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Sonida Senior Living

60 hedge funds and large institutions have $322M invested in Sonida Senior Living in 2024 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 31 increasing their positions, 11 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

182% more repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 11

67% more funds holding in top 10

Funds holding in top 10: 35 (+2)

7.18% more ownership

Funds ownership: 65.95%73.13% (+7.2%)

4% less capital invested

Capital invested by funds: $334M → $322M (-$12M)

5% less funds holding

Funds holding: 6360 (-3)

23% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 13

Holders
60
Holders Change
-3
Holders Change %
-4.76%
% of All Funds
0.79%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.07%
New
10
Increased
31
Reduced
11
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SIM
26
Sandia Investment Management
Massachusetts
$394K +$56.1K +2,285 +15%
Bank of New York Mellon
27
Bank of New York Mellon
New York
$306K +$2.26K +92 +0.7%
Goldman Sachs
28
Goldman Sachs
New York
$300K -$110K -4,488 -26%
PCP
29
Proficio Capital Partners
Massachusetts
$291K +$310K +12,612 New
MCP
30
Militia Capital Partners
Nevada
$275K +$292K +11,902 New
UBS Group
31
UBS Group
Switzerland
$227K +$138K +5,601 +132%
Barclays
32
Barclays
United Kingdom
$168K +$60.7K +2,470 +51%
Royal Bank of Canada
33
Royal Bank of Canada
Ontario, Canada
$115K -$6.88K -280 -5%
Bank of America
34
Bank of America
North Carolina
$105K +$2.31K +94 +2%
RhumbLine Advisers
35
RhumbLine Advisers
Massachusetts
$103K +$32.4K +1,320 +42%
Citigroup
36
Citigroup
New York
$85.4K -$12.2K -495 -12%
Mirae Asset Global ETFs Holdings
37
Mirae Asset Global ETFs Holdings
Hong Kong
$60.4K +$18.1K +739 +39%
Wells Fargo
38
Wells Fargo
California
$56.7K +$21.4K +870 +55%
C
39
Covestor
United Kingdom
$55K +$4.22K +172 +8%
CF
40
Corebridge Financial
Texas
$54K +$11.3K +460 +24%
JP Morgan Chase
41
JP Morgan Chase
New York
$50K +$15.8K +643 +42%
Lazard Asset Management
42
Lazard Asset Management
New York
$22K +$23.2K +946 +2,252%
New York State Common Retirement Fund
43
New York State Common Retirement Fund
New York
$18.5K
BNP Paribas Financial Markets
44
BNP Paribas Financial Markets
France
$15.1K +$16.1K +654 New
TRCT
45
Tower Research Capital (TRC)
New York
$12.2K +$4.76K +194 +58%
Legal & General Group
46
Legal & General Group
United Kingdom
$12.1K +$4.57K +186 +55%
RS
47
R Squared
Hong Kong
$11.1K +$11.8K +480 New
California State Teachers Retirement System (CalSTRS)
48
California State Teachers Retirement System (CalSTRS)
California
$8.08K +$2.5K +102 +41%
AIP
49
Ameritas Investment Partners
Nebraska
$7.73K
AB
50
Amalgamated Bank
New York
$3K

SNDA Hedge Fund Activity: Q4 2024 in Review

60 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Sonida Senior Living (SNDA) for Q4 2024, worth a combined $322M — down 3.6% from $334M a quarter earlier.

Sellers outnumbered buyers: 13 funds closed out of SNDA and 10 opened new positions — a net loss of 3 holders — while 11 trimmed existing stakes and 31 added.

The largest buyer was Clayton Partners, adding an estimated $4.48M. The largest seller was Woodline Partners, exiting entirely with an estimated $5.84M sold.

  • 60 institutional investors held Sonida Senior Living (SNDA) as of Q4 2024, down from 63 in Q3 2024.
  • Funds reported $322M of Sonida Senior Living stock for Q4 2024, down 3.6% quarter-over-quarter.
  • 10 funds opened new Sonida Senior Living positions in Q4 2024 and 13 closed out, a net change of -3 holders.
  • The largest Sonida Senior Living buyer in Q4 2024 was Clayton Partners, an estimated $4.48M added.
  • The largest Sonida Senior Living seller in Q4 2024 was Woodline Partners, an estimated $5.84M sold.

Based on aggregated 13F filings for Q4 2024.