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Brookdale Senior Living
BKD

154 hedge funds and large institutions have $760M invested in Brookdale Senior Living in 2020 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 44 increasing their positions, 55 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

78% more capital invested

Capital invested by funds: $426M → $760M (+$334M)

60% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 15

6% more funds holding

Funds holding: 145 → 154 (+9)

1.5% more ownership

Funds ownership: 92.1% → 93.61% (+1.5%)

20% less repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 55

75% less call options, than puts

Call options by funds: $281K | Put options by funds: $1.11M

Holders
154
Holders Change
+9
Holders Change %
+6.21%
% of All Funds
2.73%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
24
Increased
44
Reduced
55
Closed
15
Calls
$281K
Puts
$1.11M
Net Calls
-$829K
Net Calls Change
-$315K

Top Buyers

1
GCM
Glenview Capital Management
New York
+$20M
2
Morgan Stanley
Morgan Stanley
New York
+$18.7M
3
Wellington Management Group
Wellington Management Group
Massachusetts
+$7.46M
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$5.77M
5
Millennium Management
Millennium Management
New York
+$5.15M

Top Sellers

1
DM
Deerfield Management
New York
-$24.7M
2
CCM
Camber Capital Management
Massachusetts
-$10.3M
3
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
-$6.97M
4
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$3.5M
5
TSW
Thompson Siegel & Walmsley
Virginia
-$3.33M
Name Holding Trade Value Shares
Change 		Change in
Stake
TSW
151
Thompson Siegel & Walmsley
Virginia
– -$3.33M -1,310,645 Closed
Squarepoint
152
Squarepoint
New York
– -$788K -310,070 Closed
Canada Pension Plan Investment Board
153
Canada Pension Plan Investment Board
Ontario, Canada
– -$765K -301,000 Closed
EGM
154
Engineers Gate Manager
New York
– -$560K -220,356 Closed
MWNA
155
Marshall Wace North America
New York
– -$167K -65,917 Closed
HF
156
HRT Financial
New York
– -$123K -48,433 Closed
SOADOR
157
State of Alaska Department of Revenue
Alaska
– -$92K -36,509 Closed
Handelsbanken Fonder
158
Handelsbanken Fonder
Sweden
– -$91K -35,743 Closed
AIMCA
159
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
– -$85K -33,300 Closed
ARTA
160
A.R.T. Advisors
New York
– -$41K -15,955 Closed
RC
161
RegentAtlantic Capital
New Jersey
– -$38K -15,000 Closed
PI
162
PEAK6 Investments
Illinois
– -$32K -12,500 Closed
CCM
163
Coe Capital Management
Illinois
– -$25K -10,038 Closed
CG
164
Cutler Group
California
– -$14.8K -4,000 Closed
3 4 5 6
7

BKD Hedge Fund Activity: Q4 2020 in Review

154 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Brookdale Senior Living (BKD) for Q4 2020, worth a combined $760M — up 78% from $426M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new BKD positions and 15 closed out — a net gain of 9 holders — while 44 added to existing stakes and 55 trimmed.

The largest buyer was Glenview Capital Management, adding an estimated $20M. The largest seller was Deerfield Management, cutting an estimated $24.7M.

  • 154 institutional investors held Brookdale Senior Living (BKD) as of Q4 2020, up from 145 in Q3 2020.
  • Funds reported $760M of Brookdale Senior Living stock for Q4 2020, up 78% quarter-over-quarter.
  • 24 funds opened new Brookdale Senior Living positions in Q4 2020 and 15 closed out, a net change of +9 holders.
  • The largest Brookdale Senior Living buyer in Q4 2020 was Glenview Capital Management, an estimated $20M added.
  • The largest Brookdale Senior Living seller in Q4 2020 was Deerfield Management, an estimated $24.7M sold.

Based on aggregated 13F filings for Q4 2020.