Health Catalyst (HCAT) Institutional Ownership

$7.73

-0.06 (-0.77%)

(As of 07/26/2024 ET)

Current Institutional Ownership Percentage: 85.00%
Number of Institutional Buyers (last 12 months): 53
Total Institutional Inflows (last 12 months): $63.89M

Number of Institutional Sellers (last 12 months): 27
Total Institutional Outflows (last 12 months): $53.32M

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HCAT Institutional Buying and Selling by Quarter

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Health Catalyst Major Shareholders & Ownership History

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Reporting Date	Major Shareholder Name	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
7/26/2024	Bank of New York Mellon Corp	2,229,802	$14.25M	0.0%	-10.4%	3.777%
7/25/2024	Baillie Gifford & Co.	430,597	$2.75M	0.0%	-19.8%	0.729%
7/22/2024	Perfromance Wealth Partners LLC	10,000	$64K	0.0%	N/A	0.017%
7/20/2024	Nisa Investment Advisors LLC	6,367	$41K	0.0%	+461.0%	0.011%
7/16/2024	Nepsis Inc.	1,253,080	$8.01M	2.2%	+8.3%	2.123%
7/12/2024	SG Americas Securities LLC	29,294	$187K	0.0%	N/A	0.050%
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7/9/2024	Harbor Capital Advisors Inc.	9,700	$62K	0.0%	-59.5%	0.016%
5/16/2024	California State Teachers Retirement System	57,480	$433K	0.0%	-4.2%	0.097%
5/16/2024	Virtus Investment Advisers Inc.	15,297	$115K	0.1%	N/A	0.026%
5/16/2024	Jacobs Levy Equity Management Inc.	738,501	$5.56M	0.0%	-0.7%	1.251%
5/16/2024	Kennedy Capital Management LLC	1,166,002	$8.78M	0.2%	N/A	1.975%
5/15/2024	First Light Asset Management LLC	734,681	$5.53M	0.4%	-27.6%	1.245%
5/15/2024	Public Employees Retirement System of Ohio	80,376	$605K	0.0%	-4.1%	0.136%
5/15/2024	Public Employees Retirement Association of Colorado	15,331	$115K	0.0%	-9.2%	0.026%
5/15/2024	Price T Rowe Associates Inc. MD	49,746	$375K	0.0%	+6.0%	0.084%
5/14/2024	EntryPoint Capital LLC	13,017	$98K	0.1%	N/A	0.022%
5/14/2024	CANADA LIFE ASSURANCE Co	42,158	$317K	0.0%	-5.4%	0.071%
5/10/2024	Acadian Asset Management LLC	724,560	$5.45M	0.0%	+38.3%	1.227%
5/10/2024	Vanguard Group Inc.	4,476,231	$33.71M	0.0%	-18.7%	7.582%
5/10/2024	Gruss & Co. LLC	25,000	$188K	1.0%	N/A	0.042%
5/8/2024	Inspire Investing LLC	47,197	$355K	0.0%	N/A	0.080%
5/7/2024	Susquehanna Fundamental Investments LLC	143,333	$1.08M	0.1%	N/A	0.243%
5/7/2024	ClariVest Asset Management LLC	282,325	$2.13M	0.2%	+303.9%	0.478%
5/3/2024	Essex Investment Management Co. LLC	245,429	$1.85M	0.4%	N/A	0.416%
4/29/2024	Principal Financial Group Inc.	27,562	$208K	0.0%	-15.8%	0.047%
4/12/2024	Nepsis Inc.	1,157,394	$8.72M	2.4%	+6.0%	1.976%
4/5/2024	Los Angeles Capital Management LLC	56,785	$428K	0.0%	+386.6%	0.097%
2/15/2024	Bares Capital Management Inc.	450,000	$4.17M	0.2%	-35.7%	0.782%
2/14/2024	First Light Asset Management LLC	1,014,475	$9.39M	0.8%	-65.4%	1.763%
2/13/2024	Aristides Capital LLC	27,229	$252K	0.1%	N/A	0.047%
2/13/2024	Tower Research Capital LLC TRC	12,018	$111K	0.0%	+285.4%	0.021%
2/13/2024	Rhenman & Partners Asset Management AB	300,000	$2.78M	0.3%	-6.3%	0.521%
2/12/2024	Olympiad Research LP	24,789	$230K	0.2%	N/A	0.043%
2/9/2024	Primecap Management Co. CA	1,419,577	$13.15M	0.0%	+26.7%	2.467%
2/9/2024	Quest Partners LLC	32,849	$304K	0.1%	N/A	0.057%
2/9/2024	Trexquant Investment LP	62,408	$578K	0.0%	-55.9%	0.108%
2/9/2024	Dynamic Technology Lab Private Ltd	69,669	$645K	0.1%	N/A	0.121%
2/8/2024	Massachusetts Financial Services Co. MA	253,368	$2.35M	0.0%	+437.0%	0.440%
2/7/2024	Versor Investments LP	29,000	$269K	0.1%	+150.0%	0.050%
2/6/2024	Charles Schwab Investment Management Inc.	521,362	$4.83M	0.0%	+19.7%	0.906%
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2/6/2024	Summit Global Investments	75,072	$695K	0.0%	+329.2%	0.130%
2/6/2024	Los Angeles Capital Management LLC	11,670	$108K	0.0%	N/A	0.020%
2/6/2024	Swiss National Bank	112,200	$1.04M	0.0%	-9.2%	0.195%
2/5/2024	Russell Investments Group Ltd.	45,784	$424K	0.0%	-16.3%	0.080%
2/2/2024	Valmark Advisers Inc.	130,000	$1.20M	0.0%	N/A	0.226%
