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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
Teacher Retirement System of Texas
126
Teacher Retirement System of Texas
Texas
$173K +$148K +27,649 New
MCP
127
Militia Capital Partners
Nevada
$160K +$7.49K +1,400 +6%
AQR Capital Management
128
AQR Capital Management
Connecticut
$160K +$34.8K +6,507 +34%
SBIA
129
Sheaff Brock Investment Advisors
Indiana
$157K
Public Employees Retirement Association of Colorado
130
Public Employees Retirement Association of Colorado
Colorado
$153K
OF
131
Optimize Financial
California
$152K +$10.2K +1,902 +8%
RIS
132
Retirement Income Solutions
Michigan
$142K
Simplex Trading
133
Simplex Trading
Illinois
$139K +$120K +22,364 New
Walleye Capital
134
Walleye Capital
New York
$130K +$111K +20,795 New
IIM
135
Illumine Investment Management
Washington
$125K
CAPTRUST Financial Advisors
136
CAPTRUST Financial Advisors
North Carolina
$124K +$3.43K +641 +3%
Osaic Holdings
137
Osaic Holdings
Arizona
$118K +$2.45K +458 +2%
AIP
138
Ameritas Investment Partners
Nebraska
$117K
QCM
139
Quantinno Capital Management
New York
$106K +$90.4K +16,891 New
Canada Life
140
Canada Life
Manitoba, Canada
$99K -$203K -37,930 -71%
Prudential Financial
141
Prudential Financial
New Jersey
$94.9K -$5.46K -1,020 -6%
X
142
Xponance
Pennsylvania
$89.6K +$3.3K +617 +5%
I
143
InceptionR
California
$86K +$73.5K +13,736 New
OQS
144
Occudo Quantitative Strategies
Florida
$85.5K +$74.3K +13,896 New
FGP
145
Freestone Grove Partners
California
$80.5K
Corient Private Wealth
146
Corient Private Wealth
Florida
$74.7K -$69.9K -13,068 -52%
Mackenzie Financial
147
Mackenzie Financial
Ontario, Canada
$74.2K -$573K -107,026 -90%
MCM
148
Massar Capital Management
Connecticut
$70.7K +$60.5K +11,300 New
Canada Pension Plan Investment Board
149
Canada Pension Plan Investment Board
Ontario, Canada
$64.5K -$2.65M -495,200 -98%
SO
150
STRS Ohio
Ohio
$60.7K -$137K -25,700 -73%

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.