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Sonida Senior Living

106 hedge funds and large institutions have $658M invested in Sonida Senior Living in 2015 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 41 increasing their positions, 37 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 7

11% more repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 37

7% more funds holding

Funds holding: 99106 (+7)

0.18% more ownership

Funds ownership: 6%6.18% (+0.18%)

3% less capital invested

Capital invested by funds: $679M → $658M (-$21.6M)

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

99% less call options, than puts

Call options by funds: $175K | Put options by funds: $15.9M

Holders
106
Holders Change
+7
Holders Change %
+7.07%
% of All Funds
2.86%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.11%
New
14
Increased
41
Reduced
37
Closed
7
Calls
$175K
Puts
$15.9M
Net Calls
-$15.8M
Net Calls Change
-$2.15M
Name Holding Trade Value Shares
Change
Change in
Stake
BAMCO Inc
1
BAMCO Inc
New York
$63.1M -$116K -300 -0.2%
APCM
2
Arbiter Partners Capital Management
New York
$45.2M -$994K -2,570 -2%
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$39.8M -$3.06M -7,912 -7%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$38.3M +$8.9M +23,013 +28%
LA
5
Lucus Advisors
New York
$35.6M
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$33.3M -$4.45M -11,498 -11%
Massachusetts Financial Services
7
Massachusetts Financial Services
Massachusetts
$25.4M -$11.6M -30,048 -30%
Vanguard Group
8
Vanguard Group
Pennsylvania
$25M +$550K +1,421 +2%
BFA
9
BlackRock Fund Advisors
California
$22M +$550K +1,422 +2%
JHIU
10
Janus Henderson Investors US
Colorado
$20.2M -$220K -569 -1%
BIT
11
BlackRock Institutional Trust
California
$19.5M -$1.03M -2,668 -5%
Renaissance Technologies
12
Renaissance Technologies
New York
$18.4M -$1.27M -3,290 -6%
PA
13
Perceptive Advisors
New York
$15.7M +$915K +2,367 +6%
Northern Trust
14
Northern Trust
Illinois
$14.3M +$108K +280 +0.7%
State Street
15
State Street
Massachusetts
$13.7M +$698K +1,806 +5%
State of New Jersey Common Pension Fund D
16
State of New Jersey Common Pension Fund D
New Jersey
$13.1M
Wells Fargo
17
Wells Fargo
California
$12.8M +$2.78M +7,198 +26%
AAM
18
ACK Asset Management
Connecticut
$12.4M +$1.8M +4,667 +16%
MLIM
19
Mountain Lake Investment Management
Florida
$11.1M +$761K +1,969 +7%
AR
20
Advisory Research
Illinois
$10.5M +$11M +28,496 New
PI
21
Putnam Investments
Massachusetts
$10.4M -$124K -320 -1%
Federated Hermes
22
Federated Hermes
Pennsylvania
$10.2M -$550K -1,422 -5%
Invesco
23
Invesco
Georgia
$9.52M -$2.59M -6,693 -21%
HCMT
24
Highland Capital Management (Texas)
Texas
$8.13M +$8.55M +22,111 New
Balyasny Asset Management
25
Balyasny Asset Management
Illinois
$7.79M +$4.18M +10,817 +104%

SNDA Hedge Fund Activity: Q2 2015 in Review

106 of the 3,711 institutional investors tracked by Wall St. Rank reported a position in Sonida Senior Living (SNDA) for Q2 2015, worth a combined $658M — down 3.2% from $679M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new SNDA positions and 7 closed out — a net gain of 7 holders — while 41 added to existing stakes and 37 trimmed.

The largest buyer was Advisory Research, opening a new position worth an estimated $11M. The largest seller was Massachusetts Financial Services, cutting an estimated $11.6M.

  • 106 institutional investors held Sonida Senior Living (SNDA) as of Q2 2015, up from 99 in Q1 2015.
  • Funds reported $658M of Sonida Senior Living stock for Q2 2015, down 3.2% quarter-over-quarter.
  • 14 funds opened new Sonida Senior Living positions in Q2 2015 and 7 closed out, a net change of +7 holders.
  • The largest Sonida Senior Living buyer in Q2 2015 was Advisory Research, an estimated $11M added.
  • The largest Sonida Senior Living seller in Q2 2015 was Massachusetts Financial Services, an estimated $11.6M sold.

Based on aggregated 13F filings for Q2 2015.