Health Catalyst Ownership 2024 | Who Owns Health Catalyst Now?
Institutional Ownership
25.36%
Insider Ownership
2.86%
Retail Ownership
71.78%
Institutional Holders
54.00
Health Catalyst Institutional Shareholders
Institutional Shareholders by % of Total Shares
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| BLACKROCK INC. | 9.27% | 0.00% | 5,432,709 | 68,224 | 1.27% | 34,715,010 | Jun 30, 2024 |
| VANGUARD GROUP INC | 7.73% | 0.00% | 4,526,980 | 50,749 | 1.13% | 28,927,402 | Jun 30, 2024 |
| FIRST LIGHT ASSET MANAGEMENT, LLC | 6.75% | 2.22% | 3,956,089 | 3,221,408 | 438.48% | 25,279,409 | Jun 30, 2024 |
| UBS GROUP AG | 4.28% | 0.00% | 2,505,200 | - | - | 16,008,228 | Jun 30, 2024 |
| MILLENNIUM MANAGEMENT LLC | 4.12% | 0.01% | 2,413,280 | 1,184,131 | 96.34% | 15,420,859 | Jun 30, 2024 |
| PRIMECAP MANAGEMENT CO/CA/ | 4.06% | 0.01% | 2,379,462 | 305,079 | 14.71% | 15,204,762 | Jun 30, 2024 |
| DAVENTRY GROUP, LP | 3.84% | 6.41% | 2,247,053 | 84,178 | 3.89% | 14,358,669 | Jun 30, 2024 |
| BANK OF NEW YORK MELLON CORP | 3.81% | 0.00% | 2,229,802 | -259,263 | -10.42% | 14,248,435 | Jun 30, 2024 |
| IMPAX ASSET MANAGEMENT GROUP PLC | 3.75% | 0.06% | 2,194,274 | 39,799 | 1.85% | 14,021,411 | Jun 30, 2024 |
| WELLINGTON MANAGEMENT GROUP LLP | 3.22% | 0.00% | 1,885,858 | -740,477 | -28.19% | 12,050,633 | Jun 30, 2024 |
| DIMENSIONAL FUND ADVISORS LP | 2.39% | 0.00% | 1,400,437 | -228,756 | -14.04% | 8,947,815 | Jun 30, 2024 |
| GEODE CAPITAL MANAGEMENT, LLC | 2.35% | 0.00% | 1,376,140 | 56,968 | 4.32% | 8,795,775 | Jun 30, 2024 |
| KENNEDY CAPITAL MANAGEMENT LLC | 2.18% | 0.17% | 1,274,844 | 108,842 | 9.33% | 8,146,253 | Jun 30, 2024 |
| NEPSIS INC. | 2.14% | 2.16% | 1,253,080 | 95,686 | 8.27% | 8,007,181 | Jun 30, 2024 |
| JPMORGAN CHASE & CO | 2.02% | 0.00% | 1,182,103 | 212,939 | 21.97% | 7,553,638 | Jun 30, 2024 |
| STATE STREET CORP | 1.94% | 0.00% | 1,135,503 | -187,223 | -14.15% | 7,255,864,000 | Jun 30, 2024 |
| GRANAHAN INVESTMENT MANAGEMENT, LLC | 1.78% | 0.27% | 1,042,733 | -210,971 | -16.83% | 6,663,064 | Jun 30, 2024 |
| ALYESKA INVESTMENT GROUP, L.P. | 1.68% | 0.04% | 984,560 | - | - | 6,291,338 | Jun 30, 2024 |
| GOLDMAN SACHS GROUP INC | 1.52% | 0.00% | 888,174 | -388,641 | -30.44% | 5,675,432 | Jun 30, 2024 |
| INVENOMIC CAPITAL MANAGEMENT LP | 1.45% | 0.26% | 850,581 | 850,581 | 100.00% | 5,435,213 | Jun 30, 2024 |
Health Catalyst's largest institutional shareholder is BLACKROCK INC., holding 9.27% of the company's total share outstanding, currently valued at $34.72M. The top 10 institutional shareholders own together 50.81% of the company.
Institutional Shareholders by % of Total Assets
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| DAVENTRY GROUP, LP | 3.84% | 6.41% | 2,247,053 | 84,178 | 3.89% | 14,358,669 | Jun 30, 2024 |
| FIRST LIGHT ASSET MANAGEMENT, LLC | 6.75% | 2.22% | 3,956,089 | 3,221,408 | 438.48% | 25,279,409 | Jun 30, 2024 |
| NEPSIS INC. | 2.14% | 2.16% | 1,253,080 | 95,686 | 8.27% | 8,007,181 | Jun 30, 2024 |
| GRANAHAN INVESTMENT MANAGEMENT, LLC | 1.78% | 0.27% | 1,042,733 | -210,971 | -16.83% | 6,663,064 | Jun 30, 2024 |
| INVENOMIC CAPITAL MANAGEMENT LP | 1.45% | 0.26% | 850,581 | 850,581 | 100.00% | 5,435,213 | Jun 30, 2024 |
| PIER 88 INVESTMENT PARTNERS LLC | 0.22% | 0.19% | 130,240 | 93,190 | 251.53% | 832,234 | Jun 30, 2024 |
| CLARIVEST ASSET MANAGEMENT LLC | 0.49% | 0.19% | 285,627 | 3,302 | 1.17% | 1,825,156 | Jun 30, 2024 |
| KENNEDY CAPITAL MANAGEMENT LLC | 2.18% | 0.17% | 1,274,844 | 108,842 | 9.33% | 8,146,253 | Jun 30, 2024 |
| CVS HEALTH CORP | 0.06% | 0.10% | 32,273 | - | - | 206,221 | Jun 30, 2024 |
| OLYMPIAD RESEARCH LP | 0.03% | 0.09% | 18,987 | -16,660 | -46.74% | 121,327 | Jun 30, 2024 |
| PETRUS TRUST COMPANY, LTA | 0.19% | 0.07% | 109,228 | -39,007 | -26.31% | 697,967 | Jun 30, 2024 |
| IMPAX ASSET MANAGEMENT GROUP PLC | 3.75% | 0.06% | 2,194,274 | 39,799 | 1.85% | 14,021,411 | Jun 30, 2024 |
| LUNT CAPITAL MANAGEMENT, INC. | 0.03% | 0.05% | 17,337 | - | - | 110,783 | Jun 30, 2024 |
| GSA CAPITAL PARTNERS LLP | 0.19% | 0.05% | 110,785 | 99,616 | 891.90% | 708,000 | Jun 30, 2024 |
| DYNAMIC TECHNOLOGY LAB PRIVATE LTD | 0.11% | 0.05% | 63,854 | 63,854 | 100.00% | 408,000 | Jun 30, 2024 |
| INSPIRE INVESTING, LLC | 0.09% | 0.04% | 54,934 | 7,737 | 16.39% | 351,028 | Jun 30, 2024 |
| NEBULA RESEARCH & DEVELOPMENT LLC | 0.06% | 0.04% | 36,038 | 24,625 | 215.76% | 230,283 | Jun 30, 2024 |
| ALYESKA INVESTMENT GROUP, L.P. | 1.68% | 0.04% | 984,560 | - | - | 6,291,338 | Jun 30, 2024 |
| CAMPBELL & CO INVESTMENT ADVISER LLC | 0.11% | 0.04% | 64,510 | 42,686 | 195.59% | 412,219 | Jun 30, 2024 |
| Y-INTERCEPT (HONG KONG) LTD | 0.14% | 0.03% | 79,864 | 31,406 | 64.81% | 510,331 | Jun 30, 2024 |
The largest Health Catalyst shareholder by % of total assets is DAVENTRY GROUP, LP. The company owns 2.25M shares of Health Catalyst (HCAT), representing 6.41% of its total assets.
