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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
BNP Paribas Financial Markets
51
BNP Paribas Financial Markets
France
$515K +$51.6K +9,744 +9%
Los Angeles Capital Management
52
Los Angeles Capital Management
California
$482K -$78.8K -14,890 -12%
Susquehanna International Group
53
Susquehanna International Group
Pennsylvania
$478K +$11.5K +2,174 +2%
GCM
54
Graham Capital Management
Connecticut
$468K +$276K +52,070 +101%
Invesco
55
Invesco
Georgia
$442K +$93.8K +17,725 +22%
ECM
56
ExodusPoint Capital Management
New York
$440K +$434K +82,003 +543%
PTC
57
Petrus Trust Company
Texas
$432K +$505K +95,386 New
GCP
58
GSA Capital Partners
United Kingdom
$419K +$490K +92,571 New
RhumbLine Advisers
59
RhumbLine Advisers
Massachusetts
$407K -$3.08K -582 -0.6%
WG
60
Winton Group
United Kingdom
$398K +$465K +87,802 New
Lazard Asset Management
61
Lazard Asset Management
New York
$396K -$53.1K -10,030 -10%
SG Americas Securities
62
SG Americas Securities
New York
$366K +$283K +53,443 +195%
Credit Agricole
63
Credit Agricole
France
$363K
II
64
Inspire Investing
Idaho
$344K +$103K +19,533 +35%
T. Rowe Price Associates
65
T. Rowe Price Associates
Maryland
$341K +$67.5K +12,763 +20%
EGM
66
Engineers Gate Manager
New York
$314K +$33.7K +6,367 +10%
Man Group
67
Man Group
United Kingdom
$304K +$355K +67,068 New
SFI
68
Susquehanna Fundamental Investments
Pennsylvania
$285K -$270K -51,101 -45%
AllianceBernstein
69
AllianceBernstein
Tennessee
$284K
SAG
70
SageView Advisory Group
California
$246K +$5.13K +970 +2%
Verition Fund Management
71
Verition Fund Management
Connecticut
$235K -$18.5K -3,502 -6%
IIM
72
INTECH Investment Management
Florida
$207K +$91K +17,199 +61%
DAS
73
Dynamic Advisor Solutions
Arizona
$207K +$106K +20,116 +79%
NRD
74
Nebula Research & Development
New York
$203K -$20.4K -3,863 -8%
Citigroup
75
Citigroup
New York
$199K -$21.4K -4,035 -8%

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.