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Health Catalyst

174 hedge funds and large institutions have $377M invested in Health Catalyst in 2024 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 59 increasing their positions, 57 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

5,390% more call options, than puts

Call options by funds: $18.9M | Put options by funds: $345K

35% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 23

4% more funds holding

Funds holding: 167174 (+7)

4% more repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 57

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

2.06% less ownership

Funds ownership: 87.6%85.54% (-2.1%)

19% less capital invested

Capital invested by funds: $467M → $377M (-$89.5M)

Holders
174
Holders Change
+7
Holders Change %
+4.19%
% of All Funds
2.51%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
31
Increased
59
Reduced
57
Closed
23
Calls
$18.9M
Puts
$345K
Net Calls
+$18.6M
Net Calls Change
+$18.9M
Name Holding Trade Value Shares
Change
Change in
Stake
GC
101
Gruss & Co
Florida
$188K +$228K +25,000 New
VI
102
Versor Investments
New York
$187K -$37.4K -4,100 -14%
GCM
103
Graham Capital Management
Connecticut
$185K +$225K +24,607 New
Wells Fargo
104
Wells Fargo
California
$185K +$23.4K +2,559 +12%
HCA
105
Harbor Capital Advisors
Illinois
$180K +$119K +13,005 +119%
State of Wisconsin Investment Board
106
State of Wisconsin Investment Board
Wisconsin
$177K -$474K -51,968 -69%
PD
107
Point72 (DIFC)
United Arab Emirates
$169K +$205K +22,495 New
State Board of Administration of Florida Retirement System
108
State Board of Administration of Florida Retirement System
Florida
$169K -$13.5K -1,480 -9%
SEI Investments
109
SEI Investments
Pennsylvania
$164K +$15K +1,648 +8%
CCIA
110
Campbell & Co Investment Adviser
Maryland
$164K +$199K +21,824 New
Manulife (Manufacturers Life Insurance)
111
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$158K -$10.8K -1,183 -5%
Janus Henderson Group
112
Janus Henderson Group
United Kingdom
$149K +$18 +2 +0%
XT
113
XTX Topco
Cayman Islands
$144K +$175K +19,172 New
SWP
114
Stratos Wealth Partners
Ohio
$144K +$77.5K +8,495 +80%
VOYA Investment Management
115
VOYA Investment Management
Georgia
$143K -$34.5K -3,780 -17%
VA
116
Vident Advisory
Georgia
$140K -$9.08K -995 -5%
LCM
117
Lunt Capital Management
Utah
$131K
PAS
118
Point72 Asia (Singapore)
Singapore
$126K +$153K +16,785 New
ASRS
119
Arizona State Retirement System
Arizona
$119K -$995 -109 -0.7%
Creative Planning
120
Creative Planning
Kansas
$115K +$3.66K +401 +3%
VIA
121
Virtus Investment Advisers
Connecticut
$115K +$140K +15,297 New
Public Employees Retirement Association of Colorado
122
Public Employees Retirement Association of Colorado
Colorado
$115K -$14.2K -1,551 -9%
Zurich Cantonal Bank
123
Zurich Cantonal Bank
Switzerland
$113K
DM
124
Deerfield Management
New York
$111K +$134K +14,713 New
SPA
125
Sherbrooke Park Advisers
New York
$110K +$33.2K +3,633 +33%