We are live on ! Find out more
HCAT icon

Health Catalyst
HCAT

198 hedge funds and large institutions have $2.66B invested in Health Catalyst in 2021 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 98 increasing their positions, 49 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

322% more call options, than puts

Call options by funds: $15.4M | Put options by funds: $3.64M

100% more repeat investments, than reductions

Existing positions increased: 98 | Existing positions reduced: 49

10% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 21

0% more funds holding

Funds holding: 198 → 198 (0)

0% less capital invested

Capital invested by funds: $2.67B → $2.66B (-$11.3M)

3.36% less ownership

Funds ownership: 108.15% → 104.8% (-3.4%)

Holders
198
Holders Change
–
Holders Change %
0%
% of All Funds
3.47%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
23
Increased
98
Reduced
49
Closed
21
Calls
$15.4M
Puts
$3.64M
Net Calls
+$11.7M
Net Calls Change
-$13.6M

Top Buyers

1
Aberdeen Group
Aberdeen Group
United Kingdom
+$54.1M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$44.3M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$33.7M
4
Invesco
Invesco
Georgia
+$30M
5
SAM
Sectoral Asset Management
Quebec, Canada
+$24.1M

Top Sellers

1
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$17.7M
2
Deutsche Bank
Deutsche Bank
Germany
-$15.2M
3
RP
Regal Partners
Australia
-$9.12M
4
N
Nuveen
North Carolina
-$6.8M
5
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$4.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$372M +$44.3M +811,839 +12%
BlackRock
2
BlackRock
New York
$234M +$8.54M +156,525 +3%
Vanguard Group
3
Vanguard Group
Pennsylvania
$206M +$33.7M +617,003 +18%
Capital Research Global Investors
4
Capital Research Global Investors
California
$156M +$1.48M +27,083 +0.9%
Wellington Management Group
5
Wellington Management Group
Massachusetts
$144M +$15.1M +276,695 +11%
AllianceBernstein
6
AllianceBernstein
Tennessee
$109M +$3.45M +63,220 +3%
ClearBridge Investments
7
ClearBridge Investments
New York
$108M +$12.3M +226,177 +12%
Janus Henderson Group
8
Janus Henderson Group
United Kingdom
$70M -$303K -5,562 -0.4%
Victory Capital Management
9
Victory Capital Management
Texas
$60.9M +$18.5M +340,087 +39%
RP
10
Riverbridge Partners
Minnesota
$53.6M -$209K -3,826 -0.4%
Aberdeen Group
11
Aberdeen Group
United Kingdom
$49.8M +$54.1M +992,372 +23,372%
American Century Companies
12
American Century Companies
Missouri
$49.1M -$4.6M -84,347 -8%
State Street
13
State Street
Massachusetts
$45.9M +$4.07M +74,546 +9%
Geode Capital Management
14
Geode Capital Management
Massachusetts
$43.1M +$10.4M +191,007 +29%
RSCM
15
Rock Springs Capital Management
Maryland
$42.5M +$3.55M +65,000 +8%
FLAM
16
First Light Asset Management
Minnesota
$39.8M +$304K +5,567 +0.7%
William Blair Investment Management
17
William Blair Investment Management
Illinois
$39.7M +$458K +8,395 +1%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$36.5M +$2.45M +44,865 +7%
BG
19
Bellevue Group
Switzerland
$36.4M -$1.44M -26,388 -4%
Invesco
20
Invesco
Georgia
$31.7M +$30M +549,923 +648%
SBH
21
Segall Bryant & Hamill
Illinois
$31M +$488K +8,951 +1%
Northern Trust
22
Northern Trust
Illinois
$29.8M +$2.98M +54,615 +10%
PA
23
Perceptive Advisors
New York
$29.5M +$1.25M +22,920 +4%
ACM
24
Ashford Capital Management
Delaware
$26M +$658K +12,070 +2%
Ensign Peak Advisors
25
Ensign Peak Advisors
Utah
$24.5M +$9.06M +166,143 +51%
1
2 3 4 5

HCAT Hedge Fund Activity: Q3 2021 in Review

198 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Health Catalyst (HCAT) for Q3 2021, worth a combined $2.66B — down 0.42% from $2.67B a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new HCAT positions and 21 closed out — a net gain of 2 holders — while 98 added to existing stakes and 49 trimmed.

The largest buyer was Aberdeen Group, adding an estimated $54.1M. The largest seller was Massachusetts Financial Services, cutting an estimated $17.7M.

  • 198 institutional investors held Health Catalyst (HCAT) as of Q3 2021, unchanged from Q2 2021.
  • Funds reported $2.66B of Health Catalyst stock for Q3 2021, down 0.42% quarter-over-quarter.
  • 23 funds opened new Health Catalyst positions in Q3 2021 and 21 closed out, a net change of +2 holders.
  • The largest Health Catalyst buyer in Q3 2021 was Aberdeen Group, an estimated $54.1M added.
  • The largest Health Catalyst seller in Q3 2021 was Massachusetts Financial Services, an estimated $17.7M sold.

Based on aggregated 13F filings for Q3 2021.