Health Catalyst Inc. (hcat 2.5 04/15/25)

13F holders, Q1 2024 (March 31)
2holders
$0.97avg. 13F price*

At the end of Q1 2024, 2 institutions reported holding Health Catalyst Inc. (hcat 2.5 04/15/25) in their 13F filings. The largest holders were Opti Capital Management, LP ($22.0M) and B. Riley Wealth Advisors, Inc. ($34K).

Company
Health Catalyst Inc. (hcat 2.5 04/15/25)
CUSIP
42225TAB3
Latest filing quarter
Q1 2025

History

Number of 13F holders

012 Q1 2024: 2Q1 2024Q2 2024: 2Q2 2024Q3 2024: 2Q3 2024Q4 2024: 1Q4 2024Q1 2025: 1Q1 2025

Total Exit/New Position Q1 2024

InstitutionsTotal Value
New Positions1$22.0M
Exits1$159K

Ownership 2 holders

Opti Capital Management, LP 1.69% New 22,759,000 $22.0M
B. Riley Wealth Advisors, Inc. 0.00% Add +75.0% 35,000 $34K

"% of holder's portfolio" is HEALTH CATALYST INC (HCAT 2.5 04/15/25)'s weight in each manager's 13F, not the share of Health Catalyst Inc. (hcat 2.5 04/15/25) the manager owns.