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Health Catalyst
HCAT

198 hedge funds and large institutions have $2.66B invested in Health Catalyst in 2021 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 98 increasing their positions, 49 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

322% more call options, than puts

Call options by funds: $15.4M | Put options by funds: $3.64M

100% more repeat investments, than reductions

Existing positions increased: 98 | Existing positions reduced: 49

10% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 21

0% more funds holding

Funds holding: 198 → 198 (0)

0% less capital invested

Capital invested by funds: $2.67B → $2.66B (-$11.3M)

3.36% less ownership

Funds ownership: 108.15% → 104.8% (-3.4%)

Holders
198
Holders Change
–
Holders Change %
0%
% of All Funds
3.47%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
23
Increased
98
Reduced
49
Closed
21
Calls
$15.4M
Puts
$3.64M
Net Calls
+$11.7M
Net Calls Change
-$13.6M

Top Buyers

1
Aberdeen Group
Aberdeen Group
United Kingdom
+$54.1M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$44.3M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$33.7M
4
Invesco
Invesco
Georgia
+$30M
5
SAM
Sectoral Asset Management
Quebec, Canada
+$24.1M

Top Sellers

1
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$17.7M
2
Deutsche Bank
Deutsche Bank
Germany
-$15.2M
3
RP
Regal Partners
Australia
-$9.12M
4
N
Nuveen
North Carolina
-$6.8M
5
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$4.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
PPA
76
Parametric Portfolio Associates
Washington
$3.11M +$334K +6,133 +11%
ETC
77
Exchange Traded Concepts
Oklahoma
$3.1M +$270K +4,953 +9%
Federated Hermes
78
Federated Hermes
Pennsylvania
$3.07M -$2.82M -51,620 -46%
California State Teachers Retirement System (CalSTRS)
79
California State Teachers Retirement System (CalSTRS)
California
$2.9M -$198K -3,633 -6%
Norges Bank
80
Norges Bank
Norway
$2.83M +$2.18M +40,000 +242%
BAM
81
Bullseye Asset Management
Colorado
$2.8M -$11.8K -217 -0.4%
State of New Jersey Common Pension Fund D
82
State of New Jersey Common Pension Fund D
New Jersey
$2.66M +$125K +2,299 +5%
LP
83
LMR Partners
United Kingdom
$2.55M +$2.78M +51,011 New
PHP
84
Parkman Healthcare Partners
Connecticut
$2.53M – – –
Tiger Global Management
85
Tiger Global Management
New York
$2.5M – – –
Alyeska Investment Group
86
Alyeska Investment Group
Illinois
$2.5M +$2.73M +50,000 New
RhumbLine Advisers
87
RhumbLine Advisers
Massachusetts
$2.44M +$277K +5,070 +12%
SC
88
Sepio Capital
Utah
$2.22M – – –
JP Morgan Chase
89
JP Morgan Chase
New York
$2.04M +$800K +14,667 +56%
Stifel Financial
90
Stifel Financial
Missouri
$1.98M +$181K +3,326 +9%
UBS AM
91
UBS AM
Illinois
$1.94M +$147K +2,698 +7%
Vontobel Holding
92
Vontobel Holding
Switzerland
$1.92M +$71.8K +1,317 +4%
EGM
93
Engineers Gate Manager
New York
$1.79M -$320K -5,871 -14%
New York State Common Retirement Fund
94
New York State Common Retirement Fund
New York
$1.74M -$339K -6,211 -15%
Tudor Investment Corp
95
Tudor Investment Corp
Connecticut
$1.72M -$1.29M -23,618 -41%
Citadel Advisors
96
Citadel Advisors
Florida
$1.71M -$2.03M -37,139 -52%
OQS
97
Occudo Quantitative Strategies
Florida
$1.69M +$963K +17,666 +110%
ACM
98
AlphaCrest Capital Management
New York
$1.63M -$463K -8,494 -21%
EIM
99
Essex Investment Management
Massachusetts
$1.56M +$1.7M +31,192 New
CSS
100
Cubist Systematic Strategies
Connecticut
$1.52M -$2.14M -39,271 -56%
2 3
4
5 6

HCAT Hedge Fund Activity: Q3 2021 in Review

198 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Health Catalyst (HCAT) for Q3 2021, worth a combined $2.66B — down 0.42% from $2.67B a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new HCAT positions and 21 closed out — a net gain of 2 holders — while 98 added to existing stakes and 49 trimmed.

The largest buyer was Aberdeen Group, adding an estimated $54.1M. The largest seller was Massachusetts Financial Services, cutting an estimated $17.7M.

  • 198 institutional investors held Health Catalyst (HCAT) as of Q3 2021, unchanged from Q2 2021.
  • Funds reported $2.66B of Health Catalyst stock for Q3 2021, down 0.42% quarter-over-quarter.
  • 23 funds opened new Health Catalyst positions in Q3 2021 and 21 closed out, a net change of +2 holders.
  • The largest Health Catalyst buyer in Q3 2021 was Aberdeen Group, an estimated $54.1M added.
  • The largest Health Catalyst seller in Q3 2021 was Massachusetts Financial Services, an estimated $17.7M sold.

Based on aggregated 13F filings for Q3 2021.