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Health Catalyst
HCAT

Overview Fund Activity

191 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, 67 increasing their positions, 59 reducing their positions, and 18 closing their positions.

Holders
191
Holders Change
+22
Holders Change %
+13.02%
% of All Funds
3.36%
Holding in Top 10
–
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-100%
% of All Funds
–
New
40
Increased
67
Reduced
59
Closed
18
Calls
$12M
Puts
$4.58M
Net Calls
+$7.44M
Net Calls Change
-$470K

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$226M
2
SBH
2
Segall Bryant & Hamill
Illinois
$24.2M
3
Deutsche Bank
3
Deutsche Bank
Germany
$34.4M
4
AllianceBernstein
4
AllianceBernstein
Tennessee
$92.5M
5
PA
5
Perceptive Advisors
New York
$23.7M

Top Sellers

1
Capital International Investors
1
Capital International Investors
California
$23.2M
2
Marshall Wace
2
Marshall Wace
United Kingdom
$25.5M
3
Victory Capital Management
3
Victory Capital Management
Texas
$39.3M
4
Point72 Asset Management
4
Point72 Asset Management
Connecticut
$0
5
Massachusetts Financial Services
5
Massachusetts Financial Services
Massachusetts
$16.3M
Name Market Value Shares Shares
Change 		Shares
Change %
EWA
176
Evolution Wealth Advisors
Florida
$13K 280 – –
SPIA
177
Steward Partners Investment Advisory
New York
$10.8K 230 – –
VFA
178
Valeo Financial Advisors
Indiana
$7K 158 -207 -57%
PCG
179
Private Capital Group
Connecticut
$6K 127 +127 New
IA
180
IFP Advisors
Florida
$6K 192 +192 New
Bessemer Group
181
Bessemer Group
New Jersey
$5K 106 +106 New
EVM
182
Eaton Vance Management
Massachusetts
$5K 115 +115 New
ED
183
Exane Derivatives
France
$4.12K 88 +13 +17%
IAIM
184
International Assets Investment Management
Florida
$3K 73 – –
APA
185
American Portfolios Advisors
New York
$2.95K 63 – –
PAI
186
Pittenger & Anderson Inc
Nebraska
$2K 50 +23 +85%
NFSG
187
Newbridge Financial Services Group
Florida
$2K 34 +34 New
TWA
188
TCI Wealth Advisors
Arizona
$2K 39 +39 New
Rockefeller Capital Management
189
Rockefeller Capital Management
New York
$1K 29 -43 -60%
AIG
190
American International Group
New York
$917 19,605 +52 +0.3%
Nisa Investment Advisors
191
Nisa Investment Advisors
Missouri
$70 1,500 – –
Point72 Asset Management
192
Point72 Asset Management
Connecticut
– – -322,388 Closed
LCM
193
Laurion Capital Management
New York
– – -136,318 Closed
UI
194
Untitled Investments
New York
– – -98,285 Closed
LCG
195
Lisanti Capital Growth
New York
– – -67,590 Closed
Holocene Advisors
196
Holocene Advisors
New York
– – -34,717 Closed
Canada Pension Plan Investment Board
197
Canada Pension Plan Investment Board
Ontario, Canada
– – -27,700 Closed
DA
198
Duality Advisers
Florida
– – -14,007 Closed
WHAM
199
Windmill Hill Asset Management
United Kingdom
– – -10,005 Closed
MWNA
200
Marshall Wace North America
New York
– – -9,082 Closed
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