Health Catalyst Ownership | Who Owns Health Catalyst?
Health Catalyst Ownership Summary
Health Catalyst is owned by 45.22% institutional investors, 3.15% insiders, and 51.64% retail investors. Blackrock is the largest institutional shareholder, holding 9.27% of HCAT shares. Impax Small Cap Institutional is the top mutual fund, with 3.92% of its assets in Health Catalyst shares.
HCAT Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Health Catalyst | 45.22% | 3.15% | 51.64% |
| Sector | Healthcare Stocks | 57.39% | 9.93% | 32.68% |
| Industry | Healthcare Information Services Stocks | 40.75% | 11.44% | 47.80% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Blackrock | 5.43M | 9.27% | $34.72M |
| Blackrock funding, inc. /de | 5.58M | 9.24% | $39.48M |
| First light asset management | 5.24M | 8.67% | $37.05M |
| Vanguard group | 4.39M | 7.27% | $31.07M |
| Impax asset management group | 2.75M | 4.55% | $19.44M |
| Daventry group, lp | 2.51M | 4.15% | $17.74M |
| Alyeska investment group | 2.02M | 3.34% | $14.28M |
| Millennium management | 1.99M | 3.29% | $14.04M |
| Wellington management group llp | 1.96M | 3.24% | $13.85M |
| Primecap management co/ca/ | 1.93M | 3.20% | $13.66M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Daventry group, lp | 2.51M | 6.78% | $17.74M |
| First light asset management | 5.24M | 3.55% | $37.05M |
| Nepsis | 96.26K | 2.53% | $10.12M |
| Palogic value management | 320.00K | 0.88% | $2.26M |
| Martin & co inc /tn/ | 491.00K | 0.86% | $3.47M |
| Sectoral asset management | 160.00K | 0.76% | $1.13M |
| Essex investment management | 295.11K | 0.38% | $2.09M |
| Portolan capital management | 749.03K | 0.36% | $5.30M |
| Penn capital management company | 495.94K | 0.34% | $3.51M |
| Kennedy capital management | 1.89M | 0.30% | $13.37M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| First light asset management | 5.24M | 3.55% | 944.63K |
| Alyeska investment group | 2.02M | 0.05% | 861.15K |
| Kennedy capital management | 1.89M | 0.30% | 565.45K |
| Penn capital management company | 495.94K | 0.34% | 495.94K |
| Palogic value management | 320.00K | 0.88% | 320.00K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Nepsis | 96.26K | 2.53% | -2.01M |
| Bank of new york mellon | 1.44M | 0.00% | -865.74K |
| Invenomic capital management lp | - | - | -850.58K |
| Granahan investment management | 493.36K | 0.15% | -539.12K |
| Primecap management co/ca/ | 1.93M | 0.01% | -471.85K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Penn capital management company | 495.94K | 0.34% | 495.94K | $3.51M |
| Palogic value management | 320.00K | 0.88% | 320.00K | $2.26M |
| Raymond james financial | 289.12K | 0.00% | 289.12K | $2.04M |
| Sectoral asset management | 160.00K | 0.76% | 160.00K | $1.13M |
| Susquehanna fundamental investments | 114.00K | 0.01% | 114.00K | $805.98K |
Sold Out
| Holder | Change |
|---|---|
| Bank of montreal /can/ | -1.00 |
| Assetmark | -1.00 |
| Newedge advisors | -26.00 |
| Capital performance advisors llp | -83.00 |
| Global retirement partners | -138.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Dec 31, 2024 | 82 | -50.00% | 27,328,907 | -47.48% | 45 | 0.61% | 38 | -49.33% | 23 | -54.00% |
| 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% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Impax Small Cap Institutional | 2.75M | 3.92% | - |
| Impax US Small Cap Strategy Composite | 2.75M | 3.92% | - |
| Vanguard Total Stock Mkt Idx Inv | 2.11M | 3.01% | 302.10K |
| PRIMECAP Odyssey Aggressive Growth | 1.66M | 2.72% | -467.31K |
| Vanguard US Total Market Shares ETF | 1.82M | 2.60% | - |
| iShares Russell 2000 ETF | 1.58M | 2.25% | -13.70K |
| Vanguard Institutional Extnd Mkt Idx Tr | 1.02M | 1.45% | 35.05K |
| Kennedy Micro Cap | 836.78K | 1.19% | -3.03K |
| Nomura ACI AdvMed Impact Inv MF | 607.60K | 0.87% | -36.00 |
| Coeli Circulus Am Micro & Sm Cp I FdrSek | 594.38K | 0.85% | 151.49K |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Apr 03, 2025 | LeSueur Daniel | Chief Operating Officer | Sell | $21.60K |
| Mar 06, 2025 | Landry Benjamin | General Counsel | Sell | $62.86K |
| Mar 05, 2025 | LeSueur Daniel | Chief Operating Officer | Sell | $76.33K |
| Feb 18, 2025 | Llewelyn Linda | Chief People Officer | Sell | $34.95K |
| Feb 05, 2025 | LeSueur Daniel | Chief Operating Officer | Sell | $30.01K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2025 Q1 | - | 5 |
| 2024 Q4 | - | 11 |
| 2024 Q3 | - | 9 |
| 2024 Q2 | - | 8 |
| 2024 Q1 | 1 | 3 |
HCAT Ownership FAQ
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