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Health Catalyst
HCAT

Overview Fund Activity

143 hedge funds and large institutions have $202M invested in Health Catalyst in 2025 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 54 increasing their positions, 44 reducing their positions, and 31 closing their positions.

Holders
143
Holders Change
-21
Holders Change %
-12.8%
% of All Funds
1.92%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
15
Increased
54
Reduced
44
Closed
31
Calls
$302K
Puts
$609K
Net Calls
-$307K
Net Calls Change
-$2.25M

Top Buyers

1
WCA
1
Whetstone Capital Advisors
Kansas
$14.1M
2
FLAM
2
First Light Asset Management
Minnesota
$46.1M
3
PCM
3
Portolan Capital Management
Massachusetts
$7.47M
4
Connor, Clark & Lunn Investment Management (CC&L)
4
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$4.02M
5
Acadian Asset Management
5
Acadian Asset Management
Massachusetts
$4.39M

Top Sellers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$0
2
NL
2
Nuveen LLC
North Carolina
$466K
3
Millennium Management
3
Millennium Management
New York
$229K
4
NI
4
Nepsis Inc
Minnesota
$6.5M
5
D.E. Shaw & Co
5
D.E. Shaw & Co
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Mirae Asset Global ETFs Holdings
151
Mirae Asset Global ETFs Holdings
Hong Kong
– – -36,047 Closed
Prudential Financial
152
Prudential Financial
New Jersey
– – -31,931 Closed
AG
153
Algert Global
California
– – -31,126 Closed
Creative Planning
154
Creative Planning
Kansas
– – -30,551 Closed
BHCM
155
Brevan Howard Capital Management
Jersey
– – -29,488 Closed
CF
156
Corebridge Financial
Texas
– – -29,317 Closed
MCM
157
Massar Capital Management
Connecticut
– – -18,545 Closed
CC
158
Centiva Capital
New York
– – -17,806 Closed
QCM
159
Quantinno Capital Management
New York
– – -14,394 Closed
HF
160
HRT Financial
New York
– – -13,865 Closed
CWM
161
CIBC World Markets
New York
– – -13,279 Closed
XT
162
XTX Topco
Cayman Islands
– – -11,845 Closed
MWG
163
Martin Worley Group
Utah
– – -11,000 Closed
HNW
164
High Note Wealth
Minnesota
– – -2,568 Closed
VCM
165
Versant Capital Management
Arizona
– – -2,109 Closed
QCG
166
Quadrant Capital Group
Ohio
– – -1,945 Closed
CA
167
Continuum Advisory
Idaho
– – -350 Closed
US Bancorp
168
US Bancorp
Minnesota
– – -279 Closed
AAP
169
Arax Advisory Partners
Colorado
– – -223 Closed
GI
170
GAMMA Investing
California
– – -169 Closed
PA
171
Parallel Advisors
California
– – -135 Closed
CCM
172
Coldstream Capital Management
Washington
– – -100 Closed
TWD
173
True Wealth Design
Ohio
– – -17 Closed
CA
174
CoreCap Advisors
Michigan
– – -2 Closed
C
175
Covestor
United Kingdom
$0 14 -1 -7%
4 5 6
7
8