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Health Catalyst

190 hedge funds and large institutions have $2.05B invested in Health Catalyst in 2021 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 66 increasing their positions, 59 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

162% more call options, than puts

Call options by funds: $12M | Put options by funds: $4.58M

122% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 18

17% more capital invested

Capital invested by funds: $1.76B → $2.05B (+$294M)

13% more funds holding

Funds holding: 168190 (+22)

12% more repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 59

6.08% more ownership

Funds ownership: 95.03%101.11% (+6.1%)

100% less funds holding in top 10

Funds holding in top 10: 30 (-3)

Holders
190
Holders Change
+22
Holders Change %
+13.1%
% of All Funds
3.34%
Holding in Top 10
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-100%
% of All Funds
New
40
Increased
66
Reduced
59
Closed
18
Calls
$12M
Puts
$4.58M
Net Calls
+$7.44M
Net Calls Change
-$470K
Name Holding Trade Value Shares
Change
Change in
Stake
OAM
126
Oppenheimer Asset Management
New York
$420K -$40.4K -834 -9%
ProShare Advisors
127
ProShare Advisors
Maryland
$420K +$74.5K +1,539 +21%
OQS
128
Occudo Quantitative Strategies
Florida
$407K +$421K +8,693 New
William Blair & Company
129
William Blair & Company
Illinois
$350K -$363K -7,500 -50%
BAM
130
Blueshift Asset Management
New Jersey
$338K +$350K +7,224 New
Principal Financial Group
131
Principal Financial Group
Iowa
$336K -$70.6K -1,457 -17%
RJFSA
132
Raymond James Financial Services Advisors
Florida
$333K -$78.5K -1,620 -19%
Bank of Montreal
133
Bank of Montreal
Ontario, Canada
$321K -$203K -4,182 -39%
ACM
134
AlphaCrest Capital Management
New York
$318K -$528K -10,900 -62%
Handelsbanken Fonder
135
Handelsbanken Fonder
Sweden
$318K +$329K +6,800 New
TI
136
Trexquant Investment
Connecticut
$299K -$408K -8,431 -57%
IAN
137
Integrated Advisors Network
Texas
$278K +$288K +5,944 New
XT
138
XTX Topco
Cayman Islands
$276K +$285K +5,893 New
EPA
139
Element Pointe Advisors
Florida
$266K
SGM
140
Skye Global Management
Florida
$253K -$2.26M -46,600 -90%
PP
141
PDT Partners
New York
$251K -$644K -13,301 -71%
M&T Bank
142
M&T Bank
New York
$249K -$149K -3,074 -37%
CIP
143
Cornerstone Investment Partners
Georgia
$241K
CAM
144
Concorde Asset Management
Michigan
$238K -$1.06M -21,793 -81%
ASRS
145
Arizona State Retirement System
Arizona
$231K +$16.6K +342 +7%
AB
146
Amalgamated Bank
New York
$224K -$23.1K -476 -9%
PNC Financial Services Group
147
PNC Financial Services Group
Pennsylvania
$215K +$6.97K +144 +3%
BC
148
Bridgefront Capital
Texas
$209K +$217K +4,473 New
MOS
149
MGO One Seven
Ohio
$209K +$217K +4,474 New
PI
150
PEAK6 Investments
Illinois
$198K +$205K +4,228 New