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BrightSpring Health Services

137 hedge funds and large institutions have $3.35B invested in BrightSpring Health Services in 2024 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 55 increasing their positions, 31 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

260,033% more call options, than puts

Call options by funds: $7.8M | Put options by funds: $3K

77% more repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 31

55% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 20

16% more capital invested

Capital invested by funds: $2.89B → $3.35B (+$462M)

6% more funds holding

Funds holding: 129137 (+8)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

1.73% less ownership

Funds ownership: 114.82%113.09% (-1.7%)

Holders
137
Holders Change
+8
Holders Change %
+6.2%
% of All Funds
1.8%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
31
Increased
55
Reduced
31
Closed
20
Calls
$7.8M
Puts
$3K
Net Calls
+$7.8M
Net Calls Change
+$1.03M
Name Holding Trade Value Shares
Change
Change in
Stake
KKRC
1
Kohlberg Kravis Roberts & Co
New York
$1.58B
WBA
2
Walgreens Boots Alliance
Illinois
$396M
Fidelity Investments
3
Fidelity Investments
Massachusetts
$376M +$68M +3,933,303 +22%
AllianceBernstein
4
AllianceBernstein
Tennessee
$91.7M -$7.23M -418,009 -7%
Vanguard Group
5
Vanguard Group
Pennsylvania
$90.7M +$4.64M +268,132 +5%
8KM
6
8 Knots Management
Texas
$79.1M -$19.6M -1,136,058 -20%
BlackRock
7
BlackRock
New York
$74.8M +$7.44M +430,403 +11%
Invesco
8
Invesco
Georgia
$74.6M +$726K +41,991 +1%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
9
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$55.3M +$8.13M +470,000 +17%
T. Rowe Price Associates
10
T. Rowe Price Associates
Maryland
$46M +$5.69M +328,977 +14%
SCPM
11
Sea Cliff Partners Management
California
$29.5M +$9.88M +571,437 +49%
N
12
Nuveen
North Carolina
$28.5M -$206K -11,939 -0.7%
T. Rowe Price Investment Management
13
T. Rowe Price Investment Management
Maryland
$27M +$27.4M +1,582,967 New
Norges Bank
14
Norges Bank
Norway
$26.1M -$50.5M -2,919,732 -66%
Geode Capital Management
15
Geode Capital Management
Massachusetts
$22.3M +$121K +6,990 +0.5%
State Street
16
State Street
Massachusetts
$22M +$885K +51,180 +4%
Morgan Stanley
17
Morgan Stanley
New York
$21.8M +$2.85M +164,601 +15%
JGC
18
J. Goldman & Co
New York
$21.4M -$27.1M -1,569,228 -55%
Arrowstreet Capital
19
Arrowstreet Capital
Massachusetts
$19.6M -$6.83M -394,777 -26%
SAM
20
Silvercrest Asset Management
New York
$18.3M -$3.97M -229,566 -18%
Raymond James Financial
21
Raymond James Financial
Florida
$18.3M +$18.5M +1,072,040 New
IHAM
22
Integral Health Asset Management
New York
$16.2M +$7.78M +450,000 +90%
Goldman Sachs
23
Goldman Sachs
New York
$12.1M +$8.15M +471,476 +199%
Bank of America
24
Bank of America
North Carolina
$10.4M -$13.4M -777,543 -56%
Millennium Management
25
Millennium Management
New York
$9.81M +$2.39M +138,352 +32%

BTSG Hedge Fund Activity: Q4 2024 in Review

137 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in BrightSpring Health Services (BTSG) for Q4 2024, worth a combined $3.35B — up 16% from $2.89B a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new BTSG positions and 20 closed out — a net gain of 11 holders — while 55 added to existing stakes and 31 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $68M. The largest seller was Norges Bank, cutting an estimated $50.5M.

  • 137 institutional investors held BrightSpring Health Services (BTSG) as of Q4 2024, up from 129 in Q3 2024.
  • Funds reported $3.35B of BrightSpring Health Services stock for Q4 2024, up 16% quarter-over-quarter.
  • 31 funds opened new BrightSpring Health Services positions in Q4 2024 and 20 closed out, a net change of +11 holders.
  • The largest BrightSpring Health Services buyer in Q4 2024 was Fidelity Investments, an estimated $68M added.
  • The largest BrightSpring Health Services seller in Q4 2024 was Norges Bank, an estimated $50.5M sold.

Based on aggregated 13F filings for Q4 2024.