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Health Catalyst
HCAT

Overview Fund Activity

158 hedge funds and large institutions have $500M invested in Health Catalyst in 2023 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 55 increasing their positions, 52 reducing their positions, and 14 closing their positions.

Holders
158
Holders Change
+5
Holders Change %
+3.27%
% of All Funds
2.52%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
19
Increased
55
Reduced
52
Closed
14
Calls
$210K
Puts
$507K
Net Calls
-$297K
Net Calls Change
+$133K

Top Buyers

1
Point72 Asset Management
1
Point72 Asset Management
Connecticut
$39.3M
2
Primecap Management
2
Primecap Management
California
$11.3M
3
Bank of New York Mellon
3
Bank of New York Mellon
New York
$8.65M
4
FLAM
4
First Light Asset Management
Minnesota
$29.7M
5
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$15M

Top Sellers

1
KCM
1
Kingdon Capital Management
New York
$0
2
RSCM
2
Rock Springs Capital Management
Maryland
$3.11M
3
Goldman Sachs
3
Goldman Sachs
New York
$8.95M
4
Ensign Peak Advisors
4
Ensign Peak Advisors
Utah
$3.76M
5
Jacobs Levy Equity Management
5
Jacobs Levy Equity Management
New Jersey
$7.72M
Name Market Value Shares Shares
Change 		Shares
Change %
FRM
101
Fox Run Management
Connecticut
$166K 16,447 +16,447 New
SG Americas Securities
102
SG Americas Securities
New York
$165K 16,331 -119,306 -88%
ASRS
103
Arizona State Retirement System
Arizona
$162K 16,018 +343 +2%
State Board of Administration of Florida Retirement System
104
State Board of Administration of Florida Retirement System
Florida
$161K 15,934 +90 +0.6%
CGH
105
Crossmark Global Holdings
Texas
$161K 16,309 +623 +4%
Wells Fargo
106
Wells Fargo
California
$157K 15,507 -7,542 -33%
Creative Planning
107
Creative Planning
Kansas
$155K 15,296 -8,897 -37%
CI
108
Cigna Investments
Connecticut
$143K 14,079 – –
CIP
109
Cornerstone Investment Partners
Georgia
$128K 12,639 -913 -7%
AP
110
Adero Partners
California
$126K 12,477 – –
Zurich Cantonal Bank
111
Zurich Cantonal Bank
Switzerland
$124K 12,255 – –
XT
112
XTX Topco
Cayman Islands
$122K 12,064 -2,975 -20%
BFA
113
Brendel Financial Advisors
New Hampshire
$120K 11,831 -50 -0.4%
VI
114
Versor Investments
New York
$117K 11,600 +11,600 New
MM
115
MQS Management
New York
$116K 11,489 +11,489 New
SWP
116
Stratos Wealth Partners
Ohio
$114K 11,235 +11,235 New
HCA
117
Harbor Capital Advisors
Illinois
$109K 10,727 -1,257 -10%
BFG
118
Bleakley Financial Group
New Jersey
$105K 10,396 -407 -4%
SS
119
Simplicity Solutions
Minnesota
$105K 10,396 -407 -4%
MWM
120
Merriman Wealth Management
Washington
$101K 10,000 – –
Osaic Holdings
121
Osaic Holdings
Arizona
$90.9K 8,979 +1,640 +22%
ACM
122
Aquatic Capital Management
Illinois
$73K 7,200 +7,200 New
AB
123
Amalgamated Bank
New York
$72K 7,091 – –
SOW
124
State of Wyoming
Wyoming
$59.8K 5,905 -1,146 -16%
AIP
125
Ameritas Investment Partners
Nebraska
$56.1K 5,546 +1,467 +36%
3 4
5
6 7