Bright Horizons
BFAM
95 hedge funds and large institutions have $2.56B invested in Bright Horizons in 2014 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 45 increasing their positions, 21 reducing their positions, and 8 closing their positions.
300% more funds holding in top 10
Funds holding in top 10: 1 → 4 (+3)
138% more first-time investments, than exits
New positions opened: 19 | Existing positions closed: 8
114% more repeat investments, than reductions
Existing positions increased: 45 | Existing positions reduced: 21
12% more funds holding
Funds holding: 85 → 95 (+10)
8% more capital invested
Capital invested by funds: $2.37B → $2.56B (+$190M)
0.58% more ownership
Funds ownership: 98.89% → 99.47% (+0.58%)
Top Buyers
| 1 |
PCM
Pennant Capital Management
Summit,
New Jersey
|
+$47.7M |
| 2 |
BAMCO Inc
New York
|
+$43.7M |
| 3 |
AllianceBernstein
Nashville,
Tennessee
|
+$40.6M |
| 4 |
FCM
Frontier Capital Management
Boston,
Massachusetts
|
+$36.5M |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
+$36.3M |
Top Sellers
BFAM Hedge Fund Activity: Q1 2014 in Review
95 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in Bright Horizons (BFAM) for Q1 2014, worth a combined $2.56B — up 8.1% from $2.37B a quarter earlier.
Buyers outnumbered sellers: 19 funds opened new BFAM positions and 8 closed out — a net gain of 11 holders — while 45 added to existing stakes and 21 trimmed.
The largest buyer was Pennant Capital Management, adding an estimated $47.7M. The largest seller was Bain Capital Investors, cutting an estimated $300M.
- 95 institutional investors held Bright Horizons (BFAM) as of Q1 2014, up from 85 in Q4 2013.
- Funds reported $2.56B of Bright Horizons stock for Q1 2014, up 8.1% quarter-over-quarter.
- 19 funds opened new Bright Horizons positions in Q1 2014 and 8 closed out, a net change of +11 holders.
- The largest Bright Horizons buyer in Q1 2014 was Pennant Capital Management, an estimated $47.7M added.
- The largest Bright Horizons seller in Q1 2014 was Bain Capital Investors, an estimated $300M sold.
Based on aggregated 13F filings for Q1 2014.