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Bright Horizons

173 hedge funds and large institutions have $4.05B invested in Bright Horizons in 2015 Q4 according to their latest regulatory filings, with 37 funds opening new positions, 77 increasing their positions, 48 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

185% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 13

65% more call options, than puts

Call options by funds: $341K | Put options by funds: $207K

60% more repeat investments, than reductions

Existing positions increased: 77 | Existing positions reduced: 48

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

15% more funds holding

Funds holding: 150173 (+23)

6% more capital invested

Capital invested by funds: $3.84B → $4.05B (+$212M)

2.46% more ownership

Funds ownership: 98.52%100.98% (+2.5%)

Holders
173
Holders Change
+23
Holders Change %
+15.33%
% of All Funds
4.54%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.1%
New
37
Increased
77
Reduced
48
Closed
13
Calls
$341K
Puts
$207K
Net Calls
+$134K
Net Calls Change
+$487K
Name Holding Trade Value Shares
Change
Change in
Stake
BCI
1
Bain Capital Investors
Massachusetts
$1.1B -$234M -3,625,339 -18%
BAMCO Inc
2
BAMCO Inc
New York
$361M -$5.4M -83,524 -2%
Vanguard Group
3
Vanguard Group
Pennsylvania
$193M +$20.8M +322,232 +13%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$172M +$12.7M +196,900 +8%
TCM
5
TimesSquare Capital Management
New York
$156M +$26.9M +416,600 +22%
AllianceBernstein
6
AllianceBernstein
Tennessee
$155M -$2.34M -36,250 -2%
T. Rowe Price Associates
7
T. Rowe Price Associates
Maryland
$152M +$30.7M +474,513 +26%
Massachusetts Financial Services
8
Massachusetts Financial Services
Massachusetts
$122M -$10.7M -165,984 -8%
Wells Fargo
9
Wells Fargo
California
$107M +$9.07M +140,278 +10%
O
10
OppenheimerFunds
New York
$79.6M +$9.33M +144,249 +14%
ORI
11
Oak Ridge Investments
Illinois
$76.5M +$74M +1,145,276 New
PCM
12
Pennant Capital Management
New Jersey
$70.8M -$50.7M -784,867 -43%
BIT
13
BlackRock Institutional Trust
California
$63.5M +$5.3M +81,909 +9%
Handelsbanken Fonder
14
Handelsbanken Fonder
Sweden
$63.4M +$61.4M +949,200 New
BFA
15
BlackRock Fund Advisors
California
$62.1M +$2.46M +38,104 +4%
EAM
16
Eagle Asset Management
Florida
$57.8M -$238K -3,677 -0.4%
Brown Advisory
17
Brown Advisory
Maryland
$56.9M +$1.54M +23,837 +3%
Artisan Partners
18
Artisan Partners
Wisconsin
$54.5M +$2.78M +43,012 +6%
William Blair & Company
19
William Blair & Company
Illinois
$53.8M -$126K -1,948 -0.2%
MRCP
20
Manor Road Capital Partners
New York
$51.8M +$14.2M +220,000 +40%
Lord, Abbett & Co
21
Lord, Abbett & Co
New Jersey
$48.1M -$16.4M -253,989 -26%
Westfield Capital Management
22
Westfield Capital Management
Massachusetts
$42.8M +$568K +8,780 +1%
State Street
23
State Street
Massachusetts
$41.1M +$1.52M +23,484 +4%
FCM
24
Frontier Capital Management
Massachusetts
$40.6M -$21.7M -336,278 -36%
Loomis, Sayles & Company
25
Loomis, Sayles & Company
Massachusetts
$34.8M +$1.48M +22,902 +5%

BFAM Hedge Fund Activity: Q4 2015 in Review

173 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in Bright Horizons (BFAM) for Q4 2015, worth a combined $4.05B — up 5.5% from $3.84B a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new BFAM positions and 13 closed out — a net gain of 24 holders — while 77 added to existing stakes and 48 trimmed.

The largest buyer was Oak Ridge Investments, opening a new position worth an estimated $74M. The largest seller was Bain Capital Investors, cutting an estimated $234M.

  • 173 institutional investors held Bright Horizons (BFAM) as of Q4 2015, up from 150 in Q3 2015.
  • Funds reported $4.05B of Bright Horizons stock for Q4 2015, up 5.5% quarter-over-quarter.
  • 37 funds opened new Bright Horizons positions in Q4 2015 and 13 closed out, a net change of +24 holders.
  • The largest Bright Horizons buyer in Q4 2015 was Oak Ridge Investments, an estimated $74M added.
  • The largest Bright Horizons seller in Q4 2015 was Bain Capital Investors, an estimated $234M sold.

Based on aggregated 13F filings for Q4 2015.