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Health Catalyst

190 hedge funds and large institutions have $2.05B invested in Health Catalyst in 2021 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 66 increasing their positions, 59 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

162% more call options, than puts

Call options by funds: $12M | Put options by funds: $4.58M

122% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 18

17% more capital invested

Capital invested by funds: $1.76B → $2.05B (+$294M)

13% more funds holding

Funds holding: 168190 (+22)

12% more repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 59

6.08% more ownership

Funds ownership: 95.03%101.11% (+6.1%)

100% less funds holding in top 10

Funds holding in top 10: 30 (-3)

Holders
190
Holders Change
+22
Holders Change %
+13.1%
% of All Funds
3.34%
Holding in Top 10
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-100%
% of All Funds
New
40
Increased
66
Reduced
59
Closed
18
Calls
$12M
Puts
$4.58M
Net Calls
+$7.44M
Net Calls Change
-$470K
Name Holding Trade Value Shares
Change
Change in
Stake
CSS
76
Cubist Systematic Strategies
Connecticut
$2.71M +$132K +2,716 +5%
BAM
77
Bullseye Asset Management
Colorado
$2.63M
CW
78
CreativeOne Wealth
Kansas
$2.51M +$2.6M +53,732 New
PPA
79
Parametric Portfolio Associates
Washington
$2.48M +$34K +701 +1%
SP
80
Sarasin & Partners
United Kingdom
$2.47M
California State Teachers Retirement System (CalSTRS)
81
California State Teachers Retirement System (CalSTRS)
California
$2.37M -$8.86K -183 -0.4%
Tiger Global Management
82
Tiger Global Management
New York
$2.34M
SC
83
Sepio Capital
Utah
$2.08M
Squarepoint
84
Squarepoint
New York
$1.96M +$186K +3,830 +10%
Swiss National Bank
85
Swiss National Bank
Switzerland
$1.82M +$145K +3,000 +8%
Vontobel Holding
86
Vontobel Holding
Switzerland
$1.73M +$754K +15,557 +72%
RhumbLine Advisers
87
RhumbLine Advisers
Massachusetts
$1.71M -$186K -3,837 -10%
Skandinaviska Enskilda Banken (SEB)
88
Skandinaviska Enskilda Banken (SEB)
Sweden
$1.7M +$256K +5,276 +17%
Stifel Financial
89
Stifel Financial
Missouri
$1.61M -$679K -14,013 -29%
JP Morgan Chase
90
JP Morgan Chase
New York
$1.57M -$922K -19,039 -36%
Wells Fargo
91
Wells Fargo
California
$1.51M -$2.75M -56,825 -64%
UBS Group
92
UBS Group
Switzerland
$1.44M -$116K -2,402 -7%
Invesco
93
Invesco
Georgia
$1.44M +$268K +5,528 +22%
Goldman Sachs
94
Goldman Sachs
New York
$1.42M -$2.61M -53,928 -64%
New York State Common Retirement Fund
95
New York State Common Retirement Fund
New York
$1.41M
Lazard Asset Management
96
Lazard Asset Management
New York
$1.17M +$301K +6,224 +33%
WG
97
Winton Group
United Kingdom
$1.07M +$263K +5,439 +31%
UBS AM
98
UBS AM
Illinois
$1.02M
JF
99
Jump Financial
Illinois
$988K -$168K -3,459 -14%
CF
100
CNA Financial
Illinois
$961K +$104K +2,150 +12%