Bright Horizons
BFAM
288 hedge funds and large institutions have $5.98B invested in Bright Horizons in 2023 Q4 according to their latest regulatory filings, with 37 funds opening new positions, 102 increasing their positions, 115 reducing their positions, and 41 closing their positions.
3,257% more call options, than puts
Call options by funds: $5.07M | Put options by funds: $151K
100% more funds holding in top 10
Funds holding in top 10: 2 → 4 (+2)
33% more capital inflows, than outflows
Capital inflows: $440M | Capital outflows: $331M
2.1% more ownership
Funds ownership: 107.44% → 109.55% (+2.1%)
10% less first-time investments, than exits
New positions opened: 37 | Existing positions closed: 41
2% less funds holding
Funds holding: 295 → 288 (-7)
11% less repeat investments, than reductions
Existing positions increased: 102 | Existing positions reduced: 115
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Neuberger Berman Group
New York
|
+$84.6M |
| 2 |
Durable Capital Partners
Bethesda,
Maryland
|
+$74.5M |
| 3 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$67M |
| 4 |
Marshall Wace
London,
United Kingdom
|
+$37.9M |
| 5 |
American Century Companies
Kansas City,
Missouri
|
+$32.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Investment Management
Baltimore,
Maryland
|
-$60.4M |
| 2 |
Federated Hermes
Pittsburgh,
Pennsylvania
|
-$28.4M |
| 3 |
Massachusetts Financial Services
Boston,
Massachusetts
|
-$27.1M |
| 4 |
BAMCO Inc
New York
|
-$26.3M |
| 5 |
Burgundy Asset Management
Toronto,
Ontario, Canada
|
-$19.9M |
BFAM Hedge Fund Activity: Q4 2023 in Review
288 of the 6,875 institutional investors tracked by Wall St. Rank reported a position in Bright Horizons (BFAM) for Q4 2023, worth a combined $5.98B — up 18% from $5.07B a quarter earlier.
Sellers outnumbered buyers: 41 funds closed out of BFAM and 37 opened new positions — a net loss of 4 holders — while 115 trimmed existing stakes and 102 added.
The largest buyer was Neuberger Berman Group, adding an estimated $84.6M. The largest seller was T. Rowe Price Investment Management, cutting an estimated $60.4M.
- 288 institutional investors held Bright Horizons (BFAM) as of Q4 2023, down from 295 in Q3 2023.
- Funds reported $5.98B of Bright Horizons stock for Q4 2023, up 18% quarter-over-quarter.
- 37 funds opened new Bright Horizons positions in Q4 2023 and 41 closed out, a net change of -4 holders.
- The largest Bright Horizons buyer in Q4 2023 was Neuberger Berman Group, an estimated $84.6M added.
- The largest Bright Horizons seller in Q4 2023 was T. Rowe Price Investment Management, an estimated $60.4M sold.
Based on aggregated 13F filings for Q4 2023.