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Health Catalyst
HCAT

174 hedge funds and large institutions have $377M invested in Health Catalyst in 2024 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 59 increasing their positions, 57 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

5,390% more call options, than puts

Call options by funds: $18.9M | Put options by funds: $345K

35% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 23

4% more funds holding

Funds holding: 167 → 174 (+7)

4% more repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 57

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

2.06% less ownership

Funds ownership: 87.6% → 85.54% (-2.1%)

19% less capital invested

Capital invested by funds: $467M → $377M (-$89.5M)

Holders
174
Holders Change
+7
Holders Change %
+4.19%
% of All Funds
2.51%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
31
Increased
59
Reduced
57
Closed
23
Calls
$18.9M
Puts
$345K
Net Calls
+$18.6M
Net Calls Change
+$18.9M

Top Buyers

1
Bank of New York Mellon
Bank of New York Mellon
New York
+$11.6M
2
KCM
Kennedy Capital Management
Missouri
+$10.6M
3
Primecap Management
Primecap Management
California
+$5.98M
4
Impax Asset Management Group
Impax Asset Management Group
United Kingdom
+$3.65M
5
EIM
Essex Investment Management
Massachusetts
+$2.24M

Top Sellers

1
Point72 Asset Management
Point72 Asset Management
Connecticut
-$19.4M
2
Vanguard Group
Vanguard Group
Pennsylvania
-$9.42M
3
Morgan Stanley
Morgan Stanley
New York
-$8.19M
4
Wellington Management Group
Wellington Management Group
Massachusetts
-$4.69M
5
Ensign Peak Advisors
Ensign Peak Advisors
Utah
-$4.23M
Name Holding Trade Value Shares
Change 		Change in
Stake
CI
126
Cigna Investments
Connecticut
$107K – – –
PA
127
Probity Advisors
Texas
$106K +$128K +14,042 New
SOW
128
State of Wyoming
Wyoming
$101K -$3.1K -340 -2%
EC
129
EntryPoint Capital
New York
$98K +$119K +13,017 New
CIP
130
Cornerstone Investment Partners
Georgia
$95.2K – – –
AP
131
Adero Partners
California
$94K – – –
Mariner
132
Mariner
Kansas
$93.9K -$1.77K -194 -2%
AI
133
Atom Investors
Texas
$92.7K +$112K +12,315 New
NRD
134
Nebula Research & Development
New York
$85.9K -$280K -30,673 -73%
Verition Fund Management
135
Verition Fund Management
Connecticut
$85.8K +$104K +11,395 New
Citigroup
136
Citigroup
New York
$84.8K -$251K -27,552 -71%
GCP
137
GSA Capital Partners
United Kingdom
$84K -$262K -28,685 -72%
ProShare Advisors
138
ProShare Advisors
Maryland
$77.2K +$93.6K +10,259 New
MWM
139
Merriman Wealth Management
Washington
$75.3K – – –
QT
140
Quantbot Technologies
New York
$44.7K -$105K -11,525 -66%
AIP
141
Ameritas Investment Partners
Nebraska
$41.8K – – –
QL
142
Quarry LP
New York
$33.1K +$34.7K +3,798 +639%
MLICM
143
Metropolitan Life Insurance Company (MetLife)
New York
$23K – – –
CFM
144
Catalyst Funds Management
Australia
$22.6K +$27.4K +3,000 New
VFA
145
Virtus Fund Advisers
Connecticut
$21K +$25.4K +2,786 New
US Bancorp
146
US Bancorp
Minnesota
$18.1K +$13.5K +1,483 +160%
PNC Financial Services Group
147
PNC Financial Services Group
Pennsylvania
$16.5K +$19.3K +2,117 +2,900%
MCM
148
Manchester Capital Management
Vermont
$15.3K – – –
AB
149
Amalgamated Bank
New York
$14K -$42.3K -4,634 -71%
Osaic Holdings
150
Osaic Holdings
Arizona
$12K -$37.6K -4,116 -72%
4 5
6
7 8

HCAT Hedge Fund Activity: Q1 2024 in Review

174 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Health Catalyst (HCAT) for Q1 2024, worth a combined $377M — down 19% from $467M a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new HCAT positions and 23 closed out — a net gain of 8 holders — while 59 added to existing stakes and 57 trimmed.

The largest buyer was Bank of New York Mellon, adding an estimated $11.6M. The largest seller was Point72 Asset Management, cutting an estimated $19.4M.

  • 174 institutional investors held Health Catalyst (HCAT) as of Q1 2024, up from 167 in Q4 2023.
  • Funds reported $377M of Health Catalyst stock for Q1 2024, down 19% quarter-over-quarter.
  • 31 funds opened new Health Catalyst positions in Q1 2024 and 23 closed out, a net change of +8 holders.
  • The largest Health Catalyst buyer in Q1 2024 was Bank of New York Mellon, an estimated $11.6M added.
  • The largest Health Catalyst seller in Q1 2024 was Point72 Asset Management, an estimated $19.4M sold.

Based on aggregated 13F filings for Q1 2024.