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Health Catalyst

168 hedge funds and large institutions have $1.76B invested in Health Catalyst in 2020 Q4 according to their latest regulatory filings, with 42 funds opening new positions, 65 increasing their positions, 43 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,368% more call options, than puts

Call options by funds: $8.49M | Put options by funds: $578K

320% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 10

51% more repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 43

22% more funds holding

Funds holding: 138168 (+30)

20% more capital invested

Capital invested by funds: $1.46B → $1.76B (+$293M)

5.74% less ownership

Funds ownership: 100.77%95.03% (-5.7%)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
168
Holders Change
+30
Holders Change %
+21.74%
% of All Funds
2.97%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
42
Increased
65
Reduced
43
Closed
10
Calls
$8.49M
Puts
$578K
Net Calls
+$7.91M
Net Calls Change
+$4.88M
Name Holding Trade Value Shares
Change
Change in
Stake
Baillie Gifford & Co
51
Baillie Gifford & Co
United Kingdom
$5.31M +$2.2M +59,738 +96%
GIM
52
Granahan Investment Management
Massachusetts
$4.8M +$897K +24,325 +28%
MPAM
53
Monarch Partners Asset Management
Massachusetts
$4.78M -$1.66M -44,976 -29%
Fidelity International
54
Fidelity International
Bermuda
$4.59M -$5.02M -135,969 -56%
B
55
Bellecapital
Switzerland
$4.44M +$3.76M +101,938 New
Primecap Management
56
Primecap Management
California
$4.39M +$1.33M +36,000 +55%
UI
57
Untitled Investments
New York
$4.28M +$3.63M +98,285 New
RJA
58
Raymond James & Associates
Florida
$4.22M -$43.9K -1,190 -1%
Wells Fargo
59
Wells Fargo
California
$3.88M -$86.2M -2,336,749 -96%
Schroder Investment Management Group
60
Schroder Investment Management Group
United Kingdom
$3.78M +$322K +8,736 +11%
Goldman Sachs
61
Goldman Sachs
New York
$3.67M -$4.75M -128,761 -60%
PHP
62
Parkman Healthcare Partners
Connecticut
$3.27M +$2.77M +75,000 New
Two Sigma Investments
63
Two Sigma Investments
New York
$2.99M +$1.66M +44,978 +190%
California Public Employees Retirement System
64
California Public Employees Retirement System
California
$2.98M -$51.6K -1,400 -2%
LCG
65
Lisanti Capital Growth
New York
$2.94M +$2.49M +67,590 New
EGM
66
Engineers Gate Manager
New York
$2.93M +$2.49M +67,368 New
MCM
67
McKinley Capital Management
Alaska
$2.83M +$836K +22,650 +54%
AACP
68
Advantage Alpha Capital Partners
California
$2.81M -$1.65M -44,821 -41%
BAM
69
Bullseye Asset Management
Colorado
$2.45M -$18K -489 -0.9%
CSS
70
Cubist Systematic Strategies
Connecticut
$2.4M +$1.57M +42,566 +339%
SP
71
Sarasin & Partners
United Kingdom
$2.3M +$1.95M +52,845 New
JP Morgan Chase
72
JP Morgan Chase
New York
$2.29M -$157K -4,265 -7%
PPA
73
Parametric Portfolio Associates
Washington
$2.27M +$71.8K +1,946 +4%
SGM
74
Skye Global Management
Florida
$2.26M +$1.92M +52,000 New
California State Teachers Retirement System (CalSTRS)
75
California State Teachers Retirement System (CalSTRS)
California
$2.22M

HCAT Hedge Fund Activity: Q4 2020 in Review

168 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Health Catalyst (HCAT) for Q4 2020, worth a combined $1.76B — up 20% from $1.46B a quarter earlier.

Buyers outnumbered sellers: 42 funds opened new HCAT positions and 10 closed out — a net gain of 32 holders — while 65 added to existing stakes and 43 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $37.8M. The largest seller was Wells Fargo, cutting an estimated $86.2M.

  • 168 institutional investors held Health Catalyst (HCAT) as of Q4 2020, up from 138 in Q3 2020.
  • Funds reported $1.76B of Health Catalyst stock for Q4 2020, up 20% quarter-over-quarter.
  • 42 funds opened new Health Catalyst positions in Q4 2020 and 10 closed out, a net change of +32 holders.
  • The largest Health Catalyst buyer in Q4 2020 was Fidelity Investments, an estimated $37.8M added.
  • The largest Health Catalyst seller in Q4 2020 was Wells Fargo, an estimated $86.2M sold.

Based on aggregated 13F filings for Q4 2020.