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Brookdale Senior Living

186 hedge funds and large institutions have $1.4B invested in Brookdale Senior Living in 2025 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 67 increasing their positions, 56 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

65% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 20

24% more capital invested

Capital invested by funds: $1.12B → $1.4B (+$273M)

20% more repeat investments, than reductions

Existing positions increased: 67 | Existing positions reduced: 56

7% more funds holding

Funds holding: 174186 (+12)

6.13% more ownership

Funds ownership: 105.44%111.57% (+6.1%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

75% less call options, than puts

Call options by funds: $397K | Put options by funds: $1.62M

Holders
186
Holders Change
+12
Holders Change %
+6.9%
% of All Funds
2.49%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
33
Increased
67
Reduced
56
Closed
20
Calls
$397K
Puts
$1.62M
Net Calls
-$1.22M
Net Calls Change
-$17K
Name Holding Trade Value Shares
Change
Change in
Stake
N
26
Nuveen
North Carolina
$13.1M +$631K +117,993 +6%
LIP
27
Landmark Investment Partners
Florida
$13M +$3.3M +616,154 +42%
Northern Trust
28
Northern Trust
Illinois
$12.6M -$444K -82,914 -4%
First Eagle Investment Management
29
First Eagle Investment Management
New York
$12.4M +$1.86M +347,000 +21%
Wells Fargo
30
Wells Fargo
California
$10.4M +$919K +171,797 +11%
ACA
31
AYAL Capital Advisors
Ontario, Canada
$9.45M
ACM
32
Adelante Capital Management
California
$9.41M -$658K -122,985 -8%
BNP Paribas Financial Markets
33
BNP Paribas Financial Markets
France
$9.35M -$421K -78,646 -5%
HAI
34
Hennessy Advisors Inc
California
$8.43M -$822K -153,700 -10%
GCM
35
Glenview Capital Management
New York
$8.14M -$1.07M -200,000 -13%
RC
36
RBF Capital
California
$8.12M
Invesco
37
Invesco
Georgia
$7.21M -$1.1M -206,195 -15%
Goldman Sachs
38
Goldman Sachs
New York
$7.2M -$398K -74,303 -6%
JP Morgan Chase
39
JP Morgan Chase
New York
$7.16M +$2.32M +433,247 +61%
Royal Bank of Canada
40
Royal Bank of Canada
Ontario, Canada
$6.89M +$196K +36,604 +3%
Alyeska Investment Group
41
Alyeska Investment Group
Illinois
$6.84M +$5.85M +1,093,367 New
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
42
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$4.98M
D.E. Shaw & Co
43
D.E. Shaw & Co
New York
$4.84M -$728K -136,150 -15%
Qube Research & Technologies (QRT)
44
Qube Research & Technologies (QRT)
United Kingdom
$4.78M -$5.76M -1,076,378 -58%
Arrowstreet Capital
45
Arrowstreet Capital
Massachusetts
$4.73M -$8.51M -1,590,554 -68%
Allspring Global Investments
46
Allspring Global Investments
North Carolina
$4.72M +$2.29M +428,802 +125%
CSS
47
Cubist Systematic Strategies
Connecticut
$4.69M +$4.01M +749,676 New
PGCM
48
Prescott Group Capital Management
Oklahoma
$4.54M -$910K -170,000 -19%
UBS AM
49
UBS AM
Illinois
$3.73M +$116K +21,758 +4%
ECM
50
ExodusPoint Capital Management
New York
$3.59M +$3.07M +573,566 New

BKD Hedge Fund Activity: Q1 2025 in Review

186 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Brookdale Senior Living (BKD) for Q1 2025, worth a combined $1.4B — up 24% from $1.12B a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new BKD positions and 20 closed out — a net gain of 13 holders — while 67 added to existing stakes and 56 trimmed.

The largest buyer was Flat Footed LLC, adding an estimated $34.8M. The largest seller was Camber Capital Management, cutting an estimated $41.1M.

  • 186 institutional investors held Brookdale Senior Living (BKD) as of Q1 2025, up from 174 in Q4 2024.
  • Funds reported $1.4B of Brookdale Senior Living stock for Q1 2025, up 24% quarter-over-quarter.
  • 33 funds opened new Brookdale Senior Living positions in Q1 2025 and 20 closed out, a net change of +13 holders.
  • The largest Brookdale Senior Living buyer in Q1 2025 was Flat Footed LLC, an estimated $34.8M added.
  • The largest Brookdale Senior Living seller in Q1 2025 was Camber Capital Management, an estimated $41.1M sold.

Based on aggregated 13F filings for Q1 2025.