Bright Horizons
BFAM
336 hedge funds and large institutions have $8.76B invested in Bright Horizons in 2021 Q2 according to their latest regulatory filings, with 45 funds opening new positions, 154 increasing their positions, 87 reducing their positions, and 53 closing their positions.
482% more call options, than puts
Call options by funds: $27.1M | Put options by funds: $4.65M
77% more repeat investments, than reductions
Existing positions increased: 154 | Existing positions reduced: 87
0.66% less ownership
Funds ownership: 98.25% → 97.59% (-0.66%)
3% less funds holding
Funds holding: 346 → 336 (-10)
14% less capital invested
Capital invested by funds: $10.2B → $8.76B (-$1.47B)
15% less first-time investments, than exits
New positions opened: 45 | Existing positions closed: 53
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$316M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
+$110M |
| 3 |
William Blair Investment Management
Chicago,
Illinois
|
+$86.9M |
| 4 |
MU
Mirova US
Boston,
Massachusetts
|
+$43.7M |
| 5 |
Teacher Retirement System of Texas
Austin,
Texas
|
+$39.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital World Investors
Los Angeles,
California
|
-$386M |
| 2 |
DCP
Durable Capital Partners
Bethesda,
Maryland
|
-$118M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
-$94.1M |
| 4 |
Invesco
Atlanta,
Georgia
|
-$64.3M |
| 5 |
Macquarie Group
Sydney, NSW 2000,
Australia
|
-$56M |
BFAM Hedge Fund Activity: Q2 2021 in Review
336 of the 5,767 institutional investors tracked by Wall St. Rank reported a position in Bright Horizons (BFAM) for Q2 2021, worth a combined $8.76B — down 14% from $10.2B a quarter earlier.
Sellers outnumbered buyers: 53 funds closed out of BFAM and 45 opened new positions — a net loss of 8 holders — while 87 trimmed existing stakes and 154 added.
The largest buyer was JP Morgan Chase, adding an estimated $316M. The largest seller was Capital World Investors, cutting an estimated $386M.
- 336 institutional investors held Bright Horizons (BFAM) as of Q2 2021, down from 346 in Q1 2021.
- Funds reported $8.76B of Bright Horizons stock for Q2 2021, down 14% quarter-over-quarter.
- 45 funds opened new Bright Horizons positions in Q2 2021 and 53 closed out, a net change of -8 holders.
- The largest Bright Horizons buyer in Q2 2021 was JP Morgan Chase, an estimated $316M added.
- The largest Bright Horizons seller in Q2 2021 was Capital World Investors, an estimated $386M sold.
Based on aggregated 13F filings for Q2 2021.