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Brookdale Senior Living

238 hedge funds and large institutions have $2.59B invested in Brookdale Senior Living in 2025 Q4 according to their latest regulatory filings, with 61 funds opening new positions, 85 increasing their positions, 65 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

177% more first-time investments, than exits

New positions opened: 61 | Existing positions closed: 22

33% more funds holding in top 10

Funds holding in top 10: 68 (+2)

31% more repeat investments, than reductions

Existing positions increased: 85 | Existing positions reduced: 65

29% more capital invested

Capital invested by funds: $2B → $2.59B (+$588M)

16% more funds holding

Funds holding: 205238 (+33)

0.61% more ownership

Funds ownership: 98.77%99.38% (+0.61%)

41% less call options, than puts

Call options by funds: $11.9M | Put options by funds: $20.3M

Holders
238
Holders Change
+33
Holders Change %
+16.1%
% of All Funds
2.9%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.1%
New
61
Increased
85
Reduced
65
Closed
22
Calls
$11.9M
Puts
$20.3M
Net Calls
-$8.39M
Net Calls Change
-$3.08M
Name Holding Trade Value Shares
Change
Change in
Stake
CP
76
CenterBook Partners
Connecticut
$3.74M +$873K +88,811 +34%
AFM
77
Anson Funds Management
Texas
$3.66M -$1.98M -201,561 -37%
CM
78
Caption Management
Oklahoma
$3.45M +$1.55M +157,895 +98%
CMF
79
Counterpoint Mutual Funds
California
$3.39M +$3.09M +314,586 New
TRSOTSOK
80
Teachers Retirement System of the State of Kentucky
Kentucky
$3.25M -$71.3K -7,254 -2%
Bank of Montreal
81
Bank of Montreal
Ontario, Canada
$3.22M -$7.02K -714 -0.2%
RhumbLine Advisers
82
RhumbLine Advisers
Massachusetts
$3.11M -$454K -46,187 -14%
AllianceBernstein
83
AllianceBernstein
Tennessee
$3.08M
Principal Financial Group
84
Principal Financial Group
Iowa
$2.89M +$888K +90,327 +51%
UBS Group
85
UBS Group
Switzerland
$2.87M -$30.4M -3,087,674 -92%
VRS
86
Virginia Retirement Systems
Virginia
$2.7M +$2.33M +237,150 +1,877%
Arrowstreet Capital
87
Arrowstreet Capital
Massachusetts
$2.69M +$2.17M +220,649 +763%
YIH
88
Y-Intercept (HK)
Hong Kong
$2.66M -$1.52M -154,257 -38%
Raymond James Financial
89
Raymond James Financial
Florida
$2.62M +$1.04M +105,307 +77%
MCP
90
Militia Capital Partners
Nevada
$2.59M +$203K +20,600 +9%
SEI Investments
91
SEI Investments
Pennsylvania
$2.48M +$357K +36,293 +19%
T. Rowe Price Associates
92
T. Rowe Price Associates
Maryland
$2.4M +$128K +12,991 +6%
Legal & General Group
93
Legal & General Group
United Kingdom
$2.35M -$165K -16,797 -7%
BFM
94
Boothbay Fund Management
New York
$2.33M +$2.12M +215,513 New
California State Teachers Retirement System (CalSTRS)
95
California State Teachers Retirement System (CalSTRS)
California
$2.32M +$123K +12,461 +6%
QT
96
Quantbot Technologies
New York
$2.32M +$1.67M +169,751 +376%
State of Wisconsin Investment Board
97
State of Wisconsin Investment Board
Wisconsin
$2.3M +$1.61M +164,185 +336%
ECM
98
ExodusPoint Capital Management
New York
$2.23M +$2.03M +206,912 New
State of New Jersey Common Pension Fund D
99
State of New Jersey Common Pension Fund D
New Jersey
$2.2M +$2.01M +204,055 New
Polen Capital Management
100
Polen Capital Management
Florida
$2.16M +$332K +33,733 +20%