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Brookdale Senior Living
BKD

196 hedge funds and large institutions have $1.44B invested in Brookdale Senior Living in 2024 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 72 increasing their positions, 57 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

169% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 13

26% more repeat investments, than reductions

Existing positions increased: 72 | Existing positions reduced: 57

13% more funds holding

Funds holding: 174 → 196 (+22)

0% more capital invested

Capital invested by funds: $1.44B → $1.44B (+$5.58M)

1.23% less ownership

Funds ownership: 108.86% → 107.63% (-1.2%)

33% less funds holding in top 10

Funds holding in top 10: 3 → 2 (-1)

78% less call options, than puts

Call options by funds: $323K | Put options by funds: $1.48M

Holders
196
Holders Change
+22
Holders Change %
+12.64%
% of All Funds
2.81%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
35
Increased
72
Reduced
57
Closed
13
Calls
$323K
Puts
$1.48M
Net Calls
-$1.16M
Net Calls Change
-$666K

Top Buyers

1
AP
Antipodes Partners
Australia
+$28.8M
2
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$21.5M
3
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$11.8M
4
CCM
Carronade Capital Management
Connecticut
+$10.9M
5
RIM
Rush Island Management
New York
+$8.83M

Top Sellers

1
GCM
Glenview Capital Management
New York
-$32.2M
2
ITP
Iron Triangle Partners
Connecticut
-$25.7M
3
CCM
Camber Capital Management
Massachusetts
-$11.2M
4
Citadel Advisors
Citadel Advisors
Florida
-$9.46M
5
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$8.32M
Name Holding Trade Value Shares
Change 		Change in
Stake
WCP
26
Waterfront Capital Partners
New York
$15.4M -$6M -840,188 -27%
BNP Paribas Financial Markets
27
BNP Paribas Financial Markets
France
$15.3M -$566K -79,256 -3%
RC
28
RBF Capital
California
$14.9M +$711K +99,681 +5%
ITP
29
Iron Triangle Partners
Connecticut
$14.9M -$25.7M -3,604,363 -62%
Balyasny Asset Management
30
Balyasny Asset Management
Illinois
$14.1M +$11.8M +1,653,873 +394%
Invesco
31
Invesco
Georgia
$13.7M +$470K +65,882 +3%
Qube Research & Technologies (QRT)
32
Qube Research & Technologies (QRT)
United Kingdom
$13.3M +$7.47M +1,046,244 +116%
Northern Trust
33
Northern Trust
Illinois
$13.1M +$393K +55,028 +3%
D.E. Shaw & Co
34
D.E. Shaw & Co
New York
$12.7M -$688K -96,339 -5%
VC
35
Vision Capital
Ontario, Canada
$12.5M +$2.85M +400,000 +28%
UBS Group
36
UBS Group
Switzerland
$11.7M -$1.15M -161,544 -9%
PCM
37
Penn Capital Management
Pennsylvania
$10.4M +$4.98M +697,773 +83%
CCM
38
Carronade Capital Management
Connecticut
$10.4M +$10.9M +1,529,834 New
Assenagon Asset Management
39
Assenagon Asset Management
Luxembourg
$10M +$494K +69,171 +5%
Wells Fargo
40
Wells Fargo
California
$10M +$652K +91,343 +7%
Goldman Sachs
41
Goldman Sachs
New York
$9.57M -$1.16M -162,459 -10%
HAI
42
Hennessy Advisors Inc
California
$9.53M +$1.12M +157,500 +13%
ACA
43
AYAL Capital Advisors
Ontario, Canada
$8.18M +$8.6M +1,204,246 New
First Eagle Investment Management
44
First Eagle Investment Management
New York
$7.91M +$678K +95,000 +9%
New York State Common Retirement Fund
45
New York State Common Retirement Fund
New York
$7.54M +$3.29M +461,548 +71%
ACM
46
Adelante Capital Management
California
$7.52M +$7.91M +1,107,944 New
Royal Bank of Canada
47
Royal Bank of Canada
Ontario, Canada
$7.26M +$1.22M +170,905 +19%
EP
48
Eversept Partners
New York
$5.85M -$4.89M -685,574 -44%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
49
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$5.4M +$1.49M +209,400 +36%
BCM
50
Bridgeway Capital Management
Texas
$5.37M -$518K -72,600 -8%
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BKD Hedge Fund Activity: Q3 2024 in Review

196 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Brookdale Senior Living (BKD) for Q3 2024, worth a combined $1.44B — up 0.39% from $1.44B a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new BKD positions and 13 closed out — a net gain of 22 holders — while 72 added to existing stakes and 57 trimmed.

The largest buyer was Antipodes Partners, adding an estimated $28.8M. The largest seller was Glenview Capital Management, cutting an estimated $32.2M.

  • 196 institutional investors held Brookdale Senior Living (BKD) as of Q3 2024, up from 174 in Q2 2024.
  • Funds reported $1.44B of Brookdale Senior Living stock for Q3 2024, up 0.39% quarter-over-quarter.
  • 35 funds opened new Brookdale Senior Living positions in Q3 2024 and 13 closed out, a net change of +22 holders.
  • The largest Brookdale Senior Living buyer in Q3 2024 was Antipodes Partners, an estimated $28.8M added.
  • The largest Brookdale Senior Living seller in Q3 2024 was Glenview Capital Management, an estimated $32.2M sold.

Based on aggregated 13F filings for Q3 2024.