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Health Catalyst

165 hedge funds and large institutions have $241M invested in Health Catalyst in 2025 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 52 increasing their positions, 55 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,796% more call options, than puts

Call options by funds: $2.05M | Put options by funds: $108K

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

4% less first-time investments, than exits

New positions opened: 27 | Existing positions closed: 28

5% less repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 55

1% less funds holding

Funds holding: 167165 (-2)

9.4% less ownership

Funds ownership: 85.14%75.74% (-9.4%)

36% less capital invested

Capital invested by funds: $376M → $241M (-$135M)

Holders
165
Holders Change
-2
Holders Change %
-1.2%
% of All Funds
2.21%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
27
Increased
52
Reduced
55
Closed
28
Calls
$2.05M
Puts
$108K
Net Calls
+$1.94M
Net Calls Change
-$18.9M
Name Holding Trade Value Shares
Change
Change in
Stake
Janney Montgomery Scott
176
Janney Montgomery Scott
Pennsylvania
-$350K -49,496 Closed
Jane Street
177
Jane Street
New York
-$350K -49,477 Closed
CM
178
Caption Management
Oklahoma
-$319K -45,137 Closed
Mackenzie Financial
179
Mackenzie Financial
Ontario, Canada
-$248K -35,094 Closed
DTL
180
Dynamic Technology Lab
Singapore
-$232K -32,845 Closed
FRM
181
Fox Run Management
Connecticut
-$216K -30,576 Closed
PA
182
PharVision Advisers
Florida
-$185K -26,109 Closed
TSS
183
Two Sigma Securities
New York
-$124K -17,510 Closed
JF
184
Jump Financial
Illinois
-$112K -15,843 Closed
VF
185
Virtu Financial
New York
-$110K -15,497 Closed
Simplex Trading
186
Simplex Trading
Illinois
-$104K -14,767 Closed
HCA
187
Harbor Capital Advisors
Illinois
-$77K -10,886 Closed
PWP
188
Perfromance Wealth Partners
Illinois
-$70.7K -10,000 Closed
ACM
189
Aquatic Capital Management
Illinois
-$63.3K -8,956 Closed
QL
190
Quarry LP
New York
-$49.2K -6,960 Closed
QT
191
Quantbot Technologies
New York
-$29.2K -4,131 Closed
AWM
192
Avior Wealth Management
Nebraska
-$5.38K -761 Closed
LC
193
Lindbrook Capital
California
-$799 -113 Closed

HCAT Hedge Fund Activity: Q1 2025 in Review

165 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in Health Catalyst (HCAT) for Q1 2025, worth a combined $241M — down 36% from $376M a quarter earlier.

Sellers outnumbered buyers: 28 funds closed out of HCAT and 27 opened new positions — a net loss of 1 holder — while 55 trimmed existing stakes and 52 added.

The largest buyer was First Light Asset Management, adding an estimated $27.5M. The largest seller was Daventry Group, exiting entirely with an estimated $17.7M sold.

  • 165 institutional investors held Health Catalyst (HCAT) as of Q1 2025, down from 167 in Q4 2024.
  • Funds reported $241M of Health Catalyst stock for Q1 2025, down 36% quarter-over-quarter.
  • 27 funds opened new Health Catalyst positions in Q1 2025 and 28 closed out, a net change of -1 holder.
  • The largest Health Catalyst buyer in Q1 2025 was First Light Asset Management, an estimated $27.5M added.
  • The largest Health Catalyst seller in Q1 2025 was Daventry Group, an estimated $17.7M sold.

Based on aggregated 13F filings for Q1 2025.