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Health Catalyst

167 hedge funds and large institutions have $376M invested in Health Catalyst in 2024 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 61 increasing their positions, 48 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

18,317% more call options, than puts

Call options by funds: $21M | Put options by funds: $114K

50% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 20

27% more repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 48

5% more funds holding

Funds holding: 159167 (+8)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0.9% less ownership

Funds ownership: 86.05%85.14% (-0.9%)

11% less capital invested

Capital invested by funds: $423M → $376M (-$47.5M)

Holders
167
Holders Change
+8
Holders Change %
+5.03%
% of All Funds
2.2%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
30
Increased
61
Reduced
48
Closed
20
Calls
$21M
Puts
$114K
Net Calls
+$20.9M
Net Calls Change
-$1.96M
Name Holding Trade Value Shares
Change
Change in
Stake
Creative Planning
101
Creative Planning
Kansas
$154K +$3.12K +392 +2%
VOYA Investment Management
102
VOYA Investment Management
Georgia
$144K -$10.7K -1,343 -6%
SOW
103
State of Wyoming
Wyoming
$138K -$24K -3,019 -13%
AQR Capital Management
104
AQR Capital Management
Connecticut
$130K -$94.1K -11,813 -39%
TSS
105
Two Sigma Securities
New York
$124K +$22.8K +2,862 +20%
LCM
106
Lunt Capital Management
Utah
$123K
William Blair & Company
107
William Blair & Company
Illinois
$122K -$9.16K -1,150 -6%
ProShare Advisors
108
ProShare Advisors
Maryland
$119K +$46.3K +5,815 +53%
State Board of Administration of Florida Retirement System
109
State Board of Administration of Florida Retirement System
Florida
$113K
JF
110
Jump Financial
Illinois
$112K +$126K +15,843 New
VF
111
Virtu Financial
New York
$110K +$123K +15,497 New
ECM
112
ExodusPoint Capital Management
New York
$107K +$120K +15,114 New
Simplex Trading
113
Simplex Trading
Illinois
$104K -$49.1K -6,170 -29%
CI
114
Cigna Investments
Connecticut
$99K
OFS
115
OneAscent Financial Services
Alabama
$97K +$110K +13,754 New
BHCM
116
Brevan Howard Capital Management
Jersey
$92.4K +$104K +13,065 New
D.E. Shaw & Co
117
D.E. Shaw & Co
New York
$91.7K -$632K -79,341 -86%
AP
118
Adero Partners
California
$88.2K
PFSRSONJ
119
Police & Firemen's Retirement System of New Jersey
New Jersey
$84.1K +$94.7K +11,895 New
MWG
120
Martin Worley Group
Utah
$77.8K +$87.6K +11,000 New
HCA
121
Harbor Capital Advisors
Illinois
$77K -$6.99K -878 -7%
SIP
122
Stoneridge Investment Partners
Pennsylvania
$77K +$86.8K +10,893 New
MWM
123
Merriman Wealth Management
Washington
$70.7K
PWP
124
Perfromance Wealth Partners
Illinois
$70.7K
New York State Common Retirement Fund
125
New York State Common Retirement Fund
New York
$65.6K