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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
GRP
101
Global Retirement Partners
California
$6.85K
PS
102
Principal Securities
Iowa
$6.43K +$5.29K +821 New
LC
103
Lindbrook Capital
California
$5.16K
CA
104
Clearstead Advisors
Ohio
$3.13K -$2.58K -400 -50%
Carson Wealth (CWM LLC)
105
Carson Wealth (CWM LLC)
Nebraska
$3K
Northwestern Mutual Wealth Management
106
Northwestern Mutual Wealth Management
Wisconsin
$2.9K +$2.39K +371 New
Russell Investments Group
107
Russell Investments Group
United Kingdom
$2.19K
EWA
108
EverSource Wealth Advisors
Alabama
$1.21K +$999 +155 New
BTI
109
Blue Trust Inc
Georgia
$1K +$806 +125 New
PA
110
Parallel Advisors
California
$908 -$251 -39 -25%
Nisa Investment Advisors
111
Nisa Investment Advisors
Missouri
$321 -$15.9K -2,473 -98%
S
112
SignatureFD
Georgia
$298 +$245 +38 New
CA
113
Crewe Advisors
Utah
$181 +$148 +23 New
DPW
114
DiNuzzo Private Wealth
Pennsylvania
$102 +$84 +13 New
JWA
115
JFS Wealth Advisors
Pennsylvania
$63 -$355 -55 -87%
SIC
116
SJS Investment Consulting
Ohio
$63 -$135 -21 -72%
FFA
117
Farther Finance Advisors
California
$39 +$32 +5 New
AF
118
Advisornet Financial
Minnesota
$16 -$155 -24 -92%
GI
119
GAMMA Investing
California
$12 +$13 +2 New
SP
120
Stockbridge Partners
Massachusetts
-$19.3M -2,813,215 Closed
IHAM
121
Integral Health Asset Management
New York
-$8.93M -1,300,000 Closed
PFA
122
Peak Financial Advisors
Colorado
-$1.99M -289,080 Closed
Renaissance Technologies
123
Renaissance Technologies
New York
-$1.04M -152,000 Closed
ECM
124
ExodusPoint Capital Management
New York
-$831K -121,013 Closed
State of Wisconsin Investment Board
125
State of Wisconsin Investment Board
Wisconsin
-$530K -77,083 Closed

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.