Institutional Buyers
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| FIRST LIGHT ASSET MANAGEMENT, LLC | 6.75% | 2.22% | 3,956,089 | 3,221,408 | 438.48% | 25,279,409 | Jun 30, 2024 |
| MILLENNIUM MANAGEMENT LLC | 4.12% | 0.01% | 2,413,280 | 1,184,131 | 96.34% | 15,420,859 | Jun 30, 2024 |
| INVENOMIC CAPITAL MANAGEMENT LP | 1.45% | 0.26% | 850,581 | 850,581 | 100.00% | 5,435,213 | Jun 30, 2024 |
| PRIMECAP MANAGEMENT CO/CA/ | 4.06% | 0.01% | 2,379,462 | 305,079 | 14.71% | 15,204,762 | Jun 30, 2024 |
| JPMORGAN CHASE & CO | 2.02% | 0.00% | 1,182,103 | 212,939 | 21.97% | 7,553,638 | Jun 30, 2024 |
| TREXQUANT INVESTMENT LP | 0.44% | 0.03% | 256,404 | 175,012 | 215.02% | 1,638,422 | Jun 30, 2024 |
| ZACKS INVESTMENT MANAGEMENT | 0.47% | 0.02% | 277,444 | 174,552 | 169.65% | 1,772,865 | Jun 30, 2024 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | 0.36% | 0.00% | 213,693 | 156,908 | 276.32% | 1,365,498 | Jun 30, 2024 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1.04% | 0.00% | 606,771 | 122,530 | 25.30% | 3,877,267 | Jun 30, 2024 |
| KENNEDY CAPITAL MANAGEMENT LLC | 2.18% | 0.17% | 1,274,844 | 108,842 | 9.33% | 8,146,253 | Jun 30, 2024 |
| GSA CAPITAL PARTNERS LLP | 0.19% | 0.05% | 110,785 | 99,616 | 891.90% | 708,000 | Jun 30, 2024 |
| NEPSIS INC. | 2.14% | 2.16% | 1,253,080 | 95,686 | 8.27% | 8,007,181 | Jun 30, 2024 |
| PIER 88 INVESTMENT PARTNERS LLC | 0.22% | 0.19% | 130,240 | 93,190 | 251.53% | 832,234 | Jun 30, 2024 |
| AQR CAPITAL MANAGEMENT LLC | 0.15% | 0.00% | 88,328 | 88,328 | 100.00% | 564,416 | Jun 30, 2024 |
| QUBE RESEARCH & TECHNOLOGIES LTD | 0.28% | 0.00% | 166,591 | 86,218 | 107.27% | 1,064,517 | Jun 30, 2024 |
| DAVENTRY GROUP, LP | 3.84% | 6.41% | 2,247,053 | 84,178 | 3.89% | 14,358,669 | Jun 30, 2024 |
| FMR LLC | 0.28% | 0.00% | 165,706 | 81,875 | 97.67% | 1,058,859 | Jun 30, 2024 |
| CREDIT AGRICOLE S A | 0.14% | 0.00% | 80,100 | 80,100 | 100.00% | 511,839 | Jun 30, 2024 |
| BLACKROCK INC. | 9.27% | 0.00% | 5,432,709 | 68,224 | 1.27% | 34,715,010 | Jun 30, 2024 |
| DYNAMIC TECHNOLOGY LAB PRIVATE LTD | 0.11% | 0.05% | 63,854 | 63,854 | 100.00% | 408,000 | Jun 30, 2024 |
As of Jun 30 2024, Health Catalyst's largest institutional buyer is FIRST LIGHT ASSET MANAGEMENT, LLC. The company purchased 3.22M stocks of HCAT, valued at $25.28M.
