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Health Catalyst

145 hedge funds and large institutions have $154M invested in Health Catalyst in 2025 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 42 increasing their positions, 38 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

11% more repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 38

3% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 33

0% more funds holding

Funds holding: 145145 (0)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

0.88% less ownership

Funds ownership: 77.81%76.93% (-0.88%)

24% less capital invested

Capital invested by funds: $204M → $154M (-$49.9M)

69% less call options, than puts

Call options by funds: $283K | Put options by funds: $913K

Holders
145
Holders Change
Holders Change %
0%
% of All Funds
1.9%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
34
Increased
42
Reduced
38
Closed
33
Calls
$283K
Puts
$913K
Net Calls
-$630K
Net Calls Change
-$323K
Name Holding Trade Value Shares
Change
Change in
Stake
FLAM
1
First Light Asset Management
Minnesota
$38.3M +$4.13M +1,206,039 +10%
BlackRock
2
BlackRock
New York
$15.7M -$507K -148,170 -3%
Vanguard Group
3
Vanguard Group
Pennsylvania
$12.2M +$408K +119,117 +3%
WCA
4
Whetstone Capital Advisors
Kansas
$10.6M
Impax Asset Management Group
5
Impax Asset Management Group
United Kingdom
$7.84M
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$5.46M -$236K -68,841 -3%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$4.96M +$262K +76,449 +5%
Millennium Management
8
Millennium Management
New York
$4.53M +$5.23M +1,528,710 +2,513%
NI
9
Nepsis Inc
Minnesota
$4.31M -$726K -212,033 -12%
Primecap Management
10
Primecap Management
California
$3.9M -$2.11M -617,620 -31%
State Street
11
State Street
Massachusetts
$3.63M +$160K +46,880 +4%
Acadian Asset Management
12
Acadian Asset Management
Massachusetts
$3.21M -$130K -37,981 -3%
PVM
13
Palogic Value Management
Texas
$3.11M +$1.24M +361,719 +50%
Connor, Clark & Lunn Investment Management (CC&L)
14
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$2.77M -$328K -95,707 -9%
KCM
15
Kennedy Capital Management
Missouri
$2.74M -$368K -107,514 -10%
JP Morgan Chase
16
JP Morgan Chase
New York
$2.31M -$338K -98,669 -11%
AE
17
AMH Equity
New York
$1.88M +$797K +232,851 +55%
Charles Schwab
18
Charles Schwab
California
$1.77M +$82.4K +24,058 +4%
Baird Financial Group
19
Baird Financial Group
Wisconsin
$1.76M +$2.11M +617,183 New
Goldman Sachs
20
Goldman Sachs
New York
$1.6M +$499K +145,740 +35%
Northern Trust
21
Northern Trust
Illinois
$1.51M +$6.3K +1,841 +0.3%
MC
22
Martin & Co
Tennessee
$1.46M +$10.2K +2,967 +0.6%
MCM
23
Moore Capital Management
New York
$1.14M +$774K +226,023 +131%
Alyeska Investment Group
24
Alyeska Investment Group
Illinois
$986K
HWM
25
HighMark Wealth Management
Minnesota
$884K +$498K +145,532 +88%

HCAT Hedge Fund Activity: Q3 2025 in Review

145 of the 7,621 institutional investors tracked by Wall St. Rank reported a position in Health Catalyst (HCAT) for Q3 2025, worth a combined $154M — down 24% from $204M a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new HCAT positions and 33 closed out — a net gain of 1 holder — while 42 added to existing stakes and 38 trimmed.

The largest buyer was Millennium Management, adding an estimated $5.23M. The largest seller was Portolan Capital Management, exiting entirely with an estimated $7.47M sold.

  • 145 institutional investors held Health Catalyst (HCAT) as of Q3 2025, unchanged from Q2 2025.
  • Funds reported $154M of Health Catalyst stock for Q3 2025, down 24% quarter-over-quarter.
  • 34 funds opened new Health Catalyst positions in Q3 2025 and 33 closed out, a net change of +1 holder.
  • The largest Health Catalyst buyer in Q3 2025 was Millennium Management, an estimated $5.23M added.
  • The largest Health Catalyst seller in Q3 2025 was Portolan Capital Management, an estimated $7.47M sold.

Based on aggregated 13F filings for Q3 2025.