HCAT NASDAQ
Health Catalyst, Inc.
1W: +10.3%
1M: -1.5%
3M: -27.9%
YTD: -43.4%
1Y: -67.3%
3Y: -88.2%
5Y: -97.3%
$1.29
+0.00 (+0.00%)
Weekly Expected Move ±14.8%
$1
$1
$1
$1
$2
Overview
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Financials
Income Statement
Cash Flow
Balance Sheet
Earnings
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Analysis
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ESG
Institutions
ETF Exposure
Dark Pool
Short Interest
Supply Chain
Institutional Ownership — HCAT
167
Institutional Holders
+0 vs prior quarter
0.0%
Ownership
+0.00pp
$57M
Total Invested
30
New Positions
34
Increased
80
Reduced
47
Closed
1.25
Put/Call Ratio
Ownership Trends
Top Institutional Holders (218 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | First Light Asset Management, LLC | 12,878,700 | $$17M | -32,241 | -0.2% | 13Q | SEC ↗ |
| 2 | VANGUARD CAPITAL MANAGEMENT LLC NEW | 5,771,306 | $$7M | — | +0.0% | 1Q | SEC ↗ |
| 3 | BlackRock, Inc. | 5,138,022 | $$7M | -55,063 | -1.1% | 7Q | SEC ↗ |
| 4 | VANGUARD GROUP INC | 4,434,387 | $$6M | +138,696 | +3.2% | 12Q | SEC ↗ |
| 5 | CDC Financial, Inc. NEW | 4,002,046 | $$5M | — | +0.0% | 1Q | SEC ↗ |
| 6 | Whetstone Capital Advisors, LLC | 3,750,377 | $$5M | +19,027 | +0.5% | 4Q | SEC ↗ |
| 7 | Palogic Value Management, L.P. | 2,896,600 | $$4M | +1,626,559 | +128.1% | 6Q | SEC ↗ |
| 8 | Impax Asset Management Group plc | 2,750,000 | $$4M | — | +0.0% | 13Q | SEC ↗ |
| 9 | Nepsis Inc. | 1,876,289 | $$2M | -39,505 | -2.1% | 13Q | SEC ↗ |
| 10 | GEODE CAPITAL MANAGEMENT, LLC | 1,501,433 | $$2M | -167,046 | -10.0% | 13Q | SEC ↗ |
| 11 | STATE STREET CORP | 1,324,849 | $$2M | -3,073 | -0.2% | 13Q | SEC ↗ |
| 12 | DIMENSIONAL FUND ADVISORS LP | 1,234,870 | $$2M | -406,658 | -24.8% | 13Q | SEC ↗ |
| 13 | MILLENNIUM MANAGEMENT LLC | 1,084,843 | $$1M | -504,693 | -31.8% | 12Q | SEC ↗ |
| 14 | HighMark Wealth Management LLC | 903,082 | $$1M | +161,600 | +21.8% | 13Q | SEC ↗ |
| 15 | Caption Management, LLC NEW | 771,886 | $$996K | — | +0.0% | 1Q | SEC ↗ |
| 16 | Prescott Group Capital Management, L.L | 710,803 | $$917K | +397,518 | +126.9% | 2Q | SEC ↗ |
| 17 | JPMORGAN CHASE & CO | 677,949 | $$875K | -74,857 | -9.9% | 13Q | SEC ↗ |
| 18 | AMH Equity Ltd | 660,000 | $$851K | +232,851 | +54.5% | 3Q | SEC ↗ |
| 19 | CHARLES SCHWAB INVESTMENT MANAGEMENT I | 606,858 | $$783K | +59,891 | +10.9% | 13Q | SEC ↗ |
| 20 | Connor, Clark & Lunn Investment Manage | 581,361 | $$750K | -389,328 | -40.1% | 9Q | SEC ↗ |
| 21 | AQR CAPITAL MANAGEMENT LLC | 543,244 | $$701K | +458,307 | +539.6% | 8Q | SEC ↗ |
| 22 | VANGUARD PORTFOLIO MANAGEMENT LLC NEW | 531,014 | $$685K | — | +0.0% | 1Q | SEC ↗ |
| 23 | MARTIN & CO INC /TN | 526,186 | $$679K | +13,033 | +2.5% | 7Q | SEC ↗ |
| 24 | KENNEDY CAPITAL MANAGEMENT LLC | 509,782 | $$658K | -455,007 | -47.2% | 9Q | SEC ↗ |
| 25 | NORTHERN TRUST CORP | 493,846 | $$637K | +17,799 | +3.7% | 13Q | SEC ↗ |
| 26 | VANGUARD FIDUCIARY TRUST CO NEW | 443,665 | $$572K | — | +0.0% | 1Q | SEC ↗ |
| 27 | GOLDMAN SACHS GROUP INC | 387,172 | $$499K | -246,432 | -38.9% | 13Q | SEC ↗ |
| 28 | Baird Financial Group, Inc. | 370,309 | $$478K | -123,437 | -25.0% | 3Q | SEC ↗ |
