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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
MC
126
Maverick Capital
Texas
$151K -$787K -126,142 -81%
YIH
127
Y-Intercept (HK)
Hong Kong
$138K +$80.9K +12,969 +95%
Mirae Asset Global Investments
128
Mirae Asset Global Investments
South Korea
$135K +$4.53K +726 +3%
National Bank of Canada
129
National Bank of Canada
Quebec, Canada
$134K +$162K +25,972 New
LPL Financial
130
LPL Financial
California
$131K -$47.4K -7,609 -23%
Ohio Public Employees Retirement System (OPERS)
131
Ohio Public Employees Retirement System (OPERS)
Ohio
$128K -$17.9K -2,871 -10%
Mercer Global Advisors
132
Mercer Global Advisors
Colorado
$127K -$9.17K -1,471 -6%
Creative Planning
133
Creative Planning
Kansas
$127K +$154K +24,633 New
AB
134
Amalgamated Bank
New York
$124K -$1.38K -221 -0.9%
PL
135
Pluribus Labs
California
$123K +$149K +23,872 New
Stifel Financial
136
Stifel Financial
Missouri
$121K +$2.18K +350 +2%
Bank of Montreal
137
Bank of Montreal
Ontario, Canada
$119K -$50 -8 -0%
Zurich Cantonal Bank
138
Zurich Cantonal Bank
Switzerland
$117K – – –
Jane Street
139
Jane Street
New York
$106K -$180K -28,874 -58%
SBIA
140
Sheaff Brock Investment Advisors
Indiana
$101K -$6.24K -1,000 -5%
SP
141
Successful Portfolios
Florida
$90K -$112K -17,894 -51%
HI
142
Humankind Investments
New York
$83K +$5.77K +926 +6%
SOW
143
State of Wyoming
Wyoming
$82K +$98.9K +15,861 New
Prudential Financial
144
Prudential Financial
New Jersey
$79K -$20.3K -3,253 -17%
Canada Life
145
Canada Life
Manitoba, Canada
$78K – – –
M&T Bank
146
M&T Bank
New York
$77K – – –
AIP
147
Ameritas Investment Partners
Nebraska
$75K – – –
QC
148
Quadrature Capital
United Kingdom
$74K +$89.3K +14,316 New
TRCT
149
Tower Research Capital (TRC)
New York
$71K +$8.82K +1,415 +11%
SAM
150
Shell Asset Management
Netherlands
$70K -$1.45K -233 -2%
4 5
6
7 8

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.