We are live on ! Find out more
BTSGU icon

BrightSpring Health Services Unit
BTSGU

36 hedge funds and large institutions have $366M invested in BrightSpring Health Services Unit in 2024 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 11 increasing their positions, 8 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 8

17% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 6

10% more capital invested

Capital invested by funds: $334M → $366M (+$32.3M)

4.82% more ownership

Funds ownership: 90.81% → 95.62% (+4.8%)

3% more funds holding

Funds holding: 35 → 36 (+1)

Holders
36
Holders Change
+1
Holders Change %
+2.86%
% of All Funds
0.52%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
11
Reduced
8
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
LA
Linden Advisors
New York
+$23.3M
2
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
+$11.1M
3
ACM
Advent Capital Management
New York
+$5.75M
4
Calamos Advisors
Calamos Advisors
Illinois
+$4.53M
5
Goldman Sachs
Goldman Sachs
New York
+$4.1M

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$19.3M
2
N
Nuveen
North Carolina
-$6.76M
3
Jane Street
Jane Street
New York
-$6.42M
4
State Street
State Street
Massachusetts
-$2.49M
5
Point72 Asset Management
Point72 Asset Management
Connecticut
-$2.22M
Name Holding Trade Value Shares
Change 		Change in
Stake
FSI
26
Flow State Investments
Illinois
$3.3M -$568K -12,800 -15%
AGM
27
Alpine Global Management
New York
$2.58M +$276K +6,221 +12%
Bank of Montreal
28
Bank of Montreal
Ontario, Canada
$1.69M +$1.69M +38,100 New
Barclays
29
Barclays
United Kingdom
$1.55M -$88.2K -1,985 -6%
SM
30
Skaana Management
New York
$1.21M +$1.14M +25,643 New
JP Morgan Chase
31
JP Morgan Chase
New York
$1.03M -$937K -21,101 -49%
Bank of America
32
Bank of America
North Carolina
$441K +$324K +7,295 +353%
GI
33
GAMCO Investors
Connecticut
$329K +$44.4K +1,000 +17%
BCM
34
BlueCrest Capital Management
Jersey
$327K -$1.84M -41,328 -86%
Mirae Asset Global ETFs Holdings
35
Mirae Asset Global ETFs Holdings
Hong Kong
$326K +$307K +6,923 New
Comerica Bank
36
Comerica Bank
Texas
$4.71K – – –
UBS Group
37
UBS Group
Switzerland
$471 +$444 +10 New
N
38
Nuveen
North Carolina
– -$6.76M -150,000 Closed
CCM
39
Context Capital Management
California
– -$1.95M -50,000 Closed
SC
40
Shay Capital
New York
– -$721K -16,000 Closed
BCM
41
Bluefin Capital Management
New York
– -$225K -5,000 Closed
SOA
42
Sea Otter Advisors
Florida
– -$225K -5,000 Closed
TRCT
43
Tower Research Capital (TRC)
New York
– -$1.62K -36 Closed
1
2

BTSGU Hedge Fund Activity: Q2 2024 in Review

36 of the 6,925 institutional investors tracked by Wall St. Rank reported a position in BrightSpring Health Services Unit (BTSGU) for Q2 2024, worth a combined $366M — up 9.7% from $334M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new BTSGU positions and 6 closed out — a net gain of 1 holder — while 11 added to existing stakes and 8 trimmed.

The largest buyer was Linden Advisors, adding an estimated $23.3M. The largest seller was Morgan Stanley, cutting an estimated $19.3M.

  • 36 institutional investors held BrightSpring Health Services Unit (BTSGU) as of Q2 2024, up from 35 in Q1 2024.
  • Funds reported $366M of BrightSpring Health Services Unit stock for Q2 2024, up 9.7% quarter-over-quarter.
  • 7 funds opened new BrightSpring Health Services Unit positions in Q2 2024 and 6 closed out, a net change of +1 holder.
  • The largest BrightSpring Health Services Unit buyer in Q2 2024 was Linden Advisors, an estimated $23.3M added.
  • The largest BrightSpring Health Services Unit seller in Q2 2024 was Morgan Stanley, an estimated $19.3M sold.

Based on aggregated 13F filings for Q2 2024.