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Health Catalyst

159 hedge funds and large institutions have $423M invested in Health Catalyst in 2024 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 53 increasing their positions, 49 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

4,933% more call options, than puts

Call options by funds: $23.3M | Put options by funds: $463K

30% more capital invested

Capital invested by funds: $326M → $423M (+$97.5M)

8% more repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 49

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0.29% less ownership

Funds ownership: 86.34%86.05% (-0.29%)

4% less first-time investments, than exits

New positions opened: 24 | Existing positions closed: 25

1% less funds holding

Funds holding: 161159 (-2)

Holders
159
Holders Change
-2
Holders Change %
-1.24%
% of All Funds
2.28%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
24
Increased
53
Reduced
49
Closed
25
Calls
$23.3M
Puts
$463K
Net Calls
+$22.8M
Net Calls Change
+$6.81M
Name Holding Trade Value Shares
Change
Change in
Stake
MCM
126
Manchester Capital Management
Vermont
$29.7K
PNC Financial Services Group
127
PNC Financial Services Group
Pennsylvania
$17.2K
Group One Trading
128
Group One Trading
Illinois
$17.1K +$14.5K +2,000 +2,000%
AB
129
Amalgamated Bank
New York
$15K
FHA
130
First Horizon Advisors
Tennessee
$12.2K +$10.8K +1,500 New
HWM
131
HighMark Wealth Management
Minnesota
$10.2K
Osaic Holdings
132
Osaic Holdings
Arizona
$9.77K -$2.9K -402 -25%
NFSG
133
Newbridge Financial Services Group
Florida
$9.77K
CFM
134
Catalyst Funds Management
Australia
$8.14K +$7.23K +1,000 New
Carson Wealth (CWM LLC)
135
Carson Wealth (CWM LLC)
Nebraska
$8K -$383 -53 -5%
SAM
136
Smartleaf Asset Management
Massachusetts
$7.74K +$6.39K +884 +1,881%
CFB
137
Cullen/Frost Bankers
Texas
$7.06K +$983 +136 +19%
AWM
138
Avior Wealth Management
Nebraska
$6.19K
CA
139
CoreCap Advisors
Michigan
$5.27K
AAP
140
Arax Advisory Partners
Colorado
$4.06K
US Bancorp
141
US Bancorp
Minnesota
$3.89K
QCG
142
Quadrant Capital Group
Ohio
$3.39K -$10K -1,390 -77%
CA
143
Continuum Advisory
Idaho
$2.81K
HNB
144
Huntington National Bank
Ohio
$1.92K -$210 -29 -11%
PA
145
Parallel Advisors
California
$1.88K
SCM
146
Sterling Capital Management
North Carolina
$1.55K +$1.37K +190 New
AF
147
Allworth Financial
California
$1.43K
SWM
148
Spire Wealth Management
Virginia
$1.22K
S
149
SignatureFD
Georgia
$1.11K +$462 +64 +89%
VWA
150
Valued Wealth Advisors
Utah
$1.04K