Health CatalystHCAT

13F holders, Q2 2024 (June 30)
161holders −13
25new positions
39sold out
7famous investors
$6.39avg. 13F price*

At the end of Q2 2024, 161 institutions reported holding Health Catalyst Inc. (HCAT) in their 13F filings, down 13 from Q1 2024. 25 opened new positions and 39 sold out. The largest holders were BlackRock Inc. ($34.7M), Vanguard Group Inc. ($28.9M) and First Light Asset Management, LLC ($25.3M). 7 famous investors held it, including Israel Englander (0.0% of Millennium Management's portfolio), Steve Cohen (0.0% of Point72 Asset Management's portfolio) and Paul Tudor Jones (0.0% of Tudor Investment Corporation'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 → Q2 2024

InstitutionsTotal Value
New Positions25$8.2M
Exits39$15.1M

All 13F filers, Q1 2024 → Q2 2024: 8,283,149 shares bought and 7,387,030 shares sold, net +896,119 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 161 holders

BlackRock Inc. 0.00% Add +1.3% 5,432,709 $34.7M
Vanguard Group Inc. 0.00% Add +1.1% 4,526,980 $28.9M
First Light Asset Management, LLC 2.22% Add +438.5% 3,956,089 $25.3M
Millennium Management 0.01% Add +96.3% 2,413,280 $15.4M
Primecap Management Co. 0.01% Add +14.7% 2,379,462 $15.2M
Daventry Group, LP 6.41% Add +3.9% 2,247,053 $14.4M
Bank of New York Mellon Corp 0.00% Reduce -10.4% 2,229,802 $14.2M
Impax Asset Management Group plc 0.06% Add +1.9% 2,194,274 $14.0M
Wellington Management Group LLP 0.00% Reduce -28.2% 1,885,858 $12.1M
Dimensional Fund Advisors LP 0.00% Reduce -14.0% 1,400,437 $8.9M
Geode Capital Management, LLC 0.00% Add +4.3% 1,376,140 $8.8M
Kennedy Capital Management LLC 0.17% Add +9.3% 1,274,844 $8.1M
Nepsis Inc. 2.16% Add +8.3% 1,253,080 $8.0M
JPMorgan Chase & Co. 0.00% Add +22.0% 1,182,103 $7.6M
State Street Corp. 0.00% Reduce -14.2% 1,135,503 $7.3M
Granahan Investment Management, LLC 0.27% Reduce -16.8% 1,042,733 $6.7M
Alyeska Investment Group, L.P. 0.04% No change 984,560 $6.3M
Goldman Sachs Group Inc. 0.00% Reduce -30.4% 888,174 $5.7M
Invenomic Capital Management LP 0.28% New 850,581 $5.4M
Jacobs Levy Equity Management, Inc. 0.02% Add +8.5% 801,070 $5.1M
Acadian Asset Management LLC 0.01% Add +1.3% 734,257 $4.7M
American Century Companies Inc. 0.00% Add +1.4% 683,464 $4.4M
Nuveen Asset Management, LLC 0.00% Reduce -17.5% 628,185 $4.0M
Charles Schwab Investment Management Inc. 0.00% Add +25.3% 606,771 $3.9M
Northern Trust Corp. 0.00% Reduce -5.5% 483,927 $3.1M
Morgan Stanley 0.00% Reduce -6.8% 443,143 $2.8M
Baillie Gifford & Co. 0.00% Reduce -19.8% 430,597 $2.8M
Massachusetts Financial Services Co. 0.00% Add +17.9% 331,847 $2.1M
Ameriprise Financial Inc. 0.00% Reduce -26.7% 311,660 $2.0M
Point72 Asset Management 0.01% Reduce -85.0% 305,129 $1.9M
ClariVest Asset Management LLC 0.19% Add +1.2% 285,627 $1.8M
Zacks Investment Management 0.02% Add +169.7% 277,444 $1.8M
Trexquant Investment LP 0.03% Add +215.0% 256,404 $1.6M
Lazard Asset Management LLC 0.00% Reduce -10.3% 241,180 $1.5M
Royal Bank of Canada 0.00% Add +1.3% 216,606 $1.4M
Los Angeles Capital Management LLC 0.00% Add +276.3% 213,693 $1.4M
Jane Street Group, LLC 0.00% Add +61.3% 208,769 $1.3M
Schroder Investment Management Group 0.00% No change 208,312 $1.3M
Adage Capital Partners Gp, L.L.C. 0.00% No change 198,963 $1.3M
Deutsche Bank AG 0.00% Reduce -5.5% 196,349 $1.3M
