18 institutional investors accumulated Life Time Group Holdings in Q3 2024, with a net directional inflow of $92.1M. The cluster was heavily concentrated in three new positions totaling $36.5M (Arrowstreet, Norges Bank, Voloridge) and large doubling moves by Point72 ($7.1M→$21.7M) and D.E. Shaw ($678K→$5.8M). The sole seller, Marshall Wace, trimmed a trivial position. Active managers dominated the cluster, suggesting a shared conviction thesis tied to Life Time's post-pandemic membership recovery and premium club model.
Executive Summary
18 institutional investors accumulated Life Time Group Holdings in Q3 2024, with a net directional inflow of $92.1M. The cluster was heavily concentrated in three new positions totaling $36.5M (Arrowstreet, Norges Bank, Voloridge) and large doubling moves by Point72 ($7.1M→$21.7M) and D.E. Shaw ($678K→$5.8M). The sole seller, Marshall Wace, trimmed a trivial position. Active managers dominated the cluster, suggesting a shared conviction thesis tied to Life Time's post-pandemic membership recovery and premium club model.
Key Financial Metrics
Institutional Positions
Net institutional flow: $92.1M
▲ Buyers (18)
| Institution | Action | Change | Position Value | Value Δ |
|---|---|---|---|---|
| Arrowstreet Capital, L.P. | NEW | — | $34.1M | $34.1M |
| Norges Bank | NEW | — | $20.6M | $20.6M |
| Point72 Asset Management | DOUBLED | +135.9% | $21.7M | $14.6M |
| Voloridge Investment Management | NEW | — | $15.4M | $15.4M |
| D.E. Shaw & Co. | DOUBLED | +555% | $5.8M | $5.1M |
▼ Sellers (1)
| Institution | Action | Change | Prev Value | Value Δ |
|---|---|---|---|---|
| Marshall Wace | TRIM | -28.8% | $483.0K | -$37.0K |
Key Facts
- 18 institutional buyers in Q3 2024 vs 1 seller, net $92.1M of new buying
- Arrowstreet Capital initiated a $34.1M new position
- Norges Bank (sovereign wealth fund) initiated a $20.6M new position
- Point72 more than doubled its position from $7.1M to $21.7M
- Voloridge Investment Management started a $15.4M new position
- D.E. Shaw increased holdings 6.6x from $678K to $5.8M
- Only Marshall Wace trimmed, by an immaterial $37K
- Historical T+20 returns on LTH cluster analyses have been negative on average (-0.26%) with a 40% win rate over 5 settled reports
Financial Impact
18 institutions accumulated $92.1M in net new positions (gross buys of $92.1M, gross sells of $37K).
Risk Factors
- 13F data is 45+ days stale — the cluster may have already been partially unwound
- Historical LTH cluster analyses have underperformed (40% win rate at T+20)
- Massive insider selling ($503.8M in the last 30 days) may conflict with the institutional bullish signal
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 1 institutional 13F filing from SEC EDGAR.
| Document | Accession Number |
|---|---|
| INST-CLUSTER Data (Synthetic) | inst-cluster-LTH-2024-Q3 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Sep 10, 2026 22d ago | Institutional Cluster | $41.48 $41.50 | ▲ +0.05% | ▼ −0.80% | — |
Sep 3, 2026 29d ago | Court Ruling | $43.09 $43.23 | ▲ +0.32% | ▲ +0.71% | — |
Aug 28, 2026 4w ago | Insider Cluster | $42.02 $41.83 | ▲ +0.45% | ▼ −0.23% | — |
Aug 28, 2026 4w ago | Insider Cluster | $42.02 $41.83 | ▼ −0.45% | ▲ +0.23% | — |
Aug 27, 2026 5w ago | 144 | $44.35 $43.51 | ▲ +1.89% | ▲ +1.67% | — |
Aug 27, 2026 5w ago | 144 | $44.35 $43.51 | ▲ +1.89% | ▲ +1.67% | — |
Aug 25, 2026 5w ago | Court Ruling | $44.55 $44.80 | ▲ +0.56% | ▲ +0.54% | — |
Aug 12, 2026 7w ago | Insider Cluster | $44.31 $45.26 | ▼ −2.14% | ▼ −2.34% | — |
Aug 11, 2026 7w ago | 144 | $43.81 $43.82 | ▼ −0.02% | ▲ +0.23% | — |
Aug 11, 2026 7w ago | 144 | $43.81 $43.82 | ▼ −0.02% | ▲ +0.23% | — |
US Market Status
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