| 29 | FMR LLC | 367,473 | $$474K | +18,757 | +5.4% | 13Q | SEC ↗ |
| 30 | PRIMECAP MANAGEMENT CO/CA | 340,418 | $$439K | — | +0.0% | 13Q | SEC ↗ |
| 31 | 71 West Capital Partners | 339,515 | $$438K | +179,466 | +112.1% | 2Q | SEC ↗ |
| 32 | MORGAN STANLEY | 333,955 | $$431K | +91,638 | +37.8% | 12Q | SEC ↗ |
| 33 | UBS Group AG | 287,095 | $$370K | +23,608 | +9.0% | 13Q | SEC ↗ |
| 34 | Bank of New York Mellon Corp | 266,653 | $$344K | +444 | +0.2% | 13Q | SEC ↗ |
| 35 | HRT FINANCIAL LP | 243,191 | $$314K | +230,553 | +1824.3% | 3Q | SEC ↗ |
| 36 | DEUTSCHE BANK AG | 224,493 | $$290K | -36,789 | -14.1% | 13Q | SEC ↗ |
| 37 | RENAISSANCE TECHNOLOGIES LLC NEW | 217,069 | $$280K | — | +0.0% | 1Q | SEC ↗ |
| 38 | Nuveen, LLC | 184,377 | $$238K | +60,725 | +49.1% | 5Q | SEC ↗ |
| 39 | Vanguard Global Advisers, LLC NEW | 173,164 | $$223K | — | +0.0% | 1Q | SEC ↗ |
| 40 | SEI INVESTMENTS CO | 169,327 | $$218K | +73,421 | +76.6% | 2Q | SEC ↗ |
| 41 | Susquehanna Portfolio Strategies, LLC | 129,052 | $$166K | -5,181 | -3.9% | 3Q | SEC ↗ |
| 42 | Invesco Ltd. | 118,130 | $$152K | -461 | -0.4% | 13Q | SEC ↗ |
| 43 | D. E. Shaw & Co., Inc. | 113,641 | $$147K | +36,981 | +48.2% | 2Q | SEC ↗ |
| 44 | ACADIAN ASSET MANAGEMENT LLC | 113,190 | $$146K | -819,525 | -87.9% | 13Q | SEC ↗ |
| 45 | AMERICAN CENTURY COMPANIES INC | 112,810 | $$146K | -19,327 | -14.6% | 13Q | SEC ↗ |
| 46 | TWO SIGMA INVESTMENTS, LP | 100,097 | $$129K | -76,994 | -43.5% | 3Q | SEC ↗ |
| 47 | PRICE T ROWE ASSOCIATES INC /MD | 99,210 | $$128K | +11,782 | +13.5% | 13Q | SEC ↗ |
| 48 | HSBC HOLDINGS PLC | 98,868 | $$128K | -64,204 | -39.4% | 12Q | SEC ↗ |
| 49 | BANK OF AMERICA CORP /DE | 95,730 | $$123K | -87,077 | -47.6% | 13Q | SEC ↗ |
| 50 | Creative Planning | 91,322 | $$118K | +57,540 | +170.3% | 2Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| VANGUARD CAPITAL MANAGEMENT LLC | 5,771,306 | $$7M |
| CDC Financial, Inc. | 4,002,046 | $$5M |
| Caption Management, LLC | 771,886 | $$996K |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 531,014 | $$685K |
| VANGUARD FIDUCIARY TRUST CO | 443,665 | $$572K |
| RENAISSANCE TECHNOLOGIES LLC | 217,069 | $$280K |
| Vanguard Global Advisers, LLC | 173,164 | $$223K |
| Veradace Capital Management LLC | 50,000 | $$64K |
| Vanguard Personalized Indexing Mana | 46,054 | $$59K |
| Brevan Howard Capital Management LP | 31,633 | $$41K |
| NINE MASTS CAPITAL Ltd | 22,587 | $$29K |
| Caitong International Asset Managem | 20,525 | $$26K |
| SIG BROKERAGE, LP | 19,037 | $$25K |
| IMC-Chicago, LLC | 18,451 | $$24K |
| HARBOR CAPITAL ADVISORS, INC. | 15,617 | $$20K |
| Visionary Wealth Advisors | 13,650 | $$18K |
| SIMPLEX TRADING, LLC | 13,621 | $$18K |
| WOLVERINE TRADING, LLC | 12,652 | $$16K |
| Callan Family Office, LLC | 12,094 | $$16K |
| DGS Capital Management, LLC | 11,013 | $$14K |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Portolan Capital Management, LLC | 1,980,409 | $$3M |
| RA CAPITAL MANAGEMENT, L.P. | 793,749 | $$1M |
| SCHRODER INVESTMENT MANAGEMENT GROU | 468,692 | $$605K |
| MOORE CAPITAL MANAGEMENT, LP | 398,857 | $$515K |
| Alyeska Investment Group, L.P. | 346,089 | $$446K |
