Who Owns BrightSpring Health Services Tangible Equity Unit Stock?
NASDAQ: BTSGUHealth CareMedical/Nursing ServicesUSD
Market open · Delayed 15 min · as of Oct 8, 4:00 PM ET
Ownership breakdown
- Held by institutions
- 36.44%
- Held by insiders
- 0.00%
- Institutional holders
- 39
- Institutions 36.4%
- Insiders 0.0%
- Public and other 63.6%
Who owns BrightSpring Health Services Tangible Equity Unit stock?
Institutional investors own about 36.4% of BrightSpring Health Services Tangible Equity Unit's shares, spread across 39 institutions that file 13F reports. That level of institutional ownership is relatively low, leaving more of the stock with retail investors and insiders. Insiders, including executives, directors and large founding shareholders, hold 0.00% of BTSGU.
The largest institutional holders are Voya Investment Management LLC (14.75%), Blackrock Inc. (6.15%) and Calamos Advisors LLC (3.77%). Together, the top 10 institutions control 33.0% of shares outstanding. In their latest filings, 4 of the top 10 institutions increased their BTSGU positions and 5 reduced them.
Summary generated from market data by MetaCap's automated system. Methodology
Top institutional holders of BTSGU
| Institution | Shares | % Held | Change |
|---|---|---|---|
| Voya Investment Management LLC | 1.18M | 14.75% | +2.2% |
| Blackrock Inc. | 492.37K | 6.15% | -10.1% |
| Calamos Advisors LLC | 301.60K | 3.77% | +0.1% |
| Van Eck Associates Corporation | 200.13K | 2.50% | -7.2% |
| Infrastructure Capital Advisors, LLC | 107.73K | 1.35% | +100.0% |
| Lord, Abbett & Co. LLC | 97.93K | 1.22% | +100.0% |
| FMR, LLC | 94.40K | 1.18% | -1.1% |
| SSI Investment Management LLC | 64.41K | 0.81% | -18.4% |
| Wolverine Asset Management, LLC | 54.19K | 0.68% | -84.2% |
| Point72 Asset Management, L.P. | 51.15K | 0.64% | 0.0% |
% held is the share of total shares outstanding. Change is the percentage change in the position since the holder's previous 13F filing.
Top mutual fund and ETF holders of BTSGU
| Fund | Shares | % Held |
|---|---|---|
| iShares Trust-iShares Preferred and Income Securities ETF | 493.07K | 6.16% |
| CALAMOS INVESTMENT TRUST/IL-Calamos Market Neutral Income Fund | 300.00K | 3.75% |
| VanEck ETF Trust-VanEck Preferred Securities ex Financials ETF | 201.18K | 2.51% |
| Fidelity Financial Trust-Fidelity Convertible Securities Fund | 53.31K | 0.67% |
| Columbia Funds Series Trust II-Columbia Flexible Capital Income Fund | 45.00K | 0.56% |
| LORD ABBETT INVESTMENT TRUST-Lord Abbett Convertible Fund | 35.00K | 0.44% |
| Columbia Funds Series Trust-Columbia Convertible Securities Fund | 28.00K | 0.35% |
| AIM Growth Series -INVESCO CONVERTIBLE SECURITIES Fd. | 18.00K | 0.23% |
| Voya Equity Trust-Voya Global Income & Growth Fund | 10.00K | 0.13% |
| Advent Convertible and Income Fund | 5.06K | 0.06% |
Frequently asked questions
Who is the largest shareholder of BrightSpring Health Services Tangible Equity Unit?
Voya Investment Management LLC is the largest institutional shareholder of BTSGU, owning 14.75% of shares outstanding (1.18M shares) as of its latest 13F filing.
What percentage of BrightSpring Health Services Tangible Equity Unit is owned by institutions?
Institutions own about 36.4% of BTSGU shares and 36.4% of the public float.
How much of BrightSpring Health Services Tangible Equity Unit do insiders own?
Insiders, such as officers and directors, own about 0.00% of BTSGU shares outstanding.
Where does institutional ownership data come from?
Investment managers with more than $100 million in US equities must file Form 13F with the SEC within 45 days of each quarter-end. Holdings are therefore up to about 4.5 months old when published.