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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
CCM
51
Carronade Capital Management
Connecticut
$3.5M -$14.2M -2,645,936 -79%
AFM
52
Anson Funds Management
Texas
$3.37M +$1.92M +358,880 +199%
Bank of New York Mellon
53
Bank of New York Mellon
New York
$3.31M -$27.6K -5,167 -1%
LDB
54
Lee, Danner & Bass
Tennessee
$2.74M -$26.8K -5,000 -1%
ICM
55
Invenomic Capital Management
Massachusetts
$2.73M +$2.33M +436,170 New
NIMC
56
Nierenberg Investment Management Company
Washington
$2.57M +$1.34M +250,000 +156%
SAM
57
Storebrand Asset Management
Norway
$2.5M +$2.13M +398,944 New
TI
58
Trexquant Investment
Connecticut
$2.44M +$2.08M +389,536 New
CA
59
Continental Advisors
Utah
$2.4M
Swiss National Bank
60
Swiss National Bank
Switzerland
$2.31M
SEI Investments
61
SEI Investments
Pennsylvania
$2.26M +$766K +143,170 +66%
TRSOTSOK
62
Teachers Retirement System of the State of Kentucky
Kentucky
$2.18M -$284K -53,008 -13%
Susquehanna International Group
63
Susquehanna International Group
Pennsylvania
$2.16M +$1.29M +241,413 +232%
Bank of Montreal
64
Bank of Montreal
Ontario, Canada
$1.9M +$749K +140,041 +86%
SC
65
SummitTX Capital
Texas
$1.81M +$1.55M +289,614 New
RhumbLine Advisers
66
RhumbLine Advisers
Massachusetts
$1.76M +$31.8K +5,949 +2%
Barclays
67
Barclays
United Kingdom
$1.67M -$490K -91,623 -26%
AllianceBernstein
68
AllianceBernstein
Tennessee
$1.56M
HAM
69
Hedges Asset Management
Nevada
$1.5M -$134K -25,000 -9%
Two Sigma Advisers
70
Two Sigma Advisers
New York
$1.44M +$172K +32,160 +16%
Legal & General Group
71
Legal & General Group
United Kingdom
$1.37M -$3.25K -607 -0.3%
PP
72
Pingora Partners
Wyoming
$1.36M +$131K +24,500 +13%
Two Sigma Investments
73
Two Sigma Investments
New York
$1.31M -$16.9K -3,153 -1%
VRS
74
Virginia Retirement Systems
Virginia
$1.28M +$1.09M +204,335 New
HF
75
HRT Financial
New York
$1.25M +$570K +106,497 +113%

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.