Brookdale Senior Living

BKD • NYSE

Brookdale Senior Living is a medical - care facilities company in the healthcare sector on NYSE, with a market cap of $2.4B. As of Q3 2025, 99% of shares are held by 201 institutional investors, with BlackRock, Inc. as the largest holder at 13.92%.

Market Cap$2.4B

Medical - Care Facilities

Healthcare

Employees36.0K

Websitebrookdale.com

Country

United States of America

Overview

Overview of institutional ownership in BKD as of Q3 2025 with a market cap of $2.0B

All Institutions

Institutions: 201
Value Held: $2.0B
Shares Held: 231.1M
Avg Position: $9.9M
Median Position: $666.0K

Hedge Funds

Hedge Funds: 47
Value Held: $669.2M
Shares Held: 79.0M
Avg Position: $14.2M
Median Position: $2.2M

Ownership Breakdown

Institutional (non-HF)

65.95%

$1.3B

Hedge Funds

33.27%

$669.2M

Retail & Other

0.787%

$15.8M

Based on market cap of $2.0B as of Q3 2025. Institutional (non-HF) excludes hedge funds to avoid double counting.

Biggest Investors

Institutions with the largest positions in BKD as of Q3 2025

Institution	Key People	Position Value	Ownership	Owned Since	Total AUM (Long)
B BlackRock, Inc. Institution	-	$280.1M 0.00% of portfolio	13.92% 33.1M shares	≤ Q2 2013 Held for 12y 5m+	$5.67T
VANGUARD GROUP INC Institution	Salim Ramji CEO	$187.3M 0.00% of portfolio	9.31% 22.1M shares	≤ Q2 2013 Held for 12y 5m+	$6.69T
Flat Footed LLC Hedge Fund•Multi-Strategy	Marc Patrick Andersen CEO	$107.6M 21.86% of portfolio	5.35% 12.7M shares	Q4 2022 Held for 2y 11m	$492.2M
A ANTIPODES PARTNERS Ltd Hedge Fund•Long/Short	Andrew Findlay CEO	$102.5M 2.30% of portfolio	5.09% 12.1M shares	Q2 2024 Held for 1y 5m	$4.5B
DEERFIELD MANAGEMENT CO /NY Hedge Fund•Long/Short	James Edward Flynn President	$98.6M 1.63% of portfolio	4.90% 11.6M shares	Q2 2018 Held for 7y 5m	$6.0B
WELLINGTON MANAGEMENT CO LLP Long Only Manager	Jean Marie Hynes CEO	$98.3M 0.02% of portfolio	4.89% 11.6M shares	Q4 2023 Held for 1y 11m	$571.21B
MORGAN STANLEY RIA/Wealth	Jed Finn CEO	$69.5M 0.00% of portfolio	3.46% 8.2M shares	≤ Q2 2013 Held for 12y 5m+	$1.65T
RENAISSANCE TECHNOLOGIES LLC Hedge Fund•Quant	Peter Fitzhugh Brown CEO	$61.7M 0.08% of portfolio	3.07% 7.3M shares	Q2 2017 Held for 8y 5m	$75.8B
CARRONADE CAPITAL MANAGEMENT, LP Hedge Fund•Distressed	Daniel Gropper Managing Partner	$60.4M 7.33% of portfolio	3.00% 7.1M shares	Q3 2024 Held for 1y 2m	$823.3M
M Maple Rock Capital Partners, Inc. Hedge Fund•Multi-Strategy	Xavier George Majic CEO	$53.3M 2.08% of portfolio	2.65% 6.3M shares	Q2 2025 Held for 5 months	$2.6B

Net Capital Flow

Institutional buying and selling activity for BKD in Q3 2025

Traded: +$21.2M
Buyers: 118
Sellers: 73
Total Bought: +$229.4M
Total Sold: −$208.2M
Avg Position: $9.2M

