Brookdale Senior Living
154 hedge funds and large institutions have $760M invested in Brookdale Senior Living in 2020 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 44 increasing their positions, 55 reducing their positions, and 15 closing their positions.
78% more capital invested
Capital invested by funds: $426M → $760M (+$334M)
60% more first-time investments, than exits
New positions opened: 24 | Existing positions closed: 15
6% more funds holding
Funds holding: 145 → 154 (+9)
1.5% more ownership
Funds ownership: 92.1% → 93.61% (+1.5%)
20% less repeat investments, than reductions
Existing positions increased: 44 | Existing positions reduced: 55
75% less call options, than puts
Call options by funds: $281K | Put options by funds: $1.11M
Top Buyers
| 1 |
GCM
Glenview Capital Management
New York
|
+$20M |
| 2 |
Morgan Stanley
New York
|
+$18.7M |
| 3 |
Wellington Management Group
Boston,
Massachusetts
|
+$7.46M |
| 4 |
D.E. Shaw & Co
New York
|
+$5.77M |
| 5 |
Millennium Management
New York
|
+$5.15M |
Top Sellers
BKD Hedge Fund Activity: Q4 2020 in Review
154 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Brookdale Senior Living (BKD) for Q4 2020, worth a combined $760M — up 78% from $426M a quarter earlier.
Buyers outnumbered sellers: 24 funds opened new BKD positions and 15 closed out — a net gain of 9 holders — while 44 added to existing stakes and 55 trimmed.
The largest buyer was Glenview Capital Management, adding an estimated $20M. The largest seller was Deerfield Management, cutting an estimated $24.7M.
- 154 institutional investors held Brookdale Senior Living (BKD) as of Q4 2020, up from 145 in Q3 2020.
- Funds reported $760M of Brookdale Senior Living stock for Q4 2020, up 78% quarter-over-quarter.
- 24 funds opened new Brookdale Senior Living positions in Q4 2020 and 15 closed out, a net change of +9 holders.
- The largest Brookdale Senior Living buyer in Q4 2020 was Glenview Capital Management, an estimated $20M added.
- The largest Brookdale Senior Living seller in Q4 2020 was Deerfield Management, an estimated $24.7M sold.
Based on aggregated 13F filings for Q4 2020.