DE:2YP / Health Catalyst, Inc. - Kepemilikan Institusional - Pembeli

Health Catalyst, Inc.
DE ˙ DB ˙ US42225T1079
€ 2.82 ↑0.06 (2.17%)
2025-09-05
BAHAGING PRESYO
Kepemilikan Institusional dan Dana - Pembeli

Pemegang saham utama yang telah membuka posisi baru di Health Catalyst, Inc. meliputi Signal Advisors Wealth, LLC, Crawford Fund Management, LLC, Stonepine Capital Management, LLC, VFVA - Vanguard U.S. Value Factor ETF ETF Shares, DEUTSCHE DWS VARIABLE SERIES II - DWS Small Mid Cap Value VIP Class A, Net Worth Advisory Group, Wolverine Trading, Llc, Pilgrim Partners Asia Pte Ltd, Divergent Planning, LLC, Cresset Asset Management, LLC, AVUV - Avantis U.S. Small Cap Value ETF, Jones Financial Companies Lllp, dan TIFF INVESTMENT PROGRAM - TIFF Multi-Asset Fund .

Halaman ini menunjukkan perubahan dalam struktur kepemilikan dengan mencantumkan lembaga, dana, dan pemegang saham utama yang telah meningkatkan kepemilikan mereka atau membuka posisi baru pada periode pelaporan terakhir. Baris berwarna hijau menunjukkan posisi baru. Klik tautan ikon untuk melihat riwayat transaksi selengkapnya.

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Tanggal File Sumber Investor Ketik Presyo ng Avg
(Silangan)		 Saham Δ Saham
(%)		 Dilaporkan
Nilai
($1000)		 Nilai Δ
(%)		 Alokasi Port
(%)
2025-07-25 NP SCHB - Schwab U.S. Broad Market ETF This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 34,814 0.14 132 -18.52
2025-08-26 NP Profunds - Profund Vp Small-cap 155 14.81 1
2025-08-28 NP ITOT - iShares Core S&P Total U.S. Stock Market ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 76,172 2.41 287 -14.58
2025-07-24 NP FCFMX - Fidelity Series Total Market Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 85,976 8.20 327 -12.13
2025-07-30 NP FSAKX - Strategic Advisers U.S. Total Stock Fund 967,515 96.21 3,677 59.69
2025-08-12 13F Pathstone Holdings, LLC 27,923 1.29 105 -15.32
2025-08-12 13F Dimensional Fund Advisors Lp 1,982,937 7.94 7,476 -10.17
2025-06-26 NP FSSNX - Fidelity Small Cap Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 612,732 4.53 2,420 -26.67
2025-07-09 13F Dynamic Advisor Solutions LLC 48,700 6.83 184 -11.17
2025-08-14 13F Susquehanna International Group, Llp 155,183 46.92 585 22.38
2025-08-12 13F Legal & General Group Plc 6,140 9.39 23 -8.00
2025-08-29 NP JAFEX - Total Stock Market Index Trust NAV 1,453 40.52 5 25.00
2025-08-26 NP IRSIX - Voya RussellTM Small Cap Index Portfolio Class ADV 14,909 18.21 56 -1.75
2025-06-26 NP FLXSX - Fidelity Flex Small Cap Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 11,720 14.17 46 -19.30
2025-08-14 13F Manufacturers Life Insurance Company, The 26,491 19.60 100 -1.00
2025-08-12 13F Charles Schwab Investment Management Inc 598,630 23.54 2,257 2.78
2025-08-14 13F Price T Rowe Associates Inc /md/ 82,328 9.47 0
2025-07-15 13F Fifth Third Bancorp 92 0
2025-08-15 13F Tower Research Capital LLC (TRC) 7,133 100.59 27 62.50
2025-08-12 13F American Century Companies Inc 148,858 26.18 561 5.06
2025-08-28 NP BlackRock Variable Series Funds, Inc. - BlackRock Small Cap Index V.I. Fund Class I This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 9,444 37.15 36 12.90
2025-03-28 NP DFAC - Dimensional U.S. Core Equity 2 ETF 10,409 154.75 59 87.10
2025-07-25 NP PMIYX - Putnam Income Strategies Portfolio - 811 8.86 3 0.00
2025-06-26 NP SMLF - iShares Edge MSCI Multifactor USA Small-Cap ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 36,033 63.73 142 15.45
2025-08-13 13F Portolan Capital Management, LLC 1,980,409 50.36 7,466 25.14
2025-05-27 NP PSGIX - Blackrock Advantage Small Cap Growth Fund Institutional This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 68,774 15.06 312 -26.30
