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Health Catalyst

168 hedge funds and large institutions have $1.76B invested in Health Catalyst in 2020 Q4 according to their latest regulatory filings, with 42 funds opening new positions, 65 increasing their positions, 43 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,368% more call options, than puts

Call options by funds: $8.49M | Put options by funds: $578K

320% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 10

51% more repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 43

22% more funds holding

Funds holding: 138168 (+30)

20% more capital invested

Capital invested by funds: $1.46B → $1.76B (+$293M)

5.74% less ownership

Funds ownership: 100.77%95.03% (-5.7%)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
168
Holders Change
+30
Holders Change %
+21.74%
% of All Funds
2.97%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
42
Increased
65
Reduced
43
Closed
10
Calls
$8.49M
Puts
$578K
Net Calls
+$7.91M
Net Calls Change
+$4.88M
Name Holding Trade Value Shares
Change
Change in
Stake
GRP
151
Global Retirement Partners
California
$30K +$2.99K +81 +13%
Canada Life
152
Canada Life
Manitoba, Canada
$27K
FHA
153
First Horizon Advisors
Tennessee
$24K
S
154
SignatureFD
Georgia
$24K
VFA
155
Valeo Financial Advisors
Indiana
$16K
AWM
156
Avior Wealth Management
Nebraska
$16K +$13.6K +369 New
CAAS
157
Capital Asset Advisory Services
Michigan
$15K +$13.1K +356 New
EWA
158
Evolution Wealth Advisors
Florida
$12K +$10.3K +280 New
SPIA
159
Steward Partners Investment Advisory
New York
$10K +$1.11K +30 +15%
NFG
160
Next Financial Group
Texas
$7K -$11.1K -301 -66%
ED
161
Exane Derivatives
France
$3.27K +$2.77K +75 New
PFBT
162
Parkside Financial Bank & Trust
Missouri
$3K -$443 -12 -17%
Rockefeller Capital Management
163
Rockefeller Capital Management
New York
$3K +$1.44K +39 +118%
IAIM
164
International Assets Investment Management
Florida
$3K +$2.69K +73 New
APA
165
American Portfolios Advisors
New York
$2.74K
PAI
166
Pittenger & Anderson Inc
Nebraska
$1K +$996 +27 New
AIG
167
American International Group
New York
$851 -$20.7K -561 -3%
Walleye Capital
168
Walleye Capital
New York
$326 +$277K +7,500 New
RC
169
Roubaix Capital
Colorado
-$1.17M -31,889 Closed
SEC
170
Seven Eight Capital
New York
-$743K -20,300 Closed
Balyasny Asset Management
171
Balyasny Asset Management
Illinois
-$439K -11,982 Closed
Russell Investments Group
172
Russell Investments Group
United Kingdom
-$137K -3,757 Closed
PAM
173
Panagora Asset Management
Massachusetts
-$77K -2,105 Closed
LF
174
Lee Financial
Texas
-$59K -1,600 Closed
WCG
175
Weaver Consulting Group
California
-$18K -500 Closed

HCAT Hedge Fund Activity: Q4 2020 in Review

168 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Health Catalyst (HCAT) for Q4 2020, worth a combined $1.76B — up 20% from $1.46B a quarter earlier.

Buyers outnumbered sellers: 42 funds opened new HCAT positions and 10 closed out — a net gain of 32 holders — while 65 added to existing stakes and 43 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $37.8M. The largest seller was Wells Fargo, cutting an estimated $86.2M.

  • 168 institutional investors held Health Catalyst (HCAT) as of Q4 2020, up from 138 in Q3 2020.
  • Funds reported $1.76B of Health Catalyst stock for Q4 2020, up 20% quarter-over-quarter.
  • 42 funds opened new Health Catalyst positions in Q4 2020 and 10 closed out, a net change of +32 holders.
  • The largest Health Catalyst buyer in Q4 2020 was Fidelity Investments, an estimated $37.8M added.
  • The largest Health Catalyst seller in Q4 2020 was Wells Fargo, an estimated $86.2M sold.

Based on aggregated 13F filings for Q4 2020.