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Sonida Senior Living

104 hedge funds and large institutions have $556M invested in Sonida Senior Living in 2015 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 46 increasing their positions, 35 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 46 (+2)

31% more repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 35

0.19% more ownership

Funds ownership: 6.18%6.37% (+0.19%)

2% less funds holding

Funds holding: 106104 (-2)

15% less capital invested

Capital invested by funds: $658M → $556M (-$102M)

18% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 11

89% less call options, than puts

Call options by funds: $2.28M | Put options by funds: $21.4M

Holders
104
Holders Change
-2
Holders Change %
-1.89%
% of All Funds
2.9%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.17%
New
9
Increased
46
Reduced
35
Closed
11
Calls
$2.28M
Puts
$21.4M
Net Calls
-$19.2M
Net Calls Change
-$3.4M
Name Holding Trade Value Shares
Change
Change in
Stake
BAMCO Inc
1
BAMCO Inc
New York
$47.3M -$4.67M -14,167 -8%
APCM
2
Arbiter Partners Capital Management
New York
$46.9M +$10.9M +32,959 +27%
LA
3
Lucus Advisors
New York
$29.5M +$396K +1,200 +1%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$25.8M -$1.59M -4,822 -5%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$25.7M -$6.15M -18,653 -18%
T. Rowe Price Associates
6
T. Rowe Price Associates
Maryland
$23M -$10.5M -31,800 -29%
Vanguard Group
7
Vanguard Group
Pennsylvania
$21.3M +$900K +2,729 +4%
Massachusetts Financial Services
8
Massachusetts Financial Services
Massachusetts
$19.8M -$1.14M -3,454 -5%
BFA
9
BlackRock Fund Advisors
California
$17.3M -$723K -2,192 -4%
JHIU
10
Janus Henderson Investors US
Colorado
$16.5M -$21.1K -64 -0.1%
BIT
11
BlackRock Institutional Trust
California
$15.5M -$531K -1,611 -3%
Renaissance Technologies
12
Renaissance Technologies
New York
$15.3M +$187K +567 +1%
Wells Fargo
13
Wells Fargo
California
$15.1M +$5M +15,179 +43%
AAM
14
ACK Asset Management
Connecticut
$14.6M +$4.86M +14,733 +44%
Northern Trust
15
Northern Trust
Illinois
$12.6M +$1.03M +3,132 +8%
State Street
16
State Street
Massachusetts
$11.2M -$7.58K -23 -0.1%
MLIM
17
Mountain Lake Investment Management
Florida
$11.2M +$2.31M +7,000 +23%
PA
18
Perceptive Advisors
New York
$11.1M -$1.91M -5,793 -14%
State of New Jersey Common Pension Fund D
19
State of New Jersey Common Pension Fund D
New Jersey
$10.7M
AR
20
Advisory Research
Illinois
$10.5M +$2.11M +6,409 +22%
Federated Hermes
21
Federated Hermes
Pennsylvania
$9.5M +$1.27M +3,855 +14%
Invesco
22
Invesco
Georgia
$9.1M +$1.43M +4,339 +17%
PI
23
Putnam Investments
Massachusetts
$8.45M -$37.3K -113 -0.4%
HCMT
24
Highland Capital Management (Texas)
Texas
$8.26M +$1.77M +5,354 +24%
PCM
25
Portolan Capital Management
Massachusetts
$7.56M +$4.68M +14,205 +130%

SNDA Hedge Fund Activity: Q3 2015 in Review

104 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in Sonida Senior Living (SNDA) for Q3 2015, worth a combined $556M — down 15% from $658M a quarter earlier.

Sellers outnumbered buyers: 11 funds closed out of SNDA and 9 opened new positions — a net loss of 2 holders — while 35 trimmed existing stakes and 46 added.

The largest buyer was Arbiter Partners Capital Management, adding an estimated $10.9M. The largest seller was T. Rowe Price Associates, cutting an estimated $10.5M.

  • 104 institutional investors held Sonida Senior Living (SNDA) as of Q3 2015, down from 106 in Q2 2015.
  • Funds reported $556M of Sonida Senior Living stock for Q3 2015, down 15% quarter-over-quarter.
  • 9 funds opened new Sonida Senior Living positions in Q3 2015 and 11 closed out, a net change of -2 holders.
  • The largest Sonida Senior Living buyer in Q3 2015 was Arbiter Partners Capital Management, an estimated $10.9M added.
  • The largest Sonida Senior Living seller in Q3 2015 was T. Rowe Price Associates, an estimated $10.5M sold.

Based on aggregated 13F filings for Q3 2015.