2025-06-26 NP DFSTX - U.s. Small Cap Portfolio - Institutional Class This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 144,429 28.83 570 -9.67
2025-08-11 13F Rothschild Investment Llc 125 25.00 0
2025-08-27 NP RYRUX - Russell 2000 2x Strategy Fund A-Class Shares 345 14.24 1 0.00
2025-08-22 NP FISVX - Fidelity Small Cap Value Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 73,796 25.46 278 4.51
2025-08-14 13F Whetstone Capital Advisors, LLC 3,731,350 118.84 14,067 200,857.14
2025-08-12 13F Deutsche Bank Ag\ 274,808 25.23 1,036 4.23
2025-07-31 13F Nisa Investment Advisors, Llc 6,031 333.88 23 266.67
2025-06-26 NP DFFVX - U.S. Targeted Value Portfolio - Institutional Class This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 509,467 36.97 2,012 -3.92
2025-08-14 13F First Light Asset Management, LLC 12,230,181 17.18 46,108 -2.48
2025-08-07 13F Acadian Asset Management Llc 1,163,785 25.11 4 0.00
2025-08-08 13F Massachusetts Financial Services Co /ma/ 311,455 1.25 1,174 -15.72
2025-08-12 13F Manchester Capital Management LLC 4,890 34.01 18 12.50
2025-08-05 13F Simplex Trading, Llc 15,513 0
2025-08-05 13F Simplex Trading, Llc Call 79,400 0
2025-08-20 NP NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Small Cap Index Fund Class II 12,543 26.25 47 4.44
2025-08-29 NP JAEWX - Small Cap Index Trust NAV 14,132 15.00 53 -3.64
2025-07-10 13F Signal Advisors Wealth, LLC 171,207 645
2025-08-05 13F Palogic Value Management, L.P. 730,100 12.32 2,752 -6.52
2025-08-26 NP Profunds - Profund Vp Ultrasmall-cap 236 9.26 1
2025-08-13 13F Jones Financial Companies Lllp 70 0
2025-08-13 13F Cresset Asset Management, LLC 10,432 39
2025-08-14 13F State Street Corp 1,226,874 3.43 4,625 -13.92
2025-05-29 NP TIFF INVESTMENT PROGRAM - TIFF Multi-Asset Fund Short -1,197 -5
2025-08-27 NP VTSMX - Vanguard Total Stock Market Index Fund Investor Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 2,110,192 16.71 7,955 -2.87
2025-08-08 13F Principal Financial Group Inc 62,791 237
2025-08-11 13F EntryPoint Capital, LLC 23,768 90
2025-05-27 NP FECGX - Fidelity Small Cap Growth Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 3,293 1.64 15 -36.36
2025-08-27 NP Brighthouse Funds Trust II - MetLife Russell 2000 Index Portfolio Class A 24,903 113.65 94 78.85
2025-08-07 13F ProShare Advisors LLC 13,869 7.06 52 -10.34
2025-08-14 13F Crawford Fund Management, LLC Put 147,000 554
2025-06-30 NP PRFZ - Invesco FTSE RAFI US 1500 Small-Mid ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 77,248 24.13 305 -12.86
2025-06-26 NP USMIX - Extended Market Index Fund 7,633 6.15 30 -25.00
2025-06-26 NP KCXIX - Knights of Columbus U.S. All Cap Index Fund I Shares 241 9.05 1 -100.00
2025-08-26 NP EQ ADVISORS TRUST - 1290 VT Micro Cap Portfolio Class IB 14,094 31.45 53 10.42
2025-08-12 13F Virtu Financial LLC 18,166 0
2025-08-14 13F Winton Capital Group Ltd 170,138 93.77 641 61.46
2025-07-30 13F/A Divergent Planning, LLC 10,998 45
2025-08-27 NP Brighthouse Funds Trust I - JPMorgan Small Cap Value Portfolio Class A 42,883 0.74 162 -16.15
2025-08-28 NP IWC - iShares Micro-Cap ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 151,519 13.62 571 -5.46
2025-08-15 13F Morgan Stanley 231,589 22.52 873 1.99
2025-08-07 13F Connor, Clark & Lunn Investment Management Ltd. 1,066,396 53.58 4,020 27.82
2025-08-13 13F Northern Trust Corp 526,970 5.58 1,987 -12.16
2025-06-05 NP GQSCX - Quantitative U.S. Small Cap Equity Portfolio 3,669 115.82 14 55.56
2025-04-29 NP SLPAX - Siit Small Cap Fund - Class A 38,630 4.01 180 -44.95
2025-08-18 13F Wolverine Trading, Llc Put 12,400 47
