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BrightSpring Health Services
BTSG

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: 86 → 96 (+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: 3 → 3 (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

Top Buyers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
+$45.9M
2
JGC
J. Goldman & Co
New York
+$12.2M
3
Morgan Stanley
Morgan Stanley
New York
+$7.75M
4
Goldman Sachs
Goldman Sachs
New York
+$7.12M
5
Bank of America
Bank of America
North Carolina
+$6.54M

Top Sellers

Rank Fund Capital Flow
1
Citadel Advisors
Citadel Advisors
Florida
-$19.4M
2
SFM
Soros Fund Management
New York
-$12M
3
SSA
Schonfeld Strategic Advisors
New York
-$10.3M
4
Alyeska Investment Group
Alyeska Investment Group
Illinois
-$9.83M
5
Capstone Investment Advisors
Capstone Investment Advisors
New York
-$9.72M
Name Holding Trade Value Shares
Change 		Change in
Stake
KKRC
1
Kohlberg Kravis Roberts & Co
New York
$924M – – –
WBA
2
Walgreens Boots Alliance
Illinois
$396M – – –
Fidelity Investments
3
Fidelity Investments
Massachusetts
$176M +$45.9M +4,208,404 +37%
8KM
4
8 Knots Management
Texas
$93.3M – – –
AllianceBernstein
5
AllianceBernstein
Tennessee
$65.6M +$2.13M +194,891 +3%
Norges Bank
6
Norges Bank
Norway
$58.7M -$6.16M -564,118 -10%
Vanguard Group
7
Vanguard Group
Pennsylvania
$57.3M +$217K +19,845 +0.4%
Invesco
8
Invesco
Georgia
$51M +$1.27M +116,034 +3%
BlackRock
9
BlackRock
New York
$47.8M +$3.68M +336,656 +9%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
10
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$36.9M – – –
JGC
11
J. Goldman & Co
New York
$36.9M +$12.2M +1,120,055 +53%
Teacher Retirement System of Texas
12
Teacher Retirement System of Texas
Texas
$20.8M -$4.54M -415,435 -18%
Adage Capital Partners
13
Adage Capital Partners
Massachusetts
$19.2M – – –
SAM
14
Silvercrest Asset Management
New York
$19M +$3.97M +364,041 +28%
T. Rowe Price Associates
15
T. Rowe Price Associates
Maryland
$17.2M +$180K +16,457 +1%
Geode Capital Management
16
Geode Capital Management
Massachusetts
$14.7M +$393K +36,020 +3%
Citadel Advisors
17
Citadel Advisors
Florida
$13.8M -$19.4M -1,777,547 -59%
MF
18
Magnetar Financial
Illinois
$13.5M +$4.14M +379,149 +47%
State Street
19
State Street
Massachusetts
$13.1M +$3.28M +300,439 +35%
N
20
Nuveen
North Carolina
$12.8M +$4.77M +436,766 +64%
Bank of America
21
Bank of America
North Carolina
$12.7M +$6.54M +599,158 +115%
Morgan Stanley
22
Morgan Stanley
New York
$12.2M +$7.75M +709,922 +197%
UE
23
Unisphere Establishment
Liechtenstein
$10.2M -$3.16M -289,553 -24%
EAM
24
Eagle Asset Management
Florida
$8.87M -$365K -33,468 -4%
HI
25
HBK Investments
Texas
$7.95M -$2.18M -200,000 -22%
1
2 3 4 5

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.