| MASSACHUSETTS FINANCIAL SERVICES CO | 311,455 | $$402K |
| FRED ALGER MANAGEMENT, LLC | 308,318 | $$398K |
| Qube Research & Technologies Ltd | 282,281 | $$364K |
| WINTON GROUP Ltd | 170,138 | $$219K |
| Stonepine Capital Management, LLC | 155,551 | $$201K |
| WEALTH ENHANCEMENT ADVISORY SERVICE | 136,587 | $$176K |
| PIER 88 INVESTMENT PARTNERS LLC | 134,060 | $$173K |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 129,600 | $$167K |
| Numerai GP LLC | 123,241 | $$159K |
| BALYASNY ASSET MANAGEMENT L.P. | 110,491 | $$143K |
| Inspire Investing, LLC | 103,494 | $$134K |
| Engineers Gate Manager LP | 99,240 | $$128K |
| ZACKS INVESTMENT MANAGEMENT | 83,957 | $$108K |
| LAZARD ASSET MANAGEMENT LLC | 81,537 | $$105K |
| FRANKLIN RESOURCES INC | 80,973 | $$104K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| Palogic Value Management, L.P. | +1,626,559 | +128.1% | 2,896,600 |
| AQR CAPITAL MANAGEMENT LLC | +458,307 | +539.6% | 543,244 |
| Prescott Group Capital Management, | +397,518 | +126.9% | 710,803 |
| AMH Equity Ltd | +232,851 | +54.5% | 660,000 |
| HRT FINANCIAL LP | +230,553 | +1824.3% | 243,191 |
| 71 West Capital Partners | +179,466 | +112.1% | 339,515 |
| HighMark Wealth Management LLC | +161,600 | +21.8% | 903,082 |
| VANGUARD GROUP INC | +138,696 | +3.2% | 4,434,387 |
| MORGAN STANLEY | +91,638 | +37.8% | 333,955 |
| SEI INVESTMENTS CO | +73,421 | +76.6% | 169,327 |
| Nuveen, LLC | +60,725 | +49.1% | 184,377 |
| CHARLES SCHWAB INVESTMENT MANAGEMEN | +59,891 | +10.9% | 606,858 |
| Creative Planning | +57,540 | +170.3% | 91,322 |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | +53,830 | +197.0% | 81,154 |
| XTX Topco Ltd | +44,128 | +367.7% | 56,130 |
| D. E. Shaw & Co., Inc. | +36,981 | +48.2% | 113,641 |
| UBS Group AG | +23,608 | +9.0% | 287,095 |
| Whetstone Capital Advisors, LLC | +19,027 | +0.5% | 3,750,377 |
| FMR LLC | +18,757 | +5.4% | 367,473 |
| NORTHERN TRUST CORP | +17,799 | +3.7% | 493,846 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| ACADIAN ASSET MANAGEMENT LLC | -819,525 | -87.9% | 113,190 |
| MILLENNIUM MANAGEMENT LLC | -504,693 | -31.8% | 1,084,843 |
| KENNEDY CAPITAL MANAGEMENT LLC | -455,007 | -47.2% | 509,782 |
| DIMENSIONAL FUND ADVISORS LP | -406,658 | -24.8% | 1,234,870 |
| Connor, Clark & Lunn Investment Man | -389,328 | -40.1% | 581,361 |
| JANE STREET GROUP, LLC | -269,476 | -91.0% | 26,568 |
| GOLDMAN SACHS GROUP INC | -246,432 | -38.9% | 387,172 |
| GEODE CAPITAL MANAGEMENT, LLC | -167,046 | -10.0% | 1,501,433 |
| Squarepoint Ops LLC | -158,240 | -83.9% | 30,438 |
| Baird Financial Group, Inc. | -123,437 | -25.0% | 370,309 |
| GSA CAPITAL PARTNERS LLP | -107,805 | -75.7% | 34,532 |
| TWO SIGMA ADVISERS, LP | -103,100 | -76.8% | 31,100 |
| BANK OF AMERICA CORP /DE | -87,077 | -47.6% | 95,730 |
| BARCLAYS PLC | -82,047 | -55.4% | 66,139 |
| TWO SIGMA INVESTMENTS, LP | -76,994 | -43.5% | 100,097 |
| JPMORGAN CHASE & CO | -74,857 | -9.9% | 677,949 |
| HSBC HOLDINGS PLC | -64,204 | -39.4% | 98,868 |
| BlackRock, Inc. | -55,063 | -1.1% | 5,138,022 |
| Nepsis Inc. | -39,505 | -2.1% | 1,876,289 |
| State of Wyoming | -39,189 | -58.0% | 28,384 |