Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

BROOKDALE SR LIVING INC (BKD)

240 + Investors. Track Smart Money conviction in BKD. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +38
Streak
2Q ▲
Buyers last Q
62%

Smart Money Signals — BKD

Based on 234 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, more hedge funds added BKD than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
234 hedge funds hold BKD right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
🚀

Fast accumulation — +43% more funds vs a year ago

fund count last 6Q
+70 new funds entered over the past year (+43% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.
🟢

More buyers than sellers — 62% buying

145 buying89 selling
Last quarter: 145 funds were net buyers (61 opened a brand new position + 84 added to an existing one). Only 89 were sellers (66 trimmed + 23 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+20 vs last Q)

new funds entering per quarter
Funds opening a new BKD position: 33 → 28 → 41 → 61. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

63% of holders stayed for 2+ years

■ 63% conviction (2yr+) ■ 17% medium ■ 21% new
147 out of 234 hedge funds have held BKD for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
🚀

Acceleration phase — new buyers rushing in

17 → 33 → 28 → 41 → 61 new funds/Q
New funds entering each quarter: 33 → 28 → 41 → 61. The pace of institutional discovery is accelerating sharply. This is the 'hot idea' phase — the thesis is being passed from fund to fund. You are not late — the accumulation wave is still building.
🏛️

Deep conviction — 68% of holders stayed 2+ years

■ 68% veterans ■ 12% 1-2yr ■ 20% new
Of 240 current holders: 164 (68%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
✅

Strong quality — 36% AUM from major funds

36% from top-100 AUM funds
38 of 234 holders rank in the top 100 by AUM, accounting for 36% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
4.0
out of 10
Moderate Exit Risk
Exit risk score 4.0/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Hedge Fund Ownership: BKD

How many hedge funds hold BKD — quarterly history vs. share price
Quarterly hedge fund ownership of BKD vs. share price

Market Analysis: BKD

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: BKD

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

14 top-rated funds 4 high-conviction
Consensus
5.1
/ 10
breadth
×
Elite
3.3
/ 10
conviction
Hedge Fund Positioning: BKD
2026 Q1 Stats Unlock in 10 days 240 + Investors

Track Smart Money conviction in BKD. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 240 206 16.5%
13F Shares 239M 234M 2.24%
Total Value $2.61B $2.86B -8.73%
New Positions 61 44 +17
Increased Positions 92 85 +7
Closed Positions 24 19 +5
Reduced Positions 77 62 +15
Total Calls 4 5 -20.0%
Total Puts 4 6 -33.33%
PUT/CALL Ratio 1.0 1.2 Neutral

Statistics: BKD

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Valuation Measures Data as of: --

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PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
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Institutional Holders (2026 Q1)

240 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in BKD. Verified SEC 13F-HR filings.

Top 25 institutional holders of BKD — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Hiddenite Capital Partners LP 4.02% 1,120,000 $15.3M
2 ANTIPODES PARTNERS Ltd 3.00% 11,406,814 $156.0M
3 LEE DANNER & BASS INC 1.12% 1,304,670 $17.8M
4 PRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C. 0.99% 724,912 $9.9M
5 Counterpoint Mutual Funds LLC 0.71% 345,397 $4.7M
6 Storgate, LLC 0.47% 43,388 $594K
7 WCM INVESTMENT MANAGEMENT, LLC 0.39% 12,812,004 $171.7M
8 CenterBook Partners LP 0.31% 425,928 $5.8M
9 Illumine Investment Management, LLC 0.21% 20,000 $274K
10 Bayforest Capital Ltd 0.12% 7,897 $108K
11 MINDSET WEALTH MANAGEMENT, LLC 0.09% 25,000 $342K
12 R Squared Ltd 0.09% 11,501 $157K
13 Covestor Ltd 0.08% 8,426 —
14 Aaron Wealth Advisors LLC 0.07% 90,421 $1.2M
15 Assenagon Asset Management S.A. 0.05% 2,509,675 $34.3M
16 NBC SECURITIES, INC. 0.04% 43,351 $593K
17 GSA CAPITAL PARTNERS LLP 0.04% 51,297 —
18 Beck Bode, LLC 0.04% 16,386 $224K
19 Y-Intercept (Hong Kong) Ltd 0.04% 145,304 $2.0M
20 TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY 0.02% 196,231 $3K
21 DEUTSCHE BANK AG\ 0.01% 2,988,465 $40.9M
22 STOREBRAND ASSET MANAGEMENT AS 0.01% 314,963 $4.3M
23 Brooklyn Investment Group 0.01% 22,627 $310K
24 Allspring Global Investments Holdings, LLC 0.01% 352,554 $4.9M
25 INTECH INVESTMENT MANAGEMENT LLC 0.01% 60,032 $821K
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — BROOKDALE SR LIVING INC (BKD)

What does the Smart Money Trend signal show for BKD?

Buying streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds added BKD than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for BKD?

More buyers than sellers — 62% buying: Last quarter: 145 funds were net buyers (61 opened a brand new position + 84 added to an existing one). Only 89 were sellers (66 trimmed + 23 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for BKD holders?

Strong quality — 36% AUM from major funds: 38 of 234 holders rank in the top 100 by AUM, accounting for 36% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held BKD?

63% of holders stayed for 2+ years: 147 out of 234 hedge funds have held BKD for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.