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Health Catalyst
HCAT

Overview Fund Activity

164 hedge funds and large institutions have $241M invested in Health Catalyst in 2025 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 52 increasing their positions, 54 reducing their positions, and 28 closing their positions.

Holders
164
Holders Change
-2
Holders Change %
-1.2%
% of All Funds
2.23%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
28
Increased
52
Reduced
54
Closed
28
Calls
$2.05M
Puts
$108K
Net Calls
+$1.94M
Net Calls Change
-$18.9M

Top Buyers

1
FLAM
1
First Light Asset Management
Minnesota
$47.3M
2
NI
2
Nepsis Inc
Minnesota
$9.47M
3
WCA
3
Whetstone Capital Advisors
Kansas
$7.72M
4
NL
4
Nuveen LLC
North Carolina
$2.67M
5
PCM
5
Portolan Capital Management
Massachusetts
$5.97M

Top Sellers

1
DG
1
Daventry Group
New York
$0
2
Alyeska Investment Group
2
Alyeska Investment Group
Illinois
$1.58M
3
Millennium Management
3
Millennium Management
New York
$2.26M
4
Bank of New York Mellon
4
Bank of New York Mellon
New York
$901K
5
PCM
5
Penn Capital Management
Pennsylvania
$0
Name Market Value Shares Shares
Change 		Shares
Change %
California State Teachers Retirement System (CalSTRS)
126
California State Teachers Retirement System (CalSTRS)
California
$20K 4,408 – –
Carson Wealth (CWM LLC)
127
Carson Wealth (CWM LLC)
Nebraska
$17K 3,839 +2,846 +287%
MCM
128
Manchester Capital Management
Vermont
$16.5K 3,649 – –
TRCT
129
Tower Research Capital (TRC)
New York
$16.1K 3,556 +2,020 +132%
HNW
130
High Note Wealth
Minnesota
$11.6K 2,568 – –
VCM
131
Versant Capital Management
Arizona
$9.55K 2,109 +2,109 New
Group One Trading
132
Group One Trading
Illinois
$9.45K 2,086 -2,274 -52%
AB
133
Amalgamated Bank
New York
$9K 1,894 – –
QCG
134
Quadrant Capital Group
Ohio
$8.81K 1,945 +1,529 +368%
FHA
135
First Horizon Advisors
Tennessee
$6.8K 1,500 – –
Osaic Holdings
136
Osaic Holdings
Arizona
$6.38K 1,408 +26 +2%
Nisa Investment Advisors
137
Nisa Investment Advisors
Missouri
$6.3K 1,390 -5,085 -79%
SS
138
SBI Securities
Japan
$5.93K 1,310 -39 -3%
HWM
139
HighMark Wealth Management
Minnesota
$5.66K 1,250 – –
NFSG
140
Newbridge Financial Services Group
Florida
$5.44K 1,200 – –
CFB
141
Cullen/Frost Bankers
Texas
$5.07K 1,119 +139 +14%
SCM
142
Sterling Capital Management
North Carolina
$4.29K 946 -764 -45%
SAM
143
Smartleaf Asset Management
Massachusetts
$1.93K 424 -47 -10%
CA
144
Continuum Advisory
Idaho
$1.59K 350 +18 +5%
PWA
145
Physician Wealth Advisors
Utah
$1.36K 300 – –
US Bancorp
146
US Bancorp
Minnesota
$1.26K 279 -199 -42%
HNB
147
Huntington National Bank
Ohio
$1.21K 267 +87 +48%
AAP
148
Arax Advisory Partners
Colorado
$1.01K 223 -440 -66%
RA
149
Rise Advisors
New York
$915 202 +202 New
GI
150
GAMMA Investing
California
$766 169 -61 -27%
4 5
6
7 8