Bright Horizons
BFAM
329 hedge funds and large institutions have $8.59B invested in Bright Horizons in 2019 Q2 according to their latest regulatory filings, with 51 funds opening new positions, 126 increasing their positions, 101 reducing their positions, and 27 closing their positions.
89% more first-time investments, than exits
New positions opened: 51 | Existing positions closed: 27
25% more repeat investments, than reductions
Existing positions increased: 126 | Existing positions reduced: 101
20% more funds holding in top 10
Funds holding in top 10: 5 → 6 (+1)
19% more capital invested
Capital invested by funds: $7.23B → $8.59B (+$1.36B)
6% more funds holding
Funds holding: 310 → 329 (+19)
0% more call options, than puts
Call options by funds: $8.52M | Put options by funds: $8.51M
0.17% less ownership
Funds ownership: 98.2% → 98.03% (-0.17%)
Top Buyers
| 1 |
Invesco
Atlanta,
Georgia
|
+$100M |
| 2 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$69.7M |
| 3 |
Massachusetts Financial Services
Boston,
Massachusetts
|
+$49.5M |
| 4 |
N
Nuveen
Charlotte,
North Carolina
|
+$47.7M |
| 5 |
Axa
Paris,
France
|
+$20.5M |
Top Sellers
| 1 |
Select Equity Group
New York
|
-$85.6M |
| 2 |
Goldman Sachs
New York
|
-$56M |
| 3 |
Mackenzie Financial
Toronto Ontario,
Ontario, Canada
|
-$30.2M |
| 4 |
TCM
TimesSquare Capital Management
New York
|
-$27M |
| 5 |
AL
AJO LP
Philadelphia,
Pennsylvania
|
-$24.1M |
BFAM Hedge Fund Activity: Q2 2019 in Review
329 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Bright Horizons (BFAM) for Q2 2019, worth a combined $8.59B — up 19% from $7.23B a quarter earlier.
Buyers outnumbered sellers: 51 funds opened new BFAM positions and 27 closed out — a net gain of 24 holders — while 126 added to existing stakes and 101 trimmed.
The largest buyer was Invesco, adding an estimated $100M. The largest seller was Select Equity Group, cutting an estimated $85.6M.
- 329 institutional investors held Bright Horizons (BFAM) as of Q2 2019, up from 310 in Q1 2019.
- Funds reported $8.59B of Bright Horizons stock for Q2 2019, up 19% quarter-over-quarter.
- 51 funds opened new Bright Horizons positions in Q2 2019 and 27 closed out, a net change of +24 holders.
- The largest Bright Horizons buyer in Q2 2019 was Invesco, an estimated $100M added.
- The largest Bright Horizons seller in Q2 2019 was Select Equity Group, an estimated $85.6M sold.
Based on aggregated 13F filings for Q2 2019.