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Health Catalyst

136 hedge funds and large institutions have $132M invested in Health Catalyst in 2025 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 37 increasing their positions, 47 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.18% more ownership

Funds ownership: 76.93%78.11% (+1.2%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

6% less funds holding

Funds holding: 145136 (-9)

14% less capital invested

Capital invested by funds: $154M → $132M (-$22.3M)

21% less repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 47

24% less first-time investments, than exits

New positions opened: 22 | Existing positions closed: 29

25% less call options, than puts

Call options by funds: $243K | Put options by funds: $323K

Holders
136
Holders Change
-9
Holders Change %
-6.21%
% of All Funds
1.65%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
22
Increased
37
Reduced
47
Closed
29
Calls
$243K
Puts
$323K
Net Calls
-$80K
Net Calls Change
+$550K
Name Holding Trade Value Shares
Change
Change in
Stake
FLAM
1
First Light Asset Management
Minnesota
$30.9M -$1.44M -525,279 -4%
BlackRock
2
BlackRock
New York
$12.4M -$849K -310,318 -6%
Vanguard Group
3
Vanguard Group
Pennsylvania
$10.6M +$379K +138,696 +3%
CF
4
CDC Financial
Illinois
$9.56M +$10.9M +4,002,046 New
WCA
5
Whetstone Capital Advisors
Kansas
$8.96M +$52K +19,027 +0.5%
Impax Asset Management Group
6
Impax Asset Management Group
United Kingdom
$6.57M
NI
7
Nepsis Inc
Minnesota
$4.58M +$1.1M +402,762 +27%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$3.99M -$193K -70,425 -4%
Dimensional Fund Advisors
9
Dimensional Fund Advisors
Texas
$3.92M -$745K -272,568 -14%
State Street
10
State Street
Massachusetts
$3.17M +$148K +54,168 +4%
PVM
11
Palogic Value Management
Texas
$3.04M +$487K +178,222 +16%
Millennium Management
12
Millennium Management
New York
$2.59M -$1.38M -504,693 -32%
KCM
13
Kennedy Capital Management
Missouri
$2.31M +$5.76K +2,108 +0.2%
Acadian Asset Management
14
Acadian Asset Management
Massachusetts
$2.23M -$528K -193,089 -17%
RCM
15
RA Capital Management
Massachusetts
$1.9M +$2.17M +793,749 New
JP Morgan Chase
16
JP Morgan Chase
New York
$1.8M -$159K -57,961 -7%
HWM
17
HighMark Wealth Management
Minnesota
$1.77M +$1.18M +431,200 +139%
Connor, Clark & Lunn Investment Management (CC&L)
18
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$1.39M -$1.06M -389,328 -40%
Charles Schwab
19
Charles Schwab
California
$1.31M -$207K -75,721 -12%
MC
20
Martin & Co
Tennessee
$1.23M +$2.81K +1,026 +0.2%
Baird Financial Group
21
Baird Financial Group
Wisconsin
$1.18M -$338K -123,437 -20%
Northern Trust
22
Northern Trust
Illinois
$1.14M -$144K -52,764 -10%
Fidelity Investments
23
Fidelity Investments
Massachusetts
$833K +$207K +75,783 +28%
Primecap Management
24
Primecap Management
California
$814K -$2.81M -1,028,649 -75%
Morgan Stanley
25
Morgan Stanley
New York
$798K +$251K +91,638 +38%

HCAT Hedge Fund Activity: Q4 2025 in Review

136 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in Health Catalyst (HCAT) for Q4 2025, worth a combined $132M — down 14% from $154M a quarter earlier.

Sellers outnumbered buyers: 29 funds closed out of HCAT and 22 opened new positions — a net loss of 7 holders — while 47 trimmed existing stakes and 37 added.

The largest buyer was RA Capital Management, opening a new position worth an estimated $2.17M. The largest seller was Primecap Management, cutting an estimated $2.81M.

  • 136 institutional investors held Health Catalyst (HCAT) as of Q4 2025, down from 145 in Q3 2025.
  • Funds reported $132M of Health Catalyst stock for Q4 2025, down 14% quarter-over-quarter.
  • 22 funds opened new Health Catalyst positions in Q4 2025 and 29 closed out, a net change of -7 holders.
  • The largest Health Catalyst buyer in Q4 2025 was RA Capital Management, an estimated $2.17M added.
  • The largest Health Catalyst seller in Q4 2025 was Primecap Management, an estimated $2.81M sold.

Based on aggregated 13F filings for Q4 2025.