Brookdale Senior Living
157 hedge funds and large institutions have $570M invested in Brookdale Senior Living in 2023 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 54 increasing their positions, 50 reducing their positions, and 18 closing their positions.
47% more call options, than puts
Call options by funds: $1.12M | Put options by funds: $759K
39% more first-time investments, than exits
New positions opened: 25 | Existing positions closed: 18
8% more capital invested
Capital invested by funds: $528M → $570M (+$42.4M)
3% more funds holding
Funds holding: 153 → 157 (+4)
8% more repeat investments, than reductions
Existing positions increased: 54 | Existing positions reduced: 50
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0.25% less ownership
Funds ownership: 103.43% → 103.19% (-0.25%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GCM
Glenview Capital Management
New York
|
+$13.8M |
| 2 |
DM
Deerfield Management
New York
|
+$10.7M |
| 3 |
ITP
Iron Triangle Partners
Cos Cob,
Connecticut
|
+$7.75M |
| 4 |
BCM
Bridgeway Capital Management
Houston,
Texas
|
+$4.13M |
| 5 |
Invesco
Atlanta,
Georgia
|
+$2.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
5NCM
59 North Capital Management
Houston,
Texas
|
-$19.5M |
| 2 |
Balyasny Asset Management
Chicago,
Illinois
|
-$15.3M |
| 3 |
Morgan Stanley
New York
|
-$9.03M |
| 4 |
Norges Bank
Oslo,
Norway
|
-$8.86M |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
-$6.09M |
BKD Hedge Fund Activity: Q1 2023 in Review
157 of the 6,283 institutional investors tracked by Wall St. Rank reported a position in Brookdale Senior Living (BKD) for Q1 2023, worth a combined $570M — up 8% from $528M a quarter earlier.
Buyers outnumbered sellers: 25 funds opened new BKD positions and 18 closed out — a net gain of 7 holders — while 54 added to existing stakes and 50 trimmed.
The largest buyer was Glenview Capital Management, adding an estimated $13.8M. The largest seller was 59 North Capital Management, exiting entirely with an estimated $19.5M sold.
- 157 institutional investors held Brookdale Senior Living (BKD) as of Q1 2023, up from 153 in Q4 2022.
- Funds reported $570M of Brookdale Senior Living stock for Q1 2023, up 8% quarter-over-quarter.
- 25 funds opened new Brookdale Senior Living positions in Q1 2023 and 18 closed out, a net change of +7 holders.
- The largest Brookdale Senior Living buyer in Q1 2023 was Glenview Capital Management, an estimated $13.8M added.
- The largest Brookdale Senior Living seller in Q1 2023 was 59 North Capital Management, an estimated $19.5M sold.
Based on aggregated 13F filings for Q1 2023.