Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Brookdale Sr Living Inc (BKD)

284 + 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
↑ +11
Streak
4Q ▲
Buyers last Q
56%

Smart Money Signals — BKD

Based on 291 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 4 quarters in a row

last 6Q
For 4 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
291 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 — +61% more funds vs a year ago

fund count last 6Q
+110 new funds entered over the past year (+61% 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.
🟡

Slight buying edge — 56% buying

170 buying133 selling
Last quarter: 170 funds bought or added vs 133 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
⚠️

Fewer new buyers each quarter (-19 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 42 → 63 → 73 → 54. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.
🔒

55% of holders stayed for 2+ years

■ 55% conviction (2yr+) ■ 17% medium ■ 29% new
159 out of 291 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.
💰

Value +31% but shares only +8% — price-driven

Value
+31%
Shares
+8%
Last quarter: the total dollar value of institutional holdings rose +31%, but actual share count only changed +8%. The gap is explained by the stock's price rising — not new buying. Strong value growth with weak share growth means the rally is price momentum, not fresh institutional demand.
📈

Growing discovery — still being found

30 → 42 → 63 → 73 → 54 new funds/Q
New funds entering each quarter: 42 → 63 → 73 → 54. A growing number of institutions are discovering BKD each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 63% veterans vs 29% newcomers

■ 63% veterans ■ 8% 1-2yr ■ 29% new
Entry-cohort mix of 303 holders: 191 (63%) are 2+ year veterans, 23 entered 1–2 years ago, and 89 (29%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 44% AUM from top-100 funds

44% from top-100 AUM funds
56 of 287 holders are among the 100 largest funds by AUM, controlling 44% of total institutional value in BKD. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
4.4
out of 10
Moderate Exit Risk
Exit risk score 4.4/10 — 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.

Institutional Sentiment Summary — BKD

In 2026 Q2, 170 hedge funds were net buyers of BKD (54 opened a new position, 116 added to an existing one), while 133 reduced or exited (90 trimmed, 43 sold completely) — a 56% buyer ratio, indicating a slight buying edge. This marks 4 consecutive quarters of net institutional buying — a persistent conviction signal. 44% of total institutional value in BKD is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +11 funds (more new holders than closures). Total institutional holders: 291.

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.

Is It Too Late to Buy Brookdale Sr Living Inc (BKD) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much BKD has moved relative to its sector benchmark (XLV) since the 2026 Q2 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End June 30, 2026 · 81d ago
BKD
-28.0%
XLV
+6.4%

BKD outperformed XLV by -34.4% since June 30, 2026.

Since 13F Filing Date August 14, 2026 · 36d ago
BKD
-8.4%
XLV
+0.9%

Since the filing became public, BKD outperformed XLV by -9.3% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

12 top-rated funds 5 high-conviction
Consensus
4.8
/ 10
breadth
×
Elite
4.7
/ 10
conviction
Hedge Fund Positioning: BKD
284 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 284 280 1.43%
13F Shares 273M 256M 6.56%
Total Value $4.37B $3.52B 24.34%
New Positions 53 73 -20
Increased Positions 112 97 +15
Closed Positions 45 33 +12
Reduced Positions 88 80 +8
Total Calls 8 6 33.33%
Total Puts 7 5 40.0%
PUT/CALL Ratio 0.88 0.83 Neutral

Statistics: BKD

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Valuation Measures Data as of: --

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Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q2)

284 + investors

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

QUARTER:
Top 25 BKD holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Vision Capital Corp 9.71% 1,865,324 $30.0M
2 Highland Peak Capital, LLC 8.88% 1,895,550 $30.5M
3 Mason Capital Management LLC 6.83% 2,575,826 $41.4M
4 Blue Grotto Capital, LLC 3.77% 2,809,407 $45.2M
5 140 Summer Partners LP 3.38% 2,941,020 $47.3M
6 Park West Asset Management LLC 3.37% 3,075,883 $49.5M
7 ANTIPODES PARTNERS Ltd 3.27% 11,091,757 $178.5M
8 Apis Capital Advisors, LLC 2.91% 1,860,000 $29.9M
9 Eversept Partners, LP 2.84% 3,396,470 $54.6M
10 Maple Rock Capital Partners Inc. 2.80% 8,888,148 $143.0M
11 Carronade Capital Management, LP 2.75% 9,878,207 $158.9M
12 Lonestar Capital Management LLC 2.52% 540,000 $8.7M
13 Luxor Capital Group, LP 2.36% 3,685,854 $59.3M
14 Wolf Hill Capital Management, LP 2.29% 1,700,000 $27.4M
15 Hiddenite Capital Partners LP 2.17% 1,570,000 $25.3M
16 Beaconlight Capital, LLC 2.07% 364,976 $5.9M
17 Nierenberg Investment Management Company, LLC 2.04% 255,110 $4.1M
18 Capricorn Fund Managers Ltd 1.99% 1,570,000 $25.3M
19 Deerfield Management Company, L.P. 1.95% 11,637,032 $187.2M
20 Continental Advisors LLC 1.76% 259,414 $4.2M
21 Clayton Partners LLC 1.74% 165,000 $2.7M
22 Senator Investment Group LP 1.68% 2,859,263 $46.0M
23 Kingdon Capital Management, L.L.C. 1.32% 800,000 $12.9M
24 Third Avenue Management LLC 1.27% 494,826 $8.0M
25 Lee Danner & Bass Inc 1.21% 1,302,670 $21.0M
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 — 4 quarters in a row: For 4 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?

Slight buying edge — 56% buying: Last quarter: 170 funds bought or added vs 133 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for BKD holders?

Elite ownership — 44% AUM from top-100 funds: 56 of 287 holders are among the 100 largest funds by AUM, controlling 44% of total institutional value in BKD. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held BKD?

55% of holders stayed for 2+ years: 159 out of 291 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.

Is it too late to buy Brookdale Sr Living Inc (BKD) following the 2026 Q2 hedge fund 13F filings?

As of today, BKD has moved -8.4% since the 2026 Q2 13F filing date (August 14, 2026), compared to +0.9% for the XLV sector ETF — an outperformance of -9.3%. Since the quarter end (June 30, 2026), BKD has gained -28.0% vs +6.4% for XLV. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

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.

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