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Lifestance Health

119 hedge funds and large institutions have $2.05B invested in Lifestance Health in 2023 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 50 increasing their positions, 28 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

79% more repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 28

65% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 17

9% more funds holding

Funds holding: 109119 (+10)

1.71% more ownership

Funds ownership: 77.23%78.95% (+1.7%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

23% less capital invested

Capital invested by funds: $2.66B → $2.05B (-$607M)

55% less call options, than puts

Call options by funds: $1.08M | Put options by funds: $2.37M

Holders
119
Holders Change
+10
Holders Change %
+9.17%
% of All Funds
1.89%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
28
Increased
50
Reduced
28
Closed
17
Calls
$1.08M
Puts
$2.37M
Net Calls
-$1.29M
Net Calls Change
-$557K
Name Holding Trade Value Shares
Change
Change in
Stake
N
26
Nuveen
North Carolina
$1.86M -$21K -2,591 -0.9%
Citadel Advisors
27
Citadel Advisors
Florida
$1.64M +$379K +46,741 +24%
Mirae Asset Global Investments
28
Mirae Asset Global Investments
South Korea
$1.64M -$119K -14,669 -6%
JP Morgan Chase
29
JP Morgan Chase
New York
$1.42M -$893K -110,197 -35%
Swiss National Bank
30
Swiss National Bank
Switzerland
$1.14M +$13.8K +1,700 +1%
AllianceBernstein
31
AllianceBernstein
Tennessee
$1.07M +$30K +3,700 +2%
RhumbLine Advisers
32
RhumbLine Advisers
Massachusetts
$1.07M +$72.2K +8,905 +6%
Renaissance Technologies
33
Renaissance Technologies
New York
$1.04M +$812K +100,178 +193%
Squarepoint
34
Squarepoint
New York
$1M +$880K +108,596 +290%
ECM
35
ExodusPoint Capital Management
New York
$831K +$981K +121,013 New
Osaic Holdings
36
Osaic Holdings
Arizona
$786K +$740K +91,283 +394%
OQS
37
Occudo Quantitative Strategies
Florida
$760K +$184K +22,678 +26%
Invesco
38
Invesco
Georgia
$754K +$104K +12,809 +13%
Thrivent Financial for Lutherans
39
Thrivent Financial for Lutherans
Minnesota
$706K
Bank of America
40
Bank of America
North Carolina
$649K +$439K +54,222 +135%
California State Teachers Retirement System (CalSTRS)
41
California State Teachers Retirement System (CalSTRS)
California
$619K -$93.3K -11,509 -11%
SAM
42
Smithbridge Asset Management
Pennsylvania
$581K
State of Wisconsin Investment Board
43
State of Wisconsin Investment Board
Wisconsin
$530K +$625K +77,083 New
Marshall Wace
44
Marshall Wace
United Kingdom
$507K +$598K +73,766 New
TI
45
Trexquant Investment
Connecticut
$504K +$595K +73,433 New
CS
46
Credit Suisse
Switzerland
$471K -$53.6K -6,618 -9%
CG
47
Caprock Group
Idaho
$471K -$511 -63 -0.1%
Legal & General Group
48
Legal & General Group
United Kingdom
$458K -$6.56K -809 -1%
Manulife (Manufacturers Life Insurance)
49
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$434K +$121K +14,971 +31%
MIM
50
MetLife Investment Management
New Jersey
$389K

LFST Hedge Fund Activity: Q3 2023 in Review

119 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Lifestance Health (LFST) for Q3 2023, worth a combined $2.05B — down 23% from $2.66B a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new LFST positions and 17 closed out — a net gain of 11 holders — while 50 added to existing stakes and 28 trimmed.

The largest buyer was Brown Advisory, opening a new position worth an estimated $33.2M. The largest seller was Stockbridge Partners, cutting an estimated $7.08M.

  • 119 institutional investors held Lifestance Health (LFST) as of Q3 2023, up from 109 in Q2 2023.
  • Funds reported $2.05B of Lifestance Health stock for Q3 2023, down 23% quarter-over-quarter.
  • 28 funds opened new Lifestance Health positions in Q3 2023 and 17 closed out, a net change of +11 holders.
  • The largest Lifestance Health buyer in Q3 2023 was Brown Advisory, an estimated $33.2M added.
  • The largest Lifestance Health seller in Q3 2023 was Stockbridge Partners, an estimated $7.08M sold.

Based on aggregated 13F filings for Q3 2023.