Bank of America Corp. 0.00% Add +29.2% 181,023 $1.2M
Susquehanna Fundamental Investments, LLC 0.03% Add +18.3% 169,529 $1.1M
Qube Research & Technologies Ltd 0.00% Add +107.3% 166,591 $1.1M
FMR LLC 0.00% Add +97.7% 165,706 $1.1M
Citadel Advisors 0.00% Reduce -23.4% 159,292 $1.0M
Pier 88 Investment Partners LLC 0.91% Add +251.5% 130,240 $832K
Cubist Systematic Strategies, LLC 0.01% Reduce -51.1% 120,363 $769K
Gsa Capital Partners LLP 0.05% Add +891.9% 110,785 $708K
UBS Group AG 0.00% Reduce -27.8% 109,699 $701K
Petrus Trust Company, LTA 0.07% Reduce -26.3% 109,228 $698K
Legal & General Group Plc 0.00% Reduce -22.2% 105,205 $672K
Barclays PLC 0.00% Reduce -0.7% 103,782 $663K
Franklin Resources Inc. 0.00% Reduce -1.3% 98,454 $629K
Squarepoint Ops LLC 0.00% Reduce -50.2% 95,463 $610K
Rhumbline Advisers 0.00% Add +9.1% 91,111 $582K
AQR Capital Management 0.00% New 88,328 $564K
Exchange Traded Concepts, LLC 0.01% Add +11.8% 83,013 $530K
Credit Agricole S A 0.00% New 80,100 $512K
Y-Intercept (Hong Kong) Ltd 0.03% Add +64.8% 79,864 $510K
Invesco Ltd. 0.00% Reduce -3.3% 78,949 $504K
Russell Investments Group, Ltd. 0.00% Add +66.4% 76,303 $488K
Public Employees Retirement System of Ohio 0.00% Reduce -5.7% 75,790 $484K
HSBC Holdings PLC 0.00% Add +35.9% 78,327 $479K
Campbell & CO Investment Adviser LLC 0.04% Add +195.6% 64,510 $412K
Dynamic Technology Lab Private Ltd 0.05% New 63,854 $408K
Alliancebernstein L.P. 0.00% Add +30.8% 62,670 $400K
Summit Global Investments 0.03% Reduce -0.8% 61,553 $393K
Connor, Clark & Lunn Investment Management Ltd. 0.00% Reduce -15.0% 60,331 $386K
Tudor Investment Corporation 0.00% Reduce -70.2% 58,451 $374K
T. Rowe Price Associates Inc. 0.00% Add +14.8% 57,088 $365K
Inspire Investing, LLC 0.04% Add +16.4% 54,934 $351K
Two Sigma Advisers, LP 0.00% Reduce -73.0% 46,000 $294K
Walleye Capital LLC 0.00% Reduce -25.5% 45,484 $291K
Engineers Gate Manager LP 0.01% Reduce -58.8% 42,756 $273K
D. E. Shaw & Co. 0.00% New 42,441 $271K
Perigon Wealth Management, LLC 0.01% Reduce -0.0% 40,529 $259K
Algert Global LLC 0.01% Reduce -52.7% 40,372 $258K
Voya Investment Management LLC 0.00% Add +107.8% 39,419 $252K
Nebula Research & Development LLC 0.04% Add +215.8% 36,038 $230K
MetLife Investment Management, LLC 0.00% Add +25.6% 34,467 $220K
CVS HEALTH Corp 0.10% No change 32,273 $206K
Susquehanna International Group, LLP 0.00% Reduce -35.0% 32,248 $206K
Corebridge Financial, Inc. 0.00% — 31,430 $201K
Magnetar Financial LLC 0.00% New 31,273 $200K
Sepio Capital, LP 0.02% No change 30,610 $196K
Principal Financial Group Inc. 0.00% Add +6.9% 29,469 $188K
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% — 29,286 $187K
SG Americas Securities, LLC 0.00% New 29,294 $187K
XTX Topco Ltd 0.02% Add +48.2% 28,420 $182K
Wells Fargo & Company 0.00% Add +6.8% 26,218 $168K
Balyasny Asset Management L.P. 0.00% New 25,858 $165K
Graham Capital Management, L.P. 0.01% Add +0.9% 24,830 $159K
Manufacturers Life Insurance Company, The 0.00% Add +10.3% 23,162 $148K
New York State Common Retirement Fund 0.00% Reduce -83.7% 22,981 $147K
ExodusPoint Capital Management, LP 0.00% Reduce -67.5% 21,806 $139K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.00% New 21,176 $135K
Probity Advisors, Inc. 0.03% Add +44.9% 20,346 $130K
Sherbrooke Park Advisers LLC 0.02% Add +37.6% 20,132 $129K
Olympiad Research LP 0.09% Reduce -46.7% 18,987 $121K
