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BrightSpring Health Services

96 hedge funds and large institutions have $2.23B invested in BrightSpring Health Services in 2024 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 39 increasing their positions, 16 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

10,232% more call options, than puts

Call options by funds: $5.17M | Put options by funds: $50K

144% more repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 16

61% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 18

12% more funds holding

Funds holding: 8696 (+10)

5% more capital invested

Capital invested by funds: $2.12B → $2.23B (+$106M)

0.74% more ownership

Funds ownership: 113.61%114.35% (+0.74%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

Holders
96
Holders Change
+10
Holders Change %
+11.63%
% of All Funds
1.39%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
29
Increased
39
Reduced
16
Closed
18
Calls
$5.17M
Puts
$50K
Net Calls
+$5.12M
Net Calls Change
+$5.13M
Name Holding Trade Value Shares
Change
Change in
Stake
Citigroup
76
Citigroup
New York
$133K +$26.1K +2,393 +26%
Zurich Cantonal Bank
77
Zurich Cantonal Bank
Switzerland
$126K +$121K +11,075 New
SO
78
STRS Ohio
Ohio
$122K +$12K +1,100 +11%
TRCT
79
Tower Research Capital (TRC)
New York
$75.5K +$64.5K +5,910 +806%
AIP
80
Ameritas Investment Partners
Nebraska
$61.1K
NC
81
nVerses Capital
Florida
$54.5K +$52.4K +4,800 New
Jones Financial Companies
82
Jones Financial Companies
Missouri
$24.4K +$23.5K +2,151 New
AB
83
Amalgamated Bank
New York
$21K -$6.58K -603 -24%
GI
84
GAMMA Investing
California
$5.09K +$4.89K +448 New
LC
85
Lindbrook Capital
California
$3.27K
IA
86
IFP Advisors
Florida
$2.98K +$2.86K +262 New
HNB
87
Huntington National Bank
Ohio
$2.48K +$2.38K +218 New
Nisa Investment Advisors
88
Nisa Investment Advisors
Missouri
$1.51K +$1.45K +133 New
Comerica Bank
89
Comerica Bank
Texas
$1.39K +$415 +38 +45%
PWMG
90
Private Wealth Management Group
New Jersey
$1.27K
C
91
Covestor
United Kingdom
$1K +$579 +53 New
Carson Wealth (CWM LLC)
92
Carson Wealth (CWM LLC)
Nebraska
$1K +$819 +75 New
PNC Financial Services Group
93
PNC Financial Services Group
Pennsylvania
$886 +$852 +78 New
Russell Investments Group
94
Russell Investments Group
United Kingdom
$454 +$437 +40 New
IFAM
95
Institutional & Family Asset Management
Colorado
$364
RIL
96
Rothschild Investment LLC
Illinois
$341 +$328 +30 New
SFM
97
Soros Fund Management
New York
-$12M -1,101,554 Closed
SSA
98
Schonfeld Strategic Advisors
New York
-$10.3M -949,100 Closed
Capstone Investment Advisors
99
Capstone Investment Advisors
New York
-$9.72M -894,389 Closed
AIMCA
100
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
-$4.08M -375,000 Closed

BTSG Hedge Fund Activity: Q2 2024 in Review

96 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in BrightSpring Health Services (BTSG) for Q2 2024, worth a combined $2.23B — up 5% from $2.12B a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new BTSG positions and 18 closed out — a net gain of 11 holders — while 39 added to existing stakes and 16 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $45.9M. The largest seller was Citadel Advisors, cutting an estimated $19.4M.

  • 96 institutional investors held BrightSpring Health Services (BTSG) as of Q2 2024, up from 86 in Q1 2024.
  • Funds reported $2.23B of BrightSpring Health Services stock for Q2 2024, up 5% quarter-over-quarter.
  • 29 funds opened new BrightSpring Health Services positions in Q2 2024 and 18 closed out, a net change of +11 holders.
  • The largest BrightSpring Health Services buyer in Q2 2024 was Fidelity Investments, an estimated $45.9M added.
  • The largest BrightSpring Health Services seller in Q2 2024 was Citadel Advisors, an estimated $19.4M sold.

Based on aggregated 13F filings for Q2 2024.