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Health Catalyst

165 hedge funds and large institutions have $241M invested in Health Catalyst in 2025 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 52 increasing their positions, 55 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,796% more call options, than puts

Call options by funds: $2.05M | Put options by funds: $108K

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

4% less first-time investments, than exits

New positions opened: 27 | Existing positions closed: 28

5% less repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 55

1% less funds holding

Funds holding: 167165 (-2)

9.4% less ownership

Funds ownership: 85.14%75.74% (-9.4%)

36% less capital invested

Capital invested by funds: $376M → $241M (-$135M)

Holders
165
Holders Change
-2
Holders Change %
-1.2%
% of All Funds
2.21%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
27
Increased
52
Reduced
55
Closed
28
Calls
$2.05M
Puts
$108K
Net Calls
+$1.94M
Net Calls Change
-$18.9M
Name Holding Trade Value Shares
Change
Change in
Stake
FAM
26
Fred Alger Management
New York
$1.4M -$340K -64,324 -17%
Massachusetts Financial Services
27
Massachusetts Financial Services
Massachusetts
$1.39M -$37.1K -7,008 -2%
ZIM
28
Zacks Investment Management
Illinois
$1.27M +$68.5K +12,951 +5%
Barclays
29
Barclays
United Kingdom
$1.2M +$479K +90,546 +52%
AE
30
AMH Equity
New York
$1.14M +$1.34M +252,500 New
Fidelity Investments
31
Fidelity Investments
Massachusetts
$1.07M +$33.5K +6,340 +3%
P8IP
32
Pier 88 Investment Partners
California
$1.04M +$312K +58,980 +35%
Deutsche Bank
33
Deutsche Bank
Germany
$994K -$33.5K -6,330 -3%
MCM
34
Moore Capital Management
New York
$989K +$1.16M +218,334 New
Raymond James Financial
35
Raymond James Financial
Florida
$953K -$416K -78,686 -27%
D.E. Shaw & Co
36
D.E. Shaw & Co
New York
$945K +$1.04M +195,686 +1,509%
Bank of New York Mellon
37
Bank of New York Mellon
New York
$901K -$6.55M -1,238,206 -86%
Morgan Stanley
38
Morgan Stanley
New York
$856K -$351K -66,266 -26%
UBS Group
39
UBS Group
Switzerland
$819K -$251K -47,408 -21%
AQR Capital Management
40
AQR Capital Management
Connecticut
$763K +$794K +149,981 +817%
Qube Research & Technologies (QRT)
41
Qube Research & Technologies (QRT)
United Kingdom
$759K +$133K +25,215 +18%
Royal Bank of Canada
42
Royal Bank of Canada
Ontario, Canada
$754K -$28.8K -5,435 -3%
CSS
43
Cubist Systematic Strategies
Connecticut
$744K +$141K +26,580 +19%
Citadel Advisors
44
Citadel Advisors
Florida
$735K -$649K -122,687 -43%
Adage Capital Partners
45
Adage Capital Partners
Massachusetts
$722K +$450K +85,000 +114%
Bank of America
46
Bank of America
North Carolina
$695K -$40K -7,565 -5%
Balyasny Asset Management
47
Balyasny Asset Management
Illinois
$671K +$784K +148,140 New
Franklin Resources
48
Franklin Resources
California
$537K +$81K +15,309 +15%
HSBC Holdings
49
HSBC Holdings
United Kingdom
$537K +$246K +46,580 +63%
American Century Companies
50
American Century Companies
Missouri
$534K -$3.14M -592,507 -83%

HCAT Hedge Fund Activity: Q1 2025 in Review

165 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in Health Catalyst (HCAT) for Q1 2025, worth a combined $241M — down 36% from $376M a quarter earlier.

Sellers outnumbered buyers: 28 funds closed out of HCAT and 27 opened new positions — a net loss of 1 holder — while 55 trimmed existing stakes and 52 added.

The largest buyer was First Light Asset Management, adding an estimated $27.5M. The largest seller was Daventry Group, exiting entirely with an estimated $17.7M sold.

  • 165 institutional investors held Health Catalyst (HCAT) as of Q1 2025, down from 167 in Q4 2024.
  • Funds reported $241M of Health Catalyst stock for Q1 2025, down 36% quarter-over-quarter.
  • 27 funds opened new Health Catalyst positions in Q1 2025 and 28 closed out, a net change of -1 holder.
  • The largest Health Catalyst buyer in Q1 2025 was First Light Asset Management, an estimated $27.5M added.
  • The largest Health Catalyst seller in Q1 2025 was Daventry Group, an estimated $17.7M sold.

Based on aggregated 13F filings for Q1 2025.