We are live on ! Find out more
BKD icon

Brookdale Senior Living
BKD

195 hedge funds and large institutions have $916M invested in Brookdale Senior Living in 2021 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 45 increasing their positions, 69 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

65% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 23

48% more call options, than puts

Call options by funds: $996K | Put options by funds: $671K

7% more funds holding

Funds holding: 182 → 195 (+13)

0.63% more ownership

Funds ownership: 95.25% → 95.88% (+0.63%)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

18% less capital invested

Capital invested by funds: $1.11B → $916M (-$195M)

35% less repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 69

Holders
195
Holders Change
+13
Holders Change %
+7.14%
% of All Funds
3%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
38
Increased
45
Reduced
69
Closed
23
Calls
$996K
Puts
$671K
Net Calls
+$325K
Net Calls Change
-$855K

Top Buyers

1
DCP
Diameter Capital Partners
New York
+$30.4M
2
Morgan Stanley
Morgan Stanley
New York
+$22.4M
3
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$10.7M
4
Goldman Sachs
Goldman Sachs
New York
+$9.55M
5
5NCM
59 North Capital Management
Texas
+$7.88M

Top Sellers

1
GCM
Glenview Capital Management
New York
-$20.2M
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$15.6M
3
Deutsche Bank
Deutsche Bank
Germany
-$8.97M
4
CCP
Clough Capital Partners
Massachusetts
-$8.81M
5
BCP
Berylson Capital Partners
Massachusetts
-$8.38M
Name Holding Trade Value Shares
Change 		Change in
Stake
BTP
26
Bloom Tree Partners
New York
$6.39M -$4.93M -790,031 -39%
N
27
Nuveen
North Carolina
$6.37M -$3.59M -575,609 -32%
BCM
28
Bridgeway Capital Management
Texas
$6.21M – – –
Bank of America
29
Bank of America
North Carolina
$5.98M +$6.26M +1,003,654 +647%
Wells Fargo
30
Wells Fargo
California
$5.92M +$2.31M +370,204 +48%
Citadel Advisors
31
Citadel Advisors
Florida
$4.73M -$1.21M -194,504 -18%
Two Sigma Advisers
32
Two Sigma Advisers
New York
$4.63M -$1.56M -249,500 -22%
Deutsche Bank
33
Deutsche Bank
Germany
$4.58M -$8.97M -1,438,001 -62%
PI
34
Putnam Investments
Massachusetts
$4.48M +$553K +88,698 +11%
Bank of New York Mellon
35
Bank of New York Mellon
New York
$4.27M -$12.8K -2,047 -0.2%
Royal Bank of Canada
36
Royal Bank of Canada
Ontario, Canada
$4.22M +$4.85M +777,298 +1,909%
Wellington Management Group
37
Wellington Management Group
Massachusetts
$4.09M -$15.6M -2,497,052 -76%
NRC
38
North Run Capital
Massachusetts
$3.61M – – –
Invesco
39
Invesco
Georgia
$3.56M -$799K -128,176 -16%
Allspring Global Investments
40
Allspring Global Investments
North Carolina
$3.54M +$4.28M +685,953 New
Assenagon Asset Management
41
Assenagon Asset Management
Luxembourg
$3.33M -$3.44M -552,313 -46%
N
42
Natixis
France
$3.1M – – –
LDB
43
Lee, Danner & Bass
Tennessee
$3M -$7.48K -1,200 -0.2%
Boston Partners
44
Boston Partners
Massachusetts
$2.38M +$2.88M +461,488 New
LCM
45
Laurion Capital Management
New York
$2.34M +$2.83M +454,000 New
KAM
46
Knightsbridge Asset Management
California
$2.29M -$1.16M -186,433 -30%
AGA
47
Altrinsic Global Advisors
Connecticut
$2.28M – – –
Two Sigma Investments
48
Two Sigma Investments
New York
$2.24M -$3.44M -551,762 -56%
CP
49
Clayton Partners
California
$2.16M -$154K -24,721 -6%
Swiss National Bank
50
Swiss National Bank
Switzerland
$2.11M – – –
1
2
3 4 5

BKD Hedge Fund Activity: Q4 2021 in Review

195 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Brookdale Senior Living (BKD) for Q4 2021, worth a combined $916M — down 18% from $1.11B a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new BKD positions and 23 closed out — a net gain of 15 holders — while 45 added to existing stakes and 69 trimmed.

The largest buyer was Diameter Capital Partners, adding an estimated $30.4M. The largest seller was Glenview Capital Management, cutting an estimated $20.2M.

  • 195 institutional investors held Brookdale Senior Living (BKD) as of Q4 2021, up from 182 in Q3 2021.
  • Funds reported $916M of Brookdale Senior Living stock for Q4 2021, down 18% quarter-over-quarter.
  • 38 funds opened new Brookdale Senior Living positions in Q4 2021 and 23 closed out, a net change of +15 holders.
  • The largest Brookdale Senior Living buyer in Q4 2021 was Diameter Capital Partners, an estimated $30.4M added.
  • The largest Brookdale Senior Living seller in Q4 2021 was Glenview Capital Management, an estimated $20.2M sold.

Based on aggregated 13F filings for Q4 2021.