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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
Janus Henderson Group
101
Janus Henderson Group
United Kingdom
$464K
State of Wisconsin Investment Board
102
State of Wisconsin Investment Board
Wisconsin
$450K +$3.17K +593 +0.8%
State Board of Administration of Florida Retirement System
103
State Board of Administration of Florida Retirement System
Florida
$439K
Manulife (Manufacturers Life Insurance)
104
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$428K -$157K -29,264 -30%
Stifel Financial
105
Stifel Financial
Missouri
$425K +$48.4K +9,042 +15%
SOW
106
State of Wyoming
Wyoming
$416K +$78.1K +14,601 +28%
SAM
107
Shell Asset Management
Netherlands
$386K -$13.7K -2,555 -4%
Zurich Cantonal Bank
108
Zurich Cantonal Bank
Switzerland
$374K +$43.8K +8,189 +16%
JG
109
Jain Global
New York
$366K +$313K +58,474 New
CF
110
Cantor Fitzgerald
New York
$344K +$161K +30,001 +120%
ASRS
111
Arizona State Retirement System
Arizona
$340K -$439 -82 -0.2%
VOYA Investment Management
112
VOYA Investment Management
Georgia
$328K -$32.2K -6,020 -10%
Pathstone Holdings
113
Pathstone Holdings
New Jersey
$323K -$6.03K -1,127 -2%
Squarepoint
114
Squarepoint
New York
$311K -$1.95M -365,389 -88%
OAM
115
Oxford Asset Management
United Kingdom
$307K +$263K +49,087 New
New York State Common Retirement Fund
116
New York State Common Retirement Fund
New York
$303K -$6.83M -1,276,106 -96%
PFSRSONJ
117
Police & Firemen's Retirement System of New Jersey
New Jersey
$268K
CWM
118
CIBC World Markets
New York
$266K +$131K +24,560 +137%
ProShare Advisors
119
ProShare Advisors
Maryland
$259K -$66.7K -12,470 -23%
Pictet Asset Management
120
Pictet Asset Management
Switzerland
$223K +$71.3K +13,322 +60%
KK
121
KLP Kapitalforvaltning
Norway
$205K
LPL Financial
122
LPL Financial
California
$200K +$29.2K +5,463 +21%
Creative Planning
123
Creative Planning
Kansas
$185K -$2.65K -495 -2%
DTL
124
Dynamic Technology Lab
Singapore
$181K +$154K +28,845 New
Ameriprise
125
Ameriprise
Minnesota
$176K +$6.8K +1,271 +5%

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.