Institutional Sellers
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| POINT72 ASSET MANAGEMENT, L.P. | 0.52% | 0.01% | 305,129 | -1,728,101 | -84.99% | 1,949,774 | Jun 30, 2024 |
| WELLINGTON MANAGEMENT GROUP LLP | 3.22% | 0.00% | 1,885,858 | -740,477 | -28.19% | 12,050,633 | Jun 30, 2024 |
| BARES CAPITAL MANAGEMENT, INC. | - | - | - | -450,000 | -100.00% | - | Jun 30, 2024 |
| GOLDMAN SACHS GROUP INC | 1.52% | 0.00% | 888,174 | -388,641 | -30.44% | 5,675,432 | Jun 30, 2024 |
| BANK OF NEW YORK MELLON CORP | 3.81% | 0.00% | 2,229,802 | -259,263 | -10.42% | 14,248,435 | Jun 30, 2024 |
| ESSEX INVESTMENT MANAGEMENT CO LLC | - | - | - | -245,429 | -100.00% | - | Jun 30, 2024 |
| DIMENSIONAL FUND ADVISORS LP | 2.39% | 0.00% | 1,400,437 | -228,756 | -14.04% | 8,947,815 | Jun 30, 2024 |
| GRANAHAN INVESTMENT MANAGEMENT, LLC | 1.78% | 0.27% | 1,042,733 | -210,971 | -16.83% | 6,663,064 | Jun 30, 2024 |
| STATE STREET CORP | 1.94% | 0.00% | 1,135,503 | -187,223 | -14.15% | 7,255,864,000 | Jun 30, 2024 |
| TUDOR INVESTMENT CORP ET AL | 0.10% | 0.00% | 58,451 | -137,813 | -70.22% | 373,502 | Jun 30, 2024 |
| NUVEEN ASSET MANAGEMENT, LLC | 1.07% | 0.00% | 628,185 | -133,181 | -17.49% | 4,014,102 | Jun 30, 2024 |
| CUBIST SYSTEMATIC STRATEGIES, LLC | 0.21% | 0.01% | 120,363 | -125,566 | -51.06% | 769,119 | Jun 30, 2024 |
| VALMARK ADVISERS, INC. | - | - | - | -120,000 | -100.00% | - | Jun 30, 2024 |
| NEW YORK STATE COMMON RETIREMENT FUND | 0.04% | 0.00% | 22,981 | -117,587 | -83.65% | 147,000 | Jun 30, 2024 |
| AMERIPRISE FINANCIAL INC | 0.53% | 0.00% | 311,660 | -113,495 | -26.70% | 1,991,507 | Jun 30, 2024 |
| SWISS NATIONAL BANK | - | - | - | -112,200 | -100.00% | - | Jun 30, 2024 |
| HRT FINANCIAL LP | - | - | - | -111,842 | -100.00% | - | Jun 30, 2024 |
| BAILLIE GIFFORD & CO | 0.73% | 0.00% | 430,597 | -106,171 | -19.78% | 2,751,515 | Jun 30, 2024 |
| DIAMETRIC CAPITAL, LP | - | - | - | -106,031 | -100.00% | - | Jun 30, 2024 |
| LEGATO CAPITAL MANAGEMENT LLC | - | - | - | -97,133 | -100.00% | - | Jun 30, 2024 |
As of Jun 30 2024, Health Catalyst's biggest institutional seller is POINT72 ASSET MANAGEMENT, L.P.. The company sold -1.73M shares of HCAT, valued at $1.95M.
Institutional New positions
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| INVENOMIC CAPITAL MANAGEMENT LP | 1.45% | 0.26% | 850,581 | 850,581 | 100.00% | 5,435,213 | Jun 30, 2024 |
| AQR CAPITAL MANAGEMENT LLC | 0.15% | 0.00% | 88,328 | 88,328 | 100.00% | 564,416 | Jun 30, 2024 |
| CREDIT AGRICOLE S A | 0.14% | 0.00% | 80,100 | 80,100 | 100.00% | 511,839 | Jun 30, 2024 |
| D. E. SHAW & CO., INC. | 0.07% | 0.00% | 42,441 | 42,441 | 100.00% | 271,198 | Jun 30, 2024 |
| COREBRIDGE FINANCIAL, INC. | 0.05% | 0.00% | 31,430 | 31,430 | 100.00% | 200,838 | Jun 30, 2024 |
| MAGNETAR FINANCIAL LLC | 0.05% | 0.00% | 31,273 | 31,273 | 100.00% | 199,834 | Jun 30, 2024 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. | 0.05% | 0.00% | 29,286 | 29,286 | 100.00% | 187,138 | Jun 30, 2024 |
| EMPIRICAL FINANCIAL SERVICES, LLC D.B.A. EMPIRICAL WEALTH MANAGEMENT | 0.04% | 0.00% | 21,176 | 21,176 | 100.00% | 135,315 | Jun 30, 2024 |
| BLAIR WILLIAM & CO/IL | 0.03% | 0.00% | 18,594 | 18,594 | 100.00% | 118,816 | Jun 30, 2024 |
| BOOTHBAY FUND MANAGEMENT, LLC | 0.02% | 0.00% | 11,850 | 11,850 | 100.00% | 75,722 | Jun 30, 2024 |
| PERFROMANCE WEALTH PARTNERS, LLC | 0.02% | 0.00% | 10,000 | 10,000 | 100.00% | 63,900 | Jun 30, 2024 |
| ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC | 0.00% | - | 2,272 | 2,272 | 100.00% | 14,518 | Jun 30, 2024 |
| CULLEN/FROST BANKERS, INC. | 0.00% | 0.00% | 731 | 731 | 100.00% | 4,671 | Jun 30, 2024 |
| CORECAP ADVISORS, LLC | 0.00% | 0.00% | 647 | 647 | 100.00% | 4,134 | Jun 30, 2024 |
| SRS CAPITAL ADVISORS, INC. | 0.00% | 0.00% | 499 | 499 | 100.00% | 3,189 | Jun 30, 2024 |
| PARALLEL ADVISORS, LLC | 0.00% | - | 231 | 231 | 100.00% | 1,476 | Jun 30, 2024 |
| ABICH FINANCIAL WEALTH MANAGEMENT LLC | 0.00% | 0.00% | 143 | 143 | 100.00% | 914 | Jun 30, 2024 |
| GROUP ONE TRADING, L.P. | 0.00% | - | 100 | 100 | 100.00% | 639,000 | Jun 30, 2024 |
| SMARTLEAF ASSET MANAGEMENT LLC | 0.00% | - | 47 | 47 | 100.00% | 284 | Jun 30, 2024 |
| ROTHSCHILD INVESTMENT LLC | - | - | 20 | 20 | 100.00% | 128 | Jun 30, 2024 |
| EVERSOURCE WEALTH ADVISORS, LLC | - | - | 18 | 18 | 100.00% | 133 | Jun 30, 2024 |
Health Catalyst's largest new institutional shareholder by number of shares is INVENOMIC CAPITAL MANAGEMENT LP, purchased 850.58K shares, valued at $5.44M, as of undefined.
