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Lifestance Health

130 hedge funds and large institutions have $2.3B invested in Lifestance Health in 2024 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 58 increasing their positions, 28 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

174% more call options, than puts

Call options by funds: $24.7M | Put options by funds: $9.02M

107% more repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 28

43% more capital invested

Capital invested by funds: $1.61B → $2.3B (+$697M)

0.42% more ownership

Funds ownership: 85.57%85.98% (+0.42%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

2% less funds holding

Funds holding: 133130 (-3)

11% less first-time investments, than exits

New positions opened: 24 | Existing positions closed: 27

Holders
130
Holders Change
-3
Holders Change %
-2.26%
% of All Funds
1.87%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
24
Increased
58
Reduced
28
Closed
27
Calls
$24.7M
Puts
$9.02M
Net Calls
+$15.7M
Net Calls Change
+$17.1M
Name Holding Trade Value Shares
Change
Change in
Stake
TGA
1
TPG GP A
Texas
$1.12B
SP
2
Summit Partners
Massachusetts
$294M
Fidelity Investments
3
Fidelity Investments
Massachusetts
$258M -$40.9M -6,807,852 -16%
BlackRock
4
BlackRock
New York
$75.8M +$15M +2,500,003 +30%
DCP
5
Durable Capital Partners
Maryland
$73.1M -$11.7M -1,954,017 -16%
Vanguard Group
6
Vanguard Group
Pennsylvania
$69.3M +$3.94M +655,082 +7%
Brown Advisory
7
Brown Advisory
Maryland
$44.7M -$806K -134,146 -2%
Wellington Management Group
8
Wellington Management Group
Massachusetts
$33.8M +$3.84M +638,385 +15%
Morgan Stanley
9
Morgan Stanley
New York
$32.2M +$13.3M +2,204,751 +92%
T. Rowe Price Investment Management
10
T. Rowe Price Investment Management
Maryland
$31.4M -$14.8M -2,467,209 -36%
Principal Financial Group
11
Principal Financial Group
Iowa
$28.8M +$1.41M +235,316 +6%
Goldman Sachs
12
Goldman Sachs
New York
$25.3M +$15.3M +2,552,935 +242%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$24.2M +$4.39M +729,794 +27%
RSCM
14
Rock Springs Capital Management
Maryland
$21.7M -$10.4M -1,726,700 -36%
State Street
15
State Street
Massachusetts
$19.3M +$738K +122,844 +5%
Jennison Associates
16
Jennison Associates
New York
$15M +$1.11M +184,896 +9%
Dimensional Fund Advisors
17
Dimensional Fund Advisors
Texas
$13.2M +$5.2M +864,687 +85%
Northern Trust
18
Northern Trust
Illinois
$9.98M +$1.66M +275,617 +24%
WP
19
Woodline Partners
California
$9.26M +$7.95M +1,323,390 New
Barclays
20
Barclays
United Kingdom
$8.88M +$7.15M +1,189,594 +1,500%
Millennium Management
21
Millennium Management
New York
$8.67M +$5.97M +993,779 +405%
Charles Schwab
22
Charles Schwab
California
$7.73M +$1.79M +297,723 +37%
Point72 Asset Management
23
Point72 Asset Management
Connecticut
$7.7M +$1.32M +219,329 +25%
Citadel Advisors
24
Citadel Advisors
Florida
$6.68M -$2.34M -389,163 -29%
SSA
25
Schonfeld Strategic Advisors
New York
$4.39M +$3.77M +626,700 New

LFST Hedge Fund Activity: Q3 2024 in Review

130 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Lifestance Health (LFST) for Q3 2024, worth a combined $2.3B — up 43% from $1.61B a quarter earlier.

Sellers outnumbered buyers: 27 funds closed out of LFST and 24 opened new positions — a net loss of 3 holders — while 28 trimmed existing stakes and 58 added.

The largest buyer was Goldman Sachs, adding an estimated $15.3M. The largest seller was Fidelity Investments, cutting an estimated $40.9M.

  • 130 institutional investors held Lifestance Health (LFST) as of Q3 2024, down from 133 in Q2 2024.
  • Funds reported $2.3B of Lifestance Health stock for Q3 2024, up 43% quarter-over-quarter.
  • 24 funds opened new Lifestance Health positions in Q3 2024 and 27 closed out, a net change of -3 holders.
  • The largest Lifestance Health buyer in Q3 2024 was Goldman Sachs, an estimated $15.3M added.
  • The largest Lifestance Health seller in Q3 2024 was Fidelity Investments, an estimated $40.9M sold.

Based on aggregated 13F filings for Q3 2024.