Bright Horizons
BFAM
345 hedge funds and large institutions have $10.2B invested in Bright Horizons in 2021 Q1 according to their latest regulatory filings, with 49 funds opening new positions, 137 increasing their positions, 106 reducing their positions, and 57 closing their positions.
89% more call options, than puts
Call options by funds: $11.6M | Put options by funds: $6.15M
29% more repeat investments, than reductions
Existing positions increased: 137 | Existing positions reduced: 106
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
4% less capital invested
Capital invested by funds: $10.6B → $10.2B (-$387M)
2.36% less ownership
Funds ownership: 100.7% → 98.34% (-2.4%)
3% less funds holding
Funds holding: 356 → 345 (-11)
14% less first-time investments, than exits
New positions opened: 49 | Existing positions closed: 57
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$217M |
| 2 |
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
|
+$103M |
| 3 |
BlackRock
New York
|
+$99.2M |
| 4 |
William Blair Investment Management
Chicago,
Illinois
|
+$53M |
| 5 |
Swedbank
Stockholm,
Sweden
|
+$27.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SCM
Steadfast Capital Management
New York
|
-$153M |
| 2 |
DCP
Durable Capital Partners
Bethesda,
Maryland
|
-$125M |
| 3 |
Wells Fargo
San Francisco,
California
|
-$100M |
| 4 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
-$74.4M |
| 5 |
Wellington Management Group
Boston,
Massachusetts
|
-$47.7M |
BFAM Hedge Fund Activity: Q1 2021 in Review
345 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Bright Horizons (BFAM) for Q1 2021, worth a combined $10.2B — down 3.6% from $10.6B a quarter earlier.
Sellers outnumbered buyers: 57 funds closed out of BFAM and 49 opened new positions — a net loss of 8 holders — while 106 trimmed existing stakes and 137 added.
The largest buyer was T. Rowe Price Associates, adding an estimated $217M. The largest seller was Steadfast Capital Management, exiting entirely with an estimated $153M sold.
- 345 institutional investors held Bright Horizons (BFAM) as of Q1 2021, down from 356 in Q4 2020.
- Funds reported $10.2B of Bright Horizons stock for Q1 2021, down 3.6% quarter-over-quarter.
- 49 funds opened new Bright Horizons positions in Q1 2021 and 57 closed out, a net change of -8 holders.
- The largest Bright Horizons buyer in Q1 2021 was T. Rowe Price Associates, an estimated $217M added.
- The largest Bright Horizons seller in Q1 2021 was Steadfast Capital Management, an estimated $153M sold.
Based on aggregated 13F filings for Q1 2021.