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Sonida Senior Living

106 hedge funds and large institutions have $498M invested in Sonida Senior Living in 2016 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 51 increasing their positions, 27 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

89% more repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 27

0.16% more ownership

Funds ownership: 6.12%6.28% (+0.16%)

0% more funds holding in top 10

Funds holding in top 10: 66 (0)

0% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 13

2% less funds holding

Funds holding: 108106 (-2)

11% less capital invested

Capital invested by funds: $557M → $498M (-$58.7M)

97% less call options, than puts

Call options by funds: $738K | Put options by funds: $26.7M

Holders
106
Holders Change
-2
Holders Change %
-1.85%
% of All Funds
2.82%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.16%
New
13
Increased
51
Reduced
27
Closed
13
Calls
$738K
Puts
$26.7M
Net Calls
-$25.9M
Net Calls Change
+$573K
Name Holding Trade Value Shares
Change
Change in
Stake
APCM
1
Arbiter Partners Capital Management
New York
$49.1M +$6.2M +23,790 +16%
LA
2
Lucus Advisors
New York
$34.8M +$3.3M +12,667 +11%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$24.6M +$786K +3,018 +4%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$24.1M +$427K +1,640 +2%
Vanguard Group
5
Vanguard Group
Pennsylvania
$21M +$819K +3,145 +4%
BFA
6
BlackRock Fund Advisors
California
$16.1M -$329K -1,261 -2%
PCM
7
Portolan Capital Management
Massachusetts
$15.2M +$3.95M +15,144 +38%
JHIU
8
Janus Henderson Investors US
Colorado
$15.2M -$121K -464 -0.8%
AAM
9
ACK Asset Management
Connecticut
$15M -$1.56M -6,000 -10%
Wells Fargo
10
Wells Fargo
California
$15M +$1.31M +5,031 +10%
BIT
11
BlackRock Institutional Trust
California
$14.9M +$340K +1,307 +2%
Renaissance Technologies
12
Renaissance Technologies
New York
$14.7M -$1.31M -5,037 -9%
SAM
13
Sentinel Asset Management
Vermont
$14M +$1.57M +6,014 +14%
State Street
14
State Street
Massachusetts
$13.2M +$2.33M +8,950 +23%
Massachusetts Financial Services
15
Massachusetts Financial Services
Massachusetts
$13.1M +$152K +585 +1%
NC
16
Northpointe Capital
Michigan
$12.8M +$12M +45,901 New
MLIM
17
Mountain Lake Investment Management
Florida
$12.3M +$1.3M +5,000 +13%
Northern Trust
18
Northern Trust
Illinois
$12M +$161K +618 +1%
AR
19
Advisory Research
Illinois
$11.8M +$310K +1,190 +3%
FPC
20
Falcon Point Capital
California
$11.6M +$2.75M +10,564 +34%
PA
21
Perceptive Advisors
New York
$10.1M +$1.06M +4,062 +13%
PI
22
Putnam Investments
Massachusetts
$7.75M -$19.3K -74 -0.3%
Parallax Volatility Advisers
23
Parallax Volatility Advisers
California
$7.57M +$2.06M +7,912 +41%
Goldman Sachs
24
Goldman Sachs
New York
$6.88M +$658K +2,527 +11%
LCS
25
Levin Capital Strategies
New York
$6.62M -$4.85M -18,635 -44%

SNDA Hedge Fund Activity: Q1 2016 in Review

106 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Sonida Senior Living (SNDA) for Q1 2016, worth a combined $498M — down 11% from $557M a quarter earlier.

Fund positioning in SNDA was balanced in Q1 2016: 13 funds opened new positions, 13 closed out, 51 added to existing stakes and 27 trimmed.

The largest buyer was Northpointe Capital, opening a new position worth an estimated $12M. The largest seller was BAMCO Inc, exiting entirely with an estimated $29.6M sold.

  • 106 institutional investors held Sonida Senior Living (SNDA) as of Q1 2016, down from 108 in Q4 2015.
  • Funds reported $498M of Sonida Senior Living stock for Q1 2016, down 11% quarter-over-quarter.
  • 13 funds opened new Sonida Senior Living positions in Q1 2016 and 13 closed out, a net change of 0 holders.
  • The largest Sonida Senior Living buyer in Q1 2016 was Northpointe Capital, an estimated $12M added.
  • The largest Sonida Senior Living seller in Q1 2016 was BAMCO Inc, an estimated $29.6M sold.

Based on aggregated 13F filings for Q1 2016.