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Health Catalyst

141 hedge funds and large institutions have $154M invested in Health Catalyst in 2025 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 43 increasing their positions, 38 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding in top 10

Funds holding in top 10:

less ownership

Funds ownership:

less first-time investments, than exits

New positions opened: | Existing positions closed:

3% less funds holding

Funds holding: 145141 (-4)

24% less capital invested

Capital invested by funds: $204M → $154M (-$50M)

69% less call options, than puts

Call options by funds: $283K | Put options by funds: $913K

Holders
141
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$283K
Puts
$913K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
New York State Common Retirement Fund
101
New York State Common Retirement Fund
New York
$26.5K
Russell Investments Group
102
Russell Investments Group
United Kingdom
$19.6K
Legal & General Group
103
Legal & General Group
United Kingdom
$17.5K
AIP
104
Ameritas Investment Partners
Nebraska
$15.8K
MCM
105
Manchester Capital Management
Vermont
$13.9K
SCM
106
Sterling Capital Management
North Carolina
$13.3K
GRP
107
Global Retirement Partners
California
$13K
California State Teachers Retirement System (CalSTRS)
108
California State Teachers Retirement System (CalSTRS)
California
$12.6K
Royal Bank of Canada
109
Royal Bank of Canada
Ontario, Canada
$12K
TRCT
110
Tower Research Capital (TRC)
New York
$11.6K
Carson Wealth (CWM LLC)
111
Carson Wealth (CWM LLC)
Nebraska
$10K
CFB
112
Cullen/Frost Bankers
Texas
$7.77K
ASN
113
Advisory Services Network
Georgia
$7.46K
Osaic Holdings
114
Osaic Holdings
Arizona
$6.7K
Nisa Investment Advisors
115
Nisa Investment Advisors
Missouri
$5.99K
AB
116
Amalgamated Bank
New York
$5K
FHC
117
First Horizon Corporation
Tennessee
$4.28K
SS
118
SBI Securities
Japan
$3.73K
NFSG
119
Newbridge Financial Services Group
Florida
$3.42K
Optiver Holding
120
Optiver Holding
Netherlands
$3.37K
Citigroup
121
Citigroup
New York
$2.63K
SAM
122
Smartleaf Asset Management
Massachusetts
$2.12K
AAP
123
Arax Advisory Partners
Colorado
$1.8K
PNC Financial Services Group
124
PNC Financial Services Group
Pennsylvania
$1.13K
PWA
125
Physician Wealth Advisors
Utah
$855