2025-08-27 NP RYMKX - Russell 2000 1.5x Strategy Fund Class H 95 15.85 0
2025-07-30 NP SMIZ - Zacks Small/Mid Cap ETF 63,946 4.84 243 -14.79
2025-07-28 NP AVSU - Avantis Responsible U.S. Equity ETF 1,134 8.62 4 0.00
2025-08-14 13F Alliancebernstein L.p. 68,770 9.73 259 -8.48
2025-08-28 NP IWN - iShares Russell 2000 Value ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 599,118 17.60 2,259 -2.12
2025-07-22 NP GSSC - Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF 24,303 120.70 92 80.39
2025-08-08 13F Pnc Financial Services Group, Inc. 74 54.17 0
2025-08-12 13F Summit Global Investments 27,116 1.41 0
2025-08-12 13F Rhumbline Advisers 101,986 13.50 384 -5.65
2025-07-22 13F Gsa Capital Partners Llp 108,383 17.08 0
2025-08-14 13F Engineers Gate Manager LP 99,240 43.05 374 19.11
2025-08-27 NP VEXMX - Vanguard Extended Market Index Fund Investor Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 1,037,972 2.11 3,913 -15.01
2025-07-25 NP BRSDX - MFS Blended Research Small Cap Equity Fund A 253,048 0.53 962 -18.21
2025-06-23 NP PJARX - SmallCap Value Fund II R-3 3,970 0.20 16 -31.82
2025-08-28 NP SSTIX - State Street Total Return V.I.S. Fund Class 1 Shares This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 1,758 66.01 7 50.00
2025-08-29 NP JAFVX - Strategic Equity Allocation Trust Series NAV 10,906 24.36 41 5.13
2025-07-24 NP FSKAX - Fidelity Total Market Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 113,878 4.93 433 -14.62
2025-06-27 NP POAGX - PRIMECAP Odyssey Aggressive Growth Fund 1,681,170 1.15 6,641 -29.04
2025-08-08 13F Geode Capital Management, Llc 1,662,455 11.36 6,269 -7.33
2025-08-26 NP NSIDX - Northern Small Cap Index Fund 31,815 22.60 120 1.71
2025-08-26 NP IHF - iShares U.S. Healthcare Providers ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 72,471 10.73 273 -7.77
2025-08-06 NP LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Small-Cap Index Fund Standard Class 45,100 6.12 170 -11.46
2025-08-26 NP EQ ADVISORS TRUST - EQ/AB Small Cap Growth Portfolio Class IB 30,120 25.40 114 4.63
2025-08-14 13F Two Sigma Investments, Lp 42,426 160
2025-08-11 13F Vanguard Group Inc 4,176,574 1.09 15,746 -15.87
2025-08-27 NP BBVSX - Bridge Builder Small/Mid Cap Value Fund 32,352 32.04 122 10.00
2025-08-14 13F Colony Group, LLC 22,515 120.78 85 82.61
2025-08-13 13F MetLife Investment Management, LLC 40,995 108.70 155 75.00
2025-08-14 13F Jane Street Group, Llc 45,979 173
2025-06-27 NP SUNAMERICA SERIES TRUST - SA Small Cap Index Portfolio Class 1 6,803 2.59 27 -29.73
2025-08-19 13F State of Wyoming 41,563 3.40 157 -14.29
2025-08-27 NP VITNX - Vanguard Institutional Total Stock Market Index Fund Institutional Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 37,139 54.98 140 29.63
2025-07-21 13F HighMark Wealth Management LLC 164,750 13,080.00 621 12,320.00
2025-05-14 13F Pilgrim Partners Asia Pte Ltd 11,600 53
2025-05-29 NP SEASONS SERIES TRUST - SA Multi-Managed Moderate Growth Portfolio Class 1 2,913 3.08 13 -31.58
2025-07-28 NP HDG - ProShares Hedge Replication ETF 79 12.86 0
2025-07-24 13F Blair William & Co/il 14,256 9.59 54 -8.62
2025-07-29 NP VRTIX - Vanguard Russell 2000 Index Fund Institutional Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 311,519 14.40 1,184 -6.92
2025-08-15 NP PSC - Principal U.S. Small-Cap Multi-Factor Index ETF 58,161 146.99 219 46.00
2025-08-26 NP EQ ADVISORS TRUST - 1290 VT Small Cap Value Portfolio Class IB 10,673 19.36 40 0.00
2025-08-26 NP VVICX - Voya VACS Index Series SC Portfolio 4,967 12.32 19 -10.00
2025-08-05 13F Bank of New York Mellon Corp 214,606 7.95 809 -10.11
2025-07-24 NP FSMAX - Fidelity Extended Market Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 331,675 0.26 1,260 -18.39
