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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
Tiger Global Management
76
Tiger Global Management
New York
$2.18M
Stifel Financial
77
Stifel Financial
Missouri
$2.11M +$695K +18,850 +63%
First Trust Advisors
78
First Trust Advisors
Illinois
$2.01M +$1.7M +46,160 New
SC
79
Sepio Capital
Utah
$1.93M -$849K -23,024 -34%
ETC
80
Exchange Traded Concepts
Oklahoma
$1.93M +$906K +24,553 +124%
RhumbLine Advisers
81
RhumbLine Advisers
Massachusetts
$1.75M +$36.2K +982 +2%
Legal & General Group
82
Legal & General Group
United Kingdom
$1.71M +$488K +13,228 +51%
Dimensional Fund Advisors
83
Dimensional Fund Advisors
Texas
$1.67M +$1.41M +38,258 New
Squarepoint
84
Squarepoint
New York
$1.66M -$318K -8,610 -18%
Swiss National Bank
85
Swiss National Bank
Switzerland
$1.56M +$51.6K +1,400 +4%
Holocene Advisors
86
Holocene Advisors
New York
$1.51M +$920K +24,937 +255%
UBS Group
87
UBS Group
Switzerland
$1.44M +$977K +26,485 +398%
Skandinaviska Enskilda Banken (SEB)
88
Skandinaviska Enskilda Banken (SEB)
Sweden
$1.35M +$1.15M +31,079 New
New York State Common Retirement Fund
89
New York State Common Retirement Fund
New York
$1.31M +$18.4K +500 +2%
QC
90
Quadrature Capital
United Kingdom
$1.25M +$236K +6,398 +29%
Canada Pension Plan Investment Board
91
Canada Pension Plan Investment Board
Ontario, Canada
$1.21M +$1.02M +27,700 New
CAM
92
Concorde Asset Management
Michigan
$1.17M -$40.5K -1,097 -4%
Vontobel Holding
93
Vontobel Holding
Switzerland
$1.15M +$792K +21,460 New
MAM
94
Morse Asset Management
Connecticut
$1.12M -$810K -21,950 -46%
Invesco
95
Invesco
Georgia
$1.1M +$123K +3,329 +15%
JF
96
Jump Financial
Illinois
$1.07M +$580K +15,717 +177%
UBS AM
97
UBS AM
Illinois
$949K +$413K +11,200 +106%
Manulife (Manufacturers Life Insurance)
98
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$878K +$35.1K +951 +5%
SG Americas Securities
99
SG Americas Securities
New York
$876K +$742K +20,116 New
Lazard Asset Management
100
Lazard Asset Management
New York
$816K +$692K +18,762 New

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.