Institutional Sold Out
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| BARES CAPITAL MANAGEMENT, INC. | - | - | - | -450,000 | -100.00% | - | Jun 30, 2024 |
| ESSEX INVESTMENT MANAGEMENT CO LLC | - | - | - | -245,429 | -100.00% | - | Jun 30, 2024 |
| VALMARK ADVISERS, INC. | - | - | - | -120,000 | -100.00% | - | Jun 30, 2024 |
| SWISS NATIONAL BANK | - | - | - | -112,200 | -100.00% | - | Jun 30, 2024 |
| HRT FINANCIAL LP | - | - | - | -111,842 | -100.00% | - | Jun 30, 2024 |
| DIAMETRIC CAPITAL, LP | - | - | - | -106,031 | -100.00% | - | Jun 30, 2024 |
| LEGATO CAPITAL MANAGEMENT LLC | - | - | - | -97,133 | -100.00% | - | Jun 30, 2024 |
| INTRINSIC EDGE CAPITAL MANAGEMENT LLC | - | - | - | -87,478 | -100.00% | - | Jun 30, 2024 |
| TWO SIGMA INVESTMENTS, LP | - | - | - | -62,463 | -100.00% | - | Jun 30, 2024 |
| UBS ASSET MANAGEMENT AMERICAS INC | - | - | - | -57,056 | -100.00% | - | Jun 30, 2024 |
| CENTIVA CAPITAL, LP | - | - | - | -46,379 | -100.00% | - | Jun 30, 2024 |
| BANK OF MONTREAL /CAN/ | - | - | - | -44,816 | -100.00% | - | Jun 30, 2024 |
| MAN GROUP PLC | - | - | - | -42,534 | -100.00% | - | Jun 30, 2024 |
| GREAT WEST LIFE ASSURANCE CO /CAN/ | - | - | - | -42,158 | -100.00% | - | Jun 30, 2024 |
| LIDO ADVISORS, LLC | - | - | - | -39,507 | -100.00% | - | Jun 30, 2024 |
| AMERICAN INTERNATIONAL GROUP, INC. | - | - | - | -28,142 | -100.00% | - | Jun 30, 2024 |
| MIRAE ASSET GLOBAL INVESTMENTS CO., LTD. | - | - | - | -25,818 | -100.00% | - | Jun 30, 2024 |
| QUEST PARTNERS LLC | - | - | - | -25,550 | -100.00% | - | Jun 30, 2024 |
| GRUSS & CO., LLC | - | - | - | -25,000 | -100.00% | - | Jun 30, 2024 |
| VERSOR INVESTMENTS LP | - | - | - | -24,900 | -100.00% | - | Jun 30, 2024 |
| STATE OF WISCONSIN INVESTMENT BOARD | - | - | - | -23,559 | -100.00% | - | Jun 30, 2024 |
| POINT72 (DIFC) LTD | - | - | - | -22,495 | -100.00% | - | Jun 30, 2024 |
| JANUS HENDERSON GROUP PLC | - | - | - | -19,777 | -100.00% | - | Jun 30, 2024 |
| STRATOS WEALTH PARTNERS, LTD. | - | - | - | -19,158 | -100.00% | - | Jun 30, 2024 |
| VIDENT ADVISORY, LLC | - | - | - | -18,591 | -100.00% | - | Jun 30, 2024 |
| ARIZONA STATE RETIREMENT SYSTEM | - | - | - | -15,816 | -100.00% | - | Jun 30, 2024 |
| VIRTUS INVESTMENT ADVISERS, INC. | - | - | - | -15,297 | -100.00% | - | Jun 30, 2024 |
| ZURCHER KANTONALBANK (ZURICH CANTONALBANK) | - | - | - | -15,072 | -100.00% | - | Jun 30, 2024 |
| MARINER, LLC | - | - | - | -12,476 | -100.00% | - | Jun 30, 2024 |
| ATOM INVESTORS LP | - | - | - | -12,315 | -100.00% | - | Jun 30, 2024 |
| PROSHARE ADVISORS LLC | - | - | - | -10,259 | -100.00% | - | Jun 30, 2024 |
| METROPOLITAN LIFE INSURANCE CO/NY | - | - | - | -3,051 | -100.00% | - | Jun 30, 2024 |
| VIRTUS FUND ADVISERS, LLC | - | - | - | -2,786 | -100.00% | - | Jun 30, 2024 |
| UMB BANK, N.A. | - | - | - | -1,379 | -100.00% | - | Jun 30, 2024 |
| COMERICA BANK | - | - | - | -572 | -100.00% | - | Jun 30, 2024 |
| GLOBAL RETIREMENT PARTNERS, LLC | - | - | - | -138 | -100.00% | - | Jun 30, 2024 |
| NEWEDGE ADVISORS, LLC | - | - | - | -26 | -100.00% | - | Jun 30, 2024 |
| ASSETMARK, INC | - | - | - | -1 | -100.00% | - | Jun 30, 2024 |
Health Catalyst's largest sold out institutional shareholder by shares sold is BARES CAPITAL MANAGEMENT, INC., sold -0.45M shares, valued at -, as of undefined.
Health Catalyst Mutual Fund Holders
| Name | % Total Assets | Total Shares | Change Amount | Change % | Date |
|---|---|---|---|---|---|
| BNY MELLON VARIABLE INVESTMENT FUND | 1.38% | 334,233 | 159,609 | 91.40% | Mar 31, 2024 |
| BlackRock Innovation & Growth Trust | 1.02% | 1,078,326 | - | - | Mar 31, 2024 |
| ADVENT CONVERTIBLE & INCOME FUND | 0.87% | 3,000,000 | - | - | Jan 31, 2024 |
| Vanguard Montgomery Funds | 0.80% | 192,097 | 10,449 | 5.75% | Mar 31, 2024 |
| BCM Focus Funds | 0.76% | 50,000 | -50,000 | -50.00% | Jan 31, 2024 |
| FORUM FUNDS | 0.63% | 1,450,000 | - | - | Jan 31, 2024 |
| FORUM FUNDS | 0.63% | 1,450,000 | - | - | Jan 31, 2024 |
| HSBC FUNDS | 0.62% | 19,860 | - | - | Jan 31, 2024 |
| AMERICAN CENTURY GROWTH FUNDS, INC. | 0.58% | 90,054 | - | - | Jan 31, 2024 |
| HARTFORD HLS SERIES FUND II INC | 0.56% | 138,061 | - | - | Dec 31, 2023 |
| ADVENT CONVERTIBLE & INCOME FUND | 0.20% | 693,000 | - | - | Jan 31, 2024 |