Creative Planning 0.00% Add +23.3% 18,862 $121K
Blair William & Co. 0.00% New 18,594 $119K
State of Wyoming 0.02% Add +37.4% 18,486 $118K
Prelude Capital Management, LLC 0.01% Reduce -75.0% 18,227 $116K
Sei Investments Co. 0.00% Reduce -18.0% 17,893 $114K
Lunt Capital Management, Inc. 0.05% No change 17,337 $111K
Citigroup Inc. 0.00% Add +48.8% 16,761 $107K
State Board of Administration of Florida Retirement System 0.00% Add +10.2% 15,934 $102K
Renaissance Technologies 0.00% Reduce -78.0% 14,700 $94K
Cigna Investments Inc. 0.02% Reduce -0.6% 13,999 $89K
Deerfield Management Company, L.P. 0.00% Reduce -8.2% 13,508 $86K
Adero Partners, LLC 0.01% No change 12,477 $80K
Boothbay Fund Management, LLC 0.00% New 11,850 $76K
Cornerstone Investment Partners, LLC 0.00% Reduce -7.5% 11,694 $75K
Tower Research Capital LLC (TRC) 0.00% Add +1314.0% 11,326 $72K
Mackenzie Financial Corp. 0.00% New 10,922 $70K
Verition Fund Management LLC 0.00% Reduce -10.5% 10,195 $65K
Merriman Wealth Management, LLC 0.00% No change 10,000 $64K
Performance Wealth Partners, LLC 0.00% New 10,000 $64K
Harbor Capital Advisors, Inc. 0.00% Reduce -59.5% 9,700 $62K
Public Employees Retirement Association of Colorado 0.00% Reduce -45.2% 8,404 $54K
Quantbot Technologies LP 0.00% Add +32.7% 7,879 $50K
Quarry LP 0.02% Add +59.4% 7,002 $45K
Nisa Investment Advisors, LLC 0.00% Add +461.0% 6,367 $41K
Ameritas Investment Partners, Inc. 0.00% No change 5,546 $35K
California State Teachers Retirement System 0.00% Reduce -92.6% 4,233 $27K
Manchester Capital Management LLC 0.00% Add +79.9% 3,649 $23K
Point72 Asia (Singapore) Pte. Ltd. 0.00% Reduce -85.8% 2,380 $15K
Allspring Global Investments Holdings, LLC 0.00% New 2,272 $15K
PNC Financial Services Group, Inc. 0.00% Reduce -3.3% 2,117 $14K
Amalgamated Bank 0.00% No change 1,894 $12K
Quadrant Capital Group LLC 0.00% Add +434.3% 1,806 $12K
Osaic Holdings, Inc. 0.00% Add +0.4% 1,602 $10K
HighMark Wealth Management LLC 0.00% No change 1,250 $8K
NFSG Corp 0.00% No change 1,200 $8K
Cwm, LLC 0.00% Add +48.1% 1,044 $7K
EntryPoint Capital, LLC 0.00% Reduce -92.3% 1,001 $6K
Simplex Trading, LLC 0.00% New 1,090 $6K
Avior Wealth Management, LLC 0.00% Add +140.1% 761 $5K
Cullen/Frost Bankers, Inc. 0.00% New 731 $5K
CoreCap Advisors, LLC 0.00% New 647 $4K
Leonteq Securities AG 0.00% No change 624 $4K
Arax Advisory Partners 0.00% New 499 $3K
US Bancorp \de 0.00% Reduce -80.2% 478 $3K
Continuum Advisory, LLC 0.00% No change 332 $2K
Harel Insurance Investments & Financial Services Ltd. 0.00% Add +4.3% 268 $2K
Huntington National Bank 0.00% Add +72.1% 265 $2K
Parallel Advisors, LLC 0.00% New 231 $1K
Allworth Financial LP 0.00% Add +146.5% 175 $1K
Sachetta, LLC 0.00% Reduce -8.2% 146 $1K
Spire Wealth Management 0.00% Reduce -50.0% 150 $959
Abich Financial Wealth Management LLC 0.00% New 143 $914
Valued Wealth Advisors LLC 0.00% No change 128 $818
Group One Trading LLC 0.00% New 100 $639
GAMMA Investing LLC 0.00% New 72 $460
Signaturefd, LLC 0.00% No change 72 $460
Smartleaf Asset Management LLC 0.00% New 47 $284
McIlrath & Eck, LLC 0.00% No change 38 $243
EverSource Wealth Advisors, LLC 0.00% New 18 $133
Rothschild Investment LLC 0.00% New 20 $128
Farther Finance Advisors, LLC 0.00% No change 15 $91
Covestor Ltd 0.00% Add +50.0% 15 $0

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