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Sonida Senior Living

106 hedge funds and large institutions have $489M invested in Sonida Senior Living in 2016 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 36 increasing their positions, 40 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

9% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 11

0% more funds holding

Funds holding: 106106 (0)

0.12% less ownership

Funds ownership: 6.28%6.16% (-0.12%)

2% less capital invested

Capital invested by funds: $498M → $489M (-$9.57M)

10% less repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 40

33% less funds holding in top 10

Funds holding in top 10: 64 (-2)

98% less call options, than puts

Call options by funds: $375K | Put options by funds: $15.2M

Holders
106
Holders Change
Holders Change %
0%
% of All Funds
2.83%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.11%
New
12
Increased
36
Reduced
40
Closed
11
Calls
$375K
Puts
$15.2M
Net Calls
-$14.9M
Net Calls Change
+$11.1M
Name Holding Trade Value Shares
Change
Change in
Stake
APCM
1
Arbiter Partners Capital Management
New York
$47.1M +$235K +833 +0.5%
LA
2
Lucus Advisors
New York
$33.2M
Fidelity Investments
3
Fidelity Investments
Massachusetts
$23.5M +$554K +1,966 +2%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$23.2M -$336K -1,192 -1%
Vanguard Group
5
Vanguard Group
Pennsylvania
$20.6M +$650K +2,310 +3%
Wells Fargo
6
Wells Fargo
California
$16.8M +$2.68M +9,516 +18%
SAM
7
Sentinel Asset Management
Vermont
$15.3M +$2.06M +7,300 +14%
BFA
8
BlackRock Fund Advisors
California
$14.8M -$646K -2,295 -4%
JHIU
9
Janus Henderson Investors US
Colorado
$14.6M +$169K +602 +1%
BIT
10
BlackRock Institutional Trust
California
$13.9M -$360K -1,277 -2%
AR
11
Advisory Research
Illinois
$13.8M +$2.64M +9,375 +22%
Renaissance Technologies
12
Renaissance Technologies
New York
$13.7M -$349K -1,240 -2%
AAM
13
ACK Asset Management
Connecticut
$13.2M -$1.22M -4,333 -8%
MLIM
14
Mountain Lake Investment Management
Florida
$13M +$1.31M +4,667 +11%
PCM
15
Portolan Capital Management
Massachusetts
$12.9M -$1.72M -6,105 -11%
Massachusetts Financial Services
16
Massachusetts Financial Services
Massachusetts
$12.1M -$429K -1,525 -3%
Northern Trust
17
Northern Trust
Illinois
$11.4M -$100K -355 -0.8%
FPC
18
Falcon Point Capital
California
$11.4M +$307K +1,091 +3%
N
19
Nuveen
North Carolina
$11.3M -$285K -1,011 -2%
NC
20
Northpointe Capital
Michigan
$11.1M -$1.14M -4,060 -9%
State Street
21
State Street
Massachusetts
$10.6M -$2.13M -7,549 -16%
PA
22
Perceptive Advisors
New York
$10.4M +$779K +2,767 +8%
Goldman Sachs
23
Goldman Sachs
New York
$7.88M +$1.39M +4,936 +20%
Federated Hermes
24
Federated Hermes
Pennsylvania
$7.78M +$2.71M +9,624 +49%
EA
25
Emerald Acquisition
Washington
$5.93M +$6.3M +22,366 New

SNDA Hedge Fund Activity: Q2 2016 in Review

106 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Sonida Senior Living (SNDA) for Q2 2016, worth a combined $489M — down 1.9% from $498M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new SNDA positions and 11 closed out — a net gain of 1 holder — while 36 added to existing stakes and 40 trimmed.

The largest buyer was Macquarie Group, opening a new position worth an estimated $3.4M. The largest seller was Putnam Investments, exiting entirely with an estimated $7.75M sold.

  • 106 institutional investors held Sonida Senior Living (SNDA) as of Q2 2016, unchanged from Q1 2016.
  • Funds reported $489M of Sonida Senior Living stock for Q2 2016, down 1.9% quarter-over-quarter.
  • 12 funds opened new Sonida Senior Living positions in Q2 2016 and 11 closed out, a net change of +1 holder.
  • The largest Sonida Senior Living buyer in Q2 2016 was Macquarie Group, an estimated $3.4M added.
  • The largest Sonida Senior Living seller in Q2 2016 was Putnam Investments, an estimated $7.75M sold.

Based on aggregated 13F filings for Q2 2016.