Health CatalystHCAT

13F holders, Q4 2024 (December 31)
167holders +8
24new positions
19sold out
5famous investors
$7.25avg. 13F price*

At the end of Q4 2024, 167 institutions reported holding Health Catalyst Inc. (HCAT) in their 13F filings, up 8 from Q3 2024. 24 opened new positions and 19 sold out. The largest holders were BlackRock, Inc. ($39.5M), First Light Asset Management, LLC ($37.1M) and Vanguard Group Inc. ($31.1M). 5 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 Ken Griffin (0.0% of Citadel Advisors'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 Q3 2024 → Q4 2024

InstitutionsTotal Value
New Positions24$10.7M
Exits19$5.8M

All 13F filers, Q3 2024 → Q4 2024: 6,360,533 shares bought and 6,577,388 shares sold, net −216,855 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 167 holders

BlackRock, Inc. 0.00% Add +0.8% 5,583,876 $39.5M
First Light Asset Management, LLC 3.55% Add +22.0% 5,241,121 $37.1M
Vanguard Group Inc. 0.00% Reduce -4.1% 4,394,731 $31.1M
Impax Asset Management Group plc 0.09% Add +7.7% 2,750,000 $19.4M
Daventry Group, LP 6.78% Add +3.8% 2,509,480 $17.7M
Alyeska Investment Group, L.P. 0.05% Add +74.3% 2,019,380 $14.3M
Millennium Management 0.01% Add +15.0% 1,985,692 $14.0M
Wellington Management Group LLP 0.00% Add +5.3% 1,959,128 $13.9M
Primecap Management Co. 0.01% Reduce -19.6% 1,932,617 $13.7M
Kennedy Capital Management LLC 0.30% Add +42.7% 1,891,000 $13.4M
Dimensional Fund Advisors LP 0.00% Add +17.4% 1,591,565 $11.3M
Geode Capital Management, LLC 0.00% Add +0.3% 1,446,600 $10.2M
Bank of New York Mellon Corp 0.00% Reduce -37.6% 1,437,006 $10.2M
Nepsis Inc. 2.53% Reduce -95.4% 96,257 $10.1M
JPMorgan Chase & Co. 0.00% Reduce -4.8% 1,238,616 $8.8M
State Street Corp. 0.00% Add +4.2% 1,212,389 $8.6M
Goldman Sachs Group Inc. 0.00% Add +42.3% 886,667 $6.3M
Portolan Capital Management, LLC 0.36% Add +12.9% 749,029 $5.3M
American Century Companies Inc. 0.00% Add +1.8% 710,481 $5.0M
Nuveen Asset Management, LLC 0.00% Reduce -5.7% 593,643 $4.2M
Northern Trust Corp. 0.00% Add +8.5% 526,607 $3.7M
Schroder Investment Management Group 0.00% Reduce -1.2% 519,924 $3.6M
Charles Schwab Investment Management Inc. 0.00% Reduce -13.2% 497,295 $3.5M
Penn Capital Management Company, LLC 0.34% New 495,945 $3.5M
Granahan Investment Management, LLC 0.15% Reduce -52.2% 493,364 $3.5M
Acadian Asset Management LLC 0.01% Add +3.2% 492,693 $3.5M
Martin & Co. Inc. 0.86% Add +80.0% 490,998 $3.5M
Fred Alger Management, LLC 0.01% Reduce -55.7% 372,865 $2.6M
Palogic Value Management, L.P. 0.92% New 320,000 $2.3M
Massachusetts Financial Services Co. 0.00% Reduce -2.9% 314,615 $2.2M
Essex Investment Management Co. LLC 0.38% Add +19.4% 295,112 $2.1M
Raymond James Financial Inc. 0.00% — 289,117 $2.0M
Citadel Advisors 0.00% Add +62.2% 284,928 $2.0M
Zacks Investment Management 0.02% Reduce -10.0% 266,506 $1.9M
Morgan Stanley 0.00% Reduce -16.7% 255,292 $1.8M
Connor, Clark & Lunn Investment Management Ltd. 0.01% Add +93.7% 254,762 $1.8M
FMR LLC 0.00% Add +9.0% 230,711 $1.6M
UBS Group AG 0.00% Add +120.9% 228,255 $1.6M
Deutsche Bank AG 0.00% Add +9.5% 225,768 $1.6M
Point72 Asset Management 0.00% Reduce -58.4% 215,160 $1.5M
Barclays PLC 0.00% Add +9.2% 174,807 $1.2M
Royal Bank of Canada 0.00% Add +2.9% 171,898 $1.2M
Pier 88 Investment Partners LLC 1.48% Add +4.6% 170,890 $1.2M
Bank of America Corp. 0.00% Reduce -34.7% 160,882 $1.1M
