Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Brightspring Health Svcs Inc (BTSGU)

32 + 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
↑ +1
Streak
2Q ▲
Buyers last Q
42%

Smart Money Signals — BTSGU

Based on 32 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, 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 — 91% of 3.0Y peak

91% of all-time peak
32 funds currently hold this stock — 91% 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.
🟠

More sellers than buyers — 42% buying

14 buying19 selling
Last quarter: 19 funds reduced or exited vs 14 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.
➡️

Steady new buyers — ~7 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 2 → 2 → 6 → 7. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

41% of holders stayed for 2+ years

■ 41% conviction (2yr+) ■ 28% medium ■ 31% new
13 out of 32 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.
💰

Price up while funds trimmed (+24% value, -27% shares)

Value
+23%
Shares
-26%
Last quarter: total value of institutional BTSGU holdings rose +24% even though funds reduced share count by 27%. The stock price increased enough to offset the selling. Institutions are quietly trimming into price strength — watch for rotation.
➡️

Steady discovery — ~7 new funds/quarter

5 → 2 → 2 → 6 → 7 new funds/Q
New funds entering each quarter: 2 → 2 → 6 → 7. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 41% veterans vs 28% newcomers

■ 41% veterans ■ 31% 1-2yr ■ 28% new
Entry-cohort mix of 32 holders: 13 (41%) are 2+ year veterans, 10 entered 1–2 years ago, and 9 (28%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 67% AUM from top-100 funds

67% from top-100 AUM funds
9 of 32 holders are among the 100 largest funds by AUM, controlling 67% of total institutional value in BTSGU. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.7
out of 10
Low Exit Risk
Exit risk score 3.7/10 — 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 Q2, 14 hedge funds were net buyers of BTSGU (7 opened a new position, 7 added to an existing one), while 19 reduced or exited (13 trimmed, 6 sold completely) — a 42% buyer ratio, indicating roughly balanced activity. Net buying has persisted for two consecutive quarters, a positive momentum signal. 67% of total institutional value in BTSGU is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +1 funds (more new holders than closures). Total institutional holders: 32.

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

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

Loading signal freshness…
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
0.4
/ 10
conviction
Hedge Fund Positioning: BTSGU
32 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 32 31 3.23%
13F Shares 3M 4M -26.56%
Total Value $625M $505M 23.61%
New Positions 7 6 +1
Increased Positions 7 8 -1
Closed Positions 6 1 +5
Reduced Positions 13 10 +3
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: BTSGU

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Financial Highlights

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Institutional Holders (2026 Q2)

32 + 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 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Infrastructure Capital Advisors, LLC 1.44% 107,734 $24.7M
2 Ssi Investment Management LLC 0.86% 64,412 $14.9M
3 Voya Investment Management LLC 0.23% 1,179,745 $270.1M
4 Calamos Advisors LLC 0.23% 301,602 $69.1M
5 BlueCrest Capital Management Ltd 0.21% 28,435 $6.5M
6 Advent Capital Management /de/ 0.14% 26,427 $6.1M
7 Ares Systematic Credit Ltd 0.13% 923 $211K
8 Virtus Fixed Income Advisers, LLC 0.13% 859 $199K
9 Wolverine Asset Management LLC 0.11% 54,193 $12.5M
10 Elequin Capital, LP 0.10% 14,046 $3.2M
11 Central Pacific Bank - Trust Division 0.09% 3,940 $902K
12 Gabelli Funds LLC 0.06% 39,600 $9.1M
13 Css LLC/Il 0.05% 6,014 $1.4M
14 GABELLI & Co INVESTMENT ADVISERS, INC. 0.04% 1,250 $286K
15 Warberg Asset Management LLC 0.04% 968 $223K
16 Van Eck Associates Corp 0.02% 200,132 $40.4M
17 Virtus Advisers, LLC 0.02% 200 $46K
18 Point72 Asset Management, L.P. 0.01% 51,150 $11.8M
19 Gamco Investors, INC. Et Al 0.01% 3,000 $687K
20 Hrt Financial LP 0.00% 4,751 $1.1M
21 BlackRock, Inc. 0.00% 492,369 $112.7M
22 Ameriprise Financial Inc 0.00% 23,000 $5.3M
23 Fmr LLC 0.00% 94,400 $21.8M
24 Jane Street Group, LLC 0.00% 15,947 $3.7M
25 Barclays plc 0.00% 6,039 $1.4M
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 — 2 quarters in a row: For 2 consecutive quarters, 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?

More sellers than buyers — 42% buying: Last quarter: 19 funds reduced or exited vs 14 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

What is the fund quality score for BTSGU holders?

Elite ownership — 67% AUM from top-100 funds: 9 of 32 holders are among the 100 largest funds by AUM, controlling 67% of total institutional value in BTSGU. 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 BTSGU?

41% of holders stayed for 2+ years: 13 out of 32 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.

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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