HCAT icon

Health Catalyst

179 hedge funds and large institutions have $766M invested in Health Catalyst in 2022 Q2 according to their latest regulatory filings, with 37 funds opening new positions, 77 increasing their positions, 40 reducing their positions, and 42 closing their positions.

Holders
179
Holders Change
-7
Holders Change %
-3.76%
% of All Funds
3.03%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
37
Increased
77
Reduced
40
Closed
42
Calls
$174K
Puts
$1.39M
Net Calls
-$1.22M
Net Calls Change
-$1.49M
Name Market Value Shares Shares
Change
Shares
Change %
US Bancorp
151
US Bancorp
Minnesota
$11K 743 -8,517 -92%
TWA
152
TCI Wealth Advisors
Arizona
$11K 777 +777 New
HWMA
153
Heritage Wealth Management (Arizona)
Arizona
$10.1K 696
SWM
154
Spire Wealth Management
Virginia
$7K 450 -450 -50%
Nisa Investment Advisors
155
Nisa Investment Advisors
Missouri
$6K 390
KA
156
Kozak & Associates
Colorado
$6K 405
Carson Wealth (CWM LLC)
157
Carson Wealth (CWM LLC)
Nebraska
$6K 383 +320 +508%
STCOSD
158
Sageworth Trust Company of South Dakota
South Dakota
$4K 281
IA
159
IFP Advisors
Florida
$4K 93
HWM
160
HighMark Wealth Management
Minnesota
$4K 250
CA
161
Crewe Advisors
Utah
$4K 263 +263 New
PTC
162
Private Trust Company
Ohio
$4K 306 +306 New
PA
163
Parallel Advisors
California
$3K 197 +197 New
GWS
164
Glassman Wealth Services
Virginia
$2K 119 +119 New
CA
165
CoreCap Advisors
Michigan
$2K 120 +120 New
LC
166
Lindbrook Capital
California
$2K 128 +128 New
EWA
167
EverSource Wealth Advisors
Alabama
$2K 154 +154 New
ME
168
McIlrath & Eck
Washington
$1K 38
EI
169
Ellevest Inc
New York
$1K 63 +32 +103%
CAL
170
Capital Advisors Ltd
Ohio
$1K 51 +51 New
ED
171
Exane Derivatives
France
$623 43
PCH
172
Polar Capital Holdings
United Kingdom
$386 26,640 +11,885 +81%
Bank of Montreal
173
Bank of Montreal
Ontario, Canada
$328 19,533 +19,533 New
RP
174
Riverbridge Partners
Minnesota
-1,222,571 Closed
William Blair Investment Management
175
William Blair Investment Management
Illinois
-819,996 Closed