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Health Catalyst
HCAT

Overview Fund Activity

199 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.

Holders
199
Holders Change
–
Holders Change %
0%
% of All Funds
3.5%
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
1
Aberdeen Group
United Kingdom
$49.8M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$372M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$206M
4
Invesco
4
Invesco
Georgia
$31.7M
5
SAM
5
Sectoral Asset Management
Quebec, Canada
$22.1M

Top Sellers

1
Massachusetts Financial Services
1
Massachusetts Financial Services
Massachusetts
$1.11M
2
Deutsche Bank
2
Deutsche Bank
Germany
$21.4M
3
RP
3
Regal Partners
Australia
$0
4
Nuveen Asset Management
4
Nuveen Asset Management
Illinois
$16.4M
5
Bank of Montreal
5
Bank of Montreal
Ontario, Canada
$10.5M
Name Market Value Shares Shares
Change 		Shares
Change %
GRP
176
Global Retirement Partners
California
$25K 503 -13 -3%
KA
177
Kozak & Associates
Colorado
$20K 405 +405 New
PHK
178
Point72 Hong Kong
Hong Kong
$13K 257 +97 +61%
Bessemer Group
179
Bessemer Group
New Jersey
$13K 257 +151 +142%
SPIA
180
Steward Partners Investment Advisory
New York
$10K 200 – –
MCM
181
Manchester Capital Management
Vermont
$7K 143 +143 New
PCG
182
Private Capital Group
Connecticut
$6K 127 – –
EWA
183
Evolution Wealth Advisors
Florida
$5K 96 -145 -60%
TWA
184
TCI Wealth Advisors
Arizona
$5K 93 +52 +127%
TCWM
185
Total Clarity Wealth Management
Illinois
$5K 103 +103 New
PA
186
Parallel Advisors
California
$5K 106 +106 New
MGIM
187
M&G Investment Management
United Kingdom
$3.82K 76,304 +9,060 +13%
APA
188
American Portfolios Advisors
New York
$3.15K 63 – –
IA
189
IFP Advisors
Florida
$3K 35 -119 -77%
PAI
190
Pittenger & Anderson Inc
Nebraska
$3K 60 – –
ED
191
Exane Derivatives
France
$2.25K 45 – –
NFSG
192
Newbridge Financial Services Group
Florida
$2K 34 – –
Rockefeller Capital Management
193
Rockefeller Capital Management
New York
$2K 41 – –
ME
194
McIlrath & Eck
Washington
$2K 38 +38 New
BCA
195
Berman Capital Advisors
Georgia
$2K 46 +46 New
LWM
196
Liberty Wealth Management
California
$1K 11 +11 New
PCH
197
Polar Capital Holdings
United Kingdom
$350 7,000 +7,000 New
Walleye Capital
198
Walleye Capital
New York
$269 5,388 -11,861 -69%
Nisa Investment Advisors
199
Nisa Investment Advisors
Missouri
$103 2,050 – –
RP
200
Regal Partners
Australia
– – -164,347 Closed
6 7
8
9 10