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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
TGA
1
TPG GP A
Texas
$1.2B
SP
2
Summit Partners
Massachusetts
$314M
Fidelity Investments
3
Fidelity Investments
Massachusetts
$194M +$14.3M +1,758,427 +7%
Vanguard Group
4
Vanguard Group
Pennsylvania
$51.7M +$684K +84,373 +1%
BlackRock
5
BlackRock
New York
$48.4M -$417K -51,472 -0.7%
Brown Advisory
6
Brown Advisory
Maryland
$28.1M +$33.2M +4,096,093 New
Principal Financial Group
7
Principal Financial Group
Iowa
$26.8M +$1.36M +168,091 +5%
RSCM
8
Rock Springs Capital Management
Maryland
$25.2M +$6.24M +770,000 +27%
SP
9
Stockbridge Partners
Massachusetts
$19.3M -$7.08M -873,937 -24%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$15.9M +$458K +56,476 +2%
State Street
11
State Street
Massachusetts
$15.2M +$914K +112,766 +5%
Jennison Associates
12
Jennison Associates
New York
$14.1M +$4.34M +535,358 +35%
DCP
13
Durable Capital Partners
Maryland
$9.92M +$4.06M +501,092 +53%
IHAM
14
Integral Health Asset Management
New York
$8.93M +$4.27M +527,000 +68%
Northern Trust
15
Northern Trust
Illinois
$8.51M +$10.6K +1,307 +0.1%
Morgan Stanley
16
Morgan Stanley
New York
$5.55M +$1.69M +208,045 +35%
Charles Schwab
17
Charles Schwab
California
$5.08M +$63.8K +7,868 +1%
OBWP
18
O'Brien Wealth Partners
Massachusetts
$4.92M -$833K -102,815 -13%
Dimensional Fund Advisors
19
Dimensional Fund Advisors
Texas
$3.93M +$2.98M +367,271 +179%
Millennium Management
20
Millennium Management
New York
$3.77M -$4.95M -610,872 -53%
First Trust Advisors
21
First Trust Advisors
Illinois
$3.29M +$949K +117,151 +32%
HWM
22
Hemington Wealth Management
Virginia
$3.17M -$162K -20,000 -4%
Bank of New York Mellon
23
Bank of New York Mellon
New York
$2.99M -$51.2K -6,315 -1%
Goldman Sachs
24
Goldman Sachs
New York
$2.21M +$122K +15,053 +5%
PFA
25
Peak Financial Advisors
Colorado
$1.99M +$93.1K +11,485 +4%

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.