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Health Catalyst
HCAT

Overview Fund Activity

164 hedge funds and large institutions have $241M invested in Health Catalyst in 2025 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 52 increasing their positions, 54 reducing their positions, and 28 closing their positions.

Holders
164
Holders Change
-2
Holders Change %
-1.2%
% of All Funds
2.23%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
28
Increased
52
Reduced
54
Closed
28
Calls
$2.05M
Puts
$108K
Net Calls
+$1.94M
Net Calls Change
-$18.9M

Top Buyers

1
FLAM
1
First Light Asset Management
Minnesota
$47.3M
2
NI
2
Nepsis Inc
Minnesota
$9.47M
3
WCA
3
Whetstone Capital Advisors
Kansas
$7.72M
4
NL
4
Nuveen LLC
North Carolina
$2.67M
5
PCM
5
Portolan Capital Management
Massachusetts
$5.97M

Top Sellers

1
DG
1
Daventry Group
New York
$0
2
Alyeska Investment Group
2
Alyeska Investment Group
Illinois
$1.58M
3
Millennium Management
3
Millennium Management
New York
$2.26M
4
Bank of New York Mellon
4
Bank of New York Mellon
New York
$901K
5
PCM
5
Penn Capital Management
Pennsylvania
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Wells Fargo
76
Wells Fargo
California
$183K 40,295 +940 +2%
SOW
77
State of Wyoming
Wyoming
$182K 40,198 +20,721 +106%
SPA
78
Sherbrooke Park Advisers
New York
$179K 39,536 +5,439 +16%
CCIA
79
Campbell & Co Investment Adviser
Maryland
$178K 39,243 -4,012 -9%
PWM
80
Perigon Wealth Management
California
$175K 38,529 – –
FHC
81
Forest Hill Capital
Arkansas
$168K 37,000 +37,000 New
Squarepoint
82
Squarepoint
New York
$166K 36,543 +36,543 New
PA
83
Probity Advisors
Texas
$164K 36,313 +5,621 +18%
Mirae Asset Global ETFs Holdings
84
Mirae Asset Global ETFs Holdings
Hong Kong
$163K 36,047 +2,624 +8%
OFW
85
Omnia Family Wealth
Florida
$157K 34,595 +34,595 New
CH
86
CVS Health
Rhode Island
$146K 32,273 – –
Prudential Financial
87
Prudential Financial
New Jersey
$145K 31,931 +31,931 New
AG
88
Algert Global
California
$141K 31,126 +31,126 New
Creative Planning
89
Creative Planning
Kansas
$138K 30,551 +8,811 +41%
BHCM
90
Brevan Howard Capital Management
Jersey
$134K 29,488 +16,423 +126%
CF
91
Corebridge Financial
Texas
$133K 29,317 -436 -1%
SC
92
Sepio Capital
Utah
$131K 28,940 -1,058 -4%
Pathstone Holdings
93
Pathstone Holdings
New Jersey
$125K 27,568 -948 -3%
SGI
94
Summit Global Investments
Utah
$121K 26,739 +26,739 New
AF
95
Avanza Fonder
Sweden
$116K 26,050 – –
MA
96
MCF Advisors
Kentucky
$113K 25,000 +25,000 New
Manulife (Manufacturers Life Insurance)
97
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$100K 22,150 +168 +0.8%
OFS
98
OneAscent Financial Services
Alabama
$93K 20,612 +6,858 +50%
Envestnet Asset Management
99
Envestnet Asset Management
Illinois
$92.9K 20,518 -13,255 -39%
MIM
100
MetLife Investment Management
New Jersey
$89K 19,643 -15,331 -44%
2 3
4
5 6