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Health Catalyst
HCAT

Overview Fund Activity

166 hedge funds and large institutions have $516M invested in Health Catalyst in 2022 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 68 increasing their positions, 52 reducing their positions, and 23 closing their positions.

Holders
166
Holders Change
-4
Holders Change %
-2.35%
% of All Funds
2.68%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
21
Increased
68
Reduced
52
Closed
23
Calls
$770K
Puts
$1.59M
Net Calls
-$815K
Net Calls Change
-$755K

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$25.2M
2
Jacobs Levy Equity Management
2
Jacobs Levy Equity Management
New Jersey
$13.1M
3
DG
3
Daventry Group
New York
$15.3M
4
Balyasny Asset Management
4
Balyasny Asset Management
Illinois
$17.6M
5
PM
5
Prosight Management
Texas
$3.7M

Top Sellers

1
Janus Henderson Group
1
Janus Henderson Group
United Kingdom
$0
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$14.5M
3
Bank of New York Mellon
3
Bank of New York Mellon
New York
$2.02M
4
Goldman Sachs
4
Goldman Sachs
New York
$15.3M
5
Point72 Asset Management
5
Point72 Asset Management
Connecticut
$16.6M
Name Market Value Shares Shares
Change 		Shares
Change %
PA
151
Parallel Advisors
California
$5.42K 510 +256 +101%
IA
152
IFP Advisors
Florida
$4K 100 -93 -48%
Wells Fargo
153
Wells Fargo
California
$3.57K 336 -214 -39%
Dimensional Fund Advisors
154
Dimensional Fund Advisors
Texas
$3.44K 323,222 +186,724 +137%
AF
155
Allworth Financial
California
$2.5K 235 +235 New
CG
156
Cutler Group
California
$1K 112 -2,294 -95%
CA
157
Crewe Advisors
Utah
$946 89 -174 -66%
EI
158
Ellevest Inc
New York
$733 69 +33 +92%
ASN
159
Advisory Services Network
Georgia
$648 61 +61 New
BAAM
160
Baker Avenue Asset Management
California
$425 40 +40 New
ME
161
McIlrath & Eck
Washington
$404 38 – –
EWA
162
EverSource Wealth Advisors
Alabama
$276 26 +26 New
NA
163
NewEdge Advisors
Louisiana
$223 21 +21 New
BWL
164
Bogart Wealth LLC
Virginia
$106 10 – –
WAM
165
Wolverine Asset Management
Illinois
$53 5 -10,772 -100%
Janus Henderson Group
166
Janus Henderson Group
United Kingdom
– – -2,218,438 Closed
PA
167
Perceptive Advisors
New York
– – -389,962 Closed
PCM
168
Portolan Capital Management
Massachusetts
– – -303,602 Closed
ZCM
169
Ziegler Capital Management
Illinois
– – -198,480 Closed
QT
170
Quantbot Technologies
New York
– – -68,677 Closed
PP
171
PDT Partners
New York
– – -64,982 Closed
ASP
172
Adams Street Partners
Illinois
– – -34,157 Closed
GCM
173
Graham Capital Management
Connecticut
– – -30,523 Closed
ACM
174
AlphaCrest Capital Management
New York
– – -23,060 Closed
SEI Investments
175
SEI Investments
Pennsylvania
– – -21,484 Closed
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7
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