Health Catalyst
HCAT
162 hedge funds and large institutions have $568M invested in Health Catalyst in 2023 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 56 increasing their positions, 54 reducing their positions, and 27 closing their positions.
10% more capital invested
Capital invested by funds: $516M → $568M (+$52.5M)
4% more repeat investments, than reductions
Existing positions increased: 56 | Existing positions reduced: 54
2.11% less ownership
Funds ownership: 89.19% → 87.08% (-2.1%)
3% less funds holding
Funds holding: 167 → 162 (-5)
15% less first-time investments, than exits
New positions opened: 23 | Existing positions closed: 27
33% less funds holding in top 10
Funds holding in top 10: 3 → 2 (-1)
57% less call options, than puts
Call options by funds: $248K | Put options by funds: $572K
Top Buyers
Top Sellers
| 1 |
Balyasny Asset Management
Chicago,
Illinois
|
-$7.7M |
| 2 |
JP Morgan Chase
New York
|
-$6.44M |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$4.97M |
| 4 |
PM
Prosight Management
Dallas,
Texas
|
-$3.7M |
| 5 |
N
Numerai
San Francisco,
California
|
-$3.45M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CANY
176
Caxton Associates (New York)
New York
| – | -$157K | -14,773 | Closed |
|
|
FRM
177
Fox Run Management
Greenwich,
Connecticut
| – | -$142K | -13,358 | Closed |
|
|
VI
178
Versor Investments
New York
| – | -$133K | -12,500 | Closed |
|
|
MWM
179
Merriman Wealth Management
Seattle,
Washington
| – | -$106K | -10,000 | Closed |
|
180
Rockefeller Capital Management
New York
| – | -$49K | -4,689 | Closed |
|
|
AF
181
Advisornet Financial
Minnetonka,
Minnesota
| – | -$12.8K | -1,200 | Closed |
|
|
CG
182
Cutler Group
San Francisco,
California
| – | -$1K | -112 | Closed |
|
|
IA
183
IFP Advisors
Tampa,
Florida
| – | -$4K | -100 | Closed |
|
|
BAAM
184
Baker Avenue Asset Management
San Francisco,
California
| – | -$425 | -40 | Closed |
|
|
EWA
185
EverSource Wealth Advisors
Birmingham,
Alabama
| – | -$276 | -26 | Closed |
|
|
NA
186
NewEdge Advisors
New Orleans,
Louisiana
| – | -$223 | -21 | Closed |
|
|
WAM
187
Wolverine Asset Management
Chicago,
Illinois
| – | -$64 | -5 | Closed |
|
|
BTI
188
Blue Trust Inc
Alpharetta,
Georgia
| – | +$510 | +40 | New |
|
HCAT Hedge Fund Activity: Q1 2023 in Review
162 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Health Catalyst (HCAT) for Q1 2023, worth a combined $568M — up 10% from $516M a quarter earlier.
Sellers outnumbered buyers: 27 funds closed out of HCAT and 23 opened new positions — a net loss of 4 holders — while 54 trimmed existing stakes and 56 added.
The largest buyer was Wellington Management Group, adding an estimated $18.7M. The largest seller was Balyasny Asset Management, cutting an estimated $7.7M.
- 162 institutional investors held Health Catalyst (HCAT) as of Q1 2023, down from 167 in Q4 2022.
- Funds reported $568M of Health Catalyst stock for Q1 2023, up 10% quarter-over-quarter.
- 23 funds opened new Health Catalyst positions in Q1 2023 and 27 closed out, a net change of -4 holders.
- The largest Health Catalyst buyer in Q1 2023 was Wellington Management Group, an estimated $18.7M added.
- The largest Health Catalyst seller in Q1 2023 was Balyasny Asset Management, an estimated $7.7M sold.
Based on aggregated 13F filings for Q1 2023.