Biggest Buyers

Institution	Net Bought	Current Position
MORGAN STANLEY RIA/Wealth	+$35.4M +4.2M shares	$69.5M 8.2M shares
A Assenagon Asset Management S.A. Institution	+$21.3M +2.5M shares	$32.4M 3.8M shares
MASON CAPITAL MANAGEMENT LLC Hedge Fund•Event Driven	+$21.0M +2.5M shares	$21.0M 2.5M shares
WELLINGTON MANAGEMENT CO LLP Long Only Manager	+$19.3M +2.3M shares	$98.3M 11.6M shares
B BlackRock, Inc. Institution	+$13.1M +1.6M shares	$280.1M 33.1M shares
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	+$12.9M +1.5M shares	$31.4M 3.7M shares
MILLENNIUM MANAGEMENT LLC Hedge Fund•Multi-Strategy	+$11.6M +1.4M shares	$21.0M 2.5M shares
Iron Triangle Partners LP Hedge Fund•Long/Short	+$9.6M +1.1M shares	$24.0M 2.8M shares
UBS Group AG Institution	+$7.6M +900.4K shares	$28.4M 3.4M shares
Voleon Capital Management LP Hedge Fund•Quant	+$6.7M +787.2K shares	$7.1M 839.4K shares

Biggest Sellers

Institution	Net Sold	Current Position
BANK OF AMERICA CORP /DE/ Institution	−$32.1M −3.8M shares	$23.0M 2.7M shares
DEERFIELD MANAGEMENT CO /NY Hedge Fund•Long/Short	−$31.5M −3.7M shares	$98.6M 11.6M shares
Flat Footed LLC Hedge Fund•Multi-Strategy	−$23.6M −2.8M shares	$107.6M 12.7M shares
Marshall Wace LLP Institution	−$19.5M −2.3M shares	$9.4M 1.1M shares
A ANTIPODES PARTNERS Ltd Hedge Fund•Long/Short	−$17.4M −2.1M shares	$102.5M 12.1M shares
W Waterfront Capital Partners, LLC Hedge Fund•Long/Short	−$14.9M −1.8M shares	$7.0M 832.0K shares
A Alyeska Investment Group, L.P. Hedge Fund•Multi-Strategy	−$12.2M −1.8M shares	Sold Off 0 shares
E EDMOND DE ROTHSCHILD HOLDING S.A. Institution	−$10.3M −1.2M shares	$34.2M 4.0M shares
LANDMARK INVESTMENT PARTNERS, L.P. Hedge Fund•Long/Short	−$5.2M −619.2K shares	$8.0M 942.8K shares
A Adelante Capital Management LLC Real Assets	−$4.9M −106.3K shares	$47.0M 1.0M shares

Entry and Exit Activity

Institutions that initiated new positions or completely exited BKD in Q3 2025

New Positions: 13
New Value: $28.1M
Exited Positions: 15
Exited Value: $17.9M

New Positions

Institution	Position Value
MASON CAPITAL MANAGEMENT LLC Hedge Fund•Event Driven	$21.0M 2.5M shares
Caption Management, LLC Hedge Fund•Long/Short	$1.4M 161.9K shares
Susquehanna Portfolio Strategies, LLC Private Equity	$1.3M 149.6K shares
B Bellevue Group AG Institution	$886.5K 104.7K shares
ZAZOVE ASSOCIATES LLC Hedge Fund•Multi-Strategy	$847.0K 100.0K shares
Delta Investment Management, LLC RIA/Wealth	$836.0K 98.7K shares
C CAXTON ASSOCIATES LLP Institution	$757.7K 89.5K shares
D Davy Asset Management Ltd Institution	$689.2K 81.4K shares
FreeGulliver LLC Hedge Fund•Multi-Strategy	$254.1K 30.0K shares
O'SHAUGHNESSY ASSET MANAGEMENT, LLC Long Only Manager	$92.7K 10.9K shares

Exited Positions

Institution	Previous Position
A Alyeska Investment Group, L.P. Hedge Fund•Multi-Strategy	$12.2M 1.8M shares
I Invenomic Capital Management LP Hedge Fund•Long/Short	$2.7M 382.3K shares
M MAVERICK CAPITAL LTD Hedge Fund•Long/Short	$756.2K 108.6K shares
SummitTX Capital, L.P. Hedge Fund•Multi-Strategy	$590.0K 84.8K shares
JENNISON ASSOCIATES LLC Long Only Manager	$481.3K 69.2K shares
O OPTIONS SOLUTIONS, LLC Hedge Fund•Sector	$442.3K 63.6K shares
W Winton Capital Group Ltd Institution	$311.0K 44.7K shares
Centiva Capital, LP Hedge Fund•Multi-Strategy	$188.0K 27.0K shares
B Bridgefront Capital, LLC Hedge Fund•Quant	$160.1K 23.0K shares
LAZARD ASSET MANAGEMENT LLC Long Only Manager	$87.2K 12.5K shares

