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Lifestance Health

69 hedge funds and large institutions have $3.99B invested in Lifestance Health in 2021 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 21 increasing their positions, 16 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

389% more call options, than puts

Call options by funds: $4.55M | Put options by funds: $929K

31% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 16

1.22% more ownership

Funds ownership: 72.32%73.54% (+1.2%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

17% less funds holding

Funds holding: 8369 (-14)

33% less first-time investments, than exits

New positions opened: 29 | Existing positions closed: 43

47% less capital invested

Capital invested by funds: $7.52B → $3.99B (-$3.53B)

Holders
69
Holders Change
-14
Holders Change %
-16.87%
% of All Funds
1.21%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
29
Increased
21
Reduced
16
Closed
43
Calls
$4.55M
Puts
$929K
Net Calls
+$3.62M
Net Calls Change
+$3.62M
Name Holding Trade Value Shares
Change
Change in
Stake
PG
51
Pendal Group
Australia
$201K +$28.5K +1,482 +12%
MLICM
52
Metropolitan Life Insurance Company (MetLife)
New York
$193K +$257K +13,331 New
Bank of America
53
Bank of America
North Carolina
$190K +$113K +5,869 +82%
SG Americas Securities
54
SG Americas Securities
New York
$173K +$230K +11,965 New
UBS Group
55
UBS Group
Switzerland
$155K +$167K +8,689 +439%
SO
56
STRS Ohio
Ohio
$155K +$206K +10,700 New
Citigroup
57
Citigroup
New York
$80K +$90.4K +4,696 +552%
Royal Bank of Canada
58
Royal Bank of Canada
Ontario, Canada
$80K +$106K +5,517 +39,407%
Legal & General Group
59
Legal & General Group
United Kingdom
$64K -$685K -35,584 -89%
AIP
60
Ameritas Investment Partners
Nebraska
$52K +$68.5K +3,559 New
Osaic Holdings
61
Osaic Holdings
Arizona
$24K +$20K +1,041 +162%
Group One Trading
62
Group One Trading
Illinois
$19K +$25.2K +1,310 New
CG
63
Cutler Group
California
$9K +$12.7K +660 New
TRCT
64
Tower Research Capital (TRC)
New York
$5K +$963 +50 +17%
Wells Fargo
65
Wells Fargo
California
$4K -$9.8M -508,849 -100%
SOW
66
State of Wyoming
Wyoming
$4K +$4.74K +246 New
CAPTRUST Financial Advisors
67
CAPTRUST Financial Advisors
North Carolina
$4K +$4.87K +253 New
EWA
68
Evolution Wealth Advisors
Florida
$4K +$4.97K +258 New
PNC Financial Services Group
69
PNC Financial Services Group
Pennsylvania
$1K
AllianceBernstein
70
AllianceBernstein
Tennessee
-$44.9M -1,613,140 Closed
Franklin Resources
71
Franklin Resources
California
-$41.8M -1,500,553 Closed
Citadel Advisors
72
Citadel Advisors
Florida
-$10.7M -554,866 Closed
AG
73
Artal Group
Luxembourg
-$13.9M -500,000 Closed
Wellington Management Group
74
Wellington Management Group
Massachusetts
-$11.6M -417,224 Closed
DM
75
Deerfield Management
New York
-$11.1M -400,000 Closed

LFST Hedge Fund Activity: Q3 2021 in Review

69 of the 5,713 institutional investors tracked by Wall St. Rank reported a position in Lifestance Health (LFST) for Q3 2021, worth a combined $3.99B — down 47% from $7.52B a quarter earlier.

Sellers outnumbered buyers: 43 funds closed out of LFST and 29 opened new positions — a net loss of 14 holders — while 16 trimmed existing stakes and 21 added.

The largest buyer was Fidelity Investments, adding an estimated $222M. The largest seller was AllianceBernstein, exiting entirely with an estimated $44.9M sold.

  • 69 institutional investors held Lifestance Health (LFST) as of Q3 2021, down from 83 in Q2 2021.
  • Funds reported $3.99B of Lifestance Health stock for Q3 2021, down 47% quarter-over-quarter.
  • 29 funds opened new Lifestance Health positions in Q3 2021 and 43 closed out, a net change of -14 holders.
  • The largest Lifestance Health buyer in Q3 2021 was Fidelity Investments, an estimated $222M added.
  • The largest Lifestance Health seller in Q3 2021 was AllianceBernstein, an estimated $44.9M sold.

Based on aggregated 13F filings for Q3 2021.