Health CatalystHCAT

13F holders, Q1 2024 (March 31)
174holders
5famous investors
$7.53avg. 13F price*

At the end of Q1 2024, 174 institutions reported holding Health Catalyst Inc. (HCAT) in their 13F filings. The largest holders were BlackRock Inc. ($40.4M), Vanguard Group Inc. ($33.7M) and Wellington Management Group LLP ($19.8M). 5 famous investors held it, including Steve Cohen (0.0% of Point72 Asset Management's portfolio), Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio) and Israel Englander (0.0% of Millennium Management's portfolio).

Company
Health Catalyst Inc.
CUSIP
42225T107
Latest filing quarter
Q2 2026

History

Number of 13F holders

050100150200 Q1 2024: 174Q1 2024Q2 2024: 161Q2 2024Q3 2024: 159Q3 2024Q4 2024: 167Q4 2024Q1 2025: 165Q1 2025Q2 2025: 145Q2 2025Q3 2025: 145Q3 2025Q4 2025: 136Q4 2025Q1 2026: 131Q1 2026Q2 2026: 126Q2 2026

Total Exit/New Position Q1 2024

InstitutionsTotal Value
New Positions29$20.2M
Exits23$12.6M

Ownership 174 holders

BlackRock Inc. 0.00% Add +0.9% 5,364,485 $40.4M
Vanguard Group Inc. 0.00% Reduce -18.7% 4,476,231 $33.7M
Wellington Management Group LLP 0.00% Reduce -16.4% 2,626,335 $19.8M
Bank of New York Mellon Corp 0.00% Add +104.3% 2,489,065 $18.7M
Daventry Group, LP 6.51% Add +12.6% 2,162,875 $16.3M
Impax Asset Management Group plc 0.06% Add +22.8% 2,154,475 $16.2M
Primecap Management Co. 0.01% Add +46.1% 2,074,383 $15.6M
Point72 Asset Management 0.05% Reduce -51.1% 2,033,230 $15.3M
Dimensional Fund Advisors LP 0.00% Add +5.3% 1,629,193 $12.3M
State Street Corp. 0.00% Add +2.7% 1,322,726 $10.0M
Geode Capital Management, LLC 0.00% Add +4.6% 1,319,172 $9.9M
Goldman Sachs Group Inc. 0.00% Add +4.6% 1,276,815 $9.6M
Granahan Investment Management, LLC 0.33% Add +1.6% 1,253,704 $9.4M
Millennium Management 0.01% Add +19.7% 1,229,149 $9.3M
Kennedy Capital Management LLC 0.18% New 1,166,002 $8.8M
Nepsis Inc. 2.36% Add +6.0% 1,157,394 $8.7M
Alyeska Investment Group, L.P. 0.05% Add +11.3% 984,560 $7.4M
JPMorgan Chase & Co. 0.00% Reduce -11.2% 969,164 $7.3M
Nuveen Asset Management, LLC 0.00% Reduce -1.5% 761,366 $5.7M
Jacobs Levy Equity Management, Inc. 0.02% Reduce -0.7% 738,501 $5.6M
First Light Asset Management, LLC 0.42% Reduce -27.6% 734,681 $5.5M
Acadian Asset Management LLC 0.02% Add +38.3% 724,560 $5.5M
American Century Companies Inc. 0.00% Add +2.7% 673,998 $5.1M
Baillie Gifford & Co. 0.00% Reduce -0.3% 536,768 $4.0M
Northern Trust Corp. 0.00% Reduce -1.7% 512,099 $3.9M
Charles Schwab Investment Management Inc. 0.00% Reduce -7.1% 484,241 $3.6M
Morgan Stanley 0.00% Reduce -30.7% 475,644 $3.6M
Bares Capital Management, Inc. 0.13% No change 450,000 $3.4M
Ameriprise Financial Inc. 0.00% Reduce -4.4% 425,155 $3.2M
ClariVest Asset Management LLC 0.22% Add +303.9% 282,325 $2.1M
Massachusetts Financial Services Co. 0.00% Add +11.1% 281,550 $2.1M
Lazard Asset Management LLC 0.00% Reduce -8.2% 269,037 $2.0M
Cubist Systematic Strategies, LLC 0.02% Add +11678.2% 245,929 $1.9M
Essex Investment Management Co. LLC 0.36% New 245,429 $1.8M
Royal Bank of Canada 0.00% Reduce -6.7% 213,804 $1.6M
Schroder Investment Management Group 0.00% Reduce -45.1% 208,312 $1.6M
Citadel Advisors 0.00% Reduce -13.9% 208,089 $1.6M
Deutsche Bank AG 0.00% Add +0.4% 207,701 $1.6M
Adage Capital Partners Gp, L.L.C. 0.00% New 198,963 $1.5M
Tudor Investment Corporation 0.02% New 196,264 $1.5M
Squarepoint Ops LLC 0.01% Add +408.3% 191,804 $1.4M
Two Sigma Advisers, LP 0.00% Reduce -39.7% 170,500 $1.3M
UBS Group AG 0.00% Add +50.3% 151,988 $1.1M
Petrus Trust Company, LTA 0.10% Add +74.4% 148,235 $1.1M