2/2/2024	Semanteon Capital Management LP	21,234	$197K	0.1%	N/A	0.037%
2/1/2024	New York State Common Retirement Fund	122,967	$1.14M	0.0%	+1.3%	0.214%
1/30/2024	Zurcher Kantonalbank Zurich Cantonalbank	15,072	$140K	0.0%	+23.0%	0.026%
1/30/2024	Mackenzie Financial Corp	18,626	$172K	0.0%	N/A	0.032%
1/29/2024	Perigon Wealth Management LLC	40,697	$377K	0.0%	+34.1%	0.071%
1/26/2024	Impax Asset Management Group plc	1,754,475	$16.25M	0.1%	+52.0%	3.049%
1/26/2024	Baillie Gifford & Co.	538,318	$4.99M	0.0%	-5.1%	0.935%
1/18/2024	Nepsis Inc.	1,091,932	$10.11M	2.9%	+20.5%	1.897%
1/12/2024	SG Americas Securities LLC	10,858	$101K	0.0%	-33.5%	0.019%
1/5/2024	Exchange Traded Concepts LLC	74,480	$690K	0.0%	-19.6%	0.129%
12/19/2023	Public Employees Retirement System of Ohio	83,845	$849K	0.0%	-12.5%	0.146%
12/18/2023	Vanguard Group Inc.	6,441,707	$65.19M	0.0%	+1.2%	11.193%
11/30/2023	American Century Companies Inc.	657,552	$6.65M	0.0%	+10.4%	1.143%
11/17/2023	Jacobs Levy Equity Management Inc.	762,650	$7.72M	0.0%	-26.2%	1.325%
11/15/2023	Rock Springs Capital Management LP	307,500	$3.11M	0.1%	-66.9%	0.534%
11/14/2023	Bares Capital Management Inc.	700,000	$7.08M	0.3%	-10.3%	1.216%
11/14/2023	Trexquant Investment LP	141,531	$1.43M	0.0%	+403.5%	0.246%
11/14/2023	MQS Management LLC	11,489	$116K	0.1%	N/A	0.020%
11/14/2023	Primecap Management Co. CA	1,120,438	$11.34M	0.0%	+86.3%	1.947%
11/13/2023	Algert Global LLC	109,118	$1.10M	0.1%	-49.3%	0.190%
11/13/2023	Dark Forest Capital Management LP	24,984	$253K	0.0%	-28.9%	0.043%
11/13/2023	Acadian Asset Management LLC	165,396	$1.67M	0.0%	-48.8%	0.287%
11/13/2023	Hsbc Holdings PLC	41,420	$411K	0.0%	+266.8%	0.072%
11/13/2023	Baillie Gifford & Co.	567,136	$5.74M	0.0%	-3.9%	0.985%
11/9/2023	Rhenman & Partners Asset Management AB	200,000	$1.85M	0.1%	-37.5%	0.351%
11/8/2023	Shell Asset Management Co.	19,269	$195K	0.0%	N/A	0.034%
11/8/2023	Charles Schwab Investment Management Inc.	435,585	$4.41M	0.0%	+4.2%	0.765%
11/8/2023	Massachusetts Financial Services Co. MA	47,184	$478K	0.0%	-3.7%	0.083%
11/8/2023	Swiss National Bank	123,600	$1.25M	0.0%	+1.7%	0.217%
11/7/2023	New York State Common Retirement Fund	121,385	$1.23M	0.0%	+3.9%	0.213%
11/7/2023	Barclays PLC	53,209	$538K	0.0%	+135.1%	0.093%
11/7/2023	Fox Run Management L.L.C.	16,447	$166K	0.0%	N/A	0.029%
11/6/2023	Versor Investments LP	11,600	$117K	0.0%	N/A	0.020%
11/2/2023	Principal Financial Group Inc.	25,793	$261K	0.0%	+38.4%	0.045%
10/24/2023	Bank of New York Mellon Corp	854,896	$8.65M	0.0%	+124.0%	1.501%
10/24/2023	Stratos Wealth Partners LTD.	11,235	$114K	0.0%	N/A	0.020%
10/18/2023	Counterpoint Mutual Funds LLC	24,086	$244K	0.2%	N/A	0.042%
10/18/2023	Exchange Traded Concepts LLC	92,607	$937K	0.0%	-12.9%	0.163%
10/16/2023	Summit Global Investments	17,491	$177K	0.0%	N/A	0.031%
10/13/2023	SG Americas Securities LLC	16,331	$165K	0.0%	-90.1%	0.029%
10/13/2023	Nepsis Inc.	905,804	$9.17M	2.8%	+7.5%	1.590%
10/10/2023	WCM Investment Management LLC	647,824	$6.56M	0.0%	+1.9%	1.137%
8/15/2023	Bares Capital Management Inc.	780,000	$9.75M	0.3%	+73.3%	1.369%
8/14/2023	Jefferies Financial Group Inc.	80,000	$1M	0.0%	N/A	0.140%
8/14/2023	Granahan Investment Management LLC	1,160,225	$14.50M	0.4%	+16.6%	2.037%
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8/11/2023	Bridgewater Associates LP	107,217	$1.34M	0.0%	-3.8%	0.191%
8/11/2023	B. Metzler seel. Sohn & Co. AG	161,382	$2.02M	0.0%	+115.1%	0.287%
8/11/2023	Schroder Investment Management Group	225,716	$2.82M	0.0%	+69.3%	0.401%
8/11/2023	Trexquant Investment LP	28,108	$351K	0.0%	-54.2%	0.050%
8/11/2023	Rhenman & Partners Asset Management AB	320,000	$4M	0.4%	-5.9%	0.569%
8/11/2023	ExodusPoint Capital Management LP	65,527	$819K	0.0%	-69.3%	0.116%
8/7/2023	Principal Financial Group Inc.	18,641	$233K	0.0%	+6.9%	0.033%
8/7/2023	Acadian Asset Management LLC	322,999	$4.03M	0.0%	+132.7%	0.574%
8/7/2023	Impax Asset Management Group plc	1,154,475	$14.43M	0.1%	-4.2%	2.052%
8/4/2023	Cornerstone Investment Partners LLC	13,552	$169K	0.0%	N/A	0.024%

