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Health Catalyst

174 hedge funds and large institutions have $377M invested in Health Catalyst in 2024 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 59 increasing their positions, 57 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

5,390% more call options, than puts

Call options by funds: $18.9M | Put options by funds: $345K

35% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 23

4% more funds holding

Funds holding: 167174 (+7)

4% more repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 57

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

2.06% less ownership

Funds ownership: 87.6%85.54% (-2.1%)

19% less capital invested

Capital invested by funds: $467M → $377M (-$89.5M)

Holders
174
Holders Change
+7
Holders Change %
+4.19%
% of All Funds
2.51%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
31
Increased
59
Reduced
57
Closed
23
Calls
$18.9M
Puts
$345K
Net Calls
+$18.6M
Net Calls Change
+$18.9M
Name Holding Trade Value Shares
Change
Change in
Stake
UB
151
UMB Bank
Missouri
$10.4K
HWM
152
HighMark Wealth Management
Minnesota
$9.41K
NFSG
153
Newbridge Financial Services Group
Florida
$9.04K
Nisa Investment Advisors
154
Nisa Investment Advisors
Missouri
$8.55K +$219 +24 +2%
TRCT
155
Tower Research Capital (TRC)
New York
$6.03K -$102K -11,217 -93%
Carson Wealth (CWM LLC)
156
Carson Wealth (CWM LLC)
Nebraska
$5K +$82 +9 +1%
LSA
157
Leonteq Securities AG
Switzerland
$4.7K
Comerica Bank
158
Comerica Bank
Texas
$4.31K -$8.42K -922 -62%
QCG
159
Quadrant Capital Group
Ohio
$2.55K
AWM
160
Avior Wealth Management
Nebraska
$2.39K +$1.17K +128 +68%
SWM
161
Spire Wealth Management
Virginia
$2.26K +$2.74K +300 New
CA
162
Continuum Advisory
Idaho
$2.21K +$3.03K +332 New
HIIFS
163
Harel Insurance Investments & Financial Services
Israel
$2K -$785 -86 -25%
S
164
Sachetta
Massachusetts
$1.47K
HNB
165
Huntington National Bank
Ohio
$1.16K -$9 -1 -0.6%
GRP
166
Global Retirement Partners
California
$1.04K
VWA
167
Valued Wealth Advisors
Utah
$964
S
168
SignatureFD
Georgia
$542 -$374 -41 -36%
AF
169
Allworth Financial
California
$535
ME
170
McIlrath & Eck
Washington
$286
NA
171
NewEdge Advisors
Louisiana
$196
FFA
172
Farther Finance Advisors
California
$109 +$9 +1 +7%
AssetMark Inc
173
AssetMark Inc
California
$8 +$9 +1 New
Ensign Peak Advisors
174
Ensign Peak Advisors
Utah
-$4.23M -456,841 Closed
RPAM
175
Rhenman & Partners Asset Management
Sweden
-$2.78M -300,000 Closed