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Brookdale Senior Living
BKD

196 hedge funds and large institutions have $1.44B invested in Brookdale Senior Living in 2024 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 72 increasing their positions, 57 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

169% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 13

26% more repeat investments, than reductions

Existing positions increased: 72 | Existing positions reduced: 57

13% more funds holding

Funds holding: 174 → 196 (+22)

0% more capital invested

Capital invested by funds: $1.44B → $1.44B (+$5.58M)

1.23% less ownership

Funds ownership: 108.86% → 107.63% (-1.2%)

33% less funds holding in top 10

Funds holding in top 10: 3 → 2 (-1)

78% less call options, than puts

Call options by funds: $323K | Put options by funds: $1.48M

Holders
196
Holders Change
+22
Holders Change %
+12.64%
% of All Funds
2.81%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
35
Increased
72
Reduced
57
Closed
13
Calls
$323K
Puts
$1.48M
Net Calls
-$1.16M
Net Calls Change
-$666K

Top Buyers

1
AP
Antipodes Partners
Australia
+$28.8M
2
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$21.5M
3
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$11.8M
4
CCM
Carronade Capital Management
Connecticut
+$10.9M
5
RIM
Rush Island Management
New York
+$8.83M

Top Sellers

1
GCM
Glenview Capital Management
New York
-$32.2M
2
ITP
Iron Triangle Partners
Connecticut
-$25.7M
3
CCM
Camber Capital Management
Massachusetts
-$11.2M
4
Citadel Advisors
Citadel Advisors
Florida
-$9.46M
5
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$8.32M
Name Holding Trade Value Shares
Change 		Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$131M +$4.37M +612,806 +3%
BlackRock
2
BlackRock
New York
$123M -$2.79M -391,576 -2%
DM
3
Deerfield Management
New York
$106M – – –
CCM
4
Camber Capital Management
Massachusetts
$94.6M -$11.2M -1,565,000 -10%
Wellington Management Group
5
Wellington Management Group
Massachusetts
$53.1M +$5.71M +799,744 +11%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$47.4M -$8.32M -1,165,362 -14%
Renaissance Technologies
7
Renaissance Technologies
New York
$44.4M +$2.46M +344,918 +6%
FFL
8
Flat Footed LLC
Wyoming
$41.9M -$542K -76,004 -1%
EDRH
9
Edmond de Rothschild Holding
Switzerland
$39M +$669K +93,680 +2%
RIM
10
Rush Island Management
New York
$34.7M +$8.83M +1,237,727 +32%
State Street
11
State Street
Massachusetts
$30.9M +$69.5K +9,742 +0.2%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$29.6M +$638K +89,344 +2%
AP
13
Antipodes Partners
Australia
$27.5M +$28.8M +4,038,548 +27,529%
Deutsche Bank
14
Deutsche Bank
Germany
$26M +$1.7M +237,569 +7%
N
15
Nuveen
North Carolina
$25.8M -$7.49M -1,049,663 -22%
Morgan Stanley
16
Morgan Stanley
New York
$25.4M -$6.31M -884,329 -19%
Arrowstreet Capital
17
Arrowstreet Capital
Massachusetts
$23.6M +$21.5M +3,017,671 +669%
Citadel Advisors
18
Citadel Advisors
Florida
$21.7M -$9.46M -1,325,042 -29%
Charles Schwab
19
Charles Schwab
California
$20.1M -$386K -54,104 -2%
Marshall Wace
20
Marshall Wace
United Kingdom
$19M +$6.16M +863,083 +45%
Victory Capital Management
21
Victory Capital Management
Texas
$18.8M +$1.04M +145,283 +6%
Bank of America
22
Bank of America
North Carolina
$18.7M +$7.48M +1,048,422 +61%
Millennium Management
23
Millennium Management
New York
$17.7M +$2.65M +371,393 +17%
GCM
24
Glenview Capital Management
New York
$17M -$32.2M -4,506,929 -64%
American Century Companies
25
American Century Companies
Missouri
$15.5M -$6.27M -878,200 -28%
1
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BKD Hedge Fund Activity: Q3 2024 in Review

196 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Brookdale Senior Living (BKD) for Q3 2024, worth a combined $1.44B — up 0.39% from $1.44B a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new BKD positions and 13 closed out — a net gain of 22 holders — while 72 added to existing stakes and 57 trimmed.

The largest buyer was Antipodes Partners, adding an estimated $28.8M. The largest seller was Glenview Capital Management, cutting an estimated $32.2M.

  • 196 institutional investors held Brookdale Senior Living (BKD) as of Q3 2024, up from 174 in Q2 2024.
  • Funds reported $1.44B of Brookdale Senior Living stock for Q3 2024, up 0.39% quarter-over-quarter.
  • 35 funds opened new Brookdale Senior Living positions in Q3 2024 and 13 closed out, a net change of +22 holders.
  • The largest Brookdale Senior Living buyer in Q3 2024 was Antipodes Partners, an estimated $28.8M added.
  • The largest Brookdale Senior Living seller in Q3 2024 was Glenview Capital Management, an estimated $32.2M sold.

Based on aggregated 13F filings for Q3 2024.