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Health Catalyst

190 hedge funds and large institutions have $2.05B invested in Health Catalyst in 2021 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 66 increasing their positions, 59 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

162% more call options, than puts

Call options by funds: $12M | Put options by funds: $4.58M

122% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 18

17% more capital invested

Capital invested by funds: $1.76B → $2.05B (+$294M)

13% more funds holding

Funds holding: 168190 (+22)

12% more repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 59

6.08% more ownership

Funds ownership: 95.03%101.11% (+6.1%)

100% less funds holding in top 10

Funds holding in top 10: 30 (-3)

Holders
190
Holders Change
+22
Holders Change %
+13.1%
% of All Funds
3.34%
Holding in Top 10
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-100%
% of All Funds
New
40
Increased
66
Reduced
59
Closed
18
Calls
$12M
Puts
$4.58M
Net Calls
+$7.44M
Net Calls Change
-$470K
Name Holding Trade Value Shares
Change
Change in
Stake
SPIA
176
Steward Partners Investment Advisory
New York
$10.8K
VFA
177
Valeo Financial Advisors
Indiana
$7K -$10K -207 -57%
PCG
178
Private Capital Group
Connecticut
$6K +$6.15K +127 New
IA
179
IFP Advisors
Florida
$6K +$9.3K +192 New
Bessemer Group
180
Bessemer Group
New Jersey
$5K +$5.13K +106 New
EVM
181
Eaton Vance Management
Massachusetts
$5K +$5.57K +115 New
ED
182
Exane Derivatives
France
$4.12K +$630 +13 +17%
IAIM
183
International Assets Investment Management
Florida
$3K
APA
184
American Portfolios Advisors
New York
$2.95K
PAI
185
Pittenger & Anderson Inc
Nebraska
$2K +$1.11K +23 +85%
NFSG
186
Newbridge Financial Services Group
Florida
$2K +$1.65K +34 New
TWA
187
TCI Wealth Advisors
Arizona
$2K +$1.89K +39 New
Rockefeller Capital Management
188
Rockefeller Capital Management
New York
$1K -$2.08K -43 -60%
AIG
189
American International Group
New York
$917 +$2.52K +52 +0.3%
Nisa Investment Advisors
190
Nisa Investment Advisors
Missouri
$70
Point72 Asset Management
191
Point72 Asset Management
Connecticut
-$14M -322,388 Closed
LCM
192
Laurion Capital Management
New York
-$5.93M -136,318 Closed
UI
193
Untitled Investments
New York
-$4.28M -98,285 Closed
LCG
194
Lisanti Capital Growth
New York
-$2.94M -67,590 Closed
Holocene Advisors
195
Holocene Advisors
New York
-$1.51M -34,717 Closed
Canada Pension Plan Investment Board
196
Canada Pension Plan Investment Board
Ontario, Canada
-$1.21M -27,700 Closed
DA
197
Duality Advisers
Florida
-$610K -14,007 Closed
WHAM
198
Windmill Hill Asset Management
United Kingdom
-$436K -10,005 Closed
MWNA
199
Marshall Wace North America
New York
-$396K -9,082 Closed
YIH
200
Y-Intercept (HK)
Hong Kong
-$365K -8,449 Closed