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Brookdale Senior Living
BKD

157 hedge funds and large institutions have $570M invested in Brookdale Senior Living in 2023 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 54 increasing their positions, 52 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

47% more call options, than puts

Call options by funds: $1.12M | Put options by funds: $759K

33% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 18

8% more capital invested

Capital invested by funds: $528M → $570M (+$42.2M)

2% more funds holding

Funds holding: 154 → 157 (+3)

4% more repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 52

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

5.13% less ownership

Funds ownership: 108.31% → 103.19% (-5.1%)

Holders
157
Holders Change
+3
Holders Change %
+1.95%
% of All Funds
2.5%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
24
Increased
54
Reduced
52
Closed
18
Calls
$1.12M
Puts
$759K
Net Calls
+$357K
Net Calls Change
-$84K

Top Buyers

1
GCM
Glenview Capital Management
New York
+$13.8M
2
DM
Deerfield Management
New York
+$10.7M
3
ITP
Iron Triangle Partners
Connecticut
+$7.75M
4
BCM
Bridgeway Capital Management
Texas
+$4.13M
5
Invesco
Invesco
Georgia
+$2.4M

Top Sellers

1
5NCM
59 North Capital Management
Texas
-$19.5M
2
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$15.3M
3
Morgan Stanley
Morgan Stanley
New York
-$9.03M
4
Norges Bank
Norges Bank
Norway
-$8.86M
5
Fidelity Investments
Fidelity Investments
Massachusetts
-$6.09M
Name Holding Trade Value Shares
Change 		Change in
Stake
Wells Fargo
26
Wells Fargo
California
$2.9M +$138K +48,224 +5%
First Eagle Investment Management
27
First Eagle Investment Management
New York
$2.89M -$121K -42,000 -4%
Two Sigma Investments
28
Two Sigma Investments
New York
$2.88M +$2.33M +811,431 +490%
UBS Group
29
UBS Group
Switzerland
$2.29M +$21.5K +7,500 +1%
Royal Bank of Canada
30
Royal Bank of Canada
Ontario, Canada
$2.23M -$151K -52,623 -6%
Bank of New York Mellon
31
Bank of New York Mellon
New York
$2.23M -$169K -58,795 -7%
PAM
32
Panagora Asset Management
Massachusetts
$2.18M +$577K +200,831 +37%
Two Sigma Advisers
33
Two Sigma Advisers
New York
$2.04M +$233K +81,300 +13%
Marshall Wace
34
Marshall Wace
United Kingdom
$2.01M +$1.96M +682,286 New
CA
35
Continental Advisors
Utah
$1.97M -$54.6K -19,028 -3%
PGCM
36
Prescott Group Capital Management
Oklahoma
$1.73M +$546K +189,982 +48%
LDB
37
Lee, Danner & Bass
Tennessee
$1.7M +$45.9K +16,000 +3%
Assenagon Asset Management
38
Assenagon Asset Management
Luxembourg
$1.52M -$1.23M -429,665 -45%
D.E. Shaw & Co
39
D.E. Shaw & Co
New York
$1.29M -$1.7M -590,521 -57%
Swiss National Bank
40
Swiss National Bank
Switzerland
$1.07M -$124K -43,100 -11%
AG
41
Algert Global
California
$962K -$58.1K -20,235 -6%
BNP Paribas Financial Markets
42
BNP Paribas Financial Markets
France
$942K +$784K +273,155 +592%
Balyasny Asset Management
43
Balyasny Asset Management
Illinois
$924K -$15.3M -5,320,239 -94%
RhumbLine Advisers
44
RhumbLine Advisers
Massachusetts
$877K +$32.2K +11,198 +4%
JP Morgan Chase
45
JP Morgan Chase
New York
$778K +$136K +47,501 +22%
Citadel Advisors
46
Citadel Advisors
Florida
$755K +$292K +101,692 +66%
CCM
47
Cinctive Capital Management
New York
$738K +$718K +250,000 New
Los Angeles Capital Management
48
Los Angeles Capital Management
California
$734K +$424K +147,496 +146%
AllianceBernstein
49
AllianceBernstein
Tennessee
$718K – – –
Susquehanna International Group
50
Susquehanna International Group
Pennsylvania
$710K +$198K +68,919 +40%
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BKD Hedge Fund Activity: Q1 2023 in Review

157 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Brookdale Senior Living (BKD) for Q1 2023, worth a combined $570M — up 8% from $528M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new BKD positions and 18 closed out — a net gain of 6 holders — while 54 added to existing stakes and 52 trimmed.

The largest buyer was Glenview Capital Management, adding an estimated $13.8M. The largest seller was 59 North Capital Management, exiting entirely with an estimated $19.5M sold.

  • 157 institutional investors held Brookdale Senior Living (BKD) as of Q1 2023, up from 154 in Q4 2022.
  • Funds reported $570M of Brookdale Senior Living stock for Q1 2023, up 8% quarter-over-quarter.
  • 24 funds opened new Brookdale Senior Living positions in Q1 2023 and 18 closed out, a net change of +6 holders.
  • The largest Brookdale Senior Living buyer in Q1 2023 was Glenview Capital Management, an estimated $13.8M added.
  • The largest Brookdale Senior Living seller in Q1 2023 was 59 North Capital Management, an estimated $19.5M sold.

Based on aggregated 13F filings for Q1 2023.