Bright Horizons
BFAM
344 hedge funds and large institutions have $9.35B invested in Bright Horizons in 2020 Q3 according to their latest regulatory filings, with 59 funds opening new positions, 132 increasing their positions, 104 reducing their positions, and 51 closing their positions.
150% more funds holding in top 10
Funds holding in top 10: 2 → 5 (+3)
34% more capital invested
Capital invested by funds: $6.98B → $9.35B (+$2.37B)
32% more call options, than puts
Call options by funds: $24.8M | Put options by funds: $18.8M
27% more repeat investments, than reductions
Existing positions increased: 132 | Existing positions reduced: 104
16% more first-time investments, than exits
New positions opened: 59 | Existing positions closed: 51
3.23% more ownership
Funds ownership: 98.82% → 102.06% (+3.2%)
1% more funds holding
Funds holding: 339 → 344 (+5)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SCM
Steadfast Capital Management
New York
|
+$126M |
| 2 |
Principal Financial Group
Des Moines,
Iowa
|
+$95.2M |
| 3 |
Robeco Institutional Asset Management
Rotterdam,
Netherlands
|
+$88M |
| 4 |
Artisan Partners
Milwaukee,
Wisconsin
|
+$85.6M |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
+$80.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
DCP
Durable Capital Partners
Bethesda,
Maryland
|
-$74.1M |
| 2 |
AllianceBernstein
Nashville,
Tennessee
|
-$68.6M |
| 3 |
DCP
D1 Capital Partners
New York
|
-$68.3M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
-$45.2M |
| 5 |
Jennison Associates
New York
|
-$31.2M |
BFAM Hedge Fund Activity: Q3 2020 in Review
344 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Bright Horizons (BFAM) for Q3 2020, worth a combined $9.35B — up 34% from $6.98B a quarter earlier.
Buyers outnumbered sellers: 59 funds opened new BFAM positions and 51 closed out — a net gain of 8 holders — while 132 added to existing stakes and 104 trimmed.
The largest buyer was Steadfast Capital Management, adding an estimated $126M. The largest seller was Durable Capital Partners, cutting an estimated $74.1M.
- 344 institutional investors held Bright Horizons (BFAM) as of Q3 2020, up from 339 in Q2 2020.
- Funds reported $9.35B of Bright Horizons stock for Q3 2020, up 34% quarter-over-quarter.
- 59 funds opened new Bright Horizons positions in Q3 2020 and 51 closed out, a net change of +8 holders.
- The largest Bright Horizons buyer in Q3 2020 was Steadfast Capital Management, an estimated $126M added.
- The largest Bright Horizons seller in Q3 2020 was Durable Capital Partners, an estimated $74.1M sold.
Based on aggregated 13F filings for Q3 2020.