Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

BRIGHTSPRING HEALTH SVCS INC (BTSG)

277 + Investors. Track Smart Money conviction in BTSG. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +55
Streak
8Q ▲
Buyers last Q
67%

Smart Money Signals — BTSG

Based on 269 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 8 quarters in a row

last 6Q
For 8 consecutive quarters, more hedge funds added BTSG than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
269 hedge funds hold BTSG right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
🚀

Fast accumulation — +105% more funds vs a year ago

fund count last 6Q
+138 new funds entered over the past year (+105% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.
🟢

More buyers than sellers — 67% buying

197 buying97 selling
Last quarter: 197 funds were net buyers (90 opened a brand new position + 107 added to an existing one). Only 97 were sellers (62 trimmed + 35 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+33 vs last Q)

new funds entering per quarter
Funds opening a new BTSG position: 48 → 65 → 57 → 90. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔄

Mostly new holders — 53% entered in last year

■ 4% conviction (2yr+) ■ 43% medium ■ 53% new
Only 10 funds (4%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.
💎

Buying through price weakness — shares -1%, value -100%

Value
-99%
Shares
-1%
Last quarter: funds added -1% more shares while total portfolio value only changed -100%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
📈

Growing discovery — still being found

31 → 48 → 65 → 57 → 90 new funds/Q
New funds entering each quarter: 48 → 65 → 57 → 90. A growing number of institutions are discovering BTSG each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🌱

Early stage — 64% of holders entered in last year

■ 4% veterans ■ 33% 1-2yr ■ 64% new
Of 277 current holders: 176 (64%) entered in the past year, only 10 (4%) are 2+ year veterans. This is an early-phase institutional idea — still being discovered. High upside potential if the thesis plays out, but thin conviction base.
🏆

Elite ownership — 69% AUM from top-100 funds

69% from top-100 AUM funds
41 of 269 holders are among the 100 largest funds by AUM, controlling 69% of total institutional value in BTSG. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
5.3
out of 10
Moderate Exit Risk
Exit risk score 5.3/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Hedge Fund Ownership: BTSG

How many hedge funds hold BTSG — quarterly history vs. share price
Quarterly hedge fund ownership of BTSG vs. share price

Market Analysis: BTSG

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: BTSG

-- --
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

20 top-rated funds 5 high-conviction
Consensus
5.7
/ 10
breadth
×
Elite
3.8
/ 10
conviction
Hedge Fund Positioning: BTSG
2026 Q1 Stats Unlock in 21 days 277 + Investors

Track Smart Money conviction in BTSG. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 277 224 23.66%
13F Shares 206M 208M -0.96%
Total Value $7.31B $2.28T -99.68%
New Positions 91 59 +32
Increased Positions 117 89 +28
Closed Positions 36 39 -3
Reduced Positions 76 76 -
Total Calls 5 4 25.0%
Total Puts 4 7 -42.86%
PUT/CALL Ratio 0.8 1.75 Neutral

Statistics: BTSG

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Valuation Measures Data as of: --

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Enterprise Value/EBITDA --
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Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

277 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in BTSG. Verified SEC 13F-HR filings.

Top 25 institutional holders of BTSG — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 HENNESSY ADVISORS INC 0.75% 488,300 $20.8M
2 Wealthstar Advisors, LLC 0.71% 35,791 $1.5M
3 Capricorn Fund Managers Ltd 0.71% 106,196 $4.5M
4 Ellsworth Advisors, LLC 0.23% 28,995 $1.2M
5 Raiffeisen Bank International AG 0.14% 222,900 $9.5M
6 Inspire Investing, LLC 0.13% 37,059 $1.6M
7 SMART Wealth LLC 0.10% 8,121 $346K
8 Bayforest Capital Ltd 0.07% 1,503 $64K
9 Abel Hall, LLC 0.06% 6,157 $262K
10 Balboa Wealth Partners 0.05% 6,970 $297K
11 Louisiana State Employees Retirement System 0.04% 58,700 $3K
12 State of Alaska, Department of Revenue 0.04% 76,449 $3K
13 HIGHLAND CAPITAL MANAGEMENT, LLC 0.03% 13,870 $591K
14 YOUSIF CAPITAL MANAGEMENT, LLC 0.02% 36,509 $1.6M
15 Sterling Capital Management LLC 0.02% 22,391 $954K
16 OP Asset Management Ltd 0.01% 17,676 $871K
17 Moran Wealth Management, LLC 0.01% 6,925 $295K
18 PROFUND ADVISORS LLC 0.01% 5,570 $237K
19 Vise Technologies, Inc. 0.01% 10,457 $392K
20 GAMMA Investing LLC 0.01% 2,910 $124K
21 Concurrent Investment Advisors, LLC 0.00% 10,451 $445K
22 Matrix Trust Co 0.00% 571 —
23 Handelsbanken Fonder AB 0.00% 26,200 $1K
24 STEPHENS INC /AR/ 0.00% 5,181 $221K
25 NEW YORK STATE TEACHERS RETIREMENT SYSTEM 0.00% 31,262 $1K
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — BRIGHTSPRING HEALTH SVCS INC (BTSG)

What does the Smart Money Trend signal show for BTSG?

Buying streak — 8 quarters in a row: For 8 consecutive quarters, more hedge funds added BTSG than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for BTSG?

More buyers than sellers — 67% buying: Last quarter: 197 funds were net buyers (90 opened a brand new position + 107 added to an existing one). Only 97 were sellers (62 trimmed + 35 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for BTSG holders?

Elite ownership — 69% AUM from top-100 funds: 41 of 269 holders are among the 100 largest funds by AUM, controlling 69% of total institutional value in BTSG. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held BTSG?

Mostly new holders — 53% entered in last year: Only 10 funds (4%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.