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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

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

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
MIM
101
MetLife Investment Management
New Jersey
$306K – – –
PCM
102
Prelude Capital Management
New York
$304K -$136K -21,738 -27%
SG Americas Securities
103
SG Americas Securities
New York
$268K -$396K -63,459 -55%
KBC Group
104
KBC Group
Belgium
$264K – – –
Citigroup
105
Citigroup
New York
$264K +$96.4K +15,456 +43%
ASRS
106
Arizona State Retirement System
Arizona
$257K -$3.52K -564 -1%
ECM
107
ExodusPoint Capital Management
New York
$255K +$308K +49,466 New
Envestnet Asset Management
108
Envestnet Asset Management
Illinois
$242K +$114K +18,239 +64%
TI
109
Trexquant Investment
Connecticut
$229K +$28.8K +4,618 +12%
VWA
110
Visionary Wealth Advisors
Illinois
$225K -$123K -19,700 -31%
CCA
111
Cadent Capital Advisors
Oklahoma
$222K – – –
FQ
112
First Quadrant
California
$218K – – –
JCG
113
John C. Goff
$218K +$264K +42,300 New
EGM
114
Engineers Gate Manager
New York
$212K +$256K +41,016 New
ProShare Advisors
115
ProShare Advisors
Maryland
$209K +$104K +16,719 +70%
MLICM
116
Metropolitan Life Insurance Company (MetLife)
New York
$208K -$15.7K -2,520 -6%
Susquehanna International Group
117
Susquehanna International Group
Pennsylvania
$197K -$220K -35,206 -48%
Janus Henderson Group
118
Janus Henderson Group
United Kingdom
$192K -$120K -19,169 -34%
Teacher Retirement System of Texas
119
Teacher Retirement System of Texas
Texas
$184K +$38.4K +6,150 +21%
Simplex Trading
120
Simplex Trading
Illinois
$184K +$93.8K +15,043 +73%
Public Employees Retirement Association of Colorado
121
Public Employees Retirement Association of Colorado
Colorado
$182K – – –
SF
122
Synovus Financial
Georgia
$171K – – –
E
123
Ergoteles
New York
$171K +$207K +33,226 New
Ensign Peak Advisors
124
Ensign Peak Advisors
Utah
$168K +$203K +32,530 New
GLA
125
Great Lakes Advisors
Illinois
$166K +$201K +32,156 New
3 4
5
6 7

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.