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Lifestance Health

120 hedge funds and large institutions have $2.43B invested in Lifestance Health in 2023 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 36 increasing their positions, 40 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

18% more capital invested

Capital invested by funds: $2.05B → $2.43B (+$379M)

11% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 19

2.99% more ownership

Funds ownership: 78.95%81.94% (+3%)

1% more funds holding

Funds holding: 119120 (+1)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

10% less repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 40

49% less call options, than puts

Call options by funds: $1.67M | Put options by funds: $3.27M

Holders
120
Holders Change
+1
Holders Change %
+0.84%
% of All Funds
1.75%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
21
Increased
36
Reduced
40
Closed
19
Calls
$1.67M
Puts
$3.27M
Net Calls
-$1.6M
Net Calls Change
-$308K
Name Holding Trade Value Shares
Change
Change in
Stake
Barclays
26
Barclays
United Kingdom
$1.41M +$850K +131,902 +277%
Millennium Management
27
Millennium Management
New York
$1.39M -$2.4M -371,779 -68%
AllianceBernstein
28
AllianceBernstein
Tennessee
$1.31M +$69.4K +10,770 +7%
Mirae Asset Global Investments
29
Mirae Asset Global Investments
South Korea
$1.23M -$526K -81,566 -34%
RhumbLine Advisers
30
RhumbLine Advisers
Massachusetts
$1.19M -$16.7K -2,597 -2%
Swiss National Bank
31
Swiss National Bank
Switzerland
$1.17M -$107K -16,600 -10%
JP Morgan Chase
32
JP Morgan Chase
New York
$943K -$557K -86,410 -42%
LCM
33
Landscape Capital Management
New Jersey
$892K +$734K +113,864 New
Thrivent Financial for Lutherans
34
Thrivent Financial for Lutherans
Minnesota
$801K
Invesco
35
Invesco
Georgia
$782K -$63.3K -9,820 -9%
California State Teachers Retirement System (CalSTRS)
36
California State Teachers Retirement System (CalSTRS)
California
$663K -$34.1K -5,297 -6%
SAM
37
Smithbridge Asset Management
Pennsylvania
$662K
OQS
38
Occudo Quantitative Strategies
Florida
$597K -$221K -34,359 -31%
Two Sigma Investments
39
Two Sigma Investments
New York
$550K +$453K +70,271 New
Legal & General Group
40
Legal & General Group
United Kingdom
$542K +$16.3K +2,531 +4%
CG
41
Caprock Group
Idaho
$537K
First Trust Advisors
42
First Trust Advisors
Illinois
$533K -$2.65M -411,382 -86%
CS
43
Credit Suisse
Switzerland
$521K -$13.8K -2,139 -3%
Royal Bank of Canada
44
Royal Bank of Canada
Ontario, Canada
$499K +$114K +17,667 +38%
Manulife (Manufacturers Life Insurance)
45
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$487K -$6K -931 -1%
MIM
46
MetLife Investment Management
New Jersey
$443K
AIG
47
American International Group
New York
$413K -$1.37K -213 -0.4%
Jane Street
48
Jane Street
New York
$395K +$325K +50,431 New
ACC
49
Acorn Creek Capital
Colorado
$385K +$317K +49,116 New
UBS Group
50
UBS Group
Switzerland
$382K +$267K +41,366 +554%

LFST Hedge Fund Activity: Q4 2023 in Review

120 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Lifestance Health (LFST) for Q4 2023, worth a combined $2.43B — up 18% from $2.05B a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new LFST positions and 19 closed out — a net gain of 2 holders — while 36 added to existing stakes and 40 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $41.3M. The largest seller was Stockbridge Partners, exiting entirely with an estimated $19.3M sold.

  • 120 institutional investors held Lifestance Health (LFST) as of Q4 2023, up from 119 in Q3 2023.
  • Funds reported $2.43B of Lifestance Health stock for Q4 2023, up 18% quarter-over-quarter.
  • 21 funds opened new Lifestance Health positions in Q4 2023 and 19 closed out, a net change of +2 holders.
  • The largest Lifestance Health buyer in Q4 2023 was Fidelity Investments, an estimated $41.3M added.
  • The largest Lifestance Health seller in Q4 2023 was Stockbridge Partners, an estimated $19.3M sold.

Based on aggregated 13F filings for Q4 2023.