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Health Catalyst
HCAT

Overview Fund Activity

166 hedge funds and large institutions have $376M invested in Health Catalyst in 2024 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 61 increasing their positions, 48 reducing their positions, and 20 closing their positions.

Holders
166
Holders Change
+7
Holders Change %
+4.4%
% of All Funds
2.21%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
29
Increased
61
Reduced
48
Closed
20
Calls
$21M
Puts
$114K
Net Calls
+$20.9M
Net Calls Change
-$1.96M

Top Buyers

1
FLAM
1
First Light Asset Management
Minnesota
$37.1M
2
Alyeska Investment Group
2
Alyeska Investment Group
Illinois
$14.3M
3
KCM
3
Kennedy Capital Management
Missouri
$13.4M
4
PCM
4
Penn Capital Management
Pennsylvania
$3.51M
5
PVM
5
Palogic Value Management
Texas
$2.26M

Top Sellers

1
NI
1
Nepsis Inc
Minnesota
$10.1M
2
Bank of New York Mellon
2
Bank of New York Mellon
New York
$10.2M
3
GIM
3
Granahan Investment Management
Massachusetts
$3.49M
4
Primecap Management
4
Primecap Management
California
$13.7M
5
FAM
5
Fred Alger Management
New York
$2.64M
Name Market Value Shares Shares
Change 		Shares
Change %
QCG
151
Quadrant Capital Group
Ohio
$2.94K 416 – –
CA
152
Continuum Advisory
Idaho
$2.35K 332 – –
PWA
153
Physician Wealth Advisors
Utah
$2.12K 300 +300 New
PA
154
Parallel Advisors
California
$1.63K 231 – –
GI
155
GAMMA Investing
California
$1.63K 230 +165 +254%
HNB
156
Huntington National Bank
Ohio
$1.27K 180 -56 -24%
SWM
157
Spire Wealth Management
Virginia
$1.06K 150 – –
AF
158
Allworth Financial
California
$982 175 – –
VWA
159
Valued Wealth Advisors
Utah
$905 128 – –
RIL
160
Rothschild Investment LLC
Illinois
$848 120 +60 +100%
LC
161
Lindbrook Capital
California
$799 113 – –
S
162
SignatureFD
Georgia
$509 72 -64 -47%
ME
163
McIlrath & Eck
Washington
$269 38 – –
IA
164
IFP Advisors
Florida
– – – –
EWA
165
EverSource Wealth Advisors
Alabama
$106 15 -3 -17%
FFA
166
Farther Finance Advisors
California
$106 15 – –
TI
167
Trexquant Investment
Connecticut
– – -136,810 Closed
Baillie Gifford & Co
168
Baillie Gifford & Co
United Kingdom
– – -121,855 Closed
Jacobs Levy Equity Management
169
Jacobs Levy Equity Management
New Jersey
– – -112,165 Closed
SGI
170
Summit Global Investments
Utah
– – -66,544 Closed
ACM
171
Advent Capital Management
New York
– – -65,000 Closed
AG
172
Algert Global
California
– – -46,586 Closed
Walleye Capital
173
Walleye Capital
New York
– – -38,829 Closed
Squarepoint
174
Squarepoint
New York
– – -23,708 Closed
GCP
175
GSA Capital Partners
United Kingdom
– – -22,934 Closed
4 5 6
7
8