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Health Catalyst
HCAT

Overview Fund Activity

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

New
Increased
Maintained
Reduced
Closed
Holders
169
Holders Change
+31
Holders Change %
+22.46%
% of All Funds
3%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
43
Increased
65
Reduced
43
Closed
10
Calls
$8.49M
Puts
$578K
Net Calls
+$7.91M
Net Calls Change
+$4.88M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$91.4M
2
FLAM
2
First Light Asset Management
Minnesota
$42.3M
3
PAMU
3
Pictet Asset Management (UK)
United Kingdom
$15.8M
4
BlackRock
4
BlackRock
New York
$110M
5
ClearBridge Investments
5
ClearBridge Investments
New York
$84.4M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$3.88M
2
Point72 Asset Management
2
Point72 Asset Management
Connecticut
$14M
3
Massachusetts Financial Services
3
Massachusetts Financial Services
Massachusetts
$21.8M
4
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$612K
5
Fidelity International
5
Fidelity International
Bermuda
$4.59M
Name Holding Trade Value Shares
Change 		Shares
Change %
Simplex Trading
151
Simplex Trading
Illinois
$39K -$246K -5,766 -86%
GRP
152
Global Retirement Partners
California
$30K +$3.5K +81 +13%
Canada Life
153
Canada Life
Manitoba, Canada
$27K – – –
S
154
SignatureFD
Georgia
$24K – – –
FHA
155
First Horizon Advisors
Tennessee
$24K – – –
VFA
156
Valeo Financial Advisors
Indiana
$16K – – –
AWM
157
Avior Wealth Management
Nebraska
$16K +$16K +369 New
CAAS
158
Capital Asset Advisory Services
Michigan
$15K +$15K +356 New
EWA
159
Evolution Wealth Advisors
Florida
$12K +$12K +280 New
SPIA
160
Steward Partners Investment Advisory
New York
$10K +$1.3K +30 +15%
NFG
161
Next Financial Group
Texas
$7K -$13.7K -301 -66%
ED
162
Exane Derivatives
France
$3.27K +$3.27K +75 New
PFBT
163
Parkside Financial Bank & Trust
Missouri
$3K -$600 -12 -17%
Rockefeller Capital Management
164
Rockefeller Capital Management
New York
$3K +$1.63K +39 +118%
IAIM
165
International Assets Investment Management
Florida
$3K +$3K +73 New
APA
166
American Portfolios Advisors
New York
$2.74K – – –
PAI
167
Pittenger & Anderson Inc
Nebraska
$1K +$1K +27 New
AIG
168
American International Group
New York
$851 -$24 -561 -3%
Walleye Capital
169
Walleye Capital
New York
$326 +$326 +7,500 New
RC
170
Roubaix Capital
Colorado
– -$1.17M -31,889 Closed
SEC
171
Seven Eight Capital
New York
– -$743K -20,300 Closed
Balyasny Asset Management
172
Balyasny Asset Management
Illinois
– -$439K -11,982 Closed
Russell Investments Group
173
Russell Investments Group
United Kingdom
– -$137K -3,757 Closed
PAM
174
Panagora Asset Management
Massachusetts
– -$77K -2,105 Closed
LF
175
Lee Financial
Texas
– -$59K -1,600 Closed
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