We are live on ! Find out more
HCAT icon

Health Catalyst

167 hedge funds and large institutions have $376M invested in Health Catalyst in 2024 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 61 increasing their positions, 48 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

18,317% more call options, than puts

Call options by funds: $21M | Put options by funds: $114K

50% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 20

27% more repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 48

5% more funds holding

Funds holding: 159167 (+8)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0.9% less ownership

Funds ownership: 86.05%85.14% (-0.9%)

11% less capital invested

Capital invested by funds: $423M → $376M (-$47.5M)

Holders
167
Holders Change
+8
Holders Change %
+5.03%
% of All Funds
2.2%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
30
Increased
61
Reduced
48
Closed
20
Calls
$21M
Puts
$114K
Net Calls
+$20.9M
Net Calls Change
-$1.96M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$39.5M +$364K +45,767 +0.8%
FLAM
2
First Light Asset Management
Minnesota
$37.1M +$7.52M +944,631 +22%
Vanguard Group
3
Vanguard Group
Pennsylvania
$31.1M -$1.48M -185,832 -4%
Impax Asset Management Group
4
Impax Asset Management Group
United Kingdom
$19.4M +$1.56M +195,525 +8%
DG
5
Daventry Group
New York
$17.7M +$732K +91,878 +4%
Alyeska Investment Group
6
Alyeska Investment Group
Illinois
$14.3M +$6.86M +861,150 +74%
Millennium Management
7
Millennium Management
New York
$14M +$2.06M +258,853 +15%
Wellington Management Group
8
Wellington Management Group
Massachusetts
$13.9M +$784K +98,447 +5%
Primecap Management
9
Primecap Management
California
$13.7M -$3.76M -471,845 -20%
KCM
10
Kennedy Capital Management
Missouri
$13.4M +$4.5M +565,445 +43%
Dimensional Fund Advisors
11
Dimensional Fund Advisors
Texas
$11.3M +$1.88M +235,686 +17%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$10.2M +$28.4K +3,564 +0.2%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$10.2M -$6.89M -865,743 -38%
NI
14
Nepsis Inc
Minnesota
$10.1M -$16M -2,008,271 -95%
JP Morgan Chase
15
JP Morgan Chase
New York
$8.76M -$498K -62,565 -5%
State Street
16
State Street
Massachusetts
$8.57M +$387K +48,635 +4%
Goldman Sachs
17
Goldman Sachs
New York
$6.27M +$2.1M +263,749 +42%
PCM
18
Portolan Capital Management
Massachusetts
$5.3M +$680K +85,427 +13%
American Century Companies
19
American Century Companies
Missouri
$5.02M +$101K +12,682 +2%
N
20
Nuveen
North Carolina
$4.2M -$284K -35,645 -6%
Northern Trust
21
Northern Trust
Illinois
$3.72M +$329K +41,298 +9%
Schroder Investment Management Group
22
Schroder Investment Management Group
United Kingdom
$3.64M -$50.1K -6,285 -1%
Charles Schwab
23
Charles Schwab
California
$3.52M -$603K -75,766 -13%
PCM
24
Penn Capital Management
Pennsylvania
$3.51M +$3.95M +495,945 New
GIM
25
Granahan Investment Management
Massachusetts
$3.49M -$4.29M -539,119 -52%