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Health Catalyst
HCAT

Overview Fund Activity

166 hedge funds and large institutions have $467M invested in Health Catalyst in 2023 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 53 increasing their positions, 60 reducing their positions, and 22 closing their positions.

Holders
166
Holders Change
+8
Holders Change %
+5.06%
% of All Funds
2.43%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
30
Increased
53
Reduced
60
Closed
22
Calls
$52K
Puts
$309K
Net Calls
-$257K
Net Calls Change
+$40K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$12.7M
2
Millennium Management
2
Millennium Management
New York
$9.51M
3
Impax Asset Management Group
3
Impax Asset Management Group
United Kingdom
$16.2M
4
BlackRock
4
BlackRock
New York
$49.2M
5
Bank of New York Mellon
5
Bank of New York Mellon
New York
$11.3M

Top Sellers

1
FLAM
1
First Light Asset Management
Minnesota
$9.39M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$51M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$10.1M
4
WCM Investment Management
4
WCM Investment Management
California
$0
5
RSCM
5
Rock Springs Capital Management
Maryland
$0
Name Market Value Shares Shares
Change 		Shares
Change %
QCG
151
Quadrant Capital Group
Ohio
$3.13K 338 -160 -32%
HIIFS
152
Harel Insurance Investments & Financial Services
Israel
$3K 343 -604 -64%
ASN
153
Advisory Services Network
Georgia
$2.11K 228 +228 New
Northwestern Mutual Wealth Management
154
Northwestern Mutual Wealth Management
Wisconsin
$1.85K 200 +200 New
AWM
155
Avior Wealth Management
Nebraska
$1.75K 189 -119 -39%
GRP
156
Global Retirement Partners
California
$1.5K 138 – –
S
157
Sachetta
Massachusetts
$1.47K 159 +159 New
HNB
158
Huntington National Bank
Ohio
$1.44K 155 +65 +72%
VWA
159
Valued Wealth Advisors
Utah
$1.3K 128 +128 New
S
160
SignatureFD
Georgia
$1.05K 113 -626 -85%
PNC Financial Services Group
161
PNC Financial Services Group
Pennsylvania
$676 73 -673 -90%
AF
162
Allworth Financial
California
$658 71 +71 New
ME
163
McIlrath & Eck
Washington
$352 38 – –
NA
164
NewEdge Advisors
Louisiana
$241 26 +26 New
FFA
165
Farther Finance Advisors
California
$130 14 +14 New
WCM Investment Management
166
WCM Investment Management
California
– – -647,824 Closed
RSCM
167
Rock Springs Capital Management
Maryland
– – -307,500 Closed
BMSSC
168
B. Metzler seel. Sohn & Co
Germany
– – -85,740 Closed
National Bank of Canada
169
National Bank of Canada
Quebec, Canada
– – -79,749 Closed
BC
170
BIT Capital
Germany
– – -45,338 Closed
Bank of Montreal
171
Bank of Montreal
Ontario, Canada
– – -38,224 Closed
Tudor Investment Corp
172
Tudor Investment Corp
Connecticut
– – -25,074 Closed
DFCM
173
Dark Forest Capital Management
Puerto Rico
– – -24,984 Closed
CMF
174
Counterpoint Mutual Funds
California
– – -24,086 Closed
XT
175
XTX Topco
Cayman Islands
– – -12,064 Closed
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