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Lifestance Health

109 hedge funds and large institutions have $2.66B invested in Lifestance Health in 2023 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 52 increasing their positions, 17 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

250% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 8

206% more repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 17

24% more capital invested

Capital invested by funds: $2.14B → $2.66B (+$520M)

22% more funds holding

Funds holding: 89109 (+20)

0.83% more ownership

Funds ownership: 76.41%77.23% (+0.83%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

46% less call options, than puts

Call options by funds: $860K | Put options by funds: $1.59M

Holders
109
Holders Change
+20
Holders Change %
+22.47%
% of All Funds
1.71%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
28
Increased
52
Reduced
17
Closed
8
Calls
$860K
Puts
$1.59M
Net Calls
-$735K
Net Calls Change
-$101K
Name Holding Trade Value Shares
Change
Change in
Stake
TGA
1
TPG GP A
Texas
$1.6B
SP
2
Summit Partners
Massachusetts
$418M
Fidelity Investments
3
Fidelity Investments
Massachusetts
$241M +$5M +601,368 +2%
Vanguard Group
4
Vanguard Group
Pennsylvania
$67.9M +$1.69M +203,329 +3%
BlackRock
5
BlackRock
New York
$64.8M +$15.6M +1,879,857 +36%
Principal Financial Group
6
Principal Financial Group
Iowa
$34M +$206K +24,796 +0.7%
SP
7
Stockbridge Partners
Massachusetts
$33.7M -$25.3M -3,049,538 -45%
RSCM
8
Rock Springs Capital Management
Maryland
$26.5M
Geode Capital Management
9
Geode Capital Management
Massachusetts
$20.6M +$3.57M +429,132 +23%
State Street
10
State Street
Massachusetts
$19.2M +$5.43M +653,041 +45%
Jennison Associates
11
Jennison Associates
New York
$13.8M +$6.96M +837,726 +124%
Northern Trust
12
Northern Trust
Illinois
$11.3M +$4.17M +502,045 +68%
Millennium Management
13
Millennium Management
New York
$10.6M -$7.02M -845,421 -42%
DCP
14
Durable Capital Partners
Maryland
$8.61M +$7.84M +943,115 New
OBWP
15
O'Brien Wealth Partners
Massachusetts
$7.48M -$13K -1,561 -0.2%
IHAM
16
Integral Health Asset Management
New York
$7.06M +$532K +64,000 +9%
Charles Schwab
17
Charles Schwab
California
$6.68M +$709K +85,315 +13%
Morgan Stanley
18
Morgan Stanley
New York
$5.47M +$644K +77,492 +15%
HWM
19
Hemington Wealth Management
Virginia
$4.4M -$582K -70,000 -13%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$4.03M +$634K +76,295 +21%
First Trust Advisors
21
First Trust Advisors
Illinois
$3.31M +$1.17M +140,456 +63%
Tudor Investment Corp
22
Tudor Investment Corp
Connecticut
$3.04M +$984K +118,476 +55%
JP Morgan Chase
23
JP Morgan Chase
New York
$2.89M +$1.72M +207,269 +189%
Goldman Sachs
24
Goldman Sachs
New York
$2.8M +$1.33M +160,327 +110%
PFA
25
Peak Financial Advisors
Colorado
$2.53M +$34.5K +4,152 +2%

LFST Hedge Fund Activity: Q2 2023 in Review

109 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Lifestance Health (LFST) for Q2 2023, worth a combined $2.66B — up 24% from $2.14B a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new LFST positions and 8 closed out — a net gain of 20 holders — while 52 added to existing stakes and 17 trimmed.

The largest buyer was BlackRock, adding an estimated $15.6M. The largest seller was Stockbridge Partners, cutting an estimated $25.3M.

  • 109 institutional investors held Lifestance Health (LFST) as of Q2 2023, up from 89 in Q1 2023.
  • Funds reported $2.66B of Lifestance Health stock for Q2 2023, up 24% quarter-over-quarter.
  • 28 funds opened new Lifestance Health positions in Q2 2023 and 8 closed out, a net change of +20 holders.
  • The largest Lifestance Health buyer in Q2 2023 was BlackRock, an estimated $15.6M added.
  • The largest Lifestance Health seller in Q2 2023 was Stockbridge Partners, an estimated $25.3M sold.

Based on aggregated 13F filings for Q2 2023.