Susquehanna Fundamental Investments, LLC 0.05% New 143,333 $1.1M
New York State Common Retirement Fund 0.00% Add +14.3% 140,568 $1.1M
Bank of America Corp. 0.00% Add +416.7% 140,067 $1.1M
Legal & General Group Plc 0.00% Reduce -3.0% 135,280 $1.0M
Jane Street Group, LLC 0.00% Reduce -24.1% 129,436 $975K
Valmark Advisers, Inc. 0.02% Reduce -7.7% 120,000 $904K
Swiss National Bank 0.00% No change 112,200 $845K
HRT Financial LP 0.01% Reduce -41.5% 111,842 $842K
Diametric Capital, LP 0.45% New 106,031 $798K
Barclays PLC 0.00% Reduce -18.4% 104,503 $787K
Engineers Gate Manager LP 0.02% Add +7.2% 103,816 $782K
Zacks Investment Management 0.01% Add +33.1% 102,892 $775K
Franklin Resources Inc. 0.00% Add +230.1% 99,734 $751K
Legato Capital Management LLC 0.09% New 97,133 $731K
Intrinsic Edge Capital Management LLC 0.06% New 87,478 $659K
Algert Global LLC 0.03% Reduce -61.3% 85,428 $643K
FMR LLC 0.00% Add +6.7% 83,831 $631K
Rhumbline Advisers 0.00% Add +2.0% 83,522 $629K
Invesco Ltd. 0.00% Add +22.6% 81,613 $615K
Trexquant Investment LP 0.01% Add +30.4% 81,392 $613K
Public Employees Retirement System of Ohio 0.00% Reduce -4.1% 80,376 $605K
Qube Research & Technologies Ltd 0.00% Reduce -34.2% 80,373 $605K
Credit Suisse AG/ 0.00% Reduce -67.1% 74,987 $565K
Exchange Traded Concepts, LLC 0.01% Reduce -0.3% 74,257 $559K
Prelude Capital Management, LLC 0.04% Add +192.6% 72,835 $548K
Connor, Clark & Lunn Investment Management Ltd. 0.00% Add +21.5% 70,962 $534K
ExodusPoint Capital Management, LP 0.01% Add +16.8% 67,134 $506K
Renaissance Technologies 0.00% Reduce -32.6% 66,900 $504K
Two Sigma Investments, LP 0.00% Reduce -70.0% 62,463 $470K
Summit Global Investments 0.03% Reduce -17.3% 62,072 $467K
Walleye Capital LLC 0.01% New 61,084 $460K
HSBC Holdings PLC 0.00% Add +10.7% 57,655 $434K
California State Teachers Retirement System 0.00% Reduce -4.2% 57,480 $433K
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% No change 57,056 $430K
Los Angeles Capital Management LLC 0.00% Add +386.6% 56,785 $428K
T. Rowe Price Associates Inc. 0.00% Add +6.0% 49,746 $375K
Susquehanna International Group, LLP 0.00% Add +19.1% 49,640 $374K
Y-Intercept (Hong Kong) Ltd 0.03% Add +201.8% 48,458 $365K
Alliancebernstein L.P. 0.00% Reduce -10.0% 47,920 $361K
Inspire Investing, LLC 0.04% New 47,197 $355K
Centiva Capital, LP 0.02% New 46,379 $349K
Russell Investments Group, Ltd. 0.00% Add +0.1% 45,848 $345K
Bank of Montreal 0.00% New 44,816 $340K
Man Group plc 0.00% Add +11.9% 42,534 $320K
CANADA LIFE ASSURANCE Co 0.00% Reduce -5.4% 42,158 $317K
Perigon Wealth Management, LLC 0.01% Reduce -0.4% 40,540 $305K
Lido Advisors, LLC 0.00% New 39,507 $297K
Mirae Asset Global Investments Co., Ltd. 0.00% No change 25,818 $291K
Pier 88 Investment Partners LLC 0.44% Add +27.3% 37,050 $279K
Olympiad Research LP 0.18% Add +43.8% 35,647 $268K
CVS HEALTH Corp 0.11% No change 32,273 $243K
Sepio Capital, LP 0.02% No change 30,610 $230K
American International Group, Inc. 0.00% Add +0.2% 28,142 $212K
Principal Financial Group Inc. 0.00% Reduce -15.8% 27,562 $208K
MetLife Investment Management, LLC 0.00% No change 27,453 $207K
AlphaQuest LLC 0.03% Reduce -22.2% 25,550 $192K
Gruss & Co., LLC 1.04% New 25,000 $188K
Versor Investments LP 0.04% Reduce -14.1% 24,900 $187K
Graham Capital Management, L.P. 0.01% New 24,607 $185K
Wells Fargo & Company 0.00% Add +11.6% 24,553 $185K
Harbor Capital Advisors, Inc. 0.02% Add +118.8% 23,950 $180K
State of Wisconsin Investment Board 0.00% Reduce -68.8% 23,559 $177K
Point72 (DIFC) Ltd 0.01% — 22,495 $169K
State Board of Administration of Florida Retirement System 0.00% Reduce -9.3% 14,454 $169K