(Data available from 1/1/2016 forward)

HCAT Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of HCAT shares?: During the previous two years, 126 institutional investors and hedge funds held shares of Health Catalyst. The most heavily invested institutionals were Vanguard Group Inc. ($33.71M), Clearbridge Investments LLC ($30.83M), abrdn plc ($20.61M), Daventry Group LP ($19.11M), Point72 Asset Management L.P. ($18.71M), Impax Asset Management Group plc ($16.25M), and Granahan Investment Management LLC ($14.50M).Learn more on HCAT's institutional investors.
What percentage of Health Catalyst stock is owned by institutional investors?: 85.00% of Health Catalyst stock is owned by institutional investors. Learn more on HCAT's institutional investor holdings.
Which institutional investors have been buying Health Catalyst stock?: Of the 108 institutional investors that purchased Health Catalyst stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Point72 Asset Management L.P. ($1.72M), Nepsis Inc. ($1.44M), Kennedy Capital Management LLC ($1.17M), First Light Asset Management LLC ($1.12M), Primecap Management Co. CA ($1.02M), Impax Asset Management Group plc ($994.42K), and Daventry Group LP ($784.61K).

How much institutional buying is happening at Health Catalyst?: Institutional investors have bought a total of 17,268,612 shares in the last 24 months. This purchase volume represents approximately $183.31M in transactions.
Which Health Catalyst major shareholders have been selling company stock?: Of the 51 institutional investors that sold Health Catalyst stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: First Light Asset Management LLC ($2.20M), Vanguard Group Inc. ($1.03M), Rock Springs Capital Management LP ($622.40K), Bares Capital Management Inc. ($332.40K), Credit Suisse AG ($327.81K), Jacobs Levy Equity Management Inc. ($276.52K), and Numerai GP LLC ($270.53K).
How much institutional selling is happening at Health Catalyst?: Institutional investors have sold a total of 8,261,670 shares in the last 24 months. This volume of shares sold represents approximately $81.27M in transactions.