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BrightSpring Health Services Unit

32 hedge funds and large institutions have $442M invested in BrightSpring Health Services Unit in 2024 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 11 increasing their positions, 12 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

21% more capital invested

Capital invested by funds: $366M → $442M (+$75.8M)

1.61% more ownership

Funds ownership: 95.62%97.23% (+1.6%)

8% less repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 12

11% less funds holding

Funds holding: 3632 (-4)

57% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 7

Holders
32
Holders Change
-4
Holders Change %
-11.11%
% of All Funds
0.46%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
11
Reduced
12
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BCM
26
BlueCrest Capital Management
Jersey
$3.14M +$2.43M +49,302 +710%
SC
27
Sculptor Capital
New York
$2.82M +$2.49M +50,546 New
CL
28
CSS LLC
Illinois
$2.79M +$2.45M +49,658 New
Barclays
29
Barclays
United Kingdom
$1.84M
SM
30
Skaana Management
New York
$1.81M +$337K +6,833 +27%
JP Morgan Chase
31
JP Morgan Chase
New York
$396K -$730K -14,793 -68%
GI
32
GAMCO Investors
Connecticut
$390K
Royal Bank of Canada
33
Royal Bank of Canada
Ontario, Canada
$42K
Comerica Bank
34
Comerica Bank
Texas
$5.57K
BGIM
35
Brandywine Global Investment Management
Pennsylvania
-$7.53M -160,000 Closed
Blackstone Inc
36
Blackstone Inc
New York
-$7.06M -150,000 Closed
Goldman Sachs
37
Goldman Sachs
New York
-$4.34M -92,243 Closed
FSI
38
Flow State Investments
Illinois
-$3.3M -70,200 Closed
AGM
39
Alpine Global Management
New York
-$2.58M -56,221 Closed
Bank of Montreal
40
Bank of Montreal
Ontario, Canada
-$1.69M -38,100 Closed
UBS Group
41
UBS Group
Switzerland
-$471 -10 Closed

BTSGU Hedge Fund Activity: Q3 2024 in Review

32 of the 6,965 institutional investors tracked by Wall St. Rank reported a position in BrightSpring Health Services Unit (BTSGU) for Q3 2024, worth a combined $442M — up 21% from $366M a quarter earlier.

Sellers outnumbered buyers: 7 funds closed out of BTSGU and 3 opened new positions — a net loss of 4 holders — while 12 trimmed existing stakes and 11 added.

The largest buyer was Linden Advisors, adding an estimated $22.7M. The largest seller was VOYA Investment Management, cutting an estimated $28.4M.

  • 32 institutional investors held BrightSpring Health Services Unit (BTSGU) as of Q3 2024, down from 36 in Q2 2024.
  • Funds reported $442M of BrightSpring Health Services Unit stock for Q3 2024, up 21% quarter-over-quarter.
  • 3 funds opened new BrightSpring Health Services Unit positions in Q3 2024 and 7 closed out, a net change of -4 holders.
  • The largest BrightSpring Health Services Unit buyer in Q3 2024 was Linden Advisors, an estimated $22.7M added.
  • The largest BrightSpring Health Services Unit seller in Q3 2024 was VOYA Investment Management, an estimated $28.4M sold.

Based on aggregated 13F filings for Q3 2024.