Sectoral Asset Management Inc. 0.76% New 160,000 $1.1M
Qube Research & Technologies Ltd 0.00% Add +52.3% 142,440 $1.0M
Cubist Systematic Strategies, LLC 0.02% Add +34.9% 137,670 $973K
Los Angeles Capital Management LLC 0.00% Reduce -25.0% 121,350 $858K
Susquehanna Fundamental Investments, LLC 0.01% — 114,000 $806K
BNP Paribas Financial Markets 0.00% New 104,001 $735K
Susquehanna International Group, LLP 0.00% Reduce -23.0% 103,450 $731K
Franklin Resources Inc. 0.00% Reduce -0.9% 103,206 $730K
Lazard Asset Management LLC 0.00% Reduce -53.8% 97,556 $689K
Rhumbline Advisers 0.00% Add +1.2% 90,441 $639K
Legato Capital Management LLC 0.08% Add +3.7% 87,992 $622K
AlphaQuest LLC 0.08% Add +1989.8% 87,395 $618K
Legal & General Group Plc 0.00% Reduce -7.0% 84,220 $595K
Credit Agricole S A 0.00% No change 80,100 $566K
Invesco Ltd. 0.00% Add +2.1% 79,874 $565K
Russell Investments Group, Ltd. 0.00% Add +387.1% 78,290 $554K
Adage Capital Partners Gp, L.L.C. 0.00% Reduce -40.2% 74,280 $525K
HSBC Holdings PLC 0.00% Reduce -0.6% 73,787 $522K
Two Sigma Investments, LP 0.00% New 70,208 $496K
Ameriprise Financial Inc. 0.00% Reduce -53.1% 67,607 $478K
Engineers Gate Manager LP 0.01% Add +10.3% 63,008 $445K
Alliancebernstein L.P. 0.00% No change 62,670 $443K
T. Rowe Price Associates Inc. 0.00% Add +8.3% 62,443 $442K
Exchange Traded Concepts, LLC 0.01% Reduce -14.0% 60,296 $426K
Inspire Investing, LLC 0.04% Add +14.2% 56,379 $399K
Verition Fund Management LLC 0.00% New 55,355 $391K
SageView Advisory Group, LLC 0.02% New 53,360 $377K
Graham Capital Management, L.P. 0.02% Add +148.4% 51,331 $363K
Janney Montgomery Scott LLC 0.00% Reduce -55.1% 49,496 $350K
Jane Street Group, LLC 0.00% Reduce -67.4% 49,477 $350K
Nebula Research & Development LLC 0.04% Reduce -13.3% 48,573 $343K
Citigroup Inc. 0.00% Add +8.6% 47,959 $339K
Caption Management, LLC 0.01% Add +157.9% 45,137 $319K
Campbell & CO Investment Adviser LLC 0.02% Reduce -27.1% 43,255 $306K
Wells Fargo & Company 0.00% Add +27.4% 39,355 $278K
Mackenzie Financial Corp. 0.00% New 35,094 $248K
MetLife Investment Management, LLC 0.00% Add +1.5% 34,974 $247K
Centiva Capital, LP 0.01% Reduce -13.0% 34,681 $245K
Sherbrooke Park Advisers LLC 0.08% Reduce -29.4% 34,097 $241K
Envestnet Asset Management Inc. 0.00% Add +92.3% 33,773 $239K
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% Add +4.5% 33,423 $236K
Dynamic Technology Lab Private Ltd 0.04% New 32,845 $232K
CVS HEALTH Corp 0.10% No change 32,273 $228K
Probity Advisors, Inc. 0.04% Add +33.2% 30,692 $217K
Fox Run Management, L.L.C. 0.04% New 30,576 $216K
Sepio Capital, LP 0.02% Reduce -2.0% 29,998 $212K
Perigon Wealth Management, LLC 0.01% Reduce -4.9% 38,529 $212K
Corebridge Financial, Inc. 0.00% Reduce -4.8% 29,753 $210K
Two Sigma Advisers, LP 0.00% Add +72.7% 29,700 $210K
Pathstone Holdings, LLC 0.00% New 28,516 $202K
Intech Investment Management LLC 0.00% Add +59.7% 28,386 $201K
SG Americas Securities, LLC 0.00% Add +21.6% 27,382 $194K
PharVision Advisers, LLC 0.16% — 26,109 $185K
Avanza Fonder AB 0.01% — 26,050 $184K
Dynamic Advisor Solutions LLC 0.01% New 25,469 $180K
Manufacturers Life Insurance Company, The 0.00% Reduce -2.1% 21,982 $155K
Creative Planning 0.00% Add +1.8% 21,740 $154K
Voya Investment Management LLC 0.00% Reduce -6.2% 20,434 $144K
State of Wyoming 0.02% Reduce -13.4% 19,477 $138K
AQR Capital Management 0.00% Reduce -39.1% 18,363 $130K
