Health Catalyst
HCAT
174 hedge funds and large institutions have $377M invested in Health Catalyst in 2024 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 59 increasing their positions, 57 reducing their positions, and 23 closing their positions.
5,390% more call options, than puts
Call options by funds: $18.9M | Put options by funds: $345K
35% more first-time investments, than exits
New positions opened: 31 | Existing positions closed: 23
4% more funds holding
Funds holding: 167 → 174 (+7)
4% more repeat investments, than reductions
Existing positions increased: 59 | Existing positions reduced: 57
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
0.87% less ownership
Funds ownership: 86.41% → 85.54% (-0.87%)
18% less capital invested
Capital invested by funds: $460M → $377M (-$83.1M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of New York Mellon
New York
|
+$11.6M |
| 2 |
KCM
Kennedy Capital Management
St Louis,
Missouri
|
+$10.6M |
| 3 |
Primecap Management
Pasadena,
California
|
+$5.98M |
| 4 |
Impax Asset Management Group
London,
United Kingdom
|
+$3.65M |
| 5 |
EIM
Essex Investment Management
Boston,
Massachusetts
|
+$2.24M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Point72 Asset Management
Stamford,
Connecticut
|
-$19.4M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
-$9.42M |
| 3 |
Wellington Management Group
Boston,
Massachusetts
|
-$4.69M |
| 4 |
Ensign Peak Advisors
Salt Lake City,
Utah
|
-$4.23M |
| 5 |
RPAM
Rhenman & Partners Asset Management
Stockholm,
Sweden
|
-$2.78M |
HCAT Hedge Fund Activity: Q1 2024 in Review
174 of the 6,958 institutional investors tracked by Wall St. Rank reported a position in Health Catalyst (HCAT) for Q1 2024, worth a combined $377M — down 18% from $460M a quarter earlier.
Buyers outnumbered sellers: 31 funds opened new HCAT positions and 23 closed out — a net gain of 8 holders — while 59 added to existing stakes and 57 trimmed.
The largest buyer was Bank of New York Mellon, adding an estimated $11.6M. The largest seller was Point72 Asset Management, cutting an estimated $19.4M.
- 174 institutional investors held Health Catalyst (HCAT) as of Q1 2024, up from 167 in Q4 2023.
- Funds reported $377M of Health Catalyst stock for Q1 2024, down 18% quarter-over-quarter.
- 31 funds opened new Health Catalyst positions in Q1 2024 and 23 closed out, a net change of +8 holders.
- The largest Health Catalyst buyer in Q1 2024 was Bank of New York Mellon, an estimated $11.6M added.
- The largest Health Catalyst seller in Q1 2024 was Point72 Asset Management, an estimated $19.4M sold.
Based on aggregated 13F filings for Q1 2024.