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Health Catalyst
HCAT

88 hedge funds and large institutions have $811M invested in Health Catalyst in 2019 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 34 increasing their positions, 17 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

2,574% more call options, than puts

Call options by funds: $909K | Put options by funds: $34K

200% more funds holding in top 10

Funds holding in top 10: 1 → 3 (+2)

100% more repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 17

55% more capital invested

Capital invested by funds: $523M → $811M (+$288M)

53% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 15

18.54% more ownership

Funds ownership: 45.75% → 64.28% (+19%)

2% more funds holding

Funds holding: 86 → 88 (+2)

Holders
88
Holders Change
+2
Holders Change %
+2.33%
% of All Funds
1.73%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.06%
New
23
Increased
34
Reduced
17
Closed
15
Calls
$909K
Puts
$34K
Net Calls
+$875K
Net Calls Change
+$875K

Top Buyers

Rank Fund Capital Flow
1
Invesco
Invesco
Georgia
+$13.2M
2
AllianceBernstein
AllianceBernstein
Tennessee
+$9.81M
3
American Century Companies
American Century Companies
Missouri
+$9.61M
4
Alyeska Investment Group
Alyeska Investment Group
Illinois
+$7.14M
5
Allianz Asset Management
Allianz Asset Management
Germany
+$5.07M

Top Sellers

Rank Fund Capital Flow
1
Alkeon Capital Management
Alkeon Capital Management
New York
-$15.9M
2
Wells Fargo
Wells Fargo
California
-$14.1M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$4.75M
4
Wellington Management Group
Wellington Management Group
Massachusetts
-$2.5M
5
Citadel Advisors
Citadel Advisors
Florida
-$1.79M
Name Holding Trade Value Shares
Change 		Change in
Stake
SO
76
STRS Ohio
Ohio
$58K -$13.2K -400 -19%
Simplex Trading
77
Simplex Trading
Illinois
$43K +$41.3K +1,248 New
AS
78
Altshuler Shaham
Israel
$27K +$26.1K +788 New
AIP
79
Ameritas Investment Partners
Nebraska
$23K – – –
TRCT
80
Tower Research Capital (TRC)
New York
$23K +$15.4K +464 +238%
Canada Life
81
Canada Life
Manitoba, Canada
$21K +$20.4K +615 New
S
82
SignatureFD
Georgia
$17K – – –
LTFS
83
Ladenburg Thalmann Financial Services
Florida
$16K +$15.8K +476 New
VFA
84
Valeo Financial Advisors
Indiana
$11K +$10.2K +309 New
PCM
85
Prelude Capital Management
New York
$10K +$9.93K +300 New
FWM
86
FSA Wealth Management
Massachusetts
$7K +$6.62K +200 New
PNC Financial Services Group
87
PNC Financial Services Group
Pennsylvania
$4K +$232 +7 +7%
AG
88
Advisor Group
Arizona
$1K +$993 +30 New
Alkeon Capital Management
89
Alkeon Capital Management
New York
– -$15.9M -502,500 Closed
Citadel Advisors
90
Citadel Advisors
Florida
– -$1.79M -56,687 Closed
LCM
91
Laurion Capital Management
New York
– -$1.58M -50,000 Closed
NCGI
92
Next Century Growth Investors
Minnesota
– -$1.35M -42,649 Closed
LCM
93
Landscape Capital Management
New Jersey
– -$1.18M -37,396 Closed
Millennium Management
94
Millennium Management
New York
– -$735K -23,261 Closed
Balyasny Asset Management
95
Balyasny Asset Management
Illinois
– -$652K -20,611 Closed
DIM
96
DC Investments Management
Virginia
– -$485K -15,318 Closed
State of Tennessee, Department of Treasury
97
State of Tennessee, Department of Treasury
Tennessee
– -$316K -10,000 Closed
Goldman Sachs
98
Goldman Sachs
New York
– -$249K -7,883 Closed
DP
99
DSAM Partners
United Kingdom
– -$245K -7,729 Closed
PFS
100
Prospera Financial Services
Texas
– -$206K -6,500 Closed
1 2 3
4
5

HCAT Hedge Fund Activity: Q4 2019 in Review

88 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Health Catalyst (HCAT) for Q4 2019, worth a combined $811M — up 55% from $523M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new HCAT positions and 15 closed out — a net gain of 8 holders — while 34 added to existing stakes and 17 trimmed.

The largest buyer was Invesco, opening a new position worth an estimated $13.2M. The largest seller was Alkeon Capital Management, exiting entirely with an estimated $15.9M sold.

  • 88 institutional investors held Health Catalyst (HCAT) as of Q4 2019, up from 86 in Q3 2019.
  • Funds reported $811M of Health Catalyst stock for Q4 2019, up 55% quarter-over-quarter.
  • 23 funds opened new Health Catalyst positions in Q4 2019 and 15 closed out, a net change of +8 holders.
  • The largest Health Catalyst buyer in Q4 2019 was Invesco, an estimated $13.2M added.
  • The largest Health Catalyst seller in Q4 2019 was Alkeon Capital Management, an estimated $15.9M sold.

Based on aggregated 13F filings for Q4 2019.