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BrightSpring Health Services

129 hedge funds and large institutions have $2.89B invested in BrightSpring Health Services in 2024 Q3 according to their latest regulatory filings, with 40 funds opening new positions, 44 increasing their positions, 29 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

67,670% more call options, than puts

Call options by funds: $6.78M | Put options by funds: $10K

567% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 6

67% more funds holding in top 10

Funds holding in top 10: 35 (+2)

52% more repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 29

34% more funds holding

Funds holding: 96129 (+33)

30% more capital invested

Capital invested by funds: $2.23B → $2.89B (+$668M)

0.48% more ownership

Funds ownership: 114.35%114.82% (+0.48%)

Holders
129
Holders Change
+33
Holders Change %
+34.38%
% of All Funds
1.85%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.07%
New
40
Increased
44
Reduced
29
Closed
6
Calls
$6.78M
Puts
$10K
Net Calls
+$6.77M
Net Calls Change
+$1.65M
Name Holding Trade Value Shares
Change
Change in
Stake
KKRC
1
Kohlberg Kravis Roberts & Co
New York
$1.36B +$146M +11,619,998 +14%
WBA
2
Walgreens Boots Alliance
Illinois
$341M -$146M -11,619,998 -33%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$267M +$33.4M +2,664,582 +17%
AllianceBernstein
4
AllianceBernstein
Tennessee
$85.2M +$294K +23,445 +0.4%
8KM
5
8 Knots Management
Texas
$84.8M -$30.5M -2,433,943 -30%
Vanguard Group
6
Vanguard Group
Pennsylvania
$74.2M +$133K +10,640 +0.2%
Norges Bank
7
Norges Bank
Norway
$65.3M -$8.96M -714,739 -14%
Invesco
8
Invesco
Georgia
$63.7M -$1.92M -153,559 -3%
BlackRock
9
BlackRock
New York
$58.1M -$3.08M -245,531 -6%
JGC
10
J. Goldman & Co
New York
$41.5M -$5.27M -420,226 -13%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
11
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$40.8M -$5.89M -470,000 -14%
T. Rowe Price Associates
12
T. Rowe Price Associates
Maryland
$34.8M +$10.7M +857,471 +57%
WP
13
Woodline Partners
California
$24.7M +$21.1M +1,685,650 New
N
14
Nuveen
North Carolina
$24.7M +$7.03M +560,741 +50%
Arrowstreet Capital
15
Arrowstreet Capital
Massachusetts
$22.7M +$15.3M +1,218,951 +370%
Bank of America
16
Bank of America
North Carolina
$20.4M +$3.36M +267,778 +24%
SAM
17
Silvercrest Asset Management
New York
$19.2M -$4.54M -362,382 -22%
Geode Capital Management
18
Geode Capital Management
Massachusetts
$19.1M +$97.1K +7,750 +0.6%
State Street
19
State Street
Massachusetts
$18.2M +$1.07M +85,464 +7%
SCPM
20
Sea Cliff Partners Management
California
$17.1M +$14.6M +1,163,713 New
Morgan Stanley
21
Morgan Stanley
New York
$16.4M +$553K +44,157 +4%
Adage Capital Partners
22
Adage Capital Partners
Massachusetts
$14.2M -$9.04M -721,335 -43%
EAM
23
Eagle Asset Management
Florida
$13.1M -$1.74M -138,732 -17%
HI
24
HBK Investments
Texas
$11M +$627K +50,000 +7%
MF
25
Magnetar Financial
Illinois
$9.74M -$6.58M -524,870 -44%

BTSG Hedge Fund Activity: Q3 2024 in Review

129 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in BrightSpring Health Services (BTSG) for Q3 2024, worth a combined $2.89B — up 30% from $2.23B a quarter earlier.

Buyers outnumbered sellers: 40 funds opened new BTSG positions and 6 closed out — a net gain of 34 holders — while 44 added to existing stakes and 29 trimmed.

The largest buyer was Kohlberg Kravis Roberts & Co, adding an estimated $146M. The largest seller was Walgreens Boots Alliance, cutting an estimated $146M.

  • 129 institutional investors held BrightSpring Health Services (BTSG) as of Q3 2024, up from 96 in Q2 2024.
  • Funds reported $2.89B of BrightSpring Health Services stock for Q3 2024, up 30% quarter-over-quarter.
  • 40 funds opened new BrightSpring Health Services positions in Q3 2024 and 6 closed out, a net change of +34 holders.
  • The largest BrightSpring Health Services buyer in Q3 2024 was Kohlberg Kravis Roberts & Co, an estimated $146M added.
  • The largest BrightSpring Health Services seller in Q3 2024 was Walgreens Boots Alliance, an estimated $146M sold.

Based on aggregated 13F filings for Q3 2024.