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Brookdale Senior Living

238 hedge funds and large institutions have $2.59B invested in Brookdale Senior Living in 2025 Q4 according to their latest regulatory filings, with 61 funds opening new positions, 85 increasing their positions, 65 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

177% more first-time investments, than exits

New positions opened: 61 | Existing positions closed: 22

33% more funds holding in top 10

Funds holding in top 10: 68 (+2)

31% more repeat investments, than reductions

Existing positions increased: 85 | Existing positions reduced: 65

29% more capital invested

Capital invested by funds: $2B → $2.59B (+$588M)

16% more funds holding

Funds holding: 205238 (+33)

0.61% more ownership

Funds ownership: 98.77%99.38% (+0.61%)

41% less call options, than puts

Call options by funds: $11.9M | Put options by funds: $20.3M

Holders
238
Holders Change
+33
Holders Change %
+16.1%
% of All Funds
2.9%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.1%
New
61
Increased
85
Reduced
65
Closed
22
Calls
$11.9M
Puts
$20.3M
Net Calls
-$8.39M
Net Calls Change
-$3.08M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$336M -$19.4M -1,968,806 -6%
Vanguard Group
2
Vanguard Group
Pennsylvania
$237M -$1.62M -164,624 -0.7%
DM
3
Deerfield Management
New York
$126M -$45.3K -4,610 -0%
AP
4
Antipodes Partners
Australia
$123M -$6.56M -666,835 -6%
Wellington Management Group
5
Wellington Management Group
Massachusetts
$110M -$14.3M -1,452,899 -13%
FFL
6
Flat Footed LLC
Wyoming
$91.7M -$41.4M -4,208,035 -33%
MRCP
7
Maple Rock Capital Partners
Ontario, Canada
$91.7M +$21.6M +2,199,000 +35%
CCM
8
Carronade Capital Management
Connecticut
$79.3M +$2.18M +222,137 +3%
Renaissance Technologies
9
Renaissance Technologies
New York
$68.7M -$9.1M -925,856 -13%
Morgan Stanley
10
Morgan Stanley
New York
$60.6M -$25.5M -2,594,697 -32%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$59M +$417K +42,375 +0.8%
State Street
12
State Street
Massachusetts
$58.4M +$1.82M +185,205 +4%
Dimensional Fund Advisors
13
Dimensional Fund Advisors
Texas
$54.2M -$571K -58,072 -1%
ACM
14
Adelante Capital Management
California
$50.5M +$741K +75,364 +7%
Fidelity Investments
15
Fidelity Investments
Massachusetts
$46.7M +$40M +4,071,525 +1,575%
Deutsche Bank
16
Deutsche Bank
Germany
$40.4M -$1.03M -104,972 -3%
MCM
17
Mason Capital Management
New York
$38.7M +$10.9M +1,109,977 +45%
ITP
18
Iron Triangle Partners
Connecticut
$37.7M +$6.42M +653,302 +23%
SIG
19
Senator Investment Group
New York
$36.8M +$33.5M +3,409,263 New
Charles Schwab
20
Charles Schwab
California
$34.9M -$956K -97,245 -3%
Assenagon Asset Management
21
Assenagon Asset Management
Luxembourg
$28.9M -$11.2M -1,142,223 -30%
American Century Companies
22
American Century Companies
Missouri
$28.9M -$8.42M -856,153 -24%
Point72 Asset Management
23
Point72 Asset Management
Connecticut
$28.1M +$8.85M +899,734 +53%
Bank of America
24
Bank of America
North Carolina
$27.4M -$1.74M -176,791 -7%
Citadel Advisors
25
Citadel Advisors
Florida
$25.7M -$13M -1,324,012 -36%