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Sonida Senior Living

57 hedge funds and large institutions have $327M invested in Sonida Senior Living in 2025 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 28 increasing their positions, 16 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 16

2% more capital invested

Capital invested by funds: $322M → $327M (+$5.47M)

0.72% more ownership

Funds ownership: 73.13%73.85% (+0.72%)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

5% less funds holding

Funds holding: 6057 (-3)

38% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 8

Holders
57
Holders Change
-3
Holders Change %
-5%
% of All Funds
0.76%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
5
Increased
28
Reduced
16
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
26
Morgan Stanley
New York
$313K -$238K -10,034 -43%
Citadel Advisors
27
Citadel Advisors
Florida
$303K +$308K +12,993 New
Dimensional Fund Advisors
28
Dimensional Fund Advisors
Texas
$298K +$304K +12,826 New
PCP
29
Proficio Capital Partners
Massachusetts
$290K
RhumbLine Advisers
30
RhumbLine Advisers
Massachusetts
$143K +$39.8K +1,681 +38%
Royal Bank of Canada
31
Royal Bank of Canada
Ontario, Canada
$116K +$284 +12 +0.2%
Barclays
32
Barclays
United Kingdom
$115K -$55.6K -2,346 -32%
Deutsche Bank
33
Deutsche Bank
Germany
$83.9K +$85.4K +3,602 New
Citigroup
34
Citigroup
New York
$77K -$9.36K -395 -11%
Bank of America
35
Bank of America
North Carolina
$70.4K -$36.7K -1,548 -34%
C
36
Covestor
United Kingdom
$70K +$14.9K +630 +27%
Mirae Asset Global ETFs Holdings
37
Mirae Asset Global ETFs Holdings
Hong Kong
$64.5K +$3.7K +156 +6%
Wells Fargo
38
Wells Fargo
California
$58.6K +$1.35K +57 +2%
JP Morgan Chase
39
JP Morgan Chase
New York
$54.1K +$3.7K +156 +7%
CF
40
Corebridge Financial
Texas
$53.7K -$806 -34 -1%
PFSRSONJ
41
Police & Firemen's Retirement System of New Jersey
New Jersey
$24.5K +$24.9K +1,052 New
Lazard Asset Management
42
Lazard Asset Management
New York
$20K -$2.96K -125 -13%
New York State Common Retirement Fund
43
New York State Common Retirement Fund
New York
$18.6K
TRCT
44
Tower Research Capital (TRC)
New York
$15.9K +$3.6K +152 +29%
Legal & General Group
45
Legal & General Group
United Kingdom
$12.3K
California State Teachers Retirement System (CalSTRS)
46
California State Teachers Retirement System (CalSTRS)
California
$8.15K
AIP
47
Ameritas Investment Partners
Nebraska
$7.8K
BNP Paribas Financial Markets
48
BNP Paribas Financial Markets
France
$6.08K -$9.31K -393 -60%
AB
49
Amalgamated Bank
New York
$4K +$1.04K +44 +37%
HCA
50
Harbor Capital Advisors
Illinois
$3K +$1.64K +69 +87%

SNDA Hedge Fund Activity: Q1 2025 in Review

57 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in Sonida Senior Living (SNDA) for Q1 2025, worth a combined $327M — up 1.7% from $322M a quarter earlier.

Sellers outnumbered buyers: 8 funds closed out of SNDA and 5 opened new positions — a net loss of 3 holders — while 16 trimmed existing stakes and 28 added.

The largest buyer was Gotham Asset Management, opening a new position worth an estimated $1.62M. The largest seller was CenterBook Partners, cutting an estimated $1.28M.

  • 57 institutional investors held Sonida Senior Living (SNDA) as of Q1 2025, down from 60 in Q4 2024.
  • Funds reported $327M of Sonida Senior Living stock for Q1 2025, up 1.7% quarter-over-quarter.
  • 5 funds opened new Sonida Senior Living positions in Q1 2025 and 8 closed out, a net change of -3 holders.
  • The largest Sonida Senior Living buyer in Q1 2025 was Gotham Asset Management, an estimated $1.62M added.
  • The largest Sonida Senior Living seller in Q1 2025 was CenterBook Partners, an estimated $1.28M sold.

Based on aggregated 13F filings for Q1 2025.