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Health Catalyst
HCAT

Overview Fund Activity

173 hedge funds and large institutions have $377M invested in Health Catalyst in 2024 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 59 increasing their positions, 57 reducing their positions, and 23 closing their positions.

Holders
173
Holders Change
+7
Holders Change %
+4.22%
% of All Funds
2.51%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
31
Increased
59
Reduced
57
Closed
23
Calls
$18.9M
Puts
$345K
Net Calls
+$18.6M
Net Calls Change
+$18.9M

Top Buyers

1
Bank of New York Mellon
1
Bank of New York Mellon
New York
$18.7M
2
KCM
2
Kennedy Capital Management
Missouri
$8.78M
3
Primecap Management
3
Primecap Management
California
$15.6M
4
Impax Asset Management Group
4
Impax Asset Management Group
United Kingdom
$16.2M
5
EIM
5
Essex Investment Management
Massachusetts
$1.85M

Top Sellers

1
Point72 Asset Management
1
Point72 Asset Management
Connecticut
$15.3M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$33.7M
3
Morgan Stanley
3
Morgan Stanley
New York
$3.58M
4
Ensign Peak Advisors
4
Ensign Peak Advisors
Utah
$0
5
Wellington Management Group
5
Wellington Management Group
Massachusetts
$19.8M
Name Market Value Shares Shares
Change 		Shares
Change %
DTL
176
Dynamic Technology Lab
Singapore
– – -69,669 Closed
SC
177
Shay Capital
New York
– – -50,000 Closed
FRM
178
Fox Run Management
Connecticut
– – -39,333 Closed
AC
179
Aristides Capital
Kentucky
– – -27,229 Closed
SCM
180
Semanteon Capital Management
Massachusetts
– – -21,234 Closed
Mackenzie Financial
181
Mackenzie Financial
Ontario, Canada
– – -18,626 Closed
AC
182
AXQ Capital
New Jersey
– – -17,823 Closed
MM
183
MQS Management
New York
– – -17,416 Closed
CGH
184
Crossmark Global Holdings
Texas
– – -16,290 Closed
SAM
185
Shell Asset Management
Netherlands
– – -14,807 Closed
BFA
186
Brendel Financial Advisors
New Hampshire
– – -11,831 Closed
SG Americas Securities
187
SG Americas Securities
New York
– – -10,858 Closed
Simplex Trading
188
Simplex Trading
Illinois
– – -3,049 Closed
MSWM
189
McGlone Suttner Wealth Management
Wisconsin
– – -1,774 Closed
Robeco Institutional Asset Management
190
Robeco Institutional Asset Management
Netherlands
– – -723 Closed
RCM
191
Raleigh Capital Management
North Carolina
– – -624 Closed
FBC
192
Fairfield, Bush & Co
Connecticut
– – -500 Closed
BCMLT
193
Beacon Capital Management LLC (Tennessee)
Tennessee
– – -334 Closed
ASN
194
Advisory Services Network
Georgia
– – -228 Closed
Northwestern Mutual Wealth Management
195
Northwestern Mutual Wealth Management
Wisconsin
– – -200 Closed
CFGS
196
Concourse Financial Group Securities
Alabama
– – – –
Nomura Asset Management
197
Nomura Asset Management
Japan
– – – –
Group One Trading
198
Group One Trading
Illinois
– – – –
C
199
Covestor
United Kingdom
$0 10 +4 +67%
4 5 6 7
8