Two Sigma Securities, LLC 0.02% Add +19.5% 17,510 $124K
Lunt Capital Management, Inc. 0.05% No change 17,337 $123K
Blair William & Co. 0.00% Reduce -6.3% 17,234 $122K
ProShare Advisors LLC 0.00% Add +52.7% 16,854 $119K
State Board of Administration of Florida Retirement System 0.00% No change 15,934 $113K
Jump Financial, LLC 0.00% New 15,843 $112K
Virtu Financial LLC 0.01% New 15,497 $110K
ExodusPoint Capital Management, LP 0.00% New 15,114 $107K
Simplex Trading, LLC 0.00% Reduce -29.5% 14,767 $104K
Cigna Investments Inc. 0.02% No change 13,999 $99K
OneAscent Financial Services LLC 0.01% New 13,754 $97K
Brevan Howard Capital Management LP 0.00% New 13,065 $92K
D. E. Shaw & Co. 0.00% Reduce -86.0% 12,965 $92K
Adero Partners, LLC 0.01% No change 12,477 $88K
Police & Firemen's Retirement System of New Jersey 0.00% — 11,895 $84K
Martin Worley Group 0.05% — 11,000 $78K
Stoneridge Investment Partners LLC 0.03% New 10,893 $77K
Harbor Capital Advisors, Inc. 0.00% Reduce -7.5% 10,886 $77K
Merriman Wealth Management, LLC 0.00% No change 10,000 $71K
Performance Wealth Partners, LLC 0.00% No change 10,000 $71K
New York State Common Retirement Fund 0.00% No change 9,281 $66K
Aquatic Capital Management LLC 0.00% New 8,956 $63K
Public Employees Retirement Association of Colorado 0.00% No change 8,404 $59K
Quarry LP 0.01% Reduce -14.3% 6,960 $49K
Nisa Investment Advisors, LLC 0.00% Reduce -0.1% 6,475 $46K
Ameritas Investment Partners, Inc. 0.00% No change 5,546 $39K
California State Teachers Retirement System 0.00% Add +4.1% 4,408 $31K
Group One Trading LLC 0.00% Add +107.6% 4,360 $31K
Quantbot Technologies LP 0.00% New 4,131 $29K
Manchester Capital Management LLC 0.00% No change 3,649 $26K
High Note Wealth, LLC 0.00% New 2,568 $18K
PNC Financial Services Group, Inc. 0.00% Add +1.4% 2,147 $15K
Amalgamated Bank 0.00% No change 1,894 $13K
Sterling Capital Management LLC 0.00% Add +800.0% 1,710 $12K
Tower Research Capital LLC (TRC) 0.00% Reduce -91.3% 1,536 $11K
First Horizon Advisors, Inc. 0.00% No change 1,500 $11K
Osaic Holdings, Inc. 0.00% Add +15.2% 1,382 $10K
SBI Securities Co., Ltd. 0.00% — 1,349 $10K
HighMark Wealth Management LLC 0.01% No change 1,250 $9K
NFSG Corp 0.00% No change 1,200 $8K
Cwm, LLC 0.00% Add +0.2% 993 $7K
Cullen/Frost Bankers, Inc. 0.00% Add +13.0% 980 $7K
Avior Wealth Management, LLC 0.00% No change 761 $5K
Arax Advisory Partners 0.00% Add +32.9% 663 $5K
US Bancorp \de 0.00% No change 478 $3K
Smartleaf Asset Management LLC 0.00% Reduce -49.4% 471 $3K
Quadrant Capital Group LLC 0.00% No change 416 $3K
Continuum Advisory, LLC 0.00% No change 332 $2K
Physician Wealth Advisors, Inc. 0.00% New 300 $2K
Parallel Advisors, LLC 0.00% No change 231 $2K
GAMMA Investing LLC 0.00% Add +253.8% 230 $2K
Huntington National Bank 0.00% Reduce -23.7% 180 $1K
Spire Wealth Management 0.00% No change 150 $1K
Allworth Financial LP 0.00% No change 175 $982
Valued Wealth Advisors LLC 0.00% No change 128 $905
Rothschild Investment LLC 0.00% Add +100.0% 120 $848
Lindbrook Capital, LLC 0.00% No change 113 $799
Signaturefd, LLC 0.00% Reduce -47.1% 72 $509
McIlrath & Eck, LLC 0.00% No change 38 $269
Leonteq Securities AG 0.00% New 23 $160
EverSource Wealth Advisors, LLC 0.00% Reduce -16.7% 15 $106
Farther Finance Advisors, LLC 0.00% No change 15 $106
Covestor Ltd 0.00% Add +7.1% 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.