We are live on ! Find out more
HCAT icon

Health Catalyst

168 hedge funds and large institutions have $1.76B invested in Health Catalyst in 2020 Q4 according to their latest regulatory filings, with 42 funds opening new positions, 65 increasing their positions, 43 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,368% more call options, than puts

Call options by funds: $8.49M | Put options by funds: $578K

320% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 10

51% more repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 43

22% more funds holding

Funds holding: 138168 (+30)

20% more capital invested

Capital invested by funds: $1.46B → $1.76B (+$293M)

5.74% less ownership

Funds ownership: 100.77%95.03% (-5.7%)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
168
Holders Change
+30
Holders Change %
+21.74%
% of All Funds
2.97%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
42
Increased
65
Reduced
43
Closed
10
Calls
$8.49M
Puts
$578K
Net Calls
+$7.91M
Net Calls Change
+$4.88M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$126M +$9.86M +267,430 +10%
Capital Research Global Investors
2
Capital Research Global Investors
California
$125M
Wellington Management Group
3
Wellington Management Group
Massachusetts
$124M +$5.6M +151,772 +6%
BlackRock
4
BlackRock
New York
$110M +$11.4M +308,836 +14%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$91.4M +$37.8M +1,024,776 +95%
ClearBridge Investments
6
ClearBridge Investments
New York
$84.4M +$10.6M +287,644 +17%
AllianceBernstein
7
AllianceBernstein
Tennessee
$75.3M +$4.39M +118,890 +7%
Janus Henderson Group
8
Janus Henderson Group
United Kingdom
$62.6M +$6.87M +186,266 +15%
Capital International Investors
9
Capital International Investors
California
$58.1M
Victory Capital Management
10
Victory Capital Management
Texas
$49.9M -$1.48M -40,163 -3%
RP
11
Riverbridge Partners
Minnesota
$48.1M +$4.39M +118,965 +12%
FLAM
12
First Light Asset Management
Minnesota
$42.3M +$26.6M +721,144 +288%
American Century Companies
13
American Century Companies
Missouri
$41.3M -$158K -4,291 -0.5%
Marshall Wace
14
Marshall Wace
United Kingdom
$40.5M +$2.6M +70,456 +8%
RSCM
15
Rock Springs Capital Management
Maryland
$34.2M +$3.02M +82,000 +12%
William Blair Investment Management
16
William Blair Investment Management
Illinois
$32.8M +$2.74M +74,195 +11%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$31.1M -$703K -19,067 -3%
State Street
18
State Street
Massachusetts
$30.5M +$2.55M +69,034 +11%
BG
19
Bellevue Group
Switzerland
$27M +$3.63M +98,314 +19%
N
20
Nuveen
North Carolina
$24.4M +$1.15M +31,191 +6%
Geode Capital Management
21
Geode Capital Management
Massachusetts
$23M +$1.58M +42,866 +9%
Massachusetts Financial Services
22
Massachusetts Financial Services
Massachusetts
$21.8M -$6.9M -187,115 -27%
Northern Trust
23
Northern Trust
Illinois
$20.9M -$31.9K -865 -0.2%
ACM
24
Ashford Capital Management
Delaware
$20.3M +$4.54M +123,122 +36%
HAM
25
HHR Asset Management
New Jersey
$18.5M +$488K +13,240 +3%

HCAT Hedge Fund Activity: Q4 2020 in Review

168 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Health Catalyst (HCAT) for Q4 2020, worth a combined $1.76B — up 20% from $1.46B a quarter earlier.

Buyers outnumbered sellers: 42 funds opened new HCAT positions and 10 closed out — a net gain of 32 holders — while 65 added to existing stakes and 43 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $37.8M. The largest seller was Wells Fargo, cutting an estimated $86.2M.

  • 168 institutional investors held Health Catalyst (HCAT) as of Q4 2020, up from 138 in Q3 2020.
  • Funds reported $1.76B of Health Catalyst stock for Q4 2020, up 20% quarter-over-quarter.
  • 42 funds opened new Health Catalyst positions in Q4 2020 and 10 closed out, a net change of +32 holders.
  • The largest Health Catalyst buyer in Q4 2020 was Fidelity Investments, an estimated $37.8M added.
  • The largest Health Catalyst seller in Q4 2020 was Wells Fargo, an estimated $86.2M sold.

Based on aggregated 13F filings for Q4 2020.