Bright Horizons
BFAM
315 hedge funds and large institutions have $5.06B invested in Bright Horizons in 2022 Q2 according to their latest regulatory filings, with 50 funds opening new positions, 118 increasing their positions, 110 reducing their positions, and 69 closing their positions.
100% more funds holding in top 10
Funds holding in top 10: 2 → 4 (+2)
7% more repeat investments, than reductions
Existing positions increased: 118 | Existing positions reduced: 110
5% more call options, than puts
Call options by funds: $1.94M | Put options by funds: $1.85M
0.34% less ownership
Funds ownership: 101.45% → 101.11% (-0.34%)
8% less funds holding
Funds holding: 342 → 315 (-27)
28% less first-time investments, than exits
New positions opened: 50 | Existing positions closed: 69
36% less capital invested
Capital invested by funds: $7.96B → $5.06B (-$2.89B)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Massachusetts Financial Services
Boston,
Massachusetts
|
+$98.6M |
| 2 |
Capital World Investors
Los Angeles,
California
|
+$87.1M |
| 3 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$85.9M |
| 4 |
Brown Advisory
Baltimore,
Maryland
|
+$53.2M |
| 5 |
CCM
Candlestick Capital Management
Greenwich,
Connecticut
|
+$44.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Select Equity Group
New York
|
-$149M |
| 2 |
Principal Financial Group
Des Moines,
Iowa
|
-$68.6M |
| 3 |
Sands Capital Management
Arlington,
Virginia
|
-$65.5M |
| 4 |
BlackRock
New York
|
-$58.8M |
| 5 |
Artisan Partners
Milwaukee,
Wisconsin
|
-$46.7M |
BFAM Hedge Fund Activity: Q2 2022 in Review
315 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Bright Horizons (BFAM) for Q2 2022, worth a combined $5.06B — down 36% from $7.96B a quarter earlier.
Sellers outnumbered buyers: 69 funds closed out of BFAM and 50 opened new positions — a net loss of 19 holders — while 110 trimmed existing stakes and 118 added.
The largest buyer was Massachusetts Financial Services, adding an estimated $98.6M. The largest seller was Select Equity Group, exiting entirely with an estimated $149M sold.
- 315 institutional investors held Bright Horizons (BFAM) as of Q2 2022, down from 342 in Q1 2022.
- Funds reported $5.06B of Bright Horizons stock for Q2 2022, down 36% quarter-over-quarter.
- 50 funds opened new Bright Horizons positions in Q2 2022 and 69 closed out, a net change of -19 holders.
- The largest Bright Horizons buyer in Q2 2022 was Massachusetts Financial Services, an estimated $98.6M added.
- The largest Bright Horizons seller in Q2 2022 was Select Equity Group, an estimated $149M sold.
Based on aggregated 13F filings for Q2 2022.