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Lifestance Health

124 hedge funds and large institutions have $1.98B invested in Lifestance Health in 2024 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 47 increasing their positions, 31 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

52% more repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 31

20% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 20

3% more funds holding

Funds holding: 120124 (+4)

2.45% more ownership

Funds ownership: 81.94%84.39% (+2.5%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

18% less capital invested

Capital invested by funds: $2.43B → $1.98B (-$447M)

67% less call options, than puts

Call options by funds: $3.04M | Put options by funds: $9.32M

Holders
124
Holders Change
+4
Holders Change %
+3.33%
% of All Funds
1.79%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
24
Increased
47
Reduced
31
Closed
20
Calls
$3.04M
Puts
$9.32M
Net Calls
-$6.28M
Net Calls Change
-$4.68M
Name Holding Trade Value Shares
Change
Change in
Stake
TGA
1
TPG GP A
Texas
$1.08B
SP
2
Summit Partners
Massachusetts
$282M
Fidelity Investments
3
Fidelity Investments
Massachusetts
$244M +$33.3M +4,944,973 +14%
DCP
4
Durable Capital Partners
Maryland
$63.9M +$18.6M +2,757,443 +36%
Vanguard Group
5
Vanguard Group
Pennsylvania
$47.3M +$641K +95,197 +1%
BlackRock
6
BlackRock
New York
$46.3M -$1.52M -225,389 -3%
Brown Advisory
7
Brown Advisory
Maryland
$40.5M +$9.45M +1,402,747 +27%
RSCM
8
Rock Springs Capital Management
Maryland
$29.5M +$1.65M +245,000 +5%
Principal Financial Group
9
Principal Financial Group
Iowa
$24.4M -$306K -45,393 -1%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$15.3M +$406K +60,261 +2%
State Street
11
State Street
Massachusetts
$14.5M +$462K +68,642 +3%
Jennison Associates
12
Jennison Associates
New York
$12M +$85.1K +12,629 +0.7%
Northern Trust
13
Northern Trust
Illinois
$7.27M -$433K -64,343 -5%
Goldman Sachs
14
Goldman Sachs
New York
$6.18M -$503K -74,751 -7%
Charles Schwab
15
Charles Schwab
California
$4.66M +$67.3K +9,998 +1%
Citadel Advisors
16
Citadel Advisors
Florida
$4.14M +$2.68M +398,426 +146%
Morgan Stanley
17
Morgan Stanley
New York
$4.1M -$5.18M -768,661 -54%
Dimensional Fund Advisors
18
Dimensional Fund Advisors
Texas
$3.45M -$82.9K -12,309 -2%
Susquehanna International Group
19
Susquehanna International Group
Pennsylvania
$3.33M +$3.38M +502,445 +1,344%
OBWP
20
O'Brien Wealth Partners
Massachusetts
$3.32M -$1.2M -178,281 -25%
Bank of New York Mellon
21
Bank of New York Mellon
New York
$2.69M -$94.4K -14,014 -3%
Millennium Management
22
Millennium Management
New York
$2.61M +$1.66M +246,018 +139%
First Trust Advisors
23
First Trust Advisors
Illinois
$2.51M +$2.29M +339,457 +498%
HWM
24
Hemington Wealth Management
Virginia
$2.39M -$303K -44,998 -10%
Bank of America
25
Bank of America
North Carolina
$2.13M +$886K +131,510 +62%

LFST Hedge Fund Activity: Q1 2024 in Review

124 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Lifestance Health (LFST) for Q1 2024, worth a combined $1.98B — down 18% from $2.43B a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new LFST positions and 20 closed out — a net gain of 4 holders — while 47 added to existing stakes and 31 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $33.3M. The largest seller was Morgan Stanley, cutting an estimated $5.18M.

  • 124 institutional investors held Lifestance Health (LFST) as of Q1 2024, up from 120 in Q4 2023.
  • Funds reported $1.98B of Lifestance Health stock for Q1 2024, down 18% quarter-over-quarter.
  • 24 funds opened new Lifestance Health positions in Q1 2024 and 20 closed out, a net change of +4 holders.
  • The largest Lifestance Health buyer in Q1 2024 was Fidelity Investments, an estimated $33.3M added.
  • The largest Lifestance Health seller in Q1 2024 was Morgan Stanley, an estimated $5.18M sold.

Based on aggregated 13F filings for Q1 2024.