| Global Beta ETF Trust | 0.15% | 430 | 430 | - | May 31, 2022 |
| PRIMECAP Odyssey Funds | 0.15% | 1,263,156 | 149,350 | 13.41% | Jan 31, 2024 |
| ALLSPRING VARIABLE TRUST | 0.15% | 95,567 | - | - | Mar 31, 2024 |
| BlackRock Advantage SMID Cap Fund, Inc. | 0.14% | 27,473 | - | - | Mar 28, 2024 |
| PAX WORLD FUNDS SERIES TRUST I | 0.11% | 2,154,475 | 400,000 | 22.80% | Mar 31, 2024 |
| FIDELITY FINANCIAL TRUST | 0.11% | 1,900,000 | - | - | Feb 29, 2024 |
| FIDELITY ADVISOR SERIES VII | 0.10% | 808,945 | - | - | Jan 31, 2024 |
| FIDELITY FINANCIAL TRUST | 0.09% | 1,647,000 | - | - | Feb 29, 2024 |
| Zacks Trust | 0.09% | 7,913 | 5,057 | 177.07% | Feb 29, 2024 |
| AMERICAN CENTURY MUTUAL FUNDS, INC. | 0.08% | 773,247 | - | - | Jan 31, 2024 |
| AB CAP FUND, INC. | 0.08% | 2,602,590 | - | - | Jan 31, 2024 |
| FORUM FUNDS II | 0.07% | 66,814 | 16,963 | 34.03% | Mar 31, 2024 |
| SARATOGA ADVANTAGE TRUST | 0.06% | 3,962 | 73 | 1.88% | Feb 29, 2024 |
| VANGUARD VALLEY FORGE FUNDS | 0.06% | 33,373 | - | - | Mar 31, 2024 |
| VICTORY VARIABLE INSURANCE FUNDS | 0.05% | 27,896 | - | - | Mar 31, 2024 |
| Voya EQUITY TRUST | 0.05% | 74,435 | - | - | Feb 29, 2024 |
| STATE STREET INSTITUTIONAL FUNDS | 0.04% | 35,448 | - | - | Mar 31, 2024 |
| abrdn Funds | 0.04% | 531,613 | - | - | Jan 31, 2024 |
| SMALLCAP WORLD FUND INC | 0.04% | 2,480,300 | - | - | Mar 31, 2024 |
| FIDELITY SELECT PORTFOLIOS | 0.04% | 2,265,395 | - | - | Feb 29, 2024 |
| VANGUARD HORIZON FUNDS | 0.03% | 786,142 | -348,202 | -30.70% | Mar 31, 2024 |
| Advantage Advisers Xanthus Fund, L.L.C. | 0.03% | 95,610 | - | - | Mar 31, 2024 |
| LEGG MASON PARTNERS VARIABLE EQUITY TRUST | 0.03% | 119,815 | - | - | Dec 29, 2023 |
| MADISON FUNDS | 0.03% | 175,386 | - | - | Jan 31, 2024 |
| T. Rowe Price Small-Cap Value Fund, Inc. | 0.03% | 215,440 | - | - | Mar 31, 2024 |
| Vericimetry Funds | 0.02% | 2,040 | - | - | Mar 31, 2024 |
| Federated Hermes MDT Series | 0.02% | 53,983 | - | - | Jan 31, 2024 |
| VANGUARD EXPLORER FUND | 0.02% | 199,526 | - | - | Jan 31, 2024 |
| QUANTITATIVE MASTER SERIES LLC | 0.02% | 99,247 | - | - | Mar 31, 2024 |
| LEGG MASON PARTNERS INVESTMENT TRUST | 0.02% | 791,146 | - | - | Mar 28, 2024 |
| ACAP Strategic Fund | 0.01% | 207,842 | - | - | Mar 31, 2024 |
| DEUTSCHE DWS INVESTMENTS VIT FUNDS | 0.01% | 8,396 | - | - | Mar 31, 2024 |
| Destra Investment Trust | 0.01% | 23,251 | 1,637 | 7.57% | Mar 31, 2024 |
| VICTORY PORTFOLIOS | 0.01% | 431,710 | - | - | Mar 31, 2024 |
| FIDELITY PURITAN TRUST | 0.01% | 671,144 | - | - | Jan 31, 2024 |
| MFS SERIES TRUST I | 0.01% | 234,097 | - | - | Feb 29, 2024 |
| VARIABLE INSURANCE PRODUCTS FUND IV | 0.01% | 31,744 | - | - | Mar 31, 2024 |
| EXCHANGE TRADED CONCEPTS TRUST | 0.01% | 69,878 | -21,848 | -23.82% | Jan 31, 2024 |
| VARIABLE INSURANCE PRODUCTS FUND III | 0.01% | 90,100 | - | - | Mar 31, 2024 |
| Bernstein Fund Inc | 0.01% | 86,254 | - | - | Mar 31, 2024 |
| Starboard Investment Trust | 0.01% | 5,700 | - | - | Feb 29, 2024 |
| Collaborative Investment Series Trust | 0.01% | 1,416 | - | - | Mar 31, 2024 |
| FIDELITY DEVONSHIRE TRUST | 0.01% | 88,815 | - | - | Jan 31, 2024 |
| STEWARD FUNDS, INC. | 0.01% | 18,811 | 3,300 | 21.28% | Jan 31, 2024 |
| CALAMOS INVESTMENT TRUST/IL | 0.01% | 784,800 | - | - | Jan 31, 2024 |
| AB VARIABLE PRODUCTS SERIES FUND, INC. | 0.01% | 34,144 | - | - | Mar 31, 2024 |
| Nushares ETF Trust | 0.01% | 51,108 | -7,171 | -12.30% | Jan 31, 2024 |
| BlackRock ETF Trust | 0.01% | 5,768 | - | - | Jan 31, 2024 |
| AMG Funds I | 0.01% | 12,520 | - | - | Jan 31, 2024 |
| BNY MELLON FUNDS TRUST | 0.01% | 443,223 | 443,223 | - | Feb 29, 2024 |
| VANGUARD INDEX FUNDS | 0.01% | 2,507,028 | -1,910,637 | -43.25% | Mar 31, 2024 |
| Guardian Variable Products Trust | 0.01% | 98,054 | - | - | Mar 31, 2024 |
| SCHWAB CAPITAL TRUST | 0.01% | 238,354 | 85,318 | 55.75% | Jan 31, 2024 |
| TIAA SEPARATE ACCOUNT VA 1 | 0.01% | 1,262 | - | - | Mar 31, 2024 |
| JPMORGAN INSURANCE TRUST | 0.01% | 69,073 | -2,827 | -3.93% | Mar 31, 2023 |
| FIDELITY MT VERNON STREET TRUST | 0.00% | 134,002 | - | - | Feb 29, 2024 |
| FIRST TRUST EXCHANGE-TRADED FUND | 0.00% | 44,520 | - | - | Mar 31, 2024 |
| Managed Portfolio Series | 0.00% | 98,763 | - | - | Jan 31, 2024 |
| BBH Trust | 0.00% | 400,000 | -200,000 | -33.33% | Jan 31, 2024 |
