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Health Catalyst
HCAT

Overview Fund Activity

199 hedge funds and large institutions have $2.67B invested in Health Catalyst in 2021 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 93 increasing their positions, 58 reducing their positions, and 22 closing their positions.

Holders
199
Holders Change
+8
Holders Change %
+4.19%
% of All Funds
3.47%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
30
Increased
93
Reduced
58
Closed
22
Calls
$30.1M
Puts
$4.85M
Net Calls
+$25.3M
Net Calls Change
+$17.8M

Top Buyers

1
BlackRock
1
BlackRock
New York
$251M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$368M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$194M
4
Bank of Montreal
4
Bank of Montreal
Ontario, Canada
$16.4M
5
Point72 Asset Management
5
Point72 Asset Management
Connecticut
$10.9M

Top Sellers

1
Marshall Wace
1
Marshall Wace
United Kingdom
$0
2
Capital International Investors
2
Capital International Investors
California
$0
3
ZCM
3
Ziegler Capital Management
Illinois
$12.4M
4
Thrivent Financial for Lutherans
4
Thrivent Financial for Lutherans
Minnesota
$666K
5
Wellington Management Group
5
Wellington Management Group
Massachusetts
$144M
Name Market Value Shares Shares
Change 		Shares
Change %
FHA
176
First Horizon Advisors
Tennessee
$31K 566 – –
GRP
177
Global Retirement Partners
California
$29K 516 -186 -26%
S
178
SignatureFD
Georgia
$29K 529 +10 +2%
AWM
179
Avior Wealth Management
Nebraska
$20K 369 – –
NFG
180
Next Financial Group
Texas
$17K 300 +300 New
EWA
181
Evolution Wealth Advisors
Florida
$13K 241 -39 -14%
SPIA
182
Steward Partners Investment Advisory
New York
$11K 200 -30 -13%
PAM
183
Panagora Asset Management
Massachusetts
$9K 154 +154 New
PHK
184
Point72 Hong Kong
Hong Kong
$9K 160 +160 New
PCG
185
Private Capital Group
Connecticut
$7K 127 – –
IA
186
IFP Advisors
Florida
$6K 154 -38 -20%
Bessemer Group
187
Bessemer Group
New Jersey
$6K 106 – –
WAS
188
Winch Advisory Services
Wisconsin
$5K 95 +95 New
MGIM
189
M&G Investment Management
United Kingdom
$3.77K 67,244 +67,244 New
APA
190
American Portfolios Advisors
New York
$3.5K 63 – –
PAI
191
Pittenger & Anderson Inc
Nebraska
$3K 60 +10 +20%
ED
192
Exane Derivatives
France
$2.51K 45 -43 -49%
NFSG
193
Newbridge Financial Services Group
Florida
$2K 34 – –
TWA
194
TCI Wealth Advisors
Arizona
$2K 41 +2 +5%
Rockefeller Capital Management
195
Rockefeller Capital Management
New York
$2K 41 +12 +41%
AIG
196
American International Group
New York
$1.39K 25,052 +5,447 +28%
Walleye Capital
197
Walleye Capital
New York
$957 17,249 +17,249 New
Nisa Investment Advisors
198
Nisa Investment Advisors
Missouri
$114 2,050 +550 +37%
Marshall Wace
199
Marshall Wace
United Kingdom
– – -544,171 Closed
Capital International Investors
200
Capital International Investors
California
– – -495,377 Closed
5 6 7
8
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