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Health Catalyst
HCAT

198 hedge funds and large institutions have $2.66B invested in Health Catalyst in 2021 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 98 increasing their positions, 49 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

322% more call options, than puts

Call options by funds: $15.4M | Put options by funds: $3.64M

100% more repeat investments, than reductions

Existing positions increased: 98 | Existing positions reduced: 49

10% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 21

0% more funds holding

Funds holding: 198 → 198 (0)

0% less capital invested

Capital invested by funds: $2.67B → $2.66B (-$11.3M)

3.36% less ownership

Funds ownership: 108.15% → 104.8% (-3.4%)

Holders
198
Holders Change
–
Holders Change %
0%
% of All Funds
3.47%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
23
Increased
98
Reduced
49
Closed
21
Calls
$15.4M
Puts
$3.64M
Net Calls
+$11.7M
Net Calls Change
-$13.6M

Top Buyers

1
Aberdeen Group
Aberdeen Group
United Kingdom
+$54.1M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$44.3M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$33.7M
4
Invesco
Invesco
Georgia
+$30M
5
SAM
Sectoral Asset Management
Quebec, Canada
+$24.1M

Top Sellers

1
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$17.7M
2
Deutsche Bank
Deutsche Bank
Germany
-$15.2M
3
RP
Regal Partners
Australia
-$9.12M
4
N
Nuveen
North Carolina
-$6.8M
5
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$4.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
GIM
51
Granahan Investment Management
Massachusetts
$9.07M +$1.69M +30,988 +21%
Schroder Investment Management Group
52
Schroder Investment Management Group
United Kingdom
$8.96M +$944K +17,306 +11%
PFM
53
Premier Fund Managers
United Kingdom
$7.38M – – –
PI
54
Putnam Investments
Massachusetts
$7.28M +$3.25M +59,667 +69%
MPAM
55
Monarch Partners Asset Management
Massachusetts
$7.22M +$809K +14,830 +11%
BCM
56
Bares Capital Management
Texas
$6.97M +$7.6M +139,305 New
Millennium Management
57
Millennium Management
New York
$6.77M -$3.25M -59,628 -31%
KAM
58
Karani Asset Management
New York
$6.27M -$133K -2,445 -2%
State of Wisconsin Investment Board
59
State of Wisconsin Investment Board
Wisconsin
$6.25M – – –
RJA
60
Raymond James & Associates
Florida
$5.95M +$457K +8,387 +8%
B
61
Bellecapital
Switzerland
$5.77M +$170K +3,117 +3%
First Trust Advisors
62
First Trust Advisors
Illinois
$5.75M +$4.36M +79,894 +228%
Principal Financial Group
63
Principal Financial Group
Iowa
$5.73M +$68.7K +1,259 +1%
Fidelity International
64
Fidelity International
Bermuda
$5.6M +$385K +7,063 +7%
MWM
65
Merriman Wealth Management
Washington
$5.18M -$4.47M -82,000 -44%
NCGI
66
Next Century Growth Investors
Minnesota
$4.47M -$999K -18,323 -17%
MCM
67
McKinley Capital Management
Alaska
$4.37M – – –
BA
68
Bridgewater Associates
Connecticut
$4.32M +$337K +6,181 +8%
Swiss National Bank
69
Swiss National Bank
Switzerland
$4.19M +$65.4K +1,200 +1%
AACP
70
Advantage Alpha Capital Partners
California
$4.01M +$74.7K +1,370 +2%
SP
71
Sarasin & Partners
United Kingdom
$3.9M +$918K +16,835 +28%
Lazard Asset Management
72
Lazard Asset Management
New York
$3.9M +$200K +3,659 +5%
CHP
73
Castle Hook Partners
New York
$3.73M +$4.07M +74,600 New
Marshall Wace
74
Marshall Wace
United Kingdom
$3.67M +$4M +73,321 New
Legal & General Group
75
Legal & General Group
United Kingdom
$3.63M +$699K +12,810 +21%
1 2
3
4 5

HCAT Hedge Fund Activity: Q3 2021 in Review

198 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Health Catalyst (HCAT) for Q3 2021, worth a combined $2.66B — down 0.42% from $2.67B a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new HCAT positions and 21 closed out — a net gain of 2 holders — while 98 added to existing stakes and 49 trimmed.

The largest buyer was Aberdeen Group, adding an estimated $54.1M. The largest seller was Massachusetts Financial Services, cutting an estimated $17.7M.

  • 198 institutional investors held Health Catalyst (HCAT) as of Q3 2021, unchanged from Q2 2021.
  • Funds reported $2.66B of Health Catalyst stock for Q3 2021, down 0.42% quarter-over-quarter.
  • 23 funds opened new Health Catalyst positions in Q3 2021 and 21 closed out, a net change of +2 holders.
  • The largest Health Catalyst buyer in Q3 2021 was Aberdeen Group, an estimated $54.1M added.
  • The largest Health Catalyst seller in Q3 2021 was Massachusetts Financial Services, an estimated $17.7M sold.

Based on aggregated 13F filings for Q3 2021.