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Health Catalyst

167 hedge funds and large institutions have $516M invested in Health Catalyst in 2022 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 68 increasing their positions, 52 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

31% more repeat investments, than reductions

Existing positions increased: 68 | Existing positions reduced: 52

7% more capital invested

Capital invested by funds: $484M → $516M (+$31.9M)

9% less first-time investments, than exits

New positions opened: 21 | Existing positions closed: 23

1.97% less ownership

Funds ownership: 91.15%89.19% (-2%)

2% less funds holding

Funds holding: 171167 (-4)

51% less call options, than puts

Call options by funds: $770K | Put options by funds: $1.58M

Holders
167
Holders Change
-4
Holders Change %
-2.34%
% of All Funds
2.68%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
21
Increased
68
Reduced
52
Closed
23
Calls
$770K
Puts
$1.58M
Net Calls
-$815K
Net Calls Change
-$755K
Name Holding Trade Value Shares
Change
Change in
Stake
SOW
126
State of Wyoming
Wyoming
$94.8K +$51.4K +5,329 +149%
QC
127
Quent Capital
New York
$85K
AB
128
Amalgamated Bank
New York
$74K
AIP
129
Ameritas Investment Partners
Nebraska
$54.6K
Nisa Investment Advisors
130
Nisa Investment Advisors
Missouri
$52K -$396 -41 -0.8%
Rockefeller Capital Management
131
Rockefeller Capital Management
New York
$49K +$801 +83 +2%
Zurich Cantonal Bank
132
Zurich Cantonal Bank
Switzerland
$47.3K
Osaic Holdings
133
Osaic Holdings
Arizona
$38K -$5.7K -590 -14%
MLICM
134
Metropolitan Life Insurance Company (MetLife)
New York
$34.7K
US Bancorp
135
US Bancorp
Minnesota
$33.2K +$4.59K +476 +18%
Simplex Trading
136
Simplex Trading
Illinois
$31K -$176K -18,274 -86%
S
137
SignatureFD
Georgia
$22.7K +$11.8K +1,222 +134%
QCG
138
Quadrant Capital Group
Ohio
$17.9K +$7.62K +789 +88%
Citigroup
139
Citigroup
New York
$17.7K -$11.6K -1,200 -42%
Carson Wealth (CWM LLC)
140
Carson Wealth (CWM LLC)
Nebraska
$16K +$2.95K +306 +26%
MCM
141
Manchester Capital Management
Vermont
$15.9K +$270 +28 +2%
PNC Financial Services Group
142
PNC Financial Services Group
Pennsylvania
$15.3K -$42.4K -4,397 -75%
UB
143
UMB Bank
Missouri
$15K +$13.3K +1,379 New
HWM
144
HighMark Wealth Management
Minnesota
$13.3K
NFSG
145
Newbridge Financial Services Group
Florida
$13.1K
TRCT
146
Tower Research Capital (TRC)
New York
$13K -$44.7K -4,635 -79%
AF
147
Advisornet Financial
Minnesota
$12.8K
HWMA
148
Heritage Wealth Management (Arizona)
Arizona
$11.2K +$4.71K +488 +87%
HIIFS
149
Harel Insurance Investments & Financial Services
Israel
$9K -$29 -3 -0.3%
LC
150
Lindbrook Capital
California
$6.57K +$3.75K +388 +169%

HCAT Hedge Fund Activity: Q4 2022 in Review

167 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Health Catalyst (HCAT) for Q4 2022, worth a combined $516M — up 6.6% from $484M a quarter earlier.

Sellers outnumbered buyers: 23 funds closed out of HCAT and 21 opened new positions — a net loss of 2 holders — while 52 trimmed existing stakes and 68 added.

The largest buyer was JP Morgan Chase, adding an estimated $9.06M. The largest seller was Janus Henderson Group, exiting entirely with an estimated $21.5M sold.

  • 167 institutional investors held Health Catalyst (HCAT) as of Q4 2022, down from 171 in Q3 2022.
  • Funds reported $516M of Health Catalyst stock for Q4 2022, up 6.6% quarter-over-quarter.
  • 21 funds opened new Health Catalyst positions in Q4 2022 and 23 closed out, a net change of -2 holders.
  • The largest Health Catalyst buyer in Q4 2022 was JP Morgan Chase, an estimated $9.06M added.
  • The largest Health Catalyst seller in Q4 2022 was Janus Henderson Group, an estimated $21.5M sold.

Based on aggregated 13F filings for Q4 2022.