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Health Catalyst
HCAT

Overview Fund Activity

199 hedge funds and large institutions have $2.66B invested in Health Catalyst in 2021 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 98 increasing their positions, 49 reducing their positions, and 21 closing their positions.

Holders
199
Holders Change
–
Holders Change %
0%
% of All Funds
3.49%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
23
Increased
98
Reduced
49
Closed
21
Calls
$15.4M
Puts
$3.64M
Net Calls
+$11.7M
Net Calls Change
-$13.6M

Top Buyers

1
Aberdeen Group
1
Aberdeen Group
United Kingdom
$49.8M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$372M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$206M
4
Invesco
4
Invesco
Georgia
$31.7M
5
SAM
5
Sectoral Asset Management
Quebec, Canada
$22.1M

Top Sellers

1
Massachusetts Financial Services
1
Massachusetts Financial Services
Massachusetts
$1.11M
2
Deutsche Bank
2
Deutsche Bank
Germany
$21.4M
3
RP
3
Regal Partners
Australia
$0
4
Nuveen Asset Management
4
Nuveen Asset Management
Illinois
$16.4M
5
Bank of Montreal
5
Bank of Montreal
Ontario, Canada
$10.5M
Name Market Value Shares Shares
Change 		Shares
Change %
William Blair & Company
151
William Blair & Company
Illinois
$313K 6,250 -1,234 -16%
Teacher Retirement System of Texas
152
Teacher Retirement System of Texas
Texas
$302K 6,037 +1,231 +26%
SGI
153
Summit Global Investments
Utah
$290K 5,800 +5,800 New
EPA
154
Element Pointe Advisors
Florida
$285K 5,693 – –
MOS
155
MGO One Seven
Ohio
$251K 4,763 -66 -1%
Prudential Financial
156
Prudential Financial
New Jersey
$244K 4,413 +640 +17%
PNC Financial Services Group
157
PNC Financial Services Group
Pennsylvania
$229K 4,588 +36 +0.8%
Zurich Cantonal Bank
158
Zurich Cantonal Bank
Switzerland
$222K 4,445 – –
AIP
159
Ameritas Investment Partners
Nebraska
$192K 3,844 +339 +10%
TRCT
160
Tower Research Capital (TRC)
New York
$187K 3,728 +2,746 +280%
DekaBank Deutsche Girozentrale
161
DekaBank Deutsche Girozentrale
Germany
$168K 3,350 – –
SO
162
STRS Ohio
Ohio
$165K 3,300 +1,100 +50%
HIIFS
163
Harel Insurance Investments & Financial Services
Israel
$145K 2,894 -988 -25%
FMT
164
First Mercantile Trust
Tennessee
$132K 2,649 -44 -2%
OSAM
165
O'Shaughnessy Asset Management
Connecticut
$123K 2,452 +463 +23%
Canada Life
166
Canada Life
Manitoba, Canada
$104K 2,074 – –
ST
167
Sageworth Trust
Pennsylvania
$100K 1,992 – –
Fifth Third Bancorp
168
Fifth Third Bancorp
Ohio
$78K 1,565 – –
Osaic Holdings
169
Osaic Holdings
Arizona
$73K 1,466 +314 +27%
AF
170
Advisornet Financial
Minnesota
$60K 1,200 +1,200 New
HWMA
171
Heritage Wealth Management (Arizona)
Arizona
$45K 909 -213 -19%
SWM
172
Spire Wealth Management
Virginia
$45K 900 – –
HWM
173
HighMark Wealth Management
Minnesota
$32K 645 +54 +9%
FHA
174
First Horizon Advisors
Tennessee
$28K 566 – –
S
175
SignatureFD
Georgia
$27K 541 +12 +2%
5 6
7
8 9