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Lifestance Health
LFST

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: 119 → 120 (+1)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (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

Top Buyers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
+$41.3M
2
DCP
Durable Capital Partners
Maryland
+$39.7M
3
Brown Advisory
Brown Advisory
Maryland
+$6.85M
4
RSCM
Rock Springs Capital Management
Maryland
+$5.58M
5
Goldman Sachs
Goldman Sachs
New York
+$4.87M

Top Sellers

Rank Fund Capital Flow
1
SP
Stockbridge Partners
Massachusetts
-$19.3M
2
IHAM
Integral Health Asset Management
New York
-$8.93M
3
First Trust Advisors
First Trust Advisors
Illinois
-$2.65M
4
Millennium Management
Millennium Management
New York
-$2.4M
5
PFA
Peak Financial Advisors
Colorado
-$1.99M
Name Holding Trade Value Shares
Change 		Change in
Stake
Marshall Wace
126
Marshall Wace
United Kingdom
– -$507K -73,766 Closed
TI
127
Trexquant Investment
Connecticut
– -$504K -73,433 Closed
Verition Fund Management
128
Verition Fund Management
Connecticut
– -$204K -29,700 Closed
JF
129
Jump Financial
Illinois
– -$157K -22,800 Closed
Cetera Investment Advisers
130
Cetera Investment Advisers
Illinois
– -$129K -18,745 Closed
CSS
131
Cubist Systematic Strategies
Connecticut
– -$115K -16,743 Closed
DAS
132
Dynamic Advisor Solutions
Arizona
– -$77.3K -11,257 Closed
HighTower Advisors
133
HighTower Advisors
Illinois
– -$75K -11,012 Closed
CCMW
134
Cypress Capital Management (Wyoming)
Wyoming
– -$16.2K -2,360 Closed
Amundi
135
Amundi
France
– -$14.3K -2,323 Closed
QCG
136
Quadrant Capital Group
Ohio
– -$2.1K -306 Closed
HL
137
HeadInvest LLC
Maine
– -$1.31K -200 Closed
AF
138
Allworth Financial
California
– -$117 -17 Closed
C
139
Covestor
United Kingdom
– -$19 -3 -10%
2 3 4 5
6

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.