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Health Catalyst

143 hedge funds and large institutions have $154M invested in Health Catalyst in 2025 Q3 according to their latest regulatory filings, with 32 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:

1% less funds holding

Funds holding: 145143 (-2)

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
143
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
PNC Financial Services Group
126
PNC Financial Services Group
Pennsylvania
$1.13K
PWA
127
Physician Wealth Advisors
Utah
$855
SWM
128
Shelton Wealth Management
Texas
$855
TFA
129
Transamerica Financial Advisors
Florida
$764
FFA
130
Farther Finance Advisors
California
$721
SPIA
131
Steward Partners Investment Advisory
New York
$601
AF
132
Allworth Financial
California
$499
PWMG
133
Private Wealth Management Group
New Jersey
$462
VWA
134
Valued Wealth Advisors
Utah
$365
QCG
135
Quadrant Capital Group
Ohio
$353
Group One Trading
136
Group One Trading
Illinois
$245
S
137
SignatureFD
Georgia
$205
Fifth Third Bancorp
138
Fifth Third Bancorp
Ohio
$165
ME
139
McIlrath & Eck
Washington
$108
Rockefeller Capital Management
140
Rockefeller Capital Management
New York
$31
RIL
141
Rothschild Investment LLC
Illinois
$23
HNB
142
Huntington National Bank
Ohio
$3
PCM
143
Portolan Capital Management
Massachusetts
Schroder Investment Management Group
144
Schroder Investment Management Group
United Kingdom
Massachusetts Financial Services
145
Massachusetts Financial Services
Massachusetts
Qube Research & Technologies (QRT)
146
Qube Research & Technologies (QRT)
United Kingdom
WG
147
Winton Group
United Kingdom
P8IP
148
Pier 88 Investment Partners
California
Balyasny Asset Management
149
Balyasny Asset Management
Illinois
GCP
150
GSA Capital Partners
United Kingdom