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Health Catalyst
HCAT

198 hedge funds and large institutions have $2.66B invested in Health Catalyst in 2021 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 98 increasing their positions, 49 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

322% more call options, than puts

Call options by funds: $15.4M | Put options by funds: $3.64M

100% more repeat investments, than reductions

Existing positions increased: 98 | Existing positions reduced: 49

10% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 21

0% more funds holding

Funds holding: 198 → 198 (0)

0% less capital invested

Capital invested by funds: $2.67B → $2.66B (-$11.3M)

3.36% less ownership

Funds ownership: 108.15% → 104.8% (-3.4%)

Holders
198
Holders Change
–
Holders Change %
0%
% of All Funds
3.47%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
23
Increased
98
Reduced
49
Closed
21
Calls
$15.4M
Puts
$3.64M
Net Calls
+$11.7M
Net Calls Change
-$13.6M

Top Buyers

1
Aberdeen Group
Aberdeen Group
United Kingdom
+$54.1M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$44.3M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$33.7M
4
Invesco
Invesco
Georgia
+$30M
5
SAM
Sectoral Asset Management
Quebec, Canada
+$24.1M

Top Sellers

1
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$17.7M
2
Deutsche Bank
Deutsche Bank
Germany
-$15.2M
3
RP
Regal Partners
Australia
-$9.12M
4
N
Nuveen
North Carolina
-$6.8M
5
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$4.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
KA
176
Kozak & Associates
Colorado
$20K +$22.1K +405 New
PHK
177
Point72 Hong Kong
Hong Kong
$13K +$5.29K +97 +61%
Bessemer Group
178
Bessemer Group
New Jersey
$13K +$8.23K +151 +142%
SPIA
179
Steward Partners Investment Advisory
New York
$10K – – –
MCM
180
Manchester Capital Management
Vermont
$7K +$7.8K +143 New
PCG
181
Private Capital Group
Connecticut
$6K – – –
EWA
182
Evolution Wealth Advisors
Florida
$5K -$7.91K -145 -60%
TWA
183
TCI Wealth Advisors
Arizona
$5K +$2.84K +52 +127%
TCWM
184
Total Clarity Wealth Management
Illinois
$5K +$5.62K +103 New
PA
185
Parallel Advisors
California
$5K +$5.78K +106 New
MGIM
186
M&G Investment Management
United Kingdom
$3.81K +$494K +9,060 +13%
APA
187
American Portfolios Advisors
New York
$3.15K – – –
IA
188
IFP Advisors
Florida
$3K -$6.49K -119 -77%
PAI
189
Pittenger & Anderson Inc
Nebraska
$3K – – –
ED
190
Exane Derivatives
France
$2.25K – – –
NFSG
191
Newbridge Financial Services Group
Florida
$2K – – –
Rockefeller Capital Management
192
Rockefeller Capital Management
New York
$2K – – –
ME
193
McIlrath & Eck
Washington
$2K +$2.07K +38 New
BCA
194
Berman Capital Advisors
Georgia
$2K +$2.51K +46 New
LWM
195
Liberty Wealth Management
California
$1K +$600 +11 New
PCH
196
Polar Capital Holdings
United Kingdom
$350 +$382K +7,000 New
Walleye Capital
197
Walleye Capital
New York
$269 -$647K -11,861 -69%
Nisa Investment Advisors
198
Nisa Investment Advisors
Missouri
$103 – – –
RP
199
Regal Partners
Australia
– -$9.12M -164,347 Closed
Thrivent Financial for Lutherans
200
Thrivent Financial for Lutherans
Minnesota
– -$666K -11,991 Closed
5 6 7
8
9

HCAT Hedge Fund Activity: Q3 2021 in Review

198 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Health Catalyst (HCAT) for Q3 2021, worth a combined $2.66B — down 0.42% from $2.67B a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new HCAT positions and 21 closed out — a net gain of 2 holders — while 98 added to existing stakes and 49 trimmed.

The largest buyer was Aberdeen Group, adding an estimated $54.1M. The largest seller was Massachusetts Financial Services, cutting an estimated $17.7M.

  • 198 institutional investors held Health Catalyst (HCAT) as of Q3 2021, unchanged from Q2 2021.
  • Funds reported $2.66B of Health Catalyst stock for Q3 2021, down 0.42% quarter-over-quarter.
  • 23 funds opened new Health Catalyst positions in Q3 2021 and 21 closed out, a net change of +2 holders.
  • The largest Health Catalyst buyer in Q3 2021 was Aberdeen Group, an estimated $54.1M added.
  • The largest Health Catalyst seller in Q3 2021 was Massachusetts Financial Services, an estimated $17.7M sold.

Based on aggregated 13F filings for Q3 2021.