| CONESTOGA FUNDS | 0.00% | 5,232 | - | - | Mar 31, 2024 |
| FIDELITY COMMONWEALTH TRUST | 0.00% | 11,658 | - | - | Feb 29, 2024 |
| FIDELITY SECURITIES FUND | 0.00% | 332,870 | - | - | Jan 31, 2024 |
| TIAA-CREF LIFE FUNDS | 0.00% | 9,706 | -209 | -2.11% | Mar 31, 2024 |
| GOLDMAN SACHS VARIABLE INSURANCE TRUST | 0.00% | 14,494 | 4,874 | 50.67% | Mar 31, 2024 |
| MFS VARIABLE INSURANCE TRUST III | 0.00% | 57,147 | 3,744 | 7.01% | Mar 31, 2024 |
| VARIABLE INSURANCE PRODUCTS FUND II | 0.00% | 41,416 | 38,284 | 1222.35% | Mar 31, 2024 |
| Ultimus Managers Trust | 0.00% | 36,380 | - | - | Feb 29, 2024 |
| FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND | 0.00% | 12,167 | - | - | Jan 31, 2024 |
| Investment Managers Series Trust II | 0.00% | 38,754 | 38,754 | - | Mar 31, 2024 |
| FIDELITY COVINGTON TRUST | 0.00% | 56,131 | 42,666 | 316.87% | Mar 31, 2024 |
| HARTFORD SERIES FUND INC | 0.00% | 122,680 | - | - | Mar 31, 2024 |
| FIDELITY CONCORD STREET TRUST | 0.00% | 553,463 | 10,859 | 2.00% | Feb 29, 2024 |
| VANGUARD VARIABLE INSURANCE FUNDS | 0.00% | 135,764 | -6,525 | -4.59% | Mar 31, 2024 |
| ETF Managers Trust | 0.00% | 20,003 | - | - | Dec 31, 2023 |
| RUSSELL INVESTMENT CO | 0.00% | 790,000 | - | - | Jan 31, 2024 |
| WILLIAM BLAIR FUNDS | 0.00% | 235,988 | - | - | Mar 31, 2024 |
| Harbor ETF Trust | 0.00% | 10,945 | 157 | 1.46% | Jan 31, 2024 |
| LORD ABBETT SECURITIES TRUST | 0.00% | 10,659 | - | - | Jan 31, 2024 |
| LAZARD FUNDS INC | 0.00% | 92,000 | - | - | Mar 31, 2024 |
| Segall Bryant & Hamill Trust | 0.00% | 40,746 | - | - | Mar 31, 2024 |
| Columbia Funds Variable Series Trust II | 0.00% | 69,809 | - | - | Mar 31, 2024 |
| AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) | 0.00% | 505,513 | - | - | Feb 29, 2024 |
| Calvert Variable Products, Inc. | 0.00% | 5,546 | - | - | Mar 31, 2024 |
| OHIO NATIONAL FUND INC | 0.00% | 40,030 | - | - | Mar 31, 2024 |
| NORTHERN LIGHTS FUND TRUST III | 0.00% | 24,086 | - | - | Jan 31, 2024 |
| MML SERIES INVESTMENT FUND | 0.00% | 18,284 | - | - | Dec 31, 2023 |
| BAILLIE GIFFORD FUNDS | 0.00% | 19,970 | 2,103 | 11.77% | Mar 28, 2024 |
| Principal Exchange-Traded Funds | 0.00% | 20,545 | -5,561 | -21.30% | Mar 31, 2024 |
| JANUS INVESTMENT FUND | 0.00% | 511,622 | - | - | Dec 31, 2023 |
Health Catalyst's largest mutual fund holder by % of total assets is "BNY MELLON VARIABLE INVESTMENT FUND", owning 334.23K shares, compromising 1.38% of its total assets.
Health Catalyst Institutional Ownership Trends
Institutional Holdings Trend
| Date | Holdings | Change % |
|---|---|---|
| 30 Jun, 24 | 54 | -69.14% |
| 31 Mar, 24 | 175 | 4.79% |
| 31 Dec, 23 | 167 | 5.03% |
| 30 Sep, 23 | 159 | 2.58% |
| 30 Jun, 23 | 155 | -4.91% |
| 31 Mar, 23 | 163 | -1.81% |
| 31 Dec, 22 | 166 | -5.14% |
| 30 Sep, 22 | 175 | -1.13% |
| 30 Jun, 22 | 177 | -6.84% |
| 31 Mar, 22 | 190 | - |
| 31 Dec, 21 | 190 | -9.09% |
| 30 Sep, 21 | 209 | 0.48% |
| 30 Jun, 21 | 208 | 5.58% |
| 31 Mar, 21 | 197 | 13.22% |
| 31 Dec, 20 | 174 | 20.00% |
| 30 Sep, 20 | 145 | 9.02% |
| 30 Jun, 20 | 133 | 20.91% |
| 31 Mar, 20 | 110 | 25.00% |
| 31 Dec, 19 | 88 | 2.33% |
| 30 Sep, 19 | 86 | - |
| 30 Sep, 11 | 1 | - |
As of 30 Jun 24, 54 institutions are holding Health Catalyst's shares, representing a decrease of -69.14% compared to the previous quarter.
Shares Outstanding Trend
| Date | Shares Outstanding | Change % |
|---|---|---|
| 30 Jun, 24 | 14,860,097 | -70.34% |
| 31 Mar, 24 | 50,102,854 | 0.76% |
| 31 Dec, 23 | 49,726,125 | -0.82% |
| 30 Sep, 23 | 50,139,579 | 2.71% |
| 30 Jun, 23 | 48,816,684 | 0.43% |
| 31 Mar, 23 | 48,609,255 | -0.36% |
| 31 Dec, 22 | 48,783,040 | 0.22% |
| 30 Sep, 22 | 48,674,208 | -7.91% |
| 30 Jun, 22 | 52,855,910 | -0.80% |
| 31 Mar, 22 | 53,280,419 | -3.63% |
| 31 Dec, 21 | 55,288,477 | 3.72% |
| 30 Sep, 21 | 53,303,854 | 10.56% |
| 30 Jun, 21 | 48,210,654 | 9.90% |
| 31 Mar, 21 | 43,865,998 | 8.61% |
| 31 Dec, 20 | 40,388,703 | 0.96% |
| 30 Sep, 20 | 40,004,481 | 17.79% |
| 30 Jun, 20 | 33,963,424 | 25.48% |
| 31 Mar, 20 | 27,066,969 | 15.55% |
| 31 Dec, 19 | 23,424,605 | 40.29% |
| 30 Sep, 19 | 16,697,769 | - |
| 30 Sep, 11 | 28,342 | - |
Health Catalyst (HCAT) has 14.86M shares outstanding as of 30 Jun 24, down -70.34% compared to the previous quarter.
