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Health Catalyst
HCAT

Overview Fund Activity

173 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.

Holders
173
Holders Change
+7
Holders Change %
+4.22%
% 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

Top Buyers

1
Bank of New York Mellon
1
Bank of New York Mellon
New York
$18.7M
2
KCM
2
Kennedy Capital Management
Missouri
$8.78M
3
Primecap Management
3
Primecap Management
California
$15.6M
4
Impax Asset Management Group
4
Impax Asset Management Group
United Kingdom
$16.2M
5
EIM
5
Essex Investment Management
Massachusetts
$1.85M

Top Sellers

1
Point72 Asset Management
1
Point72 Asset Management
Connecticut
$15.3M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$33.7M
3
Morgan Stanley
3
Morgan Stanley
New York
$3.58M
4
Ensign Peak Advisors
4
Ensign Peak Advisors
Utah
$0
5
Wellington Management Group
5
Wellington Management Group
Massachusetts
$19.8M
Name Market Value Shares Shares
Change 		Shares
Change %
Charles Schwab
26
Charles Schwab
California
$3.65M 484,241 -37,121 -7%
Morgan Stanley
27
Morgan Stanley
New York
$3.58M 475,644 -897,684 -65%
BCM
28
Bares Capital Management
Texas
$3.39M 450,000 – –
Ameriprise
29
Ameriprise
Minnesota
$3.2M 425,155 -19,574 -4%
CAM
30
ClariVest Asset Management
California
$2.13M 282,325 +212,425 +304%
Massachusetts Financial Services
31
Massachusetts Financial Services
Massachusetts
$2.12M 281,550 +28,182 +11%
Lazard Asset Management
32
Lazard Asset Management
New York
$2.03M 269,037 -24,148 -8%
CSS
33
Cubist Systematic Strategies
Connecticut
$1.85M 245,929 +243,841 +11,678%
EIM
34
Essex Investment Management
Massachusetts
$1.85M 245,429 +245,429 New
Royal Bank of Canada
35
Royal Bank of Canada
Ontario, Canada
$1.61M 213,804 -15,389 -7%
Schroder Investment Management Group
36
Schroder Investment Management Group
United Kingdom
$1.57M 208,312 -171,346 -45%
Citadel Advisors
37
Citadel Advisors
Florida
$1.57M 208,089 -33,619 -14%
Deutsche Bank
38
Deutsche Bank
Germany
$1.56M 207,701 +855 +0.4%
Adage Capital Partners
39
Adage Capital Partners
Massachusetts
$1.5M 198,963 +198,963 New
Tudor Investment Corp
40
Tudor Investment Corp
Connecticut
$1.48M 196,264 +196,264 New
Squarepoint
41
Squarepoint
New York
$1.44M 191,804 +154,069 +408%
Two Sigma Advisers
42
Two Sigma Advisers
New York
$1.28M 170,500 -112,400 -40%
UBS Group
43
UBS Group
Switzerland
$1.14M 151,988 +50,833 +50%
PTC
44
Petrus Trust Company
Texas
$1.12M 148,235 +63,247 +74%
SFI
45
Susquehanna Fundamental Investments
Pennsylvania
$1.08M 143,333 +143,333 New
New York State Common Retirement Fund
46
New York State Common Retirement Fund
New York
$1.06M 140,568 +17,601 +14%
Bank of America
47
Bank of America
North Carolina
$1.05M 140,067 +112,958 +417%
Legal & General Group
48
Legal & General Group
United Kingdom
$1.02M 135,280 -4,147 -3%
Jane Street
49
Jane Street
New York
$975K 129,436 -41,201 -24%
VA
50
Valmark Advisers
Ohio
$904K 120,000 -10,000 -8%
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