Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Brightspring Health Svcs Inc (BTSGU)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +4
Streak
1Q ▲
Buyers last Q
54%

Smart Money Signals — BTSGU

Based on 30 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added BTSGU 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.
📊

High ownership — 86% of 3.0Y peak

86% of all-time peak
30 funds currently hold this stock — 86% of the 3.0-year high of 35 funds (reached 2025 Q2). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
📉

Outflows — 9% fewer funds vs a year ago

fund count last 6Q
3 fewer hedge funds hold BTSGU compared to a year ago (-9% decline). When institutions consistently reduce their exposure, it's worth exploring the underlying fundamental reasons driving them away.
🟡

Slight buying edge — 54% buying

13 buying11 selling
Last quarter: 13 funds bought or added vs 11 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
➡️

Steady new buyers — ~5 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 5 → 2 → 2 → 5. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

43% of holders stayed for 2+ years

■ 43% conviction (2yr+) ■ 43% medium ■ 13% new
13 out of 30 hedge funds have held BTSGU for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
➡️

Steady discovery — ~5 new funds/quarter

5 → 5 → 2 → 2 → 5 new funds/Q
New funds entering each quarter: 5 → 2 → 2 → 5. Consistent flow of new institutional buyers without clear acceleration or slowdown.
📊

Mixed cohorts — 3% veterans, 20% new entrants

■ 3% veterans ■ 77% 1-2yr ■ 20% new
Of 30 current holders: 1 (3%) held 2+ years, 23 held 1–2 years, 6 (20%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.
📋

Smaller funds dominant — 12% AUM from top-100

12% from top-100 AUM funds
11 of 30 holders rank in the top 100 by AUM, but together hold only 12% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
2.6
out of 10
Low Exit Risk
Exit risk score 2.6/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

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.

Institutional Sentiment Summary — BTSGU

In 2026 Q1, 13 hedge funds were net buyers of BTSGU (5 opened a new position, 8 added to an existing one), while 11 reduced or exited (10 trimmed, 1 sold completely) — a 54% buyer ratio, indicating a slight buying edge. Net fund flow last quarter: +4 funds (more new holders than closures). Total institutional holders: 30.

Hedge Fund Ownership: BTSGU

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

Market Analysis: BTSGU

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: BTSGU

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Is It Too Late to Buy Brightspring Health Svcs Inc (BTSGU) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much BTSGU has moved relative to its sector benchmark (XLV) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 79d ago
BTSGU
+50.1%
XLV
+2.8%

BTSGU outperformed XLV by +47.3% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 34d ago
BTSGU
+14.3%
XLV
+3.9%

Since the filing became public, BTSGU outperformed XLV by +10.4% .

Interpretation: The stock has meaningfully outrun its sector. The trade has partially played out; entry is at a premium to the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

3 top-rated funds 0 high-conviction
Consensus
2.6
/ 10
breadth
×
Elite
0.2
/ 10
conviction
Hedge Fund Positioning: BTSGU
30 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 30 26 15.38%
13F Shares 4M 4M 2.68%
Total Value $492M $452M 8.82%
New Positions 5 2 +3
Increased Positions 8 4 +4
Closed Positions 1 11 -10
Reduced Positions 10 12 -2
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: BTSGU

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Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Profit Margin --
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Institutional Holders (2026 Q1)

30 + investors

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

QUARTER:
Top 25 BTSGU holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 BlueCrest Capital Management Ltd 0.85% 101,893 $14.5M
2 Ssi Investment Management LLC 0.78% 78,940 $11.2M
3 Wolverine Asset Management LLC 0.47% 341,962 $48.7M
4 Weiss Asset Management LP 0.18% 75,553 $10.8M
5 Voya Investment Management LLC 0.17% 1,154,745 $164.0M
6 Calamos Advisors LLC 0.15% 301,223 $42.8M
7 Elequin Capital, LP 0.12% 9,711 $1.4M
8 Advent Capital Management /de/ 0.10% 26,314 $3.8M
9 Ares Systematic Credit Ltd 0.10% 923 $129K
10 Central Pacific Bank - Trust Division 0.08% 4,630 $658K
11 Gabelli Funds LLC 0.07% 68,140 $9.7M
12 Css LLC/Il 0.05% 6,822 $970K
13 GABELLI & Co INVESTMENT ADVISERS, INC. 0.03% 1,500 $213K
14 MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.03% 157,696 $22.4M
15 Healthcare of Ontario Pension Plan Trust Fund 0.03% 125,000 $17.8M
16 Virtus Advisers, LLC 0.01% 200 $28K
17 Point72 Asset Management, L.P. 0.01% 51,150 $7.3M
18 Ameriprise Financial Inc 0.00% 130,500 $18.6M
19 Gamco Investors, INC. Et Al 0.00% 3,000 $426K
20 BlackRock, Inc. 0.00% 547,485 $77.8M
21 Fmr LLC 0.00% 95,400 $13.6M
22 Bank of America Corp /de/ 0.00% 46,668 $6.6M
23 Jane Street Group, LLC 0.00% 13,374 $1.9M
24 Susquehanna International Group, LLP 0.00% 4,823 $685K
25 UBS Group AG 0.00% 3,344 $475K
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 (BTSGU)

What does the Smart Money Trend signal show for BTSGU?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added BTSGU 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 BTSGU?

Slight buying edge — 54% buying: Last quarter: 13 funds bought or added vs 11 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for BTSGU holders?

Smaller funds dominant — 12% AUM from top-100: 11 of 30 holders rank in the top 100 by AUM, but together hold only 12% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held BTSGU?

43% of holders stayed for 2+ years: 13 out of 30 hedge funds have held BTSGU for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Is it too late to buy Brightspring Health Svcs Inc (BTSGU) following the 2026 Q1 hedge fund 13F filings?

As of today, BTSGU has moved +14.3% since the 2026 Q1 13F filing date (May 15, 2026), compared to +3.9% for the XLV sector ETF — an outperformance of +10.4%. Since the quarter end (March 31, 2026), BTSGU has gained +50.1% vs +2.8% for XLV. The stock has meaningfully outrun its sector. The trade has partially played out; entry is at a premium to the fund's implied reference.

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.

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