Institutional Ownership Trend
| Date | Ownership % | Change % |
|---|---|---|
| 30 Jun, 24 | 25.36% | 0.35% |
| 31 Mar, 24 | 85.51% | 1.14% |
| 31 Dec, 23 | 86.52% | 1.11% |
| 30 Sep, 23 | 88.41% | 1.16% |
| 30 Jun, 23 | 87.21% | 1.14% |
| 31 Mar, 23 | 87.61% | 1.09% |
| 31 Dec, 22 | 89.52% | 1.11% |
| 30 Sep, 22 | 89.63% | 0.92% |
| 30 Jun, 22 | 98.47% | 0.97% |
| 31 Mar, 22 | 100.52% | 0.89% |
| 31 Dec, 21 | 106.39% | 0.90% |
| 30 Sep, 21 | 108.79% | 0.94% |
| 30 Jun, 21 | 107.63% | 1.08% |
| 31 Mar, 21 | 99.99% | 1.11% |
| 31 Dec, 20 | 94.83% | 0.96% |
| 30 Sep, 20 | 99.29% | 1.25% |
| 30 Jun, 20 | 89.07% | 1.67% |
| 31 Mar, 20 | 72.94% | 0.47% |
| 31 Dec, 19 | 124.99% | 1.57% |
| 30 Sep, 19 | 89.10% | - |
| 30 Sep, 11 | 0.10% | - |
As of 30 Jun 24, Health Catalyst is held by 25.36% institutional shareholders, representing a 0.35% growth compared to 31 Mar 24.
Institutional Increased Positions Trend
| Date | Increased Positions | Change % |
|---|---|---|
| 30 Jun, 24 | 31 | -64.77% |
| 31 Mar, 24 | 88 | 6.02% |
| 31 Dec, 23 | 83 | 12.16% |
| 30 Sep, 23 | 74 | 1.37% |
| 30 Jun, 23 | 73 | -8.75% |
| 31 Mar, 23 | 80 | -12.09% |
| 31 Dec, 22 | 91 | -13.33% |
| 30 Sep, 22 | 105 | -5.41% |
| 30 Jun, 22 | 111 | -5.93% |
| 31 Mar, 22 | 118 | 20.41% |
| 31 Dec, 21 | 98 | -20.97% |
| 30 Sep, 21 | 124 | -0.80% |
| 30 Jun, 21 | 125 | 16.82% |
| 31 Mar, 21 | 107 | -0.93% |
| 31 Dec, 20 | 108 | 18.68% |
| 30 Sep, 20 | 91 | -9.00% |
| 30 Jun, 20 | 100 | 21.95% |
| 31 Mar, 20 | 82 | 43.86% |
| 31 Dec, 19 | 57 | -33.72% |
| 30 Sep, 19 | 86 | - |
| 30 Sep, 11 | 1 | - |
31 institutional shareholders have increased their position in HCAT stock as of 30 Jun 24 compared to 88 in the previous quarter (a -64.77% decrease).
Institutional Reduced Positions Trend
| Date | Reduced Positions | Change % |
|---|---|---|
| 30 Jun, 24 | 15 | -74.14% |
| 31 Mar, 24 | 58 | -1.69% |
| 31 Dec, 23 | 59 | 15.69% |
| 30 Sep, 23 | 51 | 4.08% |
| 30 Jun, 23 | 49 | -7.55% |
| 31 Mar, 23 | 53 | 6.00% |
| 31 Dec, 22 | 50 | 21.95% |
| 30 Sep, 22 | 41 | 5.13% |
| 30 Jun, 22 | 39 | -11.36% |
| 31 Mar, 22 | 44 | -24.14% |
| 31 Dec, 21 | 58 | 16.00% |
| 30 Sep, 21 | 50 | -12.28% |
| 30 Jun, 21 | 57 | -1.72% |
| 31 Mar, 21 | 58 | 34.88% |
| 31 Dec, 20 | 43 | 38.71% |
| 30 Sep, 20 | 31 | 93.75% |
| 30 Jun, 20 | 16 | 6.67% |
| 31 Mar, 20 | 15 | -11.76% |
| 31 Dec, 19 | 17 | - |
| 30 Sep, 19 | - | - |
| 30 Sep, 11 | - | - |
15 institutional shareholders have reduced their position in HCAT stock as of 30 Jun 24 compared to 58 in the previous quarter (a -74.14% decrease).
