Brookdale Senior Living
142 hedge funds and large institutions have $551M invested in Brookdale Senior Living in 2020 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 46 increasing their positions, 55 reducing their positions, and 40 closing their positions.
0.29% more ownership
Funds ownership: 95.59% → 95.87% (+0.29%)
16% less repeat investments, than reductions
Existing positions increased: 46 | Existing positions reduced: 55
16% less funds holding
Funds holding: 170 → 142 (-28)
57% less capital invested
Capital invested by funds: $1.29B → $551M (-$739M)
65% less first-time investments, than exits
New positions opened: 14 | Existing positions closed: 40
75% less funds holding in top 10
Funds holding in top 10: 4 → 1 (-3)
79% less call options, than puts
Call options by funds: $157K | Put options by funds: $743K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
DM
Deerfield Management
New York
|
+$65.1M |
| 2 |
CCM
Camber Capital Management
Boston,
Massachusetts
|
+$26.2M |
| 3 |
BlackRock
New York
|
+$16.8M |
| 4 |
ITP
Iron Triangle Partners
Cos Cob,
Connecticut
|
+$8.74M |
| 5 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
+$8.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Invesco
Atlanta,
Georgia
|
-$39.3M |
| 2 |
Morgan Stanley
New York
|
-$26.6M |
| 3 |
LBIM
Land & Buildings Investment Management
Stamford,
Connecticut
|
-$22.2M |
| 4 |
Victory Capital Management
San Antonio,
Texas
|
-$17.1M |
| 5 |
SAM
Silvercrest Asset Management
New York
|
-$10.3M |
BKD Hedge Fund Activity: Q1 2020 in Review
142 of the 4,539 institutional investors tracked by Wall St. Rank reported a position in Brookdale Senior Living (BKD) for Q1 2020, worth a combined $551M — down 57% from $1.29B a quarter earlier.
Sellers outnumbered buyers: 40 funds closed out of BKD and 14 opened new positions — a net loss of 26 holders — while 55 trimmed existing stakes and 46 added.
The largest buyer was Deerfield Management, adding an estimated $65.1M. The largest seller was Invesco, cutting an estimated $39.3M.
- 142 institutional investors held Brookdale Senior Living (BKD) as of Q1 2020, down from 170 in Q4 2019.
- Funds reported $551M of Brookdale Senior Living stock for Q1 2020, down 57% quarter-over-quarter.
- 14 funds opened new Brookdale Senior Living positions in Q1 2020 and 40 closed out, a net change of -26 holders.
- The largest Brookdale Senior Living buyer in Q1 2020 was Deerfield Management, an estimated $65.1M added.
- The largest Brookdale Senior Living seller in Q1 2020 was Invesco, an estimated $39.3M sold.
Based on aggregated 13F filings for Q1 2020.