls
$18.9M
Puts
$345K
Net Calls
+$18.6M
Net Calls Change
+$18.9M
Name Holding Trade Value Shares
Change
Change in
Stake
Charles Schwab
26
Charles Schwab
California
$3.65M -$339K -37,121 -7%
Morgan Stanley
27
Morgan Stanley
New York
$3.58M -$8.19M -897,684 -65%
BCM
28
Bares Capital Management
Texas
$3.39M
Ameriprise
29
Ameriprise
Minnesota
$3.2M -$179K -19,574 -4%
CAM
30
ClariVest Asset Management
California
$2.13M +$1.94M +212,425 +304%
Massachusetts Financial Services
31
Massachusetts Financial Services
Massachusetts
$2.12M +$257K +28,182 +11%
Lazard Asset Management
32
Lazard Asset Management
New York
$2.02M -$220K -24,148 -8%
CSS
33
Cubist Systematic Strategies
Connecticut
$1.85M +$2.23M +243,841 +11,678%
EIM
34
Essex Investment Management
Massachusetts
$1.85M +$2.24M +245,429 New
Royal Bank of Canada
35
Royal Bank of Canada
Ontario, Canada
$1.61M -$140K -15,389 -7%
Schroder Investment Management Group
36
Schroder Investment Management Group
United Kingdom
$1.57M -$1.56M -171,346 -45%
Citadel Advisors
37
Citadel Advisors
Florida
$1.57M -$307K -33,619 -14%
Deutsche Bank
38
Deutsche Bank
Germany
$1.56M +$7.8K +855 +0.4%
Adage Capital Partners
39
Adage Capital Partners
Massachusetts
$1.5M +$1.82M +198,963 New
Tudor Investment Corp
40
Tudor Investment Corp
Connecticut
$1.48M +$1.79M +196,264 New
Squarepoint
41
Squarepoint
New York
$1.44M +$1.41M +154,069 +408%
Two Sigma Advisers
42
Two Sigma Advisers
New York
$1.28M -$1.03M -112,400 -40%
UBS Group
43
UBS Group
Switzerland
$1.14M +$464K +50,833 +50%
PTC
44
Petrus Trust Company
Texas
$1.12M +$577K +63,247 +74%
SFI
45
Susquehanna Fundamental Investments
Pennsylvania
$1.08M +$1.31M +143,333 New
New York State Common Retirement Fund
46
New York State Common Retirement Fund
New York
$1.06M +$161K +17,601 +14%
Bank of America
47
Bank of America
North Carolina
$1.05M +$1.03M +112,958 +417%
Legal & General Group
48
Legal & General Group
United Kingdom
$1.02M -$37.9K -4,147 -3%
Jane Street
49
Jane Street
New York
$975K -$376K -41,201 -24%
VA
50
Valmark Advisers
Ohio
$904K -$91.3K -10,000 -8%