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Health Catalyst

165 hedge funds and large institutions have $241M invested in Health Catalyst in 2025 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 52 increasing their positions, 55 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,796% more call options, than puts

Call options by funds: $2.05M | Put options by funds: $108K

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

4% less first-time investments, than exits

New positions opened: 27 | Existing positions closed: 28

5% less repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 55

1% less funds holding

Funds holding: 167165 (-2)

9.4% less ownership

Funds ownership: 85.14%75.74% (-9.4%)

36% less capital invested

Capital invested by funds: $376M → $241M (-$135M)

Holders
165
Holders Change
-2
Holders Change %
-1.2%
% of All Funds
2.21%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
27
Increased
52
Reduced
55
Closed
28
Calls
$2.05M
Puts
$108K
Net Calls
+$1.94M
Net Calls Change
-$18.9M
Name Holding Trade Value Shares
Change
Change in
Stake
AF
151
Allworth Financial
California
$697
SWM
152
Spire Wealth Management
Virginia
$680
PA
153
Parallel Advisors
California
$612 -$508 -96 -42%
VWA
154
Valued Wealth Advisors
Utah
$580
RIL
155
Rothschild Investment LLC
Illinois
$453 -$106 -20 -17%
CCM
156
Coldstream Capital Management
Washington
$453 +$529 +100 New
EWA
157
EverSource Wealth Advisors
Alabama
$412 +$402 +76 +507%
S
158
SignatureFD
Georgia
$326
PNC Financial Services Group
159
PNC Financial Services Group
Pennsylvania
$217 -$11.1K -2,099 -98%
ME
160
McIlrath & Eck
Washington
$172
LSA
161
Leonteq Securities AG
Switzerland
$104
IA
162
IFP Advisors
Florida
$82
TWD
163
True Wealth Design
Ohio
$78 +$90 +17 New
FFA
164
Farther Finance Advisors
California
$43 -$26 -5 -33%
CA
165
CoreCap Advisors
Michigan
$7 +$11 +2 New
DG
166
Daventry Group
New York
-$17.7M -2,509,480 Closed
PCM
167
Penn Capital Management
Pennsylvania
-$3.51M -495,945 Closed
GIM
168
Granahan Investment Management
Massachusetts
-$3.49M -493,364 Closed
EIM
169
Essex Investment Management
Massachusetts
-$2.09M -295,112 Closed
Point72 Asset Management
170
Point72 Asset Management
Connecticut
-$1.52M -215,160 Closed
SAM
171
Sectoral Asset Management
Quebec, Canada
-$1.13M -160,000 Closed
LCM
172
Legato Capital Management
California
-$622K -87,992 Closed
Two Sigma Investments
173
Two Sigma Investments
New York
-$496K -70,208 Closed
Ameriprise
174
Ameriprise
Minnesota
-$478K -67,607 Closed
ETC
175
Exchange Traded Concepts
Oklahoma
-$426K -60,296 Closed

HCAT Hedge Fund Activity: Q1 2025 in Review

165 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in Health Catalyst (HCAT) for Q1 2025, worth a combined $241M — down 36% from $376M a quarter earlier.

Sellers outnumbered buyers: 28 funds closed out of HCAT and 27 opened new positions — a net loss of 1 holder — while 55 trimmed existing stakes and 52 added.

The largest buyer was First Light Asset Management, adding an estimated $27.5M. The largest seller was Daventry Group, exiting entirely with an estimated $17.7M sold.

  • 165 institutional investors held Health Catalyst (HCAT) as of Q1 2025, down from 167 in Q4 2024.
  • Funds reported $241M of Health Catalyst stock for Q1 2025, down 36% quarter-over-quarter.
  • 27 funds opened new Health Catalyst positions in Q1 2025 and 28 closed out, a net change of -1 holder.
  • The largest Health Catalyst buyer in Q1 2025 was First Light Asset Management, an estimated $27.5M added.
  • The largest Health Catalyst seller in Q1 2025 was Daventry Group, an estimated $17.7M sold.

Based on aggregated 13F filings for Q1 2025.