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Health Catalyst

167 hedge funds and large institutions have $376M invested in Health Catalyst in 2024 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 61 increasing their positions, 48 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

18,317% more call options, than puts

Call options by funds: $21M | Put options by funds: $114K

50% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 20

27% more repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 48

5% more funds holding

Funds holding: 159167 (+8)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0.9% less ownership

Funds ownership: 86.05%85.14% (-0.9%)

11% less capital invested

Capital invested by funds: $423M → $376M (-$47.5M)

Holders
167
Holders Change
+8
Holders Change %
+5.03%
% of All Funds
2.2%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
30
Increased
61
Reduced
48
Closed
20
Calls
$21M
Puts
$114K
Net Calls
+$20.9M
Net Calls Change
-$1.96M
Name Holding Trade Value Shares
Change
Change in
Stake
QCG
151
Quadrant Capital Group
Ohio
$2.94K
CA
152
Continuum Advisory
Idaho
$2.35K
PWA
153
Physician Wealth Advisors
Utah
$2.12K +$2.39K +300 New
PA
154
Parallel Advisors
California
$1.63K
GI
155
GAMMA Investing
California
$1.63K +$1.31K +165 +254%
HNB
156
Huntington National Bank
Ohio
$1.27K -$446 -56 -24%
SWM
157
Spire Wealth Management
Virginia
$1.06K
AF
158
Allworth Financial
California
$982
VWA
159
Valued Wealth Advisors
Utah
$905
RIL
160
Rothschild Investment LLC
Illinois
$848 +$478 +60 +100%
LC
161
Lindbrook Capital
California
$799
S
162
SignatureFD
Georgia
$509 -$510 -64 -47%
ME
163
McIlrath & Eck
Washington
$269
LSA
164
Leonteq Securities AG
Switzerland
$160 +$183 +23 New
IA
165
IFP Advisors
Florida
$127
EWA
166
EverSource Wealth Advisors
Alabama
$106 -$24 -3 -17%
FFA
167
Farther Finance Advisors
California
$106
TI
168
Trexquant Investment
Connecticut
-$1.11M -136,810 Closed
Baillie Gifford & Co
169
Baillie Gifford & Co
United Kingdom
-$992K -121,855 Closed
Jacobs Levy Equity Management
170
Jacobs Levy Equity Management
New Jersey
-$913K -112,165 Closed
SGI
171
Summit Global Investments
Utah
-$542K -66,544 Closed
ACM
172
Advent Capital Management
New York
-$529K -65,000 Closed
AG
173
Algert Global
California
-$379K -46,586 Closed
Walleye Capital
174
Walleye Capital
New York
-$316K -38,829 Closed
Squarepoint
175
Squarepoint
New York
-$193K -23,708 Closed