Bright Horizons
BFAM
368 hedge funds and large institutions have $4.56B invested in Bright Horizons in 2026 Q1 according to their latest regulatory filings, with 65 funds opening new positions, 161 increasing their positions, 116 reducing their positions, and 93 closing their positions.
39% more repeat investments, than reductions
Existing positions increased: 161 | Existing positions reduced: 116
25% more funds holding in top 10
Funds holding in top 10: 4 → 5 (+1)
0.03% less ownership
Funds ownership: 100.85% → 100.82% (-0.03%)
9% less funds holding
Funds holding: 405 → 368 (-37)
21% less capital invested
Capital invested by funds: $5.77B → $4.56B (-$1.22B)
30% less first-time investments, than exits
New positions opened: 65 | Existing positions closed: 93
93% less call options, than puts
Call options by funds: $1.65M | Put options by funds: $24.4M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AQR Capital Management
Greenwich,
Connecticut
|
+$147M |
| 2 |
ABI
Abrams Bison Investments
Bethesda,
Maryland
|
+$119M |
| 3 |
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
|
+$92.5M |
| 4 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$81.8M |
| 5 |
Two Sigma Investments
New York
|
+$56.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Point72 Asset Management
Stamford,
Connecticut
|
-$105M |
| 2 |
Goldman Sachs
New York
|
-$92.9M |
| 3 |
Fuller & Thaler Asset Management
San Mateo,
California
|
-$60.3M |
| 4 |
MGP
M&G plc
London,
United Kingdom
|
-$54.8M |
| 5 |
GKIM
GW&K Investment Management
Boston,
Massachusetts
|
-$43.2M |
BFAM Hedge Fund Activity: Q1 2026 in Review
368 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in Bright Horizons (BFAM) for Q1 2026, worth a combined $4.56B — down 21% from $5.77B a quarter earlier.
Sellers outnumbered buyers: 93 funds closed out of BFAM and 65 opened new positions — a net loss of 28 holders — while 116 trimmed existing stakes and 161 added.
The largest buyer was AQR Capital Management, adding an estimated $147M. The largest seller was Point72 Asset Management, cutting an estimated $105M.
- 368 institutional investors held Bright Horizons (BFAM) as of Q1 2026, down from 405 in Q4 2025.
- Funds reported $4.56B of Bright Horizons stock for Q1 2026, down 21% quarter-over-quarter.
- 65 funds opened new Bright Horizons positions in Q1 2026 and 93 closed out, a net change of -28 holders.
- The largest Bright Horizons buyer in Q1 2026 was AQR Capital Management, an estimated $147M added.
- The largest Bright Horizons seller in Q1 2026 was Point72 Asset Management, an estimated $105M sold.
Based on aggregated 13F filings for Q1 2026.