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Health Catalyst

171 hedge funds and large institutions have $484M invested in Health Catalyst in 2022 Q3 according to their latest regulatory filings, with 30 funds opening new positions, 77 increasing their positions, 41 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

88% more repeat investments, than reductions

Existing positions increased: 77 | Existing positions reduced: 41

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

3% less call options, than puts

Call options by funds: $2.28M | Put options by funds: $2.34M

5% less funds holding

Funds holding: 180171 (-9)

6.29% less ownership

Funds ownership: 97.45%91.15% (-6.3%)

21% less first-time investments, than exits

New positions opened: 30 | Existing positions closed: 38

37% less capital invested

Capital invested by funds: $766M → $484M (-$282M)

Holders
171
Holders Change
-9
Holders Change %
-5%
% of All Funds
2.95%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
30
Increased
77
Reduced
41
Closed
38
Calls
$2.28M
Puts
$2.34M
Net Calls
-$60K
Net Calls Change
+$1.16M
Name Holding Trade Value Shares
Change
Change in
Stake
CAL
201
Capital Advisors Ltd
Ohio
-$1K -51 Closed
EI
202
Ellevest Inc
New York
-$357 -27 -43%
C
203
Covestor
United Kingdom
-$13 -1 -10%
SIC
204
SJS Investment Consulting
Ohio
+$318 +24 New

HCAT Hedge Fund Activity: Q3 2022 in Review

171 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Health Catalyst (HCAT) for Q3 2022, worth a combined $484M — down 37% from $766M a quarter earlier.

Sellers outnumbered buyers: 38 funds closed out of HCAT and 30 opened new positions — a net loss of 8 holders — while 41 trimmed existing stakes and 77 added.

The largest buyer was Millennium Management, adding an estimated $17.5M. The largest seller was AllianceBernstein, cutting an estimated $57.3M.

  • 171 institutional investors held Health Catalyst (HCAT) as of Q3 2022, down from 180 in Q2 2022.
  • Funds reported $484M of Health Catalyst stock for Q3 2022, down 37% quarter-over-quarter.
  • 30 funds opened new Health Catalyst positions in Q3 2022 and 38 closed out, a net change of -8 holders.
  • The largest Health Catalyst buyer in Q3 2022 was Millennium Management, an estimated $17.5M added.
  • The largest Health Catalyst seller in Q3 2022 was AllianceBernstein, an estimated $57.3M sold.

Based on aggregated 13F filings for Q3 2022.