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Health Catalyst

190 hedge funds and large institutions have $2.05B invested in Health Catalyst in 2021 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 66 increasing their positions, 59 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

162% more call options, than puts

Call options by funds: $12M | Put options by funds: $4.58M

122% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 18

17% more capital invested

Capital invested by funds: $1.76B → $2.05B (+$294M)

13% more funds holding

Funds holding: 168190 (+22)

12% more repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 59

6.08% more ownership

Funds ownership: 95.03%101.11% (+6.1%)

100% less funds holding in top 10

Funds holding in top 10: 30 (-3)

Holders
190
Holders Change
+22
Holders Change %
+13.1%
% of All Funds
3.34%
Holding in Top 10
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-100%
% of All Funds
New
40
Increased
66
Reduced
59
Closed
18
Calls
$12M
Puts
$4.58M
Net Calls
+$7.44M
Net Calls Change
-$470K
Name Holding Trade Value Shares
Change
Change in
Stake
Citigroup
151
Citigroup
New York
$186K -$142K -2,932 -42%
TRCT
152
Tower Research Capital (TRC)
New York
$174K +$96.5K +1,992 +115%
HFS
153
Hantz Financial Services
Michigan
$161K +$167K +3,451 New
DekaBank Deutsche Girozentrale
154
DekaBank Deutsche Girozentrale
Germany
$155K +$162K +3,350 New
HWMA
155
Heritage Wealth Management (Arizona)
Arizona
$150K +$155K +3,210 New
Russell Investments Group
156
Russell Investments Group
United Kingdom
$143K +$148K +3,064 New
FMT
157
First Mercantile Trust
Tennessee
$141K -$17.1K -353 -10%
AIP
158
Ameritas Investment Partners
Nebraska
$133K
Zurich Cantonal Bank
159
Zurich Cantonal Bank
Switzerland
$119K
ST
160
Sageworth Trust
Pennsylvania
$93K +$96.5K +1,992 New
Fifth Third Bancorp
161
Fifth Third Bancorp
Ohio
$73K
FC
162
FORA Capital
Florida
$68K -$628K -12,957 -90%
CAPTRUST Financial Advisors
163
CAPTRUST Financial Advisors
North Carolina
$62K +$64.7K +1,335 New
Canada Life
164
Canada Life
Manitoba, Canada
$56K +$28.2K +583 +95%
Osaic Holdings
165
Osaic Holdings
Arizona
$55K +$7.65K +158 +15%
AWC
166
Abundance Wealth Counselors
Pennsylvania
$47K +$48.4K +1,000 New
SWM
167
Spire Wealth Management
Virginia
$42K +$43.6K +900 New
HWM
168
HighMark Wealth Management
Minnesota
$34K -$8.86K -183 -20%
GRP
169
Global Retirement Partners
California
$33K +$339 +7 +1%
Simplex Trading
170
Simplex Trading
Illinois
$32K -$10.2K -210 -23%
FHA
171
First Horizon Advisors
Tennessee
$26K
S
172
SignatureFD
Georgia
$24K -$1.02K -21 -4%
AWM
173
Avior Wealth Management
Nebraska
$17K
TCWM
174
Total Clarity Wealth Management
Illinois
$14K +$14.9K +308 New
EWA
175
Evolution Wealth Advisors
Florida
$13K