Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Brookdale Sr Living Inc (BKD)

278 + 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
↑ +39
Streak
3Q ▲
Buyers last Q
59%

Smart Money Signals — BKD

Based on 278 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 3 quarters in a row

last 6Q
For 3 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
278 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 — +51% more funds vs a year ago

fund count last 6Q
+94 new funds entered over the past year (+51% 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 — 59% buying

170 buying119 selling
Last quarter: 170 funds bought or added vs 119 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.
📈

More new buyers each quarter (+11 vs last Q)

new funds entering per quarter
Funds opening a new BKD position: 29 → 42 → 62 → 73. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

58% of holders stayed for 2+ years

■ 58% conviction (2yr+) ■ 18% medium ■ 24% new
161 out of 278 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 +34% but shares only +7% — price-driven

Value
+34%
Shares
+7%
Last quarter: the total dollar value of institutional holdings rose +34%, but actual share count only changed +7%. 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.
🚀

Acceleration phase — new buyers rushing in

34 → 29 → 42 → 62 → 73 new funds/Q
New funds entering each quarter: 29 → 42 → 62 → 73. 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 — 67% of holders stayed 2+ years

■ 67% veterans ■ 8% 1-2yr ■ 24% new
Of 288 current holders: 194 (67%) 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 — 29% AUM from major funds

29% from top-100 AUM funds
52 of 278 holders rank in the top 100 by AUM, accounting for 29% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
4.3
out of 10
Moderate Exit Risk
Exit risk score 4.3/10 — 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 Q1, 170 hedge funds were net buyers of BKD (73 opened a new position, 97 added to an existing one), while 119 reduced or exited (85 trimmed, 34 sold completely) — a 59% buyer ratio, indicating a slight buying edge. This marks 3 consecutive quarters of net institutional buying — a persistent conviction signal. 29% of total institutional value in BKD is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +39 funds (more new holders than closures). Total institutional holders: 278.

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 Q1 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 March 31, 2026 · 76d ago
BKD
-1.8%
XLV
+4.9%

BKD outperformed XLV by -6.7% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 31d ago
BKD
+3.0%
XLV
+6.0%

Since the filing became public, BKD outperformed XLV by -3.0% .

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 ?
Growing Institutional Interest

Quality funds are building positions — conviction is rising but not yet widespread.

24 top-rated funds 7 high-conviction
Consensus
6.1
/ 10
breadth
×
Elite
6.0
/ 10
conviction
Hedge Fund Positioning: BKD
278 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 278 239 16.32%
13F Shares 256M 240M 7.02%
Total Value $3.51B $2.61B 34.39%
New Positions 73 62 +11
Increased Positions 97 84 +13
Closed Positions 34 26 +8
Reduced Positions 80 65 +15
Total Calls 6 4 50.0%
Total Puts 5 4 25.0%
PUT/CALL Ratio 0.83 1.0 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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Total Cash (mrq) --
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Institutional Holders (2026 Q1)

278 + 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 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Mason Capital Management LLC 4.99% 2,233,741 $30.6M
2 Waterfront Capital Partners, LLC 4.61% 832,000 $7.0M
3 Park West Asset Management LLC 4.15% 3,576,625 $48.9M
4 Hiddenite Capital Partners LP 4.02% 1,120,000 $15.3M
5 Maple Rock Capital Partners Inc. 3.63% 8,157,148 $111.6M
6 Flat Footed LLC 3.55% 2,391,526 $32.7M
7 ANTIPODES PARTNERS Ltd 3.00% 11,406,814 $156.0M
8 Highland Peak Capital, LLC 2.87% 782,640 $10.7M
9 Luxor Capital Group, LP 2.79% 2,929,492 $40.1M
10 Timelo Investment Management Inc. 2.77% 257,000 $3.5M
11 Cobalt Capital Management, INC. 2.68% 350,000 $4.8M
12 Eversept Partners, LP 2.57% 3,568,555 $48.8M
13 140 Summer Partners LP 2.40% 2,869,000 $39.2M
14 Apis Capital Advisors, LLC 2.07% 980,000 $13.4M
15 Continental Advisors LLC 2.01% 287,414 $3.9M
16 Deerfield Management Company, L.P. 1.88% 11,637,032 $159.2M
17 Thames Capital Management LLC 1.86% 757,710 $10.4M
18 Nierenberg Investment Management Company, LLC 1.73% 255,110 $3.5M
19 Senator Investment Group LP 1.54% 2,459,263 $33.6M
20 Carronade Capital Management, LP 1.54% 8,586,874 $117.5M
21 Lonestar Capital Management LLC 1.35% 660,000 $9.0M
22 Kingdon Capital Management, L.L.C. 1.28% 850,000 $11.6M
23 Ardsley Advisory Partners LP 1.20% 690,000 $9.4M
24 Lee Danner & Bass Inc 1.12% 1,304,670 $17.8M
25 Shay Capital LLC 1.10% 960,000 $13.1M
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 — 3 quarters in a row: For 3 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 — 59% buying: Last quarter: 170 funds bought or added vs 119 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?

Strong quality — 29% AUM from major funds: 52 of 278 holders rank in the top 100 by AUM, accounting for 29% 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?

58% of holders stayed for 2+ years: 161 out of 278 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 Q1 hedge fund 13F filings?

As of today, BKD has moved +3.0% since the 2026 Q1 13F filing date (May 15, 2026), compared to +6.0% for the XLV sector ETF — an outperformance of -3.0%. Since the quarter end (March 31, 2026), BKD has gained -1.8% vs +4.9% 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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