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Health Catalyst
HCAT

Overview Fund Activity

143 hedge funds and large institutions have $202M invested in Health Catalyst in 2025 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 54 increasing their positions, 44 reducing their positions, and 31 closing their positions.

Holders
143
Holders Change
-21
Holders Change %
-12.8%
% of All Funds
1.92%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
15
Increased
54
Reduced
44
Closed
31
Calls
$302K
Puts
$609K
Net Calls
-$307K
Net Calls Change
-$2.25M

Top Buyers

1
WCA
1
Whetstone Capital Advisors
Kansas
$14.1M
2
FLAM
2
First Light Asset Management
Minnesota
$46.1M
3
PCM
3
Portolan Capital Management
Massachusetts
$7.47M
4
Connor, Clark & Lunn Investment Management (CC&L)
4
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$4.02M
5
Acadian Asset Management
5
Acadian Asset Management
Massachusetts
$4.39M

Top Sellers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$0
2
NL
2
Nuveen LLC
North Carolina
$466K
3
Millennium Management
3
Millennium Management
New York
$229K
4
NI
4
Nepsis Inc
Minnesota
$6.5M
5
D.E. Shaw & Co
5
D.E. Shaw & Co
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
IA
126
IFP Advisors
Florida
– – – –
HNB
127
Huntington National Bank
Ohio
$1.32K 350 +83 +31%
PWA
128
Physician Wealth Advisors
Utah
$1.13K 300 – –
National Bank of Canada
129
National Bank of Canada
Quebec, Canada
$1.12K 297 +297 New
SAM
130
Smartleaf Asset Management
Massachusetts
$674 177 -247 -58%
AF
131
Allworth Financial
California
$660 175 – –
SWM
132
Spire Wealth Management
Virginia
$566 150 – –
VWA
133
Valued Wealth Advisors
Utah
$483 128 – –
RIL
134
Rothschild Investment LLC
Illinois
$471 125 +25 +25%
RA
135
Rise Advisors
New York
$381 101 -101 -50%
Fifth Third Bancorp
136
Fifth Third Bancorp
Ohio
$347 92 +92 New
PNC Financial Services Group
137
PNC Financial Services Group
Pennsylvania
$279 74 +26 +54%
S
138
SignatureFD
Georgia
$271 72 – –
Jones Financial Companies
139
Jones Financial Companies
Missouri
$267 70 +70 New
Russell Investments Group
140
Russell Investments Group
United Kingdom
$185 49 -13,406 -100%
ME
141
McIlrath & Eck
Washington
$143 38 – –
EWA
142
EverSource Wealth Advisors
Alabama
$121 32 -59 -65%
FFA
143
Farther Finance Advisors
California
$38 10 – –
Wellington Management Group
144
Wellington Management Group
Massachusetts
– – -2,085,392 Closed
D.E. Shaw & Co
145
D.E. Shaw & Co
New York
– – -208,651 Closed
CSS
146
Cubist Systematic Strategies
Connecticut
– – -164,250 Closed
Adage Capital Partners
147
Adage Capital Partners
Massachusetts
– – -159,280 Closed
Los Angeles Capital Management
148
Los Angeles Capital Management
California
– – -106,460 Closed
GCM
149
Graham Capital Management
Connecticut
– – -103,401 Closed
ECM
150
ExodusPoint Capital Management
New York
– – -97,117 Closed
4 5
6
7 8