Brookdale Senior Living
BKD
268 hedge funds and large institutions have $7.03B invested in Brookdale Senior Living in 2015 Q1 according to their latest regulatory filings, with 54 funds opening new positions, 96 increasing their positions, 84 reducing their positions, and 43 closing their positions.
160% more call options, than puts
Call options by funds: $106M | Put options by funds: $40.6M
26% more first-time investments, than exits
New positions opened: 54 | Existing positions closed: 43
14% more repeat investments, than reductions
Existing positions increased: 96 | Existing positions reduced: 84
6% more capital invested
Capital invested by funds: $6.62B → $7.03B (+$404M)
3% more funds holding
Funds holding: 260 → 268 (+8)
2.97% more ownership
Funds ownership: 98.45% → 101.42% (+3%)
15% less funds holding in top 10
Funds holding in top 10: 26 → 22 (-4)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP
Jana Partners
New York
|
+$320M |
| 2 |
DCM
Discovery Capital Management
South Norwalk,
Connecticut
|
+$128M |
| 3 |
GCM
Glenview Capital Management
New York
|
+$104M |
| 4 |
SC
Sculptor Capital
New York
|
+$57.9M |
| 5 |
HM
HealthCor Management
New York
|
+$51.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VAM
Visium Asset Management
New York
|
-$155M |
| 2 |
Invesco
Atlanta,
Georgia
|
-$114M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
-$109M |
| 4 |
BC
Brookfield Corp
Toronto,
Ontario, Canada
|
-$70.8M |
| 5 |
CCI
Columbus Circle Investors
|
-$55.5M |
BKD Hedge Fund Activity: Q1 2015 in Review
268 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Brookdale Senior Living (BKD) for Q1 2015, worth a combined $7.03B — up 6.1% from $6.62B a quarter earlier.
Buyers outnumbered sellers: 54 funds opened new BKD positions and 43 closed out — a net gain of 11 holders — while 96 added to existing stakes and 84 trimmed.
The largest buyer was Jana Partners, opening a new position worth an estimated $320M. The largest seller was Visium Asset Management, exiting entirely with an estimated $155M sold.
- 268 institutional investors held Brookdale Senior Living (BKD) as of Q1 2015, up from 260 in Q4 2014.
- Funds reported $7.03B of Brookdale Senior Living stock for Q1 2015, up 6.1% quarter-over-quarter.
- 54 funds opened new Brookdale Senior Living positions in Q1 2015 and 43 closed out, a net change of +11 holders.
- The largest Brookdale Senior Living buyer in Q1 2015 was Jana Partners, an estimated $320M added.
- The largest Brookdale Senior Living seller in Q1 2015 was Visium Asset Management, an estimated $155M sold.
Based on aggregated 13F filings for Q1 2015.