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Brookdale Senior Living

186 hedge funds and large institutions have $1.4B invested in Brookdale Senior Living in 2025 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 67 increasing their positions, 56 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

65% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 20

24% more capital invested

Capital invested by funds: $1.12B → $1.4B (+$273M)

20% more repeat investments, than reductions

Existing positions increased: 67 | Existing positions reduced: 56

7% more funds holding

Funds holding: 174186 (+12)

6.13% more ownership

Funds ownership: 105.44%111.57% (+6.1%)

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
186
Holders Change
+12
Holders Change %
+6.9%
% of All Funds
2.49%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
33
Increased
67
Reduced
56
Closed
20
Calls
$397K
Puts
$1.62M
Net Calls
-$1.22M
Net Calls Change
-$17K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$140M +$21M +3,916,111 +21%
Vanguard Group
2
Vanguard Group
Pennsylvania
$118M -$2.4M -448,428 -2%
FFL
3
Flat Footed LLC
Wyoming
$112M +$34.8M +6,499,645 +57%
DM
4
Deerfield Management
New York
$97.7M
AP
5
Antipodes Partners
Australia
$85.7M +$32.8M +6,124,238 +81%
Wellington Management Group
6
Wellington Management Group
Massachusetts
$52.7M -$8.02M -1,499,877 -15%
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$44.4M -$256K -47,858 -0.7%
EDRH
8
Edmond de Rothschild Holding
Switzerland
$42.5M
RIM
9
Rush Island Management
New York
$40.5M -$9.85M -1,841,860 -22%
Bank of America
10
Bank of America
North Carolina
$39.2M +$21.7M +4,049,820 +182%
CCM
11
Camber Capital Management
Massachusetts
$39.1M -$41.1M -7,685,000 -55%
Renaissance Technologies
12
Renaissance Technologies
New York
$39.1M +$775K +144,900 +2%
UBS Group
13
UBS Group
Switzerland
$35.6M +$17.6M +3,289,511 +137%
State Street
14
State Street
Massachusetts
$29M -$357K -66,647 -1%
Geode Capital Management
15
Geode Capital Management
Massachusetts
$28.3M +$850K +158,860 +4%
Deutsche Bank
16
Deutsche Bank
Germany
$25M +$1.7M +318,463 +9%
Morgan Stanley
17
Morgan Stanley
New York
$20.3M +$88.1K +16,471 +0.5%
Marshall Wace
18
Marshall Wace
United Kingdom
$19.6M +$7.2M +1,344,871 +75%
WCP
19
Waterfront Capital Partners
New York
$19.2M +$15.3M +2,863,604 +1,413%
Charles Schwab
20
Charles Schwab
California
$19M +$53.4K +9,973 +0.3%
Citadel Advisors
21
Citadel Advisors
Florida
$16.4M +$2.91M +543,564 +26%
Victory Capital Management
22
Victory Capital Management
Texas
$15.6M -$717K -133,980 -5%
Balyasny Asset Management
23
Balyasny Asset Management
Illinois
$15.5M -$6.47M -1,209,791 -33%
American Century Companies
24
American Century Companies
Missouri
$14M +$851K +159,098 +8%
Millennium Management
25
Millennium Management
New York
$13.6M +$4.69M +876,222 +68%

BKD Hedge Fund Activity: Q1 2025 in Review

186 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Brookdale Senior Living (BKD) for Q1 2025, worth a combined $1.4B — up 24% from $1.12B a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new BKD positions and 20 closed out — a net gain of 13 holders — while 67 added to existing stakes and 56 trimmed.

The largest buyer was Flat Footed LLC, adding an estimated $34.8M. The largest seller was Camber Capital Management, cutting an estimated $41.1M.

  • 186 institutional investors held Brookdale Senior Living (BKD) as of Q1 2025, up from 174 in Q4 2024.
  • Funds reported $1.4B of Brookdale Senior Living stock for Q1 2025, up 24% quarter-over-quarter.
  • 33 funds opened new Brookdale Senior Living positions in Q1 2025 and 20 closed out, a net change of +13 holders.
  • The largest Brookdale Senior Living buyer in Q1 2025 was Flat Footed LLC, an estimated $34.8M added.
  • The largest Brookdale Senior Living seller in Q1 2025 was Camber Capital Management, an estimated $41.1M sold.

Based on aggregated 13F filings for Q1 2025.