Health Catalyst, Inc. Major Shareholders & Ownership History
Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
---|---|---|---|---|---|
FIRST LIGHT ASSET MANAGEMENT, LLC | 05/15/2025 | 10.44 M | $47.28 M | 99.13% | 15.22% |
BLACKROCK, INC. | 05/02/2025 | 5.76 M | $26.10 M | 3.19% | 8.41% |
VANGUARD GROUP INC | 05/09/2025 | 4.13 M | $18.72 M | -5.99% | 6.03% |
IMPAX ASSET MANAGEMENT GROUP PLC | 04/29/2025 | 2.75 M | $12.46 M | 0.00% | 4.01% |
NEPSIS INC. | 04/15/2025 | 2.09 M | $9.47 M | 2,072.11% | 3.05% |
WELLINGTON MANAGEMENT GROUP LLP | 05/13/2025 | 2.09 M | $9.45 M | 6.44% | 3.04% |
PRIMECAP MANAGEMENT CO/CA/ | 05/09/2025 | 2.01 M | $9.08 M | 3.75% | 2.93% |
DIMENSIONAL FUND ADVISORS LP | 05/13/2025 | 1.84 M | $8.32 M | 15.42% | 2.68% |
WHETSTONE CAPITAL ADVISORS, LLC | 05/14/2025 | 1.71 M | $7.72 M | 100.00% | 2.49% |
GEODE CAPITAL MANAGEMENT, LLC | 05/13/2025 | 1.49 M | $6.76 M | 3.20% | 2.18% |
PORTOLAN CAPITAL MANAGEMENT, LLC | 05/15/2025 | 1.32 M | $5.97 M | 75.84% | 1.92% |
STATE STREET CORP | 05/15/2025 | 1.19 M | $5.37 M | -2.16% | 1.73% |
KENNEDY CAPITAL MANAGEMENT LLC | 05/13/2025 | 1.13 M | $5.11 M | -40.32% | 1.65% |
JPMORGAN CHASE & CO | 05/12/2025 | 962.53 K | $4.36 M | -22.29% | 1.40% |
ACADIAN ASSET MANAGEMENT LLC | 05/21/2025 | 930.23 K | $4.21 M | 88.81% | 1.36% |
CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD. | 05/12/2025 | 694.36 K | $3.15 M | 172.55% | 1.01% |
PALOGIC VALUE MANAGEMENT, L.P. | 05/19/2025 | 650.00 K | $2.94 M | 103.13% | 0.95% |
05/12/2025 | 590.38 K | $2.67 M | 100.00% | 0.86% | |
GOLDMAN SACHS GROUP INC | 06/27/2025 | 555.93 K | $2.52 M | -37.30% | 0.81% |
MARTIN & CO INC /TN/ | 05/15/2025 | 511.69 K | $2.32 M | 4.21% | 0.75% |
NORTHERN TRUST CORP | 05/13/2025 | 499.14 K | $2.26 M | -5.22% | 0.73% |
MILLENNIUM MANAGEMENT LLC | 05/15/2025 | 498.08 K | $2.26 M | -74.92% | 0.73% |
SCHRODER INVESTMENT MANAGEMENT GROUP | 05/13/2025 | 496.10 K | $2.26 M | -4.58% | 0.72% |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 05/09/2025 | 484.58 K | $2.20 M | -2.56% | 0.71% |
UBS GROUP AG | 05/13/2025 | 450.94 K | $2.04 M | -82.00% | 0.66% |
ALYESKA INVESTMENT GROUP, L.P. | 05/15/2025 | 349.19 K | $1.58 M | -82.71% | 0.51% |
FRED ALGER MANAGEMENT, LLC | 05/16/2025 | 308.54 K | $1.40 M | -17.25% | 0.45% |
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 05/02/2025 | 307.61 K | $1.39 M | -2.23% | 0.45% |
ZACKS INVESTMENT MANAGEMENT | 05/14/2025 | 279.46 K | $1.27 M | 4.86% | 0.41% |
BARCLAYS PLC | 05/15/2025 | 265.35 K | $1.20 M | 51.80% | 0.39% |
AMH EQUITY LTD | 05/05/2025 | 252.50 K | $1.14 M | 100.00% | 0.37% |
FMR LLC | 05/12/2025 | 237.05 K | $1.07 M | 2.75% | 0.35% |
PIER 88 INVESTMENT PARTNERS LLC | 05/06/2025 | 229.87 K | $1.04 M | 34.51% | 0.34% |
DEUTSCHE BANK AG\ | 05/09/2025 | 219.44 K | $994.05 K | -2.80% | 0.32% |
MOORE CAPITAL MANAGEMENT, LP | 08/12/2025 | 218.33 K | $989.05 K | 100.00% | 0.32% |
RAYMOND JAMES FINANCIAL INC | 05/13/2025 | 210.43 K | $953.25 K | -27.22% | 0.31% |
D. E. SHAW & CO., INC. | 05/15/2025 | 208.65 K | $945.19 K | 1,509.34% | 0.30% |
BANK OF NEW YORK MELLON CORP | 04/29/2025 | 198.80 K | $900.56 K | -86.17% | 0.29% |
MORGAN STANLEY | 05/15/2025 | 189.03 K | $856.29 K | -25.96% | 0.28% |
UBS GROUP AG | 05/13/2025 | 180.85 K | $819.24 K | -20.77% | 0.26% |
AQR CAPITAL MANAGEMENT LLC | 05/15/2025 | 168.34 K | $762.60 K | 816.76% | 0.25% |
QUBE RESEARCH & TECHNOLOGIES LTD | 05/15/2025 | 167.66 K | $759.48 K | 17.70% | 0.24% |
ROYAL BANK OF CANADA | 05/15/2025 | 166.46 K | $754.00 K | -3.16% | 0.24% |
CUBIST SYSTEMATIC STRATEGIES, LLC | 05/15/2025 | 164.25 K | $744.05 K | 19.31% | 0.24% |
CITADEL ADVISORS LLC | 05/15/2025 | 162.24 K | $734.95 K | -43.06% | 0.24% |
ADAGE CAPITAL PARTNERS GP, L.L.C. | 05/15/2025 | 159.28 K | $721.54 K | 114.43% | 0.23% |
BANK OF AMERICA CORP /DE/ | 05/15/2025 | 153.32 K | $694.53 K | -4.70% | 0.22% |
BALYASNY ASSET MANAGEMENT L.P. | 05/15/2025 | 148.14 K | $671.07 K | 100.00% | 0.22% |
HSBC HOLDINGS PLC | 05/14/2025 | 120.37 K | $536.84 K | 63.13% | 0.18% |
FRANKLIN RESOURCES INC | 05/13/2025 | 118.52 K | $536.87 K | 14.83% | 0.17% |
Health Catalyst, Inc. institutional Ownership - FAQ's
During the previous two years, 156 institutional investors and hedge funds held shares of Health Catalyst, Inc.. The most heavily invested institutionals were:
First Light Asset Management, LLC: 12.23 M
BlackRock, Inc.: 5.65 M
Whetstone Capital Advisors, LLC: 3.73 M
Impax Asset Management Group plc: 2.75 M
PRIMECAP MANAGEMENT CO/CA/: 1.99 M
Portolan Capital Management, LLC: 1.98 M
77.58% of Health Catalyst, Inc. stock is owned by institutional investors.
Institutional investors have bought a total of 50.41 M shares in the last 24 months. This purchase volume represents approximately $147.19 M in transactions.