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Health Catalyst
HCAT

Overview Fund Activity

161 hedge funds and large institutions have $568M invested in Health Catalyst in 2023 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 55 increasing their positions, 54 reducing their positions, and 27 closing their positions.

Holders
161
Holders Change
-5
Holders Change %
-3.01%
% of All Funds
2.58%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
23
Increased
55
Reduced
54
Closed
27
Calls
$248K
Puts
$572K
Net Calls
-$324K
Net Calls Change
+$491K

Top Buyers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$33.1M
2
FLAM
2
First Light Asset Management
Minnesota
$23.1M
3
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$9.05M
4
DG
4
Daventry Group
New York
$19.1M
5
GIM
5
Granahan Investment Management
Massachusetts
$11.6M

Top Sellers

1
Balyasny Asset Management
1
Balyasny Asset Management
Illinois
$12.3M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$21.7M
3
Citadel Advisors
3
Citadel Advisors
Florida
$5.52M
4
PM
4
Prosight Management
Texas
$0
5
N
5
Numerai
California
$611K
Name Market Value Shares Shares
Change 		Shares
Change %
AIP
126
Ameritas Investment Partners
Nebraska
$47.6K 4,079 – –
Osaic Holdings
127
Osaic Holdings
Arizona
$45.4K 3,890 +274 +8%
ACM
128
Aquatic Capital Management
Illinois
$40K 3,400 +3,400 New
WIM
129
WealthPlan Investment Management
Nebraska
$38.8K 3,326 +3,326 New
MLICM
130
Metropolitan Life Insurance Company (MetLife)
New York
$35.6K 3,051 -212 -6%
MCM
131
Manchester Capital Management
Vermont
$26.2K 2,245 +748 +50%
Nisa Investment Advisors
132
Nisa Investment Advisors
Missouri
$26K 2,245 -2,664 -54%
S
133
SignatureFD
Georgia
$20.4K 1,752 -383 -18%
QCG
134
Quadrant Capital Group
Ohio
$19.5K 1,674 -8 -0.5%
Citigroup
135
Citigroup
New York
$17.8K 1,523 -139 -8%
Carson Wealth (CWM LLC)
136
Carson Wealth (CWM LLC)
Nebraska
$17K 1,463 – –
UB
137
UMB Bank
Missouri
$16.1K 1,379 – –
TRCT
138
Tower Research Capital (TRC)
New York
$16K 1,364 +159 +13%
HWM
139
HighMark Wealth Management
Minnesota
$14.6K 1,250 – –
NFSG
140
Newbridge Financial Services Group
Florida
$14.4K 1,234 – –
PNC Financial Services Group
141
PNC Financial Services Group
Pennsylvania
$11.8K 1,008 -428 -30%
HIIFS
142
Harel Insurance Investments & Financial Services
Israel
$11K 900 +40 +5%
QL
143
Quarry LP
New York
$9.59K 822 +822 New
LC
144
Lindbrook Capital
California
$6.55K 561 -57 -9%
PA
145
Parallel Advisors
California
$6.3K 540 +30 +6%
Simplex Trading
146
Simplex Trading
Illinois
$6K 582 -2,350 -80%
AF
147
Allworth Financial
California
$4.18K 358 +123 +52%
BCMLT
148
Beacon Capital Management LLC (Tennessee)
Tennessee
$3.9K 334 +334 New
AWM
149
Avior Wealth Management
Nebraska
$3.59K 308 +308 New
RCM
150
Raleigh Capital Management
North Carolina
$3.58K 307 +307 New
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6
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