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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
SWM
126
Shelton Wealth Management
Texas
$855
TFA
127
Transamerica Financial Advisors
Florida
$764
FFA
128
Farther Finance Advisors
California
$721
SPIA
129
Steward Partners Investment Advisory
New York
$601
PWMG
130
Private Wealth Management Group
New Jersey
$462
VWA
131
Valued Wealth Advisors
Utah
$365
QCG
132
Quadrant Capital Group
Ohio
$353
Group One Trading
133
Group One Trading
Illinois
$245
S
134
SignatureFD
Georgia
$205
Fifth Third Bancorp
135
Fifth Third Bancorp
Ohio
$165
ME
136
McIlrath & Eck
Washington
$108
Rockefeller Capital Management
137
Rockefeller Capital Management
New York
$31
RIL
138
Rothschild Investment LLC
Illinois
$23
HNB
139
Huntington National Bank
Ohio
$3
PCM
140
Portolan Capital Management
Massachusetts
Schroder Investment Management Group
141
Schroder Investment Management Group
United Kingdom
Massachusetts Financial Services
142
Massachusetts Financial Services
Massachusetts
Qube Research & Technologies (QRT)
143
Qube Research & Technologies (QRT)
United Kingdom
WG
144
Winton Group
United Kingdom
P8IP
145
Pier 88 Investment Partners
California
Balyasny Asset Management
146
Balyasny Asset Management
Illinois
GCP
147
GSA Capital Partners
United Kingdom
II
148
Inspire Investing
Idaho
EGM
149
Engineers Gate Manager
New York
Lazard Asset Management
150
Lazard Asset Management
New York