We are live on ! Find out more
BKD icon

Brookdale Senior Living
BKD

174 hedge funds and large institutions have $1.12B invested in Brookdale Senior Living in 2024 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 62 increasing their positions, 62 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 2 → 3 (+1)

0% more repeat investments, than reductions

Existing positions increased: 62 | Existing positions reduced: 62

2.19% less ownership

Funds ownership: 107.63% → 105.44% (-2.2%)

11% less funds holding

Funds holding: 196 → 174 (-22)

22% less capital invested

Capital invested by funds: $1.44B → $1.12B (-$317M)

47% less first-time investments, than exits

New positions opened: 23 | Existing positions closed: 43

81% less call options, than puts

Call options by funds: $282K | Put options by funds: $1.49M

Holders
174
Holders Change
-22
Holders Change %
-11.22%
% of All Funds
2.29%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
23
Increased
62
Reduced
62
Closed
43
Calls
$282K
Puts
$1.49M
Net Calls
-$1.2M
Net Calls Change
-$48K

Top Buyers

1
FFL
Flat Footed LLC
Wyoming
+$30M
2
AP
Antipodes Partners
Australia
+$20.1M
3
RIM
Rush Island Management
New York
+$18.2M
4
Wellington Management Group
Wellington Management Group
Massachusetts
+$12M
5
CCM
Carronade Capital Management
Connecticut
+$10.3M

Top Sellers

1
ITP
Iron Triangle Partners
Connecticut
-$14.9M
2
VC
Vision Capital
Ontario, Canada
-$12.5M
3
WCP
Waterfront Capital Partners
New York
-$11.8M
4
N
Nuveen
North Carolina
-$10.5M
5
Millennium Management
Millennium Management
New York
-$7.52M
Name Holding Trade Value Shares
Change 		Change in
Stake
VC
176
Vision Capital
Ontario, Canada
– -$12.5M -1,838,440 Closed
EP
177
Eversept Partners
New York
– -$5.85M -861,268 Closed
GLA
178
Great Lakes Advisors
Illinois
– -$3.85M -567,331 Closed
Nomura Holdings
179
Nomura Holdings
Japan
– -$3.59M -528,735 Closed
CP
180
CenterBook Partners
Connecticut
– -$2.53M -372,504 Closed
PAMP
181
Polar Asset Management Partners
Ontario, Canada
– -$1.76M -259,500 Closed
UOC
182
UBS O'Connor
Illinois
– -$1.57M -231,502 Closed
CANY
183
Caxton Associates (New York)
New York
– -$1.46M -214,666 Closed
Tudor Investment Corp
184
Tudor Investment Corp
Connecticut
– -$1.45M -214,021 Closed
BAM
185
Bosun Asset Management
Illinois
– -$1.17M -172,529 Closed
Los Angeles Capital Management
186
Los Angeles Capital Management
California
– -$1.04M -153,608 Closed
JAIC
187
Josh Arnold Investment Consultant
Minnesota
– -$849K -125,000 Closed
CCM
188
Cinctive Capital Management
New York
– -$834K -122,891 Closed
TI
189
Trexquant Investment
Connecticut
– -$751K -110,620 Closed
LOAMU
190
Lombard Odier Asset Management (USA)
New York
– -$602K -88,590 Closed
GCM
191
Graham Capital Management
Connecticut
– -$521K -76,713 Closed
DTL
192
Dynamic Technology Lab
Singapore
– -$515K -75,782 Closed
JF
193
Jump Financial
Illinois
– -$498K -73,385 Closed
Mitsubishi UFJ Trust & Banking
194
Mitsubishi UFJ Trust & Banking
Japan
– -$458K -67,477 Closed
EC
195
EntryPoint Capital
New York
– -$426K -62,801 Closed
ECM
196
ExodusPoint Capital Management
New York
– -$242K -35,620 Closed
QT
197
Quantbot Technologies
New York
– -$218K -32,127 Closed
QC
198
Quadrature Capital
United Kingdom
– -$217K -31,958 Closed
Teacher Retirement System of Texas
199
Teacher Retirement System of Texas
Texas
– -$213K -31,372 Closed
NA
200
NewEdge Advisors
Louisiana
– -$207K -30,422 Closed
5 6 7
8
9

BKD Hedge Fund Activity: Q4 2024 in Review

174 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Brookdale Senior Living (BKD) for Q4 2024, worth a combined $1.12B — down 22% from $1.44B a quarter earlier.

Sellers outnumbered buyers: 43 funds closed out of BKD and 23 opened new positions — a net loss of 20 holders — while 62 trimmed existing stakes and 62 added.

The largest buyer was Flat Footed LLC, adding an estimated $30M. The largest seller was Iron Triangle Partners, exiting entirely with an estimated $14.9M sold.

  • 174 institutional investors held Brookdale Senior Living (BKD) as of Q4 2024, down from 196 in Q3 2024.
  • Funds reported $1.12B of Brookdale Senior Living stock for Q4 2024, down 22% quarter-over-quarter.
  • 23 funds opened new Brookdale Senior Living positions in Q4 2024 and 43 closed out, a net change of -20 holders.
  • The largest Brookdale Senior Living buyer in Q4 2024 was Flat Footed LLC, an estimated $30M added.
  • The largest Brookdale Senior Living seller in Q4 2024 was Iron Triangle Partners, an estimated $14.9M sold.

Based on aggregated 13F filings for Q4 2024.