Health Catalyst
HCAT
166 hedge funds and large institutions have $516M invested in Health Catalyst in 2022 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 67 increasing their positions, 52 reducing their positions, and 23 closing their positions.
50% more funds holding in top 10
Funds holding in top 10: 2 → 3 (+1)
29% more repeat investments, than reductions
Existing positions increased: 67 | Existing positions reduced: 52
9% more capital invested
Capital invested by funds: $473M → $516M (+$42.4M)
0.53% less ownership
Funds ownership: 89.13% → 88.6% (-0.53%)
9% less first-time investments, than exits
New positions opened: 21 | Existing positions closed: 23
3% less funds holding
Funds holding: 171 → 166 (-5)
51% less call options, than puts
Call options by funds: $770K | Put options by funds: $1.58M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$9.06M |
| 2 |
Jacobs Levy Equity Management
Florham Park,
New Jersey
|
+$6.67M |
| 3 |
DG
Daventry Group
New York
|
+$5.67M |
| 4 |
Balyasny Asset Management
Chicago,
Illinois
|
+$4.99M |
| 5 |
PM
Prosight Management
Dallas,
Texas
|
+$3.36M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
-$11.1M |
| 2 |
Janus Henderson Group
London,
|
-$10.8M |
| 3 |
Bank of New York Mellon
New York
|
-$6.67M |
| 4 |
Goldman Sachs
New York
|
-$4.22M |
| 5 |
PA
Perceptive Advisors
New York
|
-$3.78M |
HCAT Hedge Fund Activity: Q4 2022 in Review
166 of the 6,237 institutional investors tracked by Wall St. Rank reported a position in Health Catalyst (HCAT) for Q4 2022, worth a combined $516M — up 8.9% from $473M a quarter earlier.
Sellers outnumbered buyers: 23 funds closed out of HCAT and 21 opened new positions — a net loss of 2 holders — while 52 trimmed existing stakes and 67 added.
The largest buyer was JP Morgan Chase, adding an estimated $9.06M. The largest seller was Wellington Management Group, cutting an estimated $11.1M.
- 166 institutional investors held Health Catalyst (HCAT) as of Q4 2022, down from 171 in Q3 2022.
- Funds reported $516M of Health Catalyst stock for Q4 2022, up 8.9% quarter-over-quarter.
- 21 funds opened new Health Catalyst positions in Q4 2022 and 23 closed out, a net change of -2 holders.
- The largest Health Catalyst buyer in Q4 2022 was JP Morgan Chase, an estimated $9.06M added.
- The largest Health Catalyst seller in Q4 2022 was Wellington Management Group, an estimated $11.1M sold.
Based on aggregated 13F filings for Q4 2022.