Campbell & CO Investment Adviser LLC 0.01% New 21,824 $164K
Sei Investments Co. 0.00% Add +8.2% 21,824 $164K
Manufacturers Life Insurance Company, The 0.00% Reduce -5.3% 20,998 $158K
Janus Henderson Group PLC 0.00% Add +0.0% 19,777 $149K
XTX Topco Ltd 0.02% New 19,172 $144K
Stratos Wealth Partners, LTD. 0.00% Add +79.7% 19,158 $144K
Voya Investment Management LLC 0.00% Reduce -16.6% 18,974 $143K
Vident Advisory, LLC 0.00% Reduce -5.1% 18,591 $140K
Lunt Capital Management, Inc. 0.06% No change 17,337 $131K
Point72 Asia (Singapore) Pte. Ltd. 0.03% New 16,785 $126K
Arizona State Retirement System 0.00% Reduce -0.7% 15,816 $119K
Creative Planning 0.00% Add +2.7% 15,303 $115K
Virtus Investment Advisers, LLC 0.08% New 15,297 $115K
Public Employees Retirement Association of Colorado 0.00% Reduce -9.2% 15,331 $115K
Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% No change 15,072 $113K
Deerfield Management Company, L.P. 0.00% New 14,713 $111K
Sherbrooke Park Advisers LLC 0.02% Add +33.0% 14,626 $110K
Cigna Investments Inc. 0.02% No change 14,079 $107K
Probity Advisors, Inc. 0.02% New 14,042 $106K
State of Wyoming 0.02% Reduce -2.5% 13,450 $101K
EntryPoint Capital, LLC 0.09% New 13,017 $98K
Cornerstone Investment Partners, LLC 0.00% No change 12,639 $95K
Adero Partners, LLC 0.01% No change 12,477 $94K
Mariner, LLC 0.00% Reduce -1.5% 12,476 $94K
Atom Investors LP 0.01% New 12,315 $93K
Nebula Research & Development LLC 0.02% Reduce -72.9% 11,413 $86K
Verition Fund Management LLC 0.00% New 11,395 $86K
Citigroup Inc. 0.00% Reduce -71.0% 11,261 $85K
Gsa Capital Partners LLP 0.01% Reduce -72.0% 11,169 $84K
ProShare Advisors LLC 0.00% New 10,259 $77K
Merriman Wealth Management, LLC 0.00% No change 10,000 $75K
Quantbot Technologies LP 0.00% Reduce -66.0% 5,939 $45K
Ameritas Investment Partners, Inc. 0.00% No change 5,546 $42K
Quarry LP 0.01% Add +639.4% 4,392 $33K
Metropolitan Life Insurance Co 0.00% No change 3,051 $23K
Catalyst Funds Management Pty Ltd 0.01% — 3,000 $23K
Virtus Fund Advisers, LLC 0.07% New 2,786 $21K
US Bancorp \de 0.00% Add +160.0% 2,410 $18K
PNC Financial Services Group, Inc. 0.00% Add +2900.0% 2,190 $16K
Manchester Capital Management LLC 0.00% No change 2,028 $15K
Amalgamated Bank 0.00% Reduce -71.0% 1,894 $14K
Osaic Holdings, Inc. 0.00% Reduce -72.1% 1,595 $12K
UMB Bank, n.a. 0.00% No change 1,379 $10K
HighMark Wealth Management LLC 0.01% No change 1,250 $9K
NFSG Corp 0.00% No change 1,200 $9K
Nisa Investment Advisors, LLC 0.00% Add +2.2% 1,135 $9K
Tower Research Capital LLC (TRC) 0.00% Reduce -93.3% 801 $6K
Cwm, LLC 0.00% Add +1.3% 705 $5K
Leonteq Securities AG 0.00% No change 624 $5K
Comerica Bank 0.00% Reduce -61.7% 572 $4K
Quadrant Capital Group LLC 0.00% No change 338 $3K
Avior Wealth Management, LLC 0.00% Add +67.7% 317 $2K
Spire Wealth Management 0.00% New 300 $2K
Continuum Advisory, LLC 0.00% New 332 $2K
Harel Insurance Investments & Financial Services Ltd. 0.00% Reduce -25.1% 257 $2K
Sachetta, LLC 0.00% No change 159 $1K
Huntington National Bank 0.00% Reduce -0.7% 154 $1K
Global Retirement Partners, LLC 0.00% No change 138 $1K
Valued Wealth Advisors LLC 0.00% No change 128 $964
Signaturefd, LLC 0.00% Reduce -36.3% 72 $542
Allworth Financial LP 0.00% No change 71 $535
McIlrath & Eck, LLC 0.00% No change 38 $286
NewEdge Advisors, LLC 0.00% No change 26 $196
Farther Finance Advisors, LLC 0.00% Add +7.1% 15 $109
Assetmark, Inc. 0.00% New 1 $8
Covestor Ltd 0.00% Add +66.7% 10 $0

"% of holder's portfolio" is HCAT's weight in each manager's 13F, not the share of Health Catalyst Inc. the manager owns.