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Health Catalyst
HCAT

Overview Fund Activity

164 hedge funds and large institutions have $241M invested in Health Catalyst in 2025 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 52 increasing their positions, 54 reducing their positions, and 28 closing their positions.

Holders
164
Holders Change
-2
Holders Change %
-1.2%
% of All Funds
2.23%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
28
Increased
52
Reduced
54
Closed
28
Calls
$2.05M
Puts
$108K
Net Calls
+$1.94M
Net Calls Change
-$18.9M

Top Buyers

1
FLAM
1
First Light Asset Management
Minnesota
$47.3M
2
NI
2
Nepsis Inc
Minnesota
$9.47M
3
WCA
3
Whetstone Capital Advisors
Kansas
$7.72M
4
NL
4
Nuveen LLC
North Carolina
$2.67M
5
PCM
5
Portolan Capital Management
Massachusetts
$5.97M

Top Sellers

1
DG
1
Daventry Group
New York
$0
2
Alyeska Investment Group
2
Alyeska Investment Group
Illinois
$1.58M
3
Millennium Management
3
Millennium Management
New York
$2.26M
4
Bank of New York Mellon
4
Bank of New York Mellon
New York
$901K
5
PCM
5
Penn Capital Management
Pennsylvania
$0
Name Market Value Shares Shares
Change 		Shares
Change %
AF
151
Allworth Financial
California
$697 175 – –
SWM
152
Spire Wealth Management
Virginia
$680 150 – –
PA
153
Parallel Advisors
California
$612 135 -96 -42%
VWA
154
Valued Wealth Advisors
Utah
$580 128 – –
RIL
155
Rothschild Investment LLC
Illinois
$453 100 -20 -17%
CCM
156
Coldstream Capital Management
Washington
$453 100 +100 New
EWA
157
EverSource Wealth Advisors
Alabama
$412 91 +76 +507%
S
158
SignatureFD
Georgia
$326 72 – –
PNC Financial Services Group
159
PNC Financial Services Group
Pennsylvania
$217 48 -2,099 -98%
ME
160
McIlrath & Eck
Washington
$172 38 – –
IA
161
IFP Advisors
Florida
– – – –
TWD
162
True Wealth Design
Ohio
$78 17 +17 New
FFA
163
Farther Finance Advisors
California
$43 10 -5 -33%
CA
164
CoreCap Advisors
Michigan
$7 2 +2 New
DG
165
Daventry Group
New York
– – -2,509,480 Closed
PCM
166
Penn Capital Management
Pennsylvania
– – -495,945 Closed
GIM
167
Granahan Investment Management
Massachusetts
– – -493,364 Closed
EIM
168
Essex Investment Management
Massachusetts
– – -295,112 Closed
Point72 Asset Management
169
Point72 Asset Management
Connecticut
– – -215,160 Closed
SAM
170
Sectoral Asset Management
Quebec, Canada
– – -160,000 Closed
LCM
171
Legato Capital Management
California
– – -87,992 Closed
Two Sigma Investments
172
Two Sigma Investments
New York
– – -70,208 Closed
Ameriprise
173
Ameriprise
Minnesota
– – -67,607 Closed
ETC
174
Exchange Traded Concepts
Oklahoma
– – -60,296 Closed
Janney Montgomery Scott
175
Janney Montgomery Scott
Pennsylvania
– – -49,496 Closed
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7
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