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Lifestance Health

124 hedge funds and large institutions have $1.98B invested in Lifestance Health in 2024 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 47 increasing their positions, 31 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

52% more repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 31

20% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 20

3% more funds holding

Funds holding: 120124 (+4)

2.45% more ownership

Funds ownership: 81.94%84.39% (+2.5%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

18% less capital invested

Capital invested by funds: $2.43B → $1.98B (-$447M)

67% less call options, than puts

Call options by funds: $3.04M | Put options by funds: $9.32M

Holders
124
Holders Change
+4
Holders Change %
+3.33%
% of All Funds
1.79%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
24
Increased
47
Reduced
31
Closed
20
Calls
$3.04M
Puts
$9.32M
Net Calls
-$6.28M
Net Calls Change
-$4.68M
Name Holding Trade Value Shares
Change
Change in
Stake
Stifel Financial
76
Stifel Financial
Missouri
$128K +$3.76K +558 +3%
ProShare Advisors
77
ProShare Advisors
Maryland
$118K +$10.1K +1,500 +9%
Citigroup
78
Citigroup
New York
$115K +$24K +3,557 +24%
Zurich Cantonal Bank
79
Zurich Cantonal Bank
Switzerland
$113K +$24.3K +3,607 +24%
GCM
80
Graham Capital Management
Connecticut
$107K +$117K +17,329 New
VF
81
Virtu Financial
New York
$106K +$115K +17,108 New
HighTower Advisors
82
HighTower Advisors
Illinois
$100K +$109K +16,156 New
CIM
83
CIM Investment Management
Pennsylvania
$96.9K
OQS
84
Occudo Quantitative Strategies
Florida
$84.6K -$421K -62,559 -82%
Pictet Asset Management
85
Pictet Asset Management
Switzerland
$84.2K
AIM
86
Allen Investment Management
New York
$79.4K +$86.7K +12,873 New
BP
87
BBR Partners
New York
$79.4K +$86.7K +12,873 New
ACM
88
Aquatic Capital Management
Illinois
$79K +$61.3K +9,100 +246%
AssetMark Inc
89
AssetMark Inc
California
$73.9K +$572 +85 +0.7%
Victory Capital Management
90
Victory Capital Management
Texas
$70K +$76.4K +11,344 New
AIP
91
Ameritas Investment Partners
Nebraska
$65.1K
CM
92
Caption Management
Oklahoma
$64.8K +$70.7K +10,495 New
CG
93
Caprock Group
Idaho
$62.1K -$394K -58,473 -85%
Bessemer Group
94
Bessemer Group
New Jersey
$56K +$18.6K +2,768 +43%
MLICM
95
Metropolitan Life Insurance Company (MetLife)
New York
$35.5K -$7.47K -1,109 -16%
SAM
96
Shell Asset Management
Netherlands
$35K -$3.23K -480 -6%
DekaBank Deutsche Girozentrale
97
DekaBank Deutsche Girozentrale
Germany
$31K
Lazard Asset Management
98
Lazard Asset Management
New York
$30K
SS
99
Sunbelt Securities
Texas
$27.1K
AB
100
Amalgamated Bank
New York
$22K -$59.4K -8,818 -71%

LFST Hedge Fund Activity: Q1 2024 in Review

124 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Lifestance Health (LFST) for Q1 2024, worth a combined $1.98B — down 18% from $2.43B a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new LFST positions and 20 closed out — a net gain of 4 holders — while 47 added to existing stakes and 31 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $33.3M. The largest seller was Morgan Stanley, cutting an estimated $5.18M.

  • 124 institutional investors held Lifestance Health (LFST) as of Q1 2024, up from 120 in Q4 2023.
  • Funds reported $1.98B of Lifestance Health stock for Q1 2024, down 18% quarter-over-quarter.
  • 24 funds opened new Lifestance Health positions in Q1 2024 and 20 closed out, a net change of +4 holders.
  • The largest Lifestance Health buyer in Q1 2024 was Fidelity Investments, an estimated $33.3M added.
  • The largest Lifestance Health seller in Q1 2024 was Morgan Stanley, an estimated $5.18M sold.

Based on aggregated 13F filings for Q1 2024.