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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
VOYA Investment Management
1
VOYA Investment Management
Georgia
$38.8M – – –
LA
2
Linden Advisors
New York
$38M +$23.3M +525,000 +175%
BlackRock
3
BlackRock
New York
$36.3M +$2.12M +47,800 +7%
Walleye Capital
4
Walleye Capital
New York
$24.8M +$1.33M +30,000 +6%
WAM
5
Weiss Asset Management
Massachusetts
$22.1M +$2.22M +50,000 +12%
Norges Bank
6
Norges Bank
Norway
$20M – – –
Jane Street
7
Jane Street
New York
$16.2M -$6.42M -144,449 -30%
Point72 Asset Management
8
Point72 Asset Management
Connecticut
$15.4M -$2.22M -50,100 -13%
VanEck Associates
9
VanEck Associates
New York
$15M +$1.58M +35,649 +13%
HCM
10
Highbridge Capital Management
New York
$14.2M +$484K +10,899 +4%
Calamos Advisors
11
Calamos Advisors
Illinois
$14.2M +$4.53M +101,985 +51%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
12
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$11.8M +$11.1M +250,000 New
Susquehanna International Group
13
Susquehanna International Group
Pennsylvania
$10.6M – – –
WAM
14
Wolverine Asset Management
Illinois
$8.54M +$664K +14,943 +9%
Citadel Advisors
15
Citadel Advisors
Florida
$8.08M – – –
BGIM
16
Brandywine Global Investment Management
Pennsylvania
$7.53M – – –
Blackstone Inc
17
Blackstone Inc
New York
$7.06M – – –
GF
18
Gabelli Funds
New York
$6.92M – – –
Morgan Stanley
19
Morgan Stanley
New York
$6.79M -$19.3M -433,769 -75%
ACM
20
Advent Capital Management
New York
$6.16M +$5.75M +129,390 New
Ameriprise
21
Ameriprise
Minnesota
$5.73M – – –
State Street
22
State Street
Massachusetts
$5.28M -$2.49M -56,000 -33%
Fidelity Investments
23
Fidelity Investments
Massachusetts
$4.82M – – –
AAI
24
Aequim Alternative Investments
California
$4.71M – – –
Goldman Sachs
25
Goldman Sachs
New York
$4.34M +$4.1M +92,243 New
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.