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Brookdale Senior Living
BKD

174 hedge funds and large institutions have $1.12B invested in Brookdale Senior Living in 2024 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 62 increasing their positions, 62 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 2 → 3 (+1)

0% more repeat investments, than reductions

Existing positions increased: 62 | Existing positions reduced: 62

2.19% less ownership

Funds ownership: 107.63% → 105.44% (-2.2%)

11% less funds holding

Funds holding: 196 → 174 (-22)

22% less capital invested

Capital invested by funds: $1.44B → $1.12B (-$317M)

47% less first-time investments, than exits

New positions opened: 23 | Existing positions closed: 43

81% less call options, than puts

Call options by funds: $282K | Put options by funds: $1.49M

Holders
174
Holders Change
-22
Holders Change %
-11.22%
% of All Funds
2.29%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
23
Increased
62
Reduced
62
Closed
43
Calls
$282K
Puts
$1.49M
Net Calls
-$1.2M
Net Calls Change
-$48K

Top Buyers

1
FFL
Flat Footed LLC
Wyoming
+$30M
2
AP
Antipodes Partners
Australia
+$20.1M
3
RIM
Rush Island Management
New York
+$18.2M
4
Wellington Management Group
Wellington Management Group
Massachusetts
+$12M
5
CCM
Carronade Capital Management
Connecticut
+$10.3M

Top Sellers

1
ITP
Iron Triangle Partners
Connecticut
-$14.9M
2
VC
Vision Capital
Ontario, Canada
-$12.5M
3
WCP
Waterfront Capital Partners
New York
-$11.8M
4
N
Nuveen
North Carolina
-$10.5M
5
Millennium Management
Millennium Management
New York
-$7.52M
Name Holding Trade Value Shares
Change 		Change in
Stake
American Century Companies
26
American Century Companies
Missouri
$10.4M -$1.18M -206,151 -9%
N
27
Nuveen
North Carolina
$9.92M -$10.5M -1,832,729 -48%
Qube Research & Technologies (QRT)
28
Qube Research & Technologies (QRT)
United Kingdom
$9.26M -$636K -111,170 -6%
Marshall Wace
29
Marshall Wace
United Kingdom
$8.97M -$5.82M -1,017,267 -36%
PCM
30
Penn Capital Management
Pennsylvania
$8.9M +$1.33M +233,158 +15%
First Eagle Investment Management
31
First Eagle Investment Management
New York
$8.25M +$2.72M +475,268 +41%
BNP Paribas Financial Markets
32
BNP Paribas Financial Markets
France
$7.91M -$3.91M -683,698 -30%
ACA
33
AYAL Capital Advisors
Ontario, Canada
$7.59M +$1.74M +304,700 +25%
GCM
34
Glenview Capital Management
New York
$7.54M -$5.72M -1,000,000 -40%
HAI
35
Hennessy Advisors Inc
California
$7.54M +$548K +95,700 +7%
Wells Fargo
36
Wells Fargo
California
$7.52M +$117K +20,454 +1%
LIP
37
Landmark Investment Partners
Florida
$7.37M +$8.39M +1,465,938 New
Invesco
38
Invesco
Georgia
$6.83M -$3.78M -661,348 -33%
RC
39
RBF Capital
California
$6.7M -$5.15M -900,000 -41%
New York State Common Retirement Fund
40
New York State Common Retirement Fund
New York
$6.66M +$1.22M +213,512 +19%
Millennium Management
41
Millennium Management
New York
$6.51M -$7.52M -1,314,992 -50%
Goldman Sachs
42
Goldman Sachs
New York
$6.16M -$1.06M -184,669 -13%
Royal Bank of Canada
43
Royal Bank of Canada
Ontario, Canada
$5.35M -$32.1K -5,605 -0.5%
D.E. Shaw & Co
44
D.E. Shaw & Co
New York
$4.58M -$5.52M -964,803 -51%
PGCM
45
Prescott Group Capital Management
Oklahoma
$4.5M +$973K +170,000 +23%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
46
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$4M – – –
JP Morgan Chase
47
JP Morgan Chase
New York
$3.57M +$2.89M +505,569 +247%
UBS AM
48
UBS AM
Illinois
$2.89M +$454K +79,264 +16%
First Trust Advisors
49
First Trust Advisors
Illinois
$2.69M -$948K -165,756 -24%
Bank of New York Mellon
50
Bank of New York Mellon
New York
$2.68M -$23K -4,016 -0.7%
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BKD Hedge Fund Activity: Q4 2024 in Review

174 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Brookdale Senior Living (BKD) for Q4 2024, worth a combined $1.12B — down 22% from $1.44B a quarter earlier.

Sellers outnumbered buyers: 43 funds closed out of BKD and 23 opened new positions — a net loss of 20 holders — while 62 trimmed existing stakes and 62 added.

The largest buyer was Flat Footed LLC, adding an estimated $30M. The largest seller was Iron Triangle Partners, exiting entirely with an estimated $14.9M sold.

  • 174 institutional investors held Brookdale Senior Living (BKD) as of Q4 2024, down from 196 in Q3 2024.
  • Funds reported $1.12B of Brookdale Senior Living stock for Q4 2024, down 22% quarter-over-quarter.
  • 23 funds opened new Brookdale Senior Living positions in Q4 2024 and 43 closed out, a net change of -20 holders.
  • The largest Brookdale Senior Living buyer in Q4 2024 was Flat Footed LLC, an estimated $30M added.
  • The largest Brookdale Senior Living seller in Q4 2024 was Iron Triangle Partners, an estimated $14.9M sold.

Based on aggregated 13F filings for Q4 2024.