Health Catalyst
HCAT
167 hedge funds and large institutions have $467M invested in Health Catalyst in 2023 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 54 increasing their positions, 60 reducing their positions, and 22 closing their positions.
36% more first-time investments, than exits
New positions opened: 30 | Existing positions closed: 22
5% more funds holding
Funds holding: 159 → 167 (+8)
0.91% more ownership
Funds ownership: 86.68% → 87.6% (+0.91%)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
7% less capital invested
Capital invested by funds: $500M → $467M (-$32.8M)
10% less repeat investments, than reductions
Existing positions increased: 54 | Existing positions reduced: 60
83% less call options, than puts
Call options by funds: $52K | Put options by funds: $309K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$7.98M |
| 2 |
Millennium Management
New York
|
+$6.35M |
| 3 |
Impax Asset Management Group
London,
United Kingdom
|
+$4.9M |
| 4 |
BlackRock
New York
|
+$3.07M |
| 5 |
Bank of New York Mellon
New York
|
+$2.97M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FLAM
First Light Asset Management
Edina,
Minnesota
|
-$15.7M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
-$7.63M |
| 3 |
JP Morgan Chase
New York
|
-$7.26M |
| 4 |
WCM Investment Management
Laguna Beach,
California
|
-$6.56M |
| 5 |
RSCM
Rock Springs Capital Management
Baltimore,
Maryland
|
-$3.11M |
HCAT Hedge Fund Activity: Q4 2023 in Review
167 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Health Catalyst (HCAT) for Q4 2023, worth a combined $467M — down 6.6% from $500M a quarter earlier.
Buyers outnumbered sellers: 30 funds opened new HCAT positions and 22 closed out — a net gain of 8 holders — while 54 added to existing stakes and 60 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $7.98M. The largest seller was First Light Asset Management, cutting an estimated $15.7M.
- 167 institutional investors held Health Catalyst (HCAT) as of Q4 2023, up from 159 in Q3 2023.
- Funds reported $467M of Health Catalyst stock for Q4 2023, down 6.6% quarter-over-quarter.
- 30 funds opened new Health Catalyst positions in Q4 2023 and 22 closed out, a net change of +8 holders.
- The largest Health Catalyst buyer in Q4 2023 was Morgan Stanley, an estimated $7.98M added.
- The largest Health Catalyst seller in Q4 2023 was First Light Asset Management, an estimated $15.7M sold.
Based on aggregated 13F filings for Q4 2023.