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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
CIM
76
CIM Investment Management
Pennsylvania
$123K
Citigroup
77
Citigroup
New York
$118K +$93.5K +14,512 +2,697%
Zurich Cantonal Bank
78
Zurich Cantonal Bank
Switzerland
$115K
PCH
79
Polar Capital Holdings
United Kingdom
$111K +$91.1K +14,135 New
Pictet Asset Management
80
Pictet Asset Management
Switzerland
$107K
HF
81
HRT Financial
New York
$106K +$87.9K +13,635 New
WA
82
WESPAC Advisors
California
$102K
SO
83
STRS Ohio
Ohio
$102K
XT
84
XTX Topco
Cayman Islands
$101K +$83K +12,879 New
AB
85
Amalgamated Bank
New York
$97K -$6.94K -1,076 -8%
N
86
Numerai
California
$94.9K -$5.58K -866 -7%
SWP
87
Stratos Wealth Partners
Ohio
$93.5K +$77K +11,941 New
AssetMark Inc
88
AssetMark Inc
California
$93.1K +$13.6K +2,114 +22%
AIP
89
Ameritas Investment Partners
Nebraska
$82.6K
SAM
90
Shell Asset Management
Netherlands
$60K -$14.8K -2,289 -23%
MLICM
91
Metropolitan Life Insurance Company (MetLife)
New York
$53.7K
Bessemer Group
92
Bessemer Group
New Jersey
$50K +$7.6K +1,179 +23%
SOW
93
State of Wyoming
Wyoming
$42.9K -$83.5K -12,959 -70%
DekaBank Deutsche Girozentrale
94
DekaBank Deutsche Girozentrale
Germany
$39K
Lazard Asset Management
95
Lazard Asset Management
New York
$38K
SS
96
Sunbelt Securities
Texas
$34.5K -$3.71K -575 -12%
ACM
97
Aquatic Capital Management
Illinois
$29K -$180K -27,900 -88%
US Bancorp
98
US Bancorp
Minnesota
$20.8K
HIIFS
99
Harel Insurance Investments & Financial Services
Israel
$18K -$26K -4,036 -64%
Comerica Bank
100
Comerica Bank
Texas
$12.6K +$522 +81 +5%

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.