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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
TGA
1
TPG GP A
Texas
$1.37B
SP
2
Summit Partners
Massachusetts
$358M
Fidelity Investments
3
Fidelity Investments
Massachusetts
$271M +$41.3M +6,407,546 +23%
BlackRock
4
BlackRock
New York
$60.5M +$4.41M +684,168 +10%
DCP
5
Durable Capital Partners
Maryland
$59.5M +$39.7M +6,153,312 +426%
Vanguard Group
6
Vanguard Group
Pennsylvania
$59.3M +$313K +48,574 +0.6%
Brown Advisory
7
Brown Advisory
Maryland
$40.4M +$6.85M +1,062,887 +26%
RSCM
8
Rock Springs Capital Management
Maryland
$35.5M +$5.58M +865,000 +24%
Principal Financial Group
9
Principal Financial Group
Iowa
$31.4M +$712K +110,457 +3%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$18.9M +$632K +98,119 +4%
State Street
11
State Street
Massachusetts
$17.9M +$419K +65,020 +3%
Jennison Associates
12
Jennison Associates
New York
$15.1M -$778K -120,664 -6%
Morgan Stanley
13
Morgan Stanley
New York
$11.2M +$4.03M +624,981 +77%
Northern Trust
14
Northern Trust
Illinois
$9.73M +$26.3K +4,084 +0.3%
Goldman Sachs
15
Goldman Sachs
New York
$8.43M +$4.87M +755,154 +235%
Charles Schwab
16
Charles Schwab
California
$5.83M +$33K +5,112 +0.7%
OBWP
17
O'Brien Wealth Partners
Massachusetts
$5.61M
Dimensional Fund Advisors
18
Dimensional Fund Advisors
Texas
$4.47M -$10K -1,551 -0.3%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$3.52M +$94.5K +14,660 +3%
HWM
20
Hemington Wealth Management
Virginia
$3.38M -$193K -30,000 -6%
Squarepoint
21
Squarepoint
New York
$2.66M +$1.24M +193,117 +132%
N
22
Nuveen
North Carolina
$2.15M +$24.2K +3,750 +1%
Citadel Advisors
23
Citadel Advisors
Florida
$2.14M +$225K +34,950 +15%
UBS AM
24
UBS AM
Illinois
$1.75M +$1.11M +172,461 +335%
Bank of America
25
Bank of America
North Carolina
$1.67M +$765K +118,635 +126%

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.