Options Activity

Institutions with the largest Call and Put options positions in BKD as of Q3 2025

Call Positions: 5
Call Value: $9.8M
Put Positions: 6
Put Value: $16.9M

Call Positions

Institution	Position Value
Frigate Ventures LP RIA/Wealth	$4.8M 5.7K contracts
Caption Management, LLC Hedge Fund•Long/Short	$1.9M 2.2K contracts
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	$1.6M 1.9K contracts
LANDMARK INVESTMENT PARTNERS, L.P. Hedge Fund•Long/Short	$847.0K 1.0K contracts
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	$609.8K 720.0 contracts

Put Positions

Institution	Position Value
Caption Management, LLC Hedge Fund•Long/Short	$7.6M 9.0K contracts
J JANE STREET GROUP, LLC Institution	$3.6M 4.3K contracts
Crawford Fund Management, LLC Hedge Fund•Long/Short	$2.7M 3.2K contracts
LANDMARK INVESTMENT PARTNERS, L.P. Hedge Fund•Long/Short	$1.7M 2.0K contracts
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	$777.5K 918.0 contracts
W WOLVERINE TRADING, LLC Institution	$495.2K 601.0 contracts

Most Committed Institutions

Institutions with BKD as the highest % of their portfolio as of Q3 2025

Institution	Key People	Portfolio Weight	Ownership	Owned Since	Total AUM (Long)
Flat Footed LLC Hedge Fund•Multi-Strategy	Marc Patrick Andersen CEO	21.86% $107.6M	5.35% 12.7M shares	Q4 2022 Held for 2y 11m	$492.2M
CARRONADE CAPITAL MANAGEMENT, LP Hedge Fund•Distressed	Daniel Gropper Managing Partner	7.33% $60.4M	3.00% 7.1M shares	Q3 2024 Held for 1y 2m	$823.3M
LANDMARK INVESTMENT PARTNERS, L.P. Hedge Fund•Long/Short	Steven Louis Frankel Managing Partner	6.54% $8.0M	0.40% 942.8K shares	Q4 2024 Held for 11 months	$122.1M
W Waterfront Capital Partners, LLC Hedge Fund•Long/Short	Eduardo Abush Managing Partner	4.61% $7.0M	0.35% 832.0K shares	Q2 2023 Held for 2y 5m	$152.8M
MASON CAPITAL MANAGEMENT LLC Hedge Fund•Event Driven	Samuel Thornton Read Managing Partner	4.27% $21.0M	1.04% 2.5M shares	Q3 2025 Held for 2 months	$491.1M
A AYAL Capital Advisors Ltd Institution	-	3.72% $6.5M	0.32% 762.1K shares	Q3 2024 Held for 1y 2m	$173.4M
Iron Triangle Partners LP Hedge Fund•Long/Short	Michael John O'Brien CFO	3.42% $24.0M	1.20% 2.8M shares	Q2 2025 Held for 5 months	$703.3M
A Adelante Capital Management LLC Real Assets	Michael Anthony Torres CEO	3.14% $47.0M	0.43% 1.0M shares	Q3 2024 Held for 1y 2m	$1.5B
A ANTIPODES PARTNERS Ltd Hedge Fund•Long/Short	Andrew Findlay CEO	2.30% $102.5M	5.09% 12.1M shares	Q2 2024 Held for 1y 5m	$4.5B
C CONTINENTAL ADVISORS LLC Hedge Fund•Long/Short	David Philip Purcell Managing Partner	2.10% $3.1M	0.15% 367.6K shares	Q3 2015 Held for 10y 2m	$148.0M

Hedge Fund Spotlight

Discover hedge funds investing in BKD

CAPSTONE INVESTMENT ADVISORS, LLC

Hedge Fund • Multi-Strategy

Portfolio ManagerPaul Matthew Britton

Portfolio Value: $9.4B
Positions: 1,012
Last Reported: Q3 2025

Sector Allocation

Position in Brookdale Senior Living

Market Value: $639.5K
Shares Held: 75.5K
Portfolio Weight: 0.01%
Owned Since: 2025-Q3

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