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Health Catalyst

130 hedge funds and large institutions have $70.8M invested in Health Catalyst in 2026 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 39 increasing their positions, 36 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

51% more call options, than puts

Call options by funds: $3.15M | Put options by funds: $2.08M

8% more repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 36

3% less first-time investments, than exits

New positions opened: 30 | Existing positions closed: 31

2.31% less ownership

Funds ownership: 78.11%75.79% (-2.3%)

4% less funds holding

Funds holding: 136130 (-6)

46% less capital invested

Capital invested by funds: $132M → $70.8M (-$61.2M)

67% less funds holding in top 10

Funds holding in top 10: 31 (-2)

Holders
130
Holders Change
-6
Holders Change %
-4.41%
% of All Funds
1.6%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.01%
New
30
Increased
39
Reduced
36
Closed
31
Calls
$3.15M
Puts
$2.08M
Net Calls
+$1.07M
Net Calls Change
+$1.15M
Name Holding Trade Value Shares
Change
Change in
Stake
FLAM
1
First Light Asset Management
Minnesota
$16.4M -$60.6K -32,241 -0.2%
CF
2
CDC Financial
Illinois
$8.01M +$4.34M +2,305,008 +58%
BlackRock
3
BlackRock
New York
$6.53M -$104K -55,063 -1%
WCA
4
Whetstone Capital Advisors
Kansas
$5.42M +$974K +517,764 +14%
PVM
5
Palogic Value Management
Texas
$3.68M +$3.06M +1,626,559 +128%
VCM
6
Vanguard Capital Management
Pennsylvania
$3.66M +$5.43M +2,885,653 New
Impax Asset Management Group
7
Impax Asset Management Group
United Kingdom
$3.49M
NI
8
Nepsis Inc
Minnesota
$2.38M -$74.3K -39,505 -2%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$1.91M -$314K -167,046 -10%
State Street
10
State Street
Massachusetts
$1.68M -$5.78K -3,073 -0.2%
Dimensional Fund Advisors
11
Dimensional Fund Advisors
Texas
$1.57M -$765K -406,658 -25%
HWM
12
HighMark Wealth Management
Minnesota
$1.13M +$304K +161,600 +22%
CM
13
Caption Management
Oklahoma
$980K +$1.45M +771,886 New
PGCM
14
Prescott Group Capital Management
Oklahoma
$903K +$748K +397,518 +127%
JP Morgan Chase
15
JP Morgan Chase
New York
$800K -$141K -74,857 -10%
Charles Schwab
16
Charles Schwab
California
$771K +$113K +59,891 +11%
AQR Capital Management
17
AQR Capital Management
Connecticut
$690K +$862K +458,307 +540%
VPM
18
Vanguard Portfolio Management
Pennsylvania
$674K +$999K +531,014 New
MC
19
Martin & Co
Tennessee
$668K +$24.5K +13,033 +3%
KCM
20
Kennedy Capital Management
Missouri
$647K -$856K -455,007 -47%
Northern Trust
21
Northern Trust
Illinois
$627K +$33.5K +17,799 +4%
VFT
22
Vanguard Fiduciary Trust
Pennsylvania
$563K +$835K +443,665 New
Goldman Sachs
23
Goldman Sachs
New York
$492K +$132K +70,370 +22%
Baird Financial Group
24
Baird Financial Group
Wisconsin
$470K -$232K -123,437 -25%
Fidelity Investments
25
Fidelity Investments
Massachusetts
$467K +$35.3K +18,757 +5%