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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
LC
76
Lindbrook Capital
California
$4.9K -$183 -33 -5%
NA
77
NewEdge Advisors
Louisiana
$3.74K -$18.7K -3,377 -87%
PA
78
Parallel Advisors
California
$3.49K +$2.44K +440 +1,467%
Carson Wealth (CWM LLC)
79
Carson Wealth (CWM LLC)
Nebraska
$3K
EI
80
Ellevest Inc
New York
$2.37K +$1.22K +220 +222%
CA
81
Clearstead Advisors
Ohio
$2.23K +$1.66K +300 New
CA
82
Crewe Advisors
Utah
$1.78K
PNC Financial Services Group
83
PNC Financial Services Group
Pennsylvania
$743
S
84
SignatureFD
Georgia
$267 -$399 -72 -67%
AF
85
Advisornet Financial
Minnesota
$15
SIC
86
SJS Investment Consulting
Ohio
$8 -$6 -1 -50%
Norges Bank
87
Norges Bank
Norway
-$5.97M -1,208,813 Closed
HIP
88
HUB Investment Partners
Texas
-$1.44M -292,389 Closed
SSA
89
Schonfeld Strategic Advisors
New York
-$1.11M -225,114 Closed
Russell Investments Group
90
Russell Investments Group
United Kingdom
-$1.02M -206,405 Closed
Renaissance Technologies
91
Renaissance Technologies
New York
-$152K -30,814 Closed
AGM
92
Alpine Global Management
New York
-$128K -25,918 Closed
LCM
93
Landscape Capital Management
New Jersey
-$103K -20,946 Closed
CIBC Asset Management
94
CIBC Asset Management
Ontario, Canada
-$53.3K -10,784 Closed
Simplex Trading
95
Simplex Trading
Illinois
-$3.52K -635 Closed
Citigroup
96
Citigroup
New York
-$2.41K -487 Closed
FHA
97
First Horizon Advisors
Tennessee
-$815 -165 Closed
FWM
98
Focused Wealth Management
New York
-$237 -48 Closed
CS
99
Credit Suisse
Switzerland
-$15 -3 Closed
SFG
100
Steward Financial Group
Texas
+$116 +21 New

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.