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BrightSpring Health Services Unit

32 hedge funds and large institutions have $499M invested in BrightSpring Health Services Unit in 2024 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 15 increasing their positions, 11 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

36% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 11

13% more capital invested

Capital invested by funds: $442M → $499M (+$56.7M)

2.14% more ownership

Funds ownership: 97.23%99.37% (+2.1%)

0% more funds holding

Funds holding: 3232 (0)

0% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 3

Holders
32
Holders Change
Holders Change %
0%
% of All Funds
0.42%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
15
Reduced
11
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AAI
1
Aequim Alternative Investments
California
$62M +$32.6M +508,779 +106%
D.E. Shaw & Co
2
D.E. Shaw & Co
New York
$60.5M +$36.9M +575,000 +149%
WAM
3
Weiss Asset Management
Massachusetts
$51.4M +$28.2M +440,000 +117%
BlackRock
4
BlackRock
New York
$43M -$4.53M -70,686 -9%
HCM
5
Highbridge Capital Management
New York
$33.4M +$114K +1,770 +0.3%
Walleye Capital
6
Walleye Capital
New York
$23.8M -$3.21M -50,000 -12%
Calamos Advisors
7
Calamos Advisors
Illinois
$18.8M -$25.7K -401 -0.1%
VanEck Associates
8
VanEck Associates
New York
$17.9M -$2.44M -38,057 -12%
VOYA Investment Management
9
VOYA Investment Management
Georgia
$17.2M +$1.6M +25,000 +10%
SC
10
Sculptor Capital
New York
$17.2M +$14.4M +224,224 +444%
Ameriprise
11
Ameriprise
Minnesota
$17M +$8.66M +135,000 +100%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
12
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$15.7M
Bank of America
13
Bank of America
North Carolina
$15.2M +$10.9M +170,106 +232%
WAM
14
Wolverine Asset Management
Illinois
$13.1M +$1.63M +25,368 +14%
Point72 Asset Management
15
Point72 Asset Management
Connecticut
$12.7M
Norges Bank
16
Norges Bank
Norway
$12.5M -$14.4M -224,710 -53%
Mirae Asset Global ETFs Holdings
17
Mirae Asset Global ETFs Holdings
Hong Kong
$10.1M -$95.9K -1,495 -0.9%
Morgan Stanley
18
Morgan Stanley
New York
$9.09M +$1.65M +25,720 +22%
State Street
19
State Street
Massachusetts
$8.05M +$321K +5,000 +4%
Fidelity Investments
20
Fidelity Investments
Massachusetts
$6.76M +$449K +7,000 +7%
BCM
21
BlueCrest Capital Management
Jersey
$6.3M +$2.85M +44,409 +79%
ACM
22
Advent Capital Management
New York
$5.15M -$5.38M -83,873 -50%
SAG
23
Susquehanna Advisors Group
Pennsylvania
$5.01M +$5.13M +80,000 New
GF
24
Gabelli Funds
New York
$4.95M -$4.36M -68,000 -46%
SM
25
Skaana Management
New York
$3.01M +$1M +15,634 +48%

BTSGU Hedge Fund Activity: Q4 2024 in Review

32 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in BrightSpring Health Services Unit (BTSGU) for Q4 2024, worth a combined $499M — up 13% from $442M a quarter earlier.

Fund positioning in BTSGU was balanced in Q4 2024: 3 funds opened new positions, 3 closed out, 15 added to existing stakes and 11 trimmed.

The largest buyer was D.E. Shaw & Co, adding an estimated $36.9M. The largest seller was Linden Advisors, cutting an estimated $81.8M.

  • 32 institutional investors held BrightSpring Health Services Unit (BTSGU) as of Q4 2024, unchanged from Q3 2024.
  • Funds reported $499M of BrightSpring Health Services Unit stock for Q4 2024, up 13% quarter-over-quarter.
  • 3 funds opened new BrightSpring Health Services Unit positions in Q4 2024 and 3 closed out, a net change of 0 holders.
  • The largest BrightSpring Health Services Unit buyer in Q4 2024 was D.E. Shaw & Co, an estimated $36.9M added.
  • The largest BrightSpring Health Services Unit seller in Q4 2024 was Linden Advisors, an estimated $81.8M sold.

Based on aggregated 13F filings for Q4 2024.