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Health Catalyst
HCAT

Overview Fund Activity

143 hedge funds and large institutions have $202M invested in Health Catalyst in 2025 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 54 increasing their positions, 44 reducing their positions, and 31 closing their positions.

Holders
143
Holders Change
-21
Holders Change %
-12.8%
% of All Funds
1.92%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
15
Increased
54
Reduced
44
Closed
31
Calls
$302K
Puts
$609K
Net Calls
-$307K
Net Calls Change
-$2.25M

Top Buyers

1
WCA
1
Whetstone Capital Advisors
Kansas
$14.1M
2
FLAM
2
First Light Asset Management
Minnesota
$46.1M
3
PCM
3
Portolan Capital Management
Massachusetts
$7.47M
4
Connor, Clark & Lunn Investment Management (CC&L)
4
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$4.02M
5
Acadian Asset Management
5
Acadian Asset Management
Massachusetts
$4.39M

Top Sellers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$0
2
NL
2
Nuveen LLC
North Carolina
$466K
3
Millennium Management
3
Millennium Management
New York
$229K
4
NI
4
Nepsis Inc
Minnesota
$6.5M
5
D.E. Shaw & Co
5
D.E. Shaw & Co
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Lazard Asset Management
51
Lazard Asset Management
New York
$307K 81,537 -5,989 -7%
Franklin Resources
52
Franklin Resources
California
$305K 80,973 -37,542 -32%
HSBC Holdings
53
HSBC Holdings
United Kingdom
$305K 80,263 -40,104 -33%
PTC
54
Petrus Trust Company
Texas
$277K 73,563 -21,823 -23%
AllianceBernstein
55
AllianceBernstein
Tennessee
$259K 68,770 +6,100 +10%
Principal Financial Group
56
Principal Financial Group
Iowa
$237K 62,791 +62,791 New
Millennium Management
57
Millennium Management
New York
$229K 60,826 -437,255 -88%
SAG
58
SageView Advisory Group
California
$224K 54,660 +330 +0.6%
Citadel Advisors
59
Citadel Advisors
Florida
$216K 57,426 -104,815 -65%
Wells Fargo
60
Wells Fargo
California
$186K 49,400 +9,105 +23%
DAS
61
Dynamic Advisor Solutions
Arizona
$184K 48,700 +3,115 +7%
Jane Street
62
Jane Street
New York
$173K 45,979 +45,979 New
Squarepoint
63
Squarepoint
New York
$167K 44,327 +7,784 +21%
Verition Fund Management
64
Verition Fund Management
Connecticut
$162K 43,051 -8,802 -17%
CCIA
65
Campbell & Co Investment Adviser
Maryland
$162K 43,051 +3,808 +10%
Two Sigma Investments
66
Two Sigma Investments
New York
$160K 42,426 +42,426 New
IIM
67
INTECH Investment Management
Florida
$158K 42,010 -3,575 -8%
SOW
68
State of Wyoming
Wyoming
$157K 41,563 +1,365 +3%
MIM
69
MetLife Investment Management
New Jersey
$155K 40,995 +21,352 +109%
Two Sigma Advisers
70
Two Sigma Advisers
New York
$153K 40,700 +25,900 +175%
PWM
71
Perigon Wealth Management
California
$145K 38,529 – –
PA
72
Probity Advisors
Texas
$141K 37,490 +1,177 +3%
FHC
73
Forest Hill Capital
Arkansas
$139K 37,000 – –
NWAG
74
Net Worth Advisory Group
Utah
$138K 36,543 +36,543 New
OFW
75
Omnia Family Wealth
Florida
$130K 34,595 – –
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3
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