We are live on ! Find out more
BKD icon

Brookdale Senior Living
BKD

195 hedge funds and large institutions have $916M invested in Brookdale Senior Living in 2021 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 45 increasing their positions, 69 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

65% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 23

48% more call options, than puts

Call options by funds: $996K | Put options by funds: $671K

7% more funds holding

Funds holding: 182 → 195 (+13)

0.63% more ownership

Funds ownership: 95.25% → 95.88% (+0.63%)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

18% less capital invested

Capital invested by funds: $1.11B → $916M (-$195M)

35% less repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 69

Holders
195
Holders Change
+13
Holders Change %
+7.14%
% of All Funds
3%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
38
Increased
45
Reduced
69
Closed
23
Calls
$996K
Puts
$671K
Net Calls
+$325K
Net Calls Change
-$855K

Top Buyers

Rank Fund Capital Flow
1
DCP
Diameter Capital Partners
New York
+$30.4M
2
Morgan Stanley
Morgan Stanley
New York
+$22.4M
3
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$10.7M
4
Goldman Sachs
Goldman Sachs
New York
+$9.55M
5
5NCM
59 North Capital Management
Texas
+$7.88M

Top Sellers

Rank Fund Capital Flow
1
GCM
Glenview Capital Management
New York
-$20.2M
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$15.6M
3
Deutsche Bank
Deutsche Bank
Germany
-$8.97M
4
CCP
Clough Capital Partners
Massachusetts
-$8.81M
5
BCP
Berylson Capital Partners
Massachusetts
-$8.38M
Name Holding Trade Value Shares
Change 		Change in
Stake
AIG
76
American International Group
New York
$508K -$18.4K -2,943 -3%
Allianz Asset Management
77
Allianz Asset Management
Germany
$506K -$21.4K -3,426 -3%
DC
78
Diametric Capital
Massachusetts
$499K -$78.2K -12,546 -11%
PP
79
PDT Partners
New York
$496K -$210K -33,728 -26%
UBS Group
80
UBS Group
Switzerland
$447K +$450K +72,153 +495%
American Century Companies
81
American Century Companies
Missouri
$430K -$3.67M -588,685 -88%
CSS
82
Cubist Systematic Strategies
Connecticut
$422K +$47.2K +7,564 +10%
EP
83
Eversept Partners
New York
$408K +$494K +79,146 New
BGIM
84
Brandywine Global Investment Management
Pennsylvania
$407K +$492K +78,840 New
MC
85
Manteio Capital
New Jersey
$398K +$481K +77,091 New
VOYA Investment Management
86
VOYA Investment Management
Georgia
$373K -$21.8K -3,490 -5%
HSA
87
Hussman Strategic Advisors
Maryland
$372K – – –
CP
88
CenterBook Partners
Connecticut
$357K +$432K +69,266 New
SO
89
STRS Ohio
Ohio
$351K – – –
TFS
90
TrustCore Financial Services
Tennessee
$347K -$16.1K -2,575 -4%
HSBC Holdings
91
HSBC Holdings
United Kingdom
$337K +$103K +16,466 +34%
JAM
92
JLP Asset Management
New York
$334K -$89.2K -14,300 -18%
State of Wisconsin Investment Board
93
State of Wisconsin Investment Board
Wisconsin
$330K +$60.5K +9,700 +18%
PP
94
Paloma Partners
Connecticut
$327K +$395K +63,391 New
Russell Investments Group
95
Russell Investments Group
United Kingdom
$326K – – –
NAM
96
Nexpoint Asset Management
Texas
$318K – – –
BA
97
Bridgewater Associates
Connecticut
$314K +$380K +60,932 New
Man Group
98
Man Group
United Kingdom
$313K +$121K +19,365 +47%
Tudor Investment Corp
99
Tudor Investment Corp
Connecticut
$309K +$373K +59,838 New
TC
100
TwinBeech Capital
New York
$308K +$373K +59,758 New
2 3
4
5 6

BKD Hedge Fund Activity: Q4 2021 in Review

195 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Brookdale Senior Living (BKD) for Q4 2021, worth a combined $916M — down 18% from $1.11B a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new BKD positions and 23 closed out — a net gain of 15 holders — while 45 added to existing stakes and 69 trimmed.

The largest buyer was Diameter Capital Partners, adding an estimated $30.4M. The largest seller was Glenview Capital Management, cutting an estimated $20.2M.

  • 195 institutional investors held Brookdale Senior Living (BKD) as of Q4 2021, up from 182 in Q3 2021.
  • Funds reported $916M of Brookdale Senior Living stock for Q4 2021, down 18% quarter-over-quarter.
  • 38 funds opened new Brookdale Senior Living positions in Q4 2021 and 23 closed out, a net change of +15 holders.
  • The largest Brookdale Senior Living buyer in Q4 2021 was Diameter Capital Partners, an estimated $30.4M added.
  • The largest Brookdale Senior Living seller in Q4 2021 was Glenview Capital Management, an estimated $20.2M sold.

Based on aggregated 13F filings for Q4 2021.