2025-08-12 13F Proequities, Inc. Put 0 0
2025-08-07 13F Campbell & CO Investment Adviser LLC 43,051 9.70 162 -8.47
2025-08-27 NP RYDEX VARIABLE TRUST - Russell 2000(R) 1.5x Strategy Fund Variable Annuity 18 28.57 0
2025-08-22 NP FDHT - Fidelity Digital Health ETF 14,742 8.76 56 -9.84
2025-08-12 13F Proequities, Inc. Call 0 0
2025-08-12 13F Proequities, Inc. 0 0
2025-06-24 NP SWSSX - Schwab Small-Cap Index Fund This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 149,879 4.63 592 -26.55
2025-07-28 NP AVUV - Avantis U.S. Small Cap Value ETF This fund is a listed as child fund of American Century Companies Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 1,559 6
2025-08-14 13F Two Sigma Advisers, Lp 40,700 175.00 153 128.36
2025-08-27 13F/A Squarepoint Ops LLC 44,327 21.30 167 1.21
2025-07-29 NP NKMCX - North Square Kennedy MicroCap Fund Class I 35,650 81.35 135 48.35
2025-07-29 NP VFVA - Vanguard U.S. Value Factor ETF ETF Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 69,332 263
2025-08-05 13F Huntington National Bank 350 31.09 1 0.00
2025-08-28 NP IWM - iShares Russell 2000 ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 1,642,397 3.13 6,192 -14.18
2025-07-24 13F CWM Advisors, LLC 103,494 36.33 390 13.70
2025-08-13 13F Stonepine Capital Management, LLC 100,000 377
2025-08-14 13F Voya Investment Management Llc 22,128 14.06 83 -4.60
2025-07-30 13F Probity Advisors, Inc. 37,490 3.24 141 -14.02
2025-08-27 NP RYRRX - Russell 2000 Fund Class A 159 15.22 1
2025-08-13 13F SageView Advisory Group, LLC 54,660 0.61 224 -9.35
2025-07-30 13F Cullen/frost Bankers, Inc. 2,978 166.13 11 120.00
2025-06-26 NP Dfa Investment Dimensions Group Inc - Va U.s. Targeted Value Portfolio This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 25,799 22.83 102 -14.41
2025-08-14 13F Fmr Llc 259,861 9.62 980 -8.76
2025-08-14 13F Wells Fargo & Company/mn 49,400 22.60 186 2.20
2025-08-08 13F/A Sterling Capital Management LLC 1,826 93.02 7 50.00
2025-08-12 13F Dynamic Technology Lab Private Ltd 19,447 73
2025-07-28 NP VCSLX - Small Cap Index Fund 26,035 13.90 99 -7.55
2025-07-29 NP ISMD - Inspire Small/Mid Cap Impact ETF 78,157 46.90 297 19.35
2025-07-24 13F IFP Advisors, Inc 0 2
2025-06-26 NP DFAS - Dimensional U.S. Small Cap ETF 161,319 9.02 637 -23.53
2025-06-26 NP FZROX - Fidelity ZERO Total Market Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 27,826 5.31 110 -26.35
2025-08-26 NP EQ ADVISORS TRUST - EQ/2000 Managed Volatility Portfolio Class IB 79,397 10.81 299 -7.72
2025-08-26 NP TRSYX - T. Rowe Price Small-Cap Index Fund This fund is a listed as child fund of Price T Rowe Associates Inc /md/ and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 6,360 26.37 24 4.55
2025-08-22 NP DEUTSCHE DWS VARIABLE SERIES II - DWS Small Mid Cap Value VIP Class A 48,650 183
2025-07-29 NP BOGIX - Bogle Investment Management Small Cap Growth Fund 27,116 1.41 103 -16.94
2025-08-14 13F Qube Research & Technologies Ltd 282,281 68.37 1,064 40.18
2025-08-14 13F Group One Trading, L.p. Call 700 3
2025-08-26 NP EQ ADVISORS TRUST - ATM Small Cap Managed Volatility Portfolio Class K 21,069 7.91 79 -10.23
2025-06-27 NP RSSL - Global X Russell 2000 ETF 36,421 8.85 144 -23.94
2025-08-04 13F AMH Equity Ltd 427,149 69.17 1,610 40.86
2025-06-26 NP DFAT - Dimensional U.S. Targeted Value ETF 392,256 14.58 1,549 -19.62
2025-08-22 NP FESM - Fidelity Enhanced Small Cap ETF 194,464 4.94 733 -12.63
2025-08-18 13F/A National Bank Of Canada /fi/ 297 1
2025-07-22 13F Net Worth Advisory Group 36,543 138
2025-08-13 13F Invesco Ltd. 106,368 8.98 401 -9.28
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