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Lifestance Health

119 hedge funds and large institutions have $2.05B invested in Lifestance Health in 2023 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 50 increasing their positions, 28 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

79% more repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 28

65% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 17

9% more funds holding

Funds holding: 109119 (+10)

1.71% more ownership

Funds ownership: 77.23%78.95% (+1.7%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

23% less capital invested

Capital invested by funds: $2.66B → $2.05B (-$607M)

55% less call options, than puts

Call options by funds: $1.08M | Put options by funds: $2.37M

Holders
119
Holders Change
+10
Holders Change %
+9.17%
% of All Funds
1.89%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
28
Increased
50
Reduced
28
Closed
17
Calls
$1.08M
Puts
$2.37M
Net Calls
-$1.29M
Net Calls Change
-$557K
Name Holding Trade Value Shares
Change
Change in
Stake
CCMW
101
Cypress Capital Management (Wyoming)
Wyoming
$16.2K +$19.1K +2,360 New
TRCT
102
Tower Research Capital (TRC)
New York
$15.8K -$41.9K -5,175 -69%
Amundi
103
Amundi
France
$14.3K -$100K -12,357 -84%
Comerica Bank
104
Comerica Bank
Texas
$10.5K +$12.4K +1,524 New
GRP
105
Global Retirement Partners
California
$6.38K
CA
106
Clearstead Advisors
Ohio
$5.5K +$3.24K +400 +100%
LC
107
Lindbrook Capital
California
$4.53K
Citigroup
108
Citigroup
New York
$3.7K -$267K -32,966 -98%
Carson Wealth (CWM LLC)
109
Carson Wealth (CWM LLC)
Nebraska
$3K
QCG
110
Quadrant Capital Group
Ohio
$2.1K +$2.48K +306 New
Russell Investments Group
111
Russell Investments Group
United Kingdom
$1.92K
HL
112
HeadInvest LLC
Maine
$1.31K +$1.62K +200 New
PA
113
Parallel Advisors
California
$1.06K -$3.08K -380 -71%
JWA
114
JFS Wealth Advisors
Pennsylvania
$433 +$511 +63 New
SIC
115
SJS Investment Consulting
Ohio
$200 +$227 +28 +2,800%
AF
116
Advisornet Financial
Minnesota
$179 +$89 +11 +73%
AF
117
Allworth Financial
California
$117 +$138 +17 New
Tudor Investment Corp
118
Tudor Investment Corp
Connecticut
-$3.04M -332,461 Closed
Point72 Asset Management
119
Point72 Asset Management
Connecticut
-$2.14M -234,400 Closed
AR
120
Advisory Research
Illinois
-$1.13M -124,188 Closed
GCP
121
GSA Capital Partners
United Kingdom
-$616K -67,456 Closed
Franklin Resources
122
Franklin Resources
California
-$323K -35,345 Closed
NA
123
NewEdge Advisors
Louisiana
-$306K -33,524 Closed
LOAME
124
Lombard Odier Asset Management (Europe)
United Kingdom
-$228K -25,000 Closed
NL
125
NKCFO LLC
Illinois
-$183K -20,000 Closed

LFST Hedge Fund Activity: Q3 2023 in Review

119 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Lifestance Health (LFST) for Q3 2023, worth a combined $2.05B — down 23% from $2.66B a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new LFST positions and 17 closed out — a net gain of 11 holders — while 50 added to existing stakes and 28 trimmed.

The largest buyer was Brown Advisory, opening a new position worth an estimated $33.2M. The largest seller was Stockbridge Partners, cutting an estimated $7.08M.

  • 119 institutional investors held Lifestance Health (LFST) as of Q3 2023, up from 109 in Q2 2023.
  • Funds reported $2.05B of Lifestance Health stock for Q3 2023, down 23% quarter-over-quarter.
  • 28 funds opened new Lifestance Health positions in Q3 2023 and 17 closed out, a net change of +11 holders.
  • The largest Lifestance Health buyer in Q3 2023 was Brown Advisory, an estimated $33.2M added.
  • The largest Lifestance Health seller in Q3 2023 was Stockbridge Partners, an estimated $7.08M sold.

Based on aggregated 13F filings for Q3 2023.