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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
BHCM
76
Brevan Howard Capital Management
Jersey
$1.14M +$978K +182,758 New
Verition Fund Management
77
Verition Fund Management
Connecticut
$1.12M +$543K +101,582 +133%
California State Teachers Retirement System (CalSTRS)
78
California State Teachers Retirement System (CalSTRS)
California
$1.1M
Assenagon Asset Management
79
Assenagon Asset Management
Luxembourg
$1.1M -$1.68M -313,169 -64%
WAM
80
Wolverine Asset Management
Illinois
$1.07M +$914K +170,794 New
SG Americas Securities
81
SG Americas Securities
New York
$1.05M +$576K +107,679 +180%
Principal Financial Group
82
Principal Financial Group
Iowa
$1.03M +$76.6K +14,326 +10%
T. Rowe Price Associates
83
T. Rowe Price Associates
Maryland
$980K +$90.6K +16,934 +12%
CCIA
84
Campbell & Co Investment Adviser
Maryland
$978K +$150K +28,100 +22%
Citigroup
85
Citigroup
New York
$933K -$91K -17,015 -10%
Fidelity Investments
86
Fidelity Investments
Massachusetts
$895K -$289K -53,928 -27%
Mirae Asset Global ETFs Holdings
87
Mirae Asset Global ETFs Holdings
Hong Kong
$866K +$23.1K +4,323 +3%
HSBC Holdings
88
HSBC Holdings
United Kingdom
$847K +$47.6K +8,906 +7%
GCP
89
GSA Capital Partners
United Kingdom
$832K +$711K +132,863 New
Connor, Clark & Lunn Investment Management (CC&L)
90
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$780K -$1.32M -246,954 -66%
XT
91
XTX Topco
Cayman Islands
$758K -$157K -29,396 -20%
MIM
92
MetLife Investment Management
New Jersey
$715K +$7.35K +1,373 +1%
IIM
93
INTECH Investment Management
Florida
$681K -$21.5K -4,023 -4%
MC
94
Maverick Capital
Texas
$680K +$330K +61,680 +131%
AWA
95
Aaron Wealth Advisors
Illinois
$632K +$1.71K +320 +0.3%
MHP
96
Manatuck Hill Partners
Connecticut
$626K +$535K +100,000 New
CF
97
Corebridge Financial
Texas
$587K -$7.44K -1,390 -1%
NRD
98
Nebula Research & Development
New York
$580K +$28.9K +5,411 +6%
Jane Street
99
Jane Street
New York
$573K -$51.6K -9,649 -10%
Point72 Asset Management
100
Point72 Asset Management
Connecticut
$547K +$467K +87,354 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.