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Health Catalyst

145 hedge funds and large institutions have $204M invested in Health Catalyst in 2025 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 55 increasing their positions, 45 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more ownership

Funds ownership:

more funds holding in top 10

Funds holding in top 10:

less funds holding

Funds holding:

15% less capital invested

Capital invested by funds: $241M → $204M (-$36.7M)

50% less call options, than puts

Call options by funds: $302K | Put options by funds: $609K

52% less first-time investments, than exits

New positions opened: 15 | Existing positions closed: 31

Holders
145
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$302K
Puts
$609K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SS
126
SBI Securities
Japan
$4.94K
NFSG
127
Newbridge Financial Services Group
Florida
$4.52K
IA
128
IFP Advisors
Florida
$2.18K
HNB
129
Huntington National Bank
Ohio
$1.32K
PWA
130
Physician Wealth Advisors
Utah
$1.13K
National Bank of Canada
131
National Bank of Canada
Quebec, Canada
$1.12K
SAM
132
Smartleaf Asset Management
Massachusetts
$674
AF
133
Allworth Financial
California
$660
SWM
134
Spire Wealth Management
Virginia
$566
VWA
135
Valued Wealth Advisors
Utah
$483
RIL
136
Rothschild Investment LLC
Illinois
$471
RA
137
Rise Advisors
New York
$381
Fifth Third Bancorp
138
Fifth Third Bancorp
Ohio
$347
PNC Financial Services Group
139
PNC Financial Services Group
Pennsylvania
$279
S
140
SignatureFD
Georgia
$271
Jones Financial Companies
141
Jones Financial Companies
Missouri
$267
Russell Investments Group
142
Russell Investments Group
United Kingdom
$185
ME
143
McIlrath & Eck
Washington
$143
EWA
144
EverSource Wealth Advisors
Alabama
$121
FFA
145
Farther Finance Advisors
California
$38
Wellington Management Group
146
Wellington Management Group
Massachusetts
D.E. Shaw & Co
147
D.E. Shaw & Co
New York
CSS
148
Cubist Systematic Strategies
Connecticut
Adage Capital Partners
149
Adage Capital Partners
Massachusetts
Los Angeles Capital Management
150
Los Angeles Capital Management
California