Health Catalyst
HCAT
190 hedge funds and large institutions have $2.05B invested in Health Catalyst in 2021 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 66 increasing their positions, 59 reducing their positions, and 18 closing their positions.
162% more call options, than puts
Call options by funds: $12M | Put options by funds: $4.58M
122% more first-time investments, than exits
New positions opened: 40 | Existing positions closed: 18
17% more capital invested
Capital invested by funds: $1.76B → $2.05B (+$293M)
13% more funds holding
Funds holding: 168 → 190 (+22)
12% more repeat investments, than reductions
Existing positions increased: 66 | Existing positions reduced: 59
6.08% more ownership
Funds ownership: 95.03% → 101.11% (+6.1%)
100% less funds holding in top 10
Funds holding in top 10: 3 → 0 (-3)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$132M |
| 2 |
SBH
Segall Bryant & Hamill
Chicago,
Illinois
|
+$25.1M |
| 3 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
+$21.5M |
| 4 |
AllianceBernstein
Nashville,
Tennessee
|
+$11.9M |
| 5 |
PA
Perceptive Advisors
New York
|
+$11.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital International Investors
Los Angeles,
California
|
-$40.7M |
| 2 |
Marshall Wace
London,
United Kingdom
|
-$18.7M |
| 3 |
Victory Capital Management
San Antonio,
Texas
|
-$14.8M |
| 4 |
Point72 Asset Management
Stamford,
Connecticut
|
-$14M |
| 5 |
Massachusetts Financial Services
Boston,
Massachusetts
|
-$7.42M |
HCAT Hedge Fund Activity: Q1 2021 in Review
190 of the 5,711 institutional investors tracked by Wall St. Rank reported a position in Health Catalyst (HCAT) for Q1 2021, worth a combined $2.05B — up 17% from $1.76B a quarter earlier.
Buyers outnumbered sellers: 40 funds opened new HCAT positions and 18 closed out — a net gain of 22 holders — while 66 added to existing stakes and 59 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $132M. The largest seller was Capital International Investors, cutting an estimated $40.7M.
- 190 institutional investors held Health Catalyst (HCAT) as of Q1 2021, up from 168 in Q4 2020.
- Funds reported $2.05B of Health Catalyst stock for Q1 2021, up 17% quarter-over-quarter.
- 40 funds opened new Health Catalyst positions in Q1 2021 and 18 closed out, a net change of +22 holders.
- The largest Health Catalyst buyer in Q1 2021 was Fidelity Investments, an estimated $132M added.
- The largest Health Catalyst seller in Q1 2021 was Capital International Investors, an estimated $40.7M sold.
Based on aggregated 13F filings for Q1 2021.