Health Catalyst Ownership | Who Owns Health Catalyst?
Health Catalyst Ownership Summary
Health Catalyst is owned by 86.09% institutional investors, 2.78% insiders, and 11.13% retail investors. Blackrock is the largest institutional shareholder, holding 9.27% of HCAT shares. Impax Small Cap Institutional is the top mutual fund, with 4.22% of its assets in Health Catalyst shares.
HCAT Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Health Catalyst | 86.09% | 2.78% | 11.13% |
| Sector | Healthcare Stocks | 49.73% | 8.84% | 41.43% |
| Industry | Healthcare Information Services Stocks | 52.99% | 9.95% | 37.06% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Blackrock | 5.43M | 9.27% | $34.72M |
| Vanguard group | 4.53M | 7.73% | $28.93M |
| First light asset management | 3.96M | 6.75% | $25.28M |
| Millennium management | 2.41M | 4.12% | $15.42M |
| Primecap management co/ca/ | 2.38M | 4.06% | $15.20M |
| Daventry group, lp | 2.25M | 3.84% | $14.36M |
| Bank of new york mellon | 2.23M | 3.81% | $14.25M |
| Impax asset management group | 2.19M | 3.75% | $14.02M |
| Wellington management group llp | 1.89M | 3.22% | $12.05M |
| Dimensional fund advisors lp | 1.40M | 2.39% | $8.95M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Daventry group, lp | 2.25M | 6.41% | $14.36M |
| First light asset management | 3.96M | 2.22% | $25.28M |
| Nepsis | 1.25M | 2.16% | $8.01M |
| Granahan investment management | 1.04M | 0.27% | $6.66M |
| Pier 88 investment partners | 130.24K | 0.19% | $832.23K |
| Clarivest asset management | 285.63K | 0.19% | $1.83M |
| Kennedy capital management | 1.27M | 0.17% | $8.15M |
| Cvs health | 32.27K | 0.10% | $206.22K |
| Impax asset management group | 2.19M | 0.06% | $14.02M |
| Lunt capital management | 17.34K | 0.05% | $110.78K |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| First light asset management | 3.96M | 2.22% | 3.22M |
| Millennium management | 2.41M | 0.01% | 1.18M |
| Primecap management co/ca/ | 2.38M | 0.01% | 305.08K |
| Jpmorgan chase | 1.18M | 0.00% | 212.94K |
| Trexquant investment lp | 256.40K | 0.03% | 175.01K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Point72 asset management | 305.13K | 0.01% | -1.73M |
| Invenomic capital management lp | - | - | -850.58K |
| Wellington management group llp | 1.89M | 0.00% | -740.48K |
| Bares capital management | - | - | -450.00K |
| Goldman sachs group | 888.17K | 0.00% | -388.64K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Aqr capital management | 88.33K | 0.00% | 88.33K | $564.42K |
| Credit agricole s a | 80.10K | 0.00% | 80.10K | $511.84K |
| D. e. shaw | 42.44K | 0.00% | 42.44K | $271.20K |
| Corebridge financial | 31.43K | 0.00% | 31.43K | $200.84K |
| Mirae asset global etfs | 29.29K | 0.00% | 29.29K | $187.14K |
Sold Out
| Holder | Change |
|---|---|
| Assetmark | -1.00 |
| Newedge advisors | -26.00 |
| Global retirement partners | -138.00 |
| Abich financial wealth management | -143.00 |
| Sachetta | -146.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Sep 30, 2024 | 164 | 1.23% | 52,033,442 | 2.08% | 86 | 1.14% | 76 | -15.56% | 49 | -5.77% |
| Jun 30, 2024 | 161 | -8.00% | 50,973,365 | 1.74% | 86 | 1.19% | 89 | 1.14% | 52 | -10.34% |
| Mar 31, 2024 | 175 | 4.79% | 50,102,854 | 0.76% | 85 | 1.14% | 88 | 6.02% | 58 | -1.69% |
| Dec 31, 2023 | 167 | 5.03% | 49,726,125 | -0.82% | 86 | 1.11% | 83 | 12.16% | 59 | 15.69% |
| Sep 30, 2023 | 159 | 2.58% | 50,139,579 | 2.71% | 88 | 1.16% | 74 | 1.37% | 51 | 4.08% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Impax Small Cap Institutional | 2.55M | 4.22% | 100.00K |
| Impax US Small Cap Strategy Composite | 2.55M | 4.20% | 100.00K |
| PRIMECAP Odyssey Aggressive Growth | 2.12M | 3.51% | 16.00K |
| Vanguard Total Stock Mkt Idx Inv | 1.82M | 2.99% | - |
| iShares Russell 2000 ETF | 1.51M | 2.47% | -3.39K |
| Vanguard Institutional Extnd Mkt Idx Tr | 945.92K | 1.55% | -3.61K |
| Fidelity Small Cap Index | 601.86K | 1.00% | -12.95K |
| American Beacon Small Cp Val R5 | 578.34K | 0.95% | 220.30K |
| apo Digital Health Aktien Fonds I | 574.85K | 0.94% | -28.00K |
| Kennedy Micro Cap | 508.74K | 0.84% | 175.17K |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Dec 16, 2024 | Llewelyn Linda | Chief People Officer | Sell | $50.79K |
| Dec 06, 2024 | Alger Jason | Chief Financial Officer | Sell | $163.05K |
| Dec 06, 2024 | Landry Benjamin | General Counsel | Sell | $160.29K |
| Dec 04, 2024 | LeSueur Daniel | Chief Operating Officer | Sell | $175.24K |
| Dec 02, 2024 | Freeman Kevin Lee | Chief Commercial Officer | Sell | $67.07K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2024 Q4 | - | 9 |
| 2024 Q3 | - | 9 |
| 2024 Q2 | - | 8 |
| 2024 Q1 | 1 | 3 |
| 2023 Q4 | - | 4 |
HCAT Ownership FAQ
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