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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
IA
176
IFP Advisors
Florida
$3K +$3.12K +500 New
Northwestern Mutual Wealth Management
177
Northwestern Mutual Wealth Management
Wisconsin
$2K – – –
TFO
178
Tarbox Family Office
California
$2K – – –
MCM
179
Manchester Capital Management
Vermont
$2K +$480 +77 +22%
EI
180
Ellevest Inc
New York
$1K -$1.78K -285 -72%
AWM
181
Avior Wealth Management
Nebraska
$1K -$1.53K -245 -50%
SWM
182
Spire Wealth Management
Virginia
$1K -$12 -2 -0.9%
GTAM
183
Global Trust Asset Management
Florida
$1K – – –
QCG
184
Quadrant Capital Group
Ohio
$1K – – –
M1FG
185
Mach-1 Financial Group
Arkansas
$1K +$2.28K +365 New
Manulife (Manufacturers Life Insurance)
186
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$502 -$5.1K -818 -0.8%
WC
187
Wexford Capital
Florida
$413 +$499K +80,000 New
VRS
188
Virginia Retirement Systems
Virginia
$200 +$49.9K +8,000 +26%
BCP
189
Berylson Capital Partners
Massachusetts
– -$8.38M -1,330,000 Closed
RIM
190
Rush Island Management
New York
– -$7.41M -1,176,594 Closed
Millennium Management
191
Millennium Management
New York
– -$6.33M -1,005,054 Closed
Point72 Asset Management
192
Point72 Asset Management
Connecticut
– -$5.55M -881,523 Closed
PAM
193
Panagora Asset Management
Massachusetts
– -$2.08M -330,215 Closed
AQR Capital Management
194
AQR Capital Management
Connecticut
– -$609K -96,622 Closed
TCA
195
Transcend Capital Advisors
New Jersey
– -$443K -68,115 Closed
SSA
196
Schonfeld Strategic Advisors
New York
– -$377K -59,722 Closed
YCM
197
Yakira Capital Management
Connecticut
– -$243K -38,500 Closed
OQS
198
Occudo Quantitative Strategies
Florida
– -$216K -34,278 Closed
ACI
199
AMP Capital Investors
Australia
– -$165K -26,200 Closed
RJFSA
200
Raymond James Financial Services Advisors
Florida
– -$149K -23,633 Closed
5 6 7
8
9

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.