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Brookdale Senior Living

185 hedge funds and large institutions have $1.39B invested in Brookdale Senior Living in 2025 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 66 increasing their positions, 56 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding

Funds holding:

5.93% more ownership

Funds ownership: 105.44%111.37% (+5.9%)

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
185
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$397K
Puts
$1.62M
Net Calls
Net Calls Change

Top Buyers

1 +$40.7M
2 +$38.3M
3 +$25.4M
4
BlackRock
BlackRock
New York
+$24.5M
5
UBS Group
UBS Group
Switzerland
+$20.6M
Name Holding Trade Value Shares
Change
Change in
Stake
Bessemer Group
176
Bessemer Group
New Jersey
$1K
GWSA
177
Global Wealth Strategies & Associates
Colorado
$889
GPFA
178
Game Plan Financial Advisors
Ohio
$732
MCM
179
MAI Capital Management
Ohio
$626
PFBT
180
Parkside Financial Bank & Trust
Missouri
$626
AWM
181
AllSquare Wealth Management
New York
$595
EWA
182
EverSource Wealth Advisors
Alabama
$413
SC
183
Stephens Consulting
Michigan
$407
Amundi
184
Amundi
France
$263
MPWT
185
MassMutual Private Wealth & Trust
Connecticut
$138
PCM
186
Penn Capital Management
Pennsylvania
First Trust Advisors
187
First Trust Advisors
Illinois
Franklin Resources
188
Franklin Resources
California
BCM
189
Bridgeway Capital Management
Texas
AI
190
Atria Investments
North Carolina
GFA
191
Gallagher Fiduciary Advisors
Illinois
EGM
192
Engineers Gate Manager
New York
BC
193
Bridgefront Capital
Texas
SPA
194
Sherbrooke Park Advisers
New York
CM
195
Crestline Management
Texas
Voloridge Investment Management
196
Voloridge Investment Management
Florida
RS
197
R Squared
Hong Kong
RCM
198
Raleigh Capital Management
North Carolina
HCA
199
Harbor Capital Advisors
Illinois
US Bancorp
200
US Bancorp
Minnesota