All Institutional Ownership Trend Data
| Date | Holdings | Change % | Shares Outstanding | Change % | Ownership % | Change % | Increased Positions | Change % | Reduced Positions | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| 30 Jun, 24 | 54 | -69.14% | 14,860,097 | -70.34% | 25.36% | 0.35% | 31 | -64.77% | 15 | -74.14% |
| 31 Mar, 24 | 175 | 4.79% | 50,102,854 | 0.76% | 85.51% | 1.14% | 88 | 6.02% | 58 | -1.69% |
| 31 Dec, 23 | 167 | 5.03% | 49,726,125 | -0.82% | 86.52% | 1.11% | 83 | 12.16% | 59 | 15.69% |
| 30 Sep, 23 | 159 | 2.58% | 50,139,579 | 2.71% | 88.41% | 1.16% | 74 | 1.37% | 51 | 4.08% |
| 30 Jun, 23 | 155 | -4.91% | 48,816,684 | 0.43% | 87.21% | 1.14% | 73 | -8.75% | 49 | -7.55% |
| 31 Mar, 23 | 163 | -1.81% | 48,609,255 | -0.36% | 87.61% | 1.09% | 80 | -12.09% | 53 | 6.00% |
| 31 Dec, 22 | 166 | -5.14% | 48,783,040 | 0.22% | 89.52% | 1.11% | 91 | -13.33% | 50 | 21.95% |
| 30 Sep, 22 | 175 | -1.13% | 48,674,208 | -7.91% | 89.63% | 0.92% | 105 | -5.41% | 41 | 5.13% |
| 30 Jun, 22 | 177 | -6.84% | 52,855,910 | -0.80% | 98.47% | 0.97% | 111 | -5.93% | 39 | -11.36% |
| 31 Mar, 22 | 190 | - | 53,280,419 | -3.63% | 100.52% | 0.89% | 118 | 20.41% | 44 | -24.14% |
| 31 Dec, 21 | 190 | -9.09% | 55,288,477 | 3.72% | 106.39% | 0.90% | 98 | -20.97% | 58 | 16.00% |
| 30 Sep, 21 | 209 | 0.48% | 53,303,854 | 10.56% | 108.79% | 0.94% | 124 | -0.80% | 50 | -12.28% |
| 30 Jun, 21 | 208 | 5.58% | 48,210,654 | 9.90% | 107.63% | 1.08% | 125 | 16.82% | 57 | -1.72% |
| 31 Mar, 21 | 197 | 13.22% | 43,865,998 | 8.61% | 99.99% | 1.11% | 107 | -0.93% | 58 | 34.88% |
| 31 Dec, 20 | 174 | 20.00% | 40,388,703 | 0.96% | 94.83% | 0.96% | 108 | 18.68% | 43 | 38.71% |
| 30 Sep, 20 | 145 | 9.02% | 40,004,481 | 17.79% | 99.29% | 1.25% | 91 | -9.00% | 31 | 93.75% |
| 30 Jun, 20 | 133 | 20.91% | 33,963,424 | 25.48% | 89.07% | 1.67% | 100 | 21.95% | 16 | 6.67% |
| 31 Mar, 20 | 110 | 25.00% | 27,066,969 | 15.55% | 72.94% | 0.47% | 82 | 43.86% | 15 | -11.76% |
| 31 Dec, 19 | 88 | 2.33% | 23,424,605 | 40.29% | 124.99% | 1.57% | 57 | -33.72% | 17 | - |
| 30 Sep, 19 | 86 | - | 16,697,769 | - | 89.10% | - | 86 | - | - | - |
| 30 Sep, 11 | 1 | - | 28,342 | - | 0.10% | - | 1 | - | - | - |
Health Catalyst Insider Shareholders Trades
Open Market Insider Trades
Open Market Insider Buys
| Date | Name | Relation | Role | Transaction | Buy/Sell | Shares | Price | Value | Shares Held | Source |
|---|
Insider Sells
All Insider Owners Trades
The last insider sell of Health Catalyst's stock was made by Llewelyn Linda on Aug 16 2024, selling 1,328 shares at $6.57 per share (valued at $8.72K).
Health Catalyst Insider Ownership Trends
All Insider Trades Trend
| Date | Buy | Sell | Buy/Sell Ratio |
|---|---|---|---|
| Q3 2024 | - | 4 | - |
| Q2 2024 | 5 | 14 | 35.71% |
| Q1 2024 | 12 | 15 | 80.00% |
| Q4 2023 | 1 | 11 | 9.09% |
| Q3 2023 | - | 12 | - |
| Q2 2023 | 15 | 17 | 88.24% |
| Q1 2023 | 8 | 14 | 57.14% |
| Q4 2022 | 1 | 11 | 9.09% |
| Q3 2022 | 5 | 13 | 38.46% |
| Q2 2022 | 12 | 30 | 40.00% |
| Q1 2022 | 30 | 44 | 68.18% |
| Q4 2021 | 26 | 79 | 32.91% |
| Q3 2021 | 23 | 60 | 38.33% |
| Q2 2021 | 26 | 62 | 41.94% |
| Q1 2021 | 27 | 78 | 34.62% |
| Q4 2020 | 26 | 75 | 34.67% |
| Q3 2020 | 43 | 100 | 43.00% |
| Q2 2020 | 46 | 57 | 80.70% |
| Q1 2020 | 22 | 27 | 81.48% |
| Q4 2019 | 1 | 1 | 100.00% |
0 total buy trades, and 4 total sell trades (buy/sell ratio of 0.00%) were made by Health Catalyst's insiders, as of Q3 2024.
Open Market Insider Trades Trend
| Date | Buy | Sell | Buy/Sell Ratio |
|---|---|---|---|
| Q3 2024 | - | 4 | - |
| Q2 2024 | - | 8 | - |
| Q1 2024 | 1 | 3 | 33.33% |
| Q4 2023 | - | 4 | - |
| Q3 2023 | - | 5 | - |
| Q2 2023 | 1 | 3 | 33.33% |
| Q1 2023 | - | 6 | - |
| Q4 2022 | 1 | 4 | 25.00% |
| Q3 2022 | 4 | 5 | 80.00% |
| Q2 2022 | - | 7 | - |
| Q1 2022 | - | 16 | - |
| Q4 2021 | - | 45 | - |
| Q3 2021 | - | 29 | - |
| Q2 2021 | - | 35 | - |
| Q1 2021 | - | 30 | - |
| Q4 2020 | - | 48 | - |
| Q3 2020 | - | 57 | - |
| Q2 2020 | - | 31 | - |
| Q1 2020 | - | 6 | - |
| Q4 2019 | - | - | - |
As of Q3 2024, Insider owners conducted 0 open market buy trades and 4 open market sell trades of Health Catalyst's stocks.
HCAT Ownership FAQ
Who Owns Health Catalyst?
Health Catalyst is owned by institutional shareholders (25.36%), insiders (2.86%), and public (71.78%). The largest institutional shareholder of Health Catalyst is BLACKROCK INC. (9.27% of total shares) and the top mutual fund owner is BNY MELLON VARIABLE INVESTMENT FUND (1.38% of total shares).
Who are the major institutional shareholders of Health Catalyst?
Health Catalyst's major institutional shareholders are BLACKROCK INC., VANGUARD GROUP INC, FIRST LIGHT ASSET MANAGEMENT, LLC, UBS GROUP AG, and MILLENNIUM MANAGEMENT LLC. The top five shareholders own together 32.14% of the company's share outstanding.
How many Health Catalyst shareholders are there?
As of Jun 2024, there are 54 institutional shareholders of Health Catalyst.
What percentage of Health Catalyst is owned by BLACKROCK INC?
BLACKROCK INC owns 5.43M shares of Health Catalyst, representing 9.27% of the company's total shares outstanding, valued at $34.72M (as of Jun 2024).
What percentage of Health Catalyst is owned by VANGUARD GROUP INC?
As of Jun 2024, VANGUARD GROUP INC holds 4.53M shares of Health Catalyst (HCAT), compromising 7.73% of the company, valued at $28.93M.
What percentage of Health Catalyst is owned by FIRST LIGHT ASSET MANAGEMENT, LLC?
FIRST LIGHT ASSET MANAGEMENT, LLC is the third largest holder of Health Catalyst. The company owns 3.96M of the company's shares outstanding (worth $25.28M).