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Lifestance Health

130 hedge funds and large institutions have $2.3B invested in Lifestance Health in 2024 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 58 increasing their positions, 28 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

174% more call options, than puts

Call options by funds: $24.7M | Put options by funds: $9.02M

107% more repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 28

43% more capital invested

Capital invested by funds: $1.61B → $2.3B (+$697M)

0.42% more ownership

Funds ownership: 85.57%85.98% (+0.42%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

2% less funds holding

Funds holding: 133130 (-3)

11% less first-time investments, than exits

New positions opened: 24 | Existing positions closed: 27

Holders
130
Holders Change
-3
Holders Change %
-2.26%
% of All Funds
1.87%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
24
Increased
58
Reduced
28
Closed
27
Calls
$24.7M
Puts
$9.02M
Net Calls
+$15.7M
Net Calls Change
+$17.1M
Name Holding Trade Value Shares
Change
Change in
Stake
Bessemer Group
101
Bessemer Group
New Jersey
$70K +$4.96K +825 +9%
Comerica Bank
102
Comerica Bank
Texas
$58K -$69.2K -11,510 -58%
SAM
103
Shell Asset Management
Netherlands
$47K +$40.6K +6,748 New
ACM
104
Aster Capital Management
United Arab Emirates
$29.2K +$25.1K +4,168 New
SS
105
Sunbelt Securities
Texas
$26.9K -$3.31K -550 -13%
AB
106
Amalgamated Bank
New York
$25K
GRP
107
Global Retirement Partners
California
$14K +$6.01K +1,000 +100%
US Bancorp
108
US Bancorp
Minnesota
$12.7K
BTI
109
Blue Trust Inc
Georgia
$8.38K +$9.57K +1,593 +1,410%
QL
110
Quarry LP
New York
$7.05K +$6.05K +1,007 New
NA
111
NewEdge Advisors
Louisiana
$5.84K
Nisa Investment Advisors
112
Nisa Investment Advisors
Missouri
$5.12K +$2.79K +464 +173%
CIBC Private Wealth Group
113
CIBC Private Wealth Group
Georgia
$4.2K
NICM
114
Neo Ivy Capital Management
New York
$4K +$4.17K +694 New
LC
115
Lindbrook Capital
California
$3.3K -$1.13K -188 -29%
Russell Investments Group
116
Russell Investments Group
United Kingdom
$2.44K +$409 +68 +24%
SCM
117
Sterling Capital Management
North Carolina
$2.06K +$1.77K +294 New
PA
118
Parallel Advisors
California
$1.26K
AAP
119
Arax Advisory Partners
Colorado
$1.1K
RIL
120
Rothschild Investment LLC
Illinois
$1.05K +$661 +110 +275%
Carson Wealth (CWM LLC)
121
Carson Wealth (CWM LLC)
Nebraska
$1K +$1.03K +171 +462%
EWA
122
EverSource Wealth Advisors
Alabama
$791 +$270 +45 +66%
JSAM
123
J. Safra Asset Management
New York
$541 +$469 +78 New
GI
124
GAMMA Investing
California
$301 -$367 -61 -59%
DPW
125
DiNuzzo Private Wealth
Pennsylvania
$112

LFST Hedge Fund Activity: Q3 2024 in Review

130 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Lifestance Health (LFST) for Q3 2024, worth a combined $2.3B — up 43% from $1.61B a quarter earlier.

Sellers outnumbered buyers: 27 funds closed out of LFST and 24 opened new positions — a net loss of 3 holders — while 28 trimmed existing stakes and 58 added.

The largest buyer was Goldman Sachs, adding an estimated $15.3M. The largest seller was Fidelity Investments, cutting an estimated $40.9M.

  • 130 institutional investors held Lifestance Health (LFST) as of Q3 2024, down from 133 in Q2 2024.
  • Funds reported $2.3B of Lifestance Health stock for Q3 2024, up 43% quarter-over-quarter.
  • 24 funds opened new Lifestance Health positions in Q3 2024 and 27 closed out, a net change of -3 holders.
  • The largest Lifestance Health buyer in Q3 2024 was Goldman Sachs, an estimated $15.3M added.
  • The largest Lifestance Health seller in Q3 2024 was Fidelity Investments, an estimated $40.9M sold.

Based on aggregated 13F filings for Q3 2024.