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Lifestance Health

89 hedge funds and large institutions have $2.14B invested in Lifestance Health in 2023 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 27 increasing their positions, 27 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more capital invested

Capital invested by funds: $1.42B → $2.14B (+$716M)

38% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 13

6% more funds holding

Funds holding: 8489 (+5)

0% more repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 27

0.16% less ownership

Funds ownership: 76.56%76.41% (-0.16%)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

64% less call options, than puts

Call options by funds: $350K | Put options by funds: $984K

Holders
89
Holders Change
+5
Holders Change %
+5.95%
% of All Funds
1.42%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
18
Increased
27
Reduced
27
Closed
13
Calls
$350K
Puts
$984K
Net Calls
-$634K
Net Calls Change
-$747K
Name Holding Trade Value Shares
Change
Change in
Stake
Mirae Asset Global Investments
26
Mirae Asset Global Investments
South Korea
$1.42M -$19.3K -3,476 -2%
Bank of America
27
Bank of America
North Carolina
$1.36M -$123K -22,246 -11%
AR
28
Advisory Research
Illinois
$1.36M +$1.01M +182,788 New
N
29
Nuveen
North Carolina
$1.32M -$110K -19,869 -10%
SAM
30
Smithbridge Asset Management
Pennsylvania
$1.09M
Goldman Sachs
31
Goldman Sachs
New York
$1.09M +$510K +91,987 +170%
RhumbLine Advisers
32
RhumbLine Advisers
Massachusetts
$856K +$23.6K +4,249 +4%
JP Morgan Chase
33
JP Morgan Chase
New York
$816K +$124K +22,367 +26%
AllianceBernstein
34
AllianceBernstein
Tennessee
$759K
Thrivent Financial for Lutherans
35
Thrivent Financial for Lutherans
Minnesota
$736K
Invesco
36
Invesco
Georgia
$644K +$360K +64,947 +299%
CG
37
Caprock Group
Idaho
$509K
NL
38
NKCFO LLC
Illinois
$372K +$277K +50,000 New
Deutsche Bank
39
Deutsche Bank
Germany
$330K +$78.2K +14,101 +47%
Citadel Advisors
40
Citadel Advisors
Florida
$320K +$237K +42,761 +12,217%
Squarepoint
41
Squarepoint
New York
$320K +$169K +30,501 +243%
MIM
42
MetLife Investment Management
New Jersey
$313K
SO
43
STRS Ohio
Ohio
$274K
Barclays
44
Barclays
United Kingdom
$273K +$95.9K +17,288 +89%
Manulife (Manufacturers Life Insurance)
45
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$265K +$943 +170 +0.5%
AIG
46
American International Group
New York
$259K +$3.85K +694 +2%
New York State Common Retirement Fund
47
New York State Common Retirement Fund
New York
$251K -$91.5K -16,500 -33%
Susquehanna International Group
48
Susquehanna International Group
Pennsylvania
$244K +$182K +32,878 New
CIM
49
CIM Investment Management
Pennsylvania
$233K +$174K +31,421 New
UBS Group
50
UBS Group
Switzerland
$215K +$47K +8,469 +41%

LFST Hedge Fund Activity: Q1 2023 in Review

89 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Lifestance Health (LFST) for Q1 2023, worth a combined $2.14B — up 50% from $1.42B a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new LFST positions and 13 closed out — a net gain of 5 holders — while 27 added to existing stakes and 27 trimmed.

The largest buyer was Millennium Management, adding an estimated $9.39M. The largest seller was Fidelity Investments, cutting an estimated $16.6M.

  • 89 institutional investors held Lifestance Health (LFST) as of Q1 2023, up from 84 in Q4 2022.
  • Funds reported $2.14B of Lifestance Health stock for Q1 2023, up 50% quarter-over-quarter.
  • 18 funds opened new Lifestance Health positions in Q1 2023 and 13 closed out, a net change of +5 holders.
  • The largest Lifestance Health buyer in Q1 2023 was Millennium Management, an estimated $9.39M added.
  • The largest Lifestance Health seller in Q1 2023 was Fidelity Investments, an estimated $16.6M sold.

Based on aggregated 13F filings for Q1 2023.