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Health Catalyst

162 hedge funds and large institutions have $568M invested in Health Catalyst in 2023 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 56 increasing their positions, 54 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

10% more capital invested

Capital invested by funds: $516M → $568M (+$52.5M)

4% more repeat investments, than reductions

Existing positions increased: 56 | Existing positions reduced: 54

2.11% less ownership

Funds ownership: 89.19%87.08% (-2.1%)

3% less funds holding

Funds holding: 167162 (-5)

15% less first-time investments, than exits

New positions opened: 23 | Existing positions closed: 27

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

57% less call options, than puts

Call options by funds: $248K | Put options by funds: $572K

Holders
162
Holders Change
-5
Holders Change %
-2.99%
% of All Funds
2.58%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
23
Increased
56
Reduced
54
Closed
27
Calls
$248K
Puts
$572K
Net Calls
-$324K
Net Calls Change
+$491K
Name Holding Trade Value Shares
Change
Change in
Stake
RCM
151
Raleigh Capital Management
North Carolina
$3.58K +$3.91K +307 New
SWM
152
Spire Wealth Management
Virginia
$3.5K +$3.82K +300 New
PMEF
153
Point72 Middle East FZE
United Arab Emirates
$2.64K +$2.88K +226 New
GRP
154
Global Retirement Partners
California
$1.73K +$1.76K +138 New
ASN
155
Advisory Services Network
Georgia
$1.39K +$739 +58 +95%
HNB
156
Huntington National Bank
Ohio
$1.14K +$1.25K +98 New
EI
157
Ellevest Inc
New York
$1.11K +$331 +26 +38%
CA
158
Crewe Advisors
Utah
$1.04K
ME
159
McIlrath & Eck
Washington
$443
BWL
160
Bogart Wealth LLC
Virginia
$117
PM
161
Prosight Management
Texas
-$3.7M -347,724 Closed
Norges Bank
162
Norges Bank
Norway
-$2.55M -240,100 Closed
Squarepoint
163
Squarepoint
New York
-$1.88M -176,530 Closed
QC
164
Quadrature Capital
United Kingdom
-$1.12M -105,206 Closed
GCP
165
GSA Capital Partners
United Kingdom
-$1.1M -103,925 Closed
SC
166
Shay Capital
New York
-$638K -60,000 Closed
SFI
167
Susquehanna Fundamental Investments
Pennsylvania
-$496K -46,694 Closed
JF
168
Jump Financial
Illinois
-$339K -31,899 Closed
PCH
169
Polar Capital Holdings
United Kingdom
-$283K -26,640 Closed
PCMI
170
Paradigm Capital Management Inc
New York
-$213K -20,000 Closed
OQS
171
Occudo Quantitative Strategies
Florida
-$198K -18,602 Closed
XT
172
XTX Topco
Cayman Islands
-$188K -17,690 Closed
Man Group
173
Man Group
United Kingdom
-$175K -16,421 Closed
SPM
174
Symmetry Peak Management
Pennsylvania
-$159K -15,000 Closed
SSA
175
Schonfeld Strategic Advisors
New York
-$158K -14,900 Closed

HCAT Hedge Fund Activity: Q1 2023 in Review

162 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Health Catalyst (HCAT) for Q1 2023, worth a combined $568M — up 10% from $516M a quarter earlier.

Sellers outnumbered buyers: 27 funds closed out of HCAT and 23 opened new positions — a net loss of 4 holders — while 54 trimmed existing stakes and 56 added.

The largest buyer was Wellington Management Group, adding an estimated $18.7M. The largest seller was Balyasny Asset Management, cutting an estimated $7.7M.

  • 162 institutional investors held Health Catalyst (HCAT) as of Q1 2023, down from 167 in Q4 2022.
  • Funds reported $568M of Health Catalyst stock for Q1 2023, up 10% quarter-over-quarter.
  • 23 funds opened new Health Catalyst positions in Q1 2023 and 27 closed out, a net change of -4 holders.
  • The largest Health Catalyst buyer in Q1 2023 was Wellington Management Group, an estimated $18.7M added.
  • The largest Health Catalyst seller in Q1 2023 was Balyasny Asset Management, an estimated $7.7M sold.

Based on aggregated 13F filings for Q1 2023.