Health Catalyst
HCAT
128 hedge funds and large institutions have $991M invested in Health Catalyst in 2020 Q2 according to their latest regulatory filings, with 34 funds opening new positions, 66 increasing their positions, 16 reducing their positions, and 15 closing their positions.
313% more repeat investments, than reductions
Existing positions increased: 66 | Existing positions reduced: 16
219% more call options, than puts
Call options by funds: $2.61M | Put options by funds: $816K
127% more first-time investments, than exits
New positions opened: 34 | Existing positions closed: 15
40% more capital invested
Capital invested by funds: $709M → $991M (+$282M)
17% more funds holding
Funds holding: 109 → 128 (+19)
16.65% more ownership
Funds ownership: 72.74% → 89.39% (+17%)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
+$42M |
| 2 |
Capital Research Global Investors
Los Angeles,
California
|
+$35.9M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
+$32.3M |
| 4 |
Massachusetts Financial Services
Boston,
Massachusetts
|
+$22.5M |
| 5 |
BlackRock
New York
|
+$21M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SUT
SC US (TTGP)
Menlo Park,
California
|
-$80.8M |
| 2 |
Wells Fargo
San Francisco,
California
|
-$16.9M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
-$15.3M |
| 4 |
JP Morgan Chase
New York
|
-$5.2M |
| 5 |
FA
Friess Associates
Greenville,
Delaware
|
-$5.12M |
HCAT Hedge Fund Activity: Q2 2020 in Review
128 of the 4,888 institutional investors tracked by Wall St. Rank reported a position in Health Catalyst (HCAT) for Q2 2020, worth a combined $991M — up 40% from $709M a quarter earlier.
Buyers outnumbered sellers: 34 funds opened new HCAT positions and 15 closed out — a net gain of 19 holders — while 66 added to existing stakes and 16 trimmed.
The largest buyer was Wellington Management Group, adding an estimated $42M. The largest seller was SC US (TTGP), exiting entirely with an estimated $80.8M sold.
- 128 institutional investors held Health Catalyst (HCAT) as of Q2 2020, up from 109 in Q1 2020.
- Funds reported $991M of Health Catalyst stock for Q2 2020, up 40% quarter-over-quarter.
- 34 funds opened new Health Catalyst positions in Q2 2020 and 15 closed out, a net change of +19 holders.
- The largest Health Catalyst buyer in Q2 2020 was Wellington Management Group, an estimated $42M added.
- The largest Health Catalyst seller in Q2 2020 was SC US (TTGP), an estimated $80.8M sold.
Based on aggregated 13F filings for Q2 2020.