Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Bright Horizons Fam Sol In D (BFAM)

362 + Investors. Track Smart Money conviction in BFAM. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -35
Streak
1Q ▼
Buyers last Q
50%

Smart Money Signals — BFAM

Based on 367 hedge funds · latest filing: 2026 Q1 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds reduced or closed their BFAM positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
📊

High ownership — 91% of 3.0Y peak

91% of all-time peak
367 funds currently hold this stock — 91% of the 3.0-year high of 402 funds (reached 2025 Q4). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
〰️

Stable — ownership unchanged year-over-year

fund count last 6Q
The number of hedge funds holding BFAM is almost the same as a year ago (-11 funds, -3% change). No significant rush to buy or sell — institutional backing is holding steady.
🟡

Slight buying edge — 50% buying

222 buying221 selling
Last quarter: 222 funds bought or added vs 221 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
➡️

Steady new buyers — ~67 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 63 → 63 → 72 → 67. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

59% of holders stayed for 2+ years

■ 59% conviction (2yr+) ■ 19% medium ■ 22% new
216 out of 367 hedge funds have held BFAM for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
💎

Buying through price weakness — shares -5%, value -24%

Value
-23%
Shares
-5%
Last quarter: funds added -5% more shares while total portfolio value only changed -24%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
📈

Growing discovery — still being found

61 → 63 → 63 → 72 → 67 new funds/Q
New funds entering each quarter: 63 → 63 → 72 → 67. A growing number of institutions are discovering BFAM each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 66% veterans vs 24% newcomers

■ 66% veterans ■ 9% 1-2yr ■ 24% new
Entry-cohort mix of 372 holders: 247 (66%) are 2+ year veterans, 35 entered 1–2 years ago, and 90 (24%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 48% AUM from top-100 funds

48% from top-100 AUM funds
53 of 366 holders are among the 100 largest funds by AUM, controlling 48% of total institutional value in BFAM. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.1
out of 10
Low Exit Risk
Exit risk score 3.1/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — BFAM

In 2026 Q1, 222 hedge funds were net buyers of BFAM (67 opened a new position, 155 added to an existing one), while 221 reduced or exited (119 trimmed, 102 sold completely) — a 50% buyer ratio, indicating a slight buying edge. 48% of total institutional value in BFAM is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: -35 funds (more exits than new entries). Total institutional holders: 367.

Hedge Fund Ownership: BFAM

How many hedge funds hold BFAM — quarterly history vs. share price
Quarterly hedge fund ownership of BFAM vs. share price

Market Analysis: BFAM

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: BFAM

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Loading signal freshness…
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

24 top-rated funds 0 high-conviction
Consensus
6.1
/ 10
breadth
×
Elite
1.2
/ 10
conviction
Hedge Fund Positioning: BFAM
2026 Q2 Stats Unlock in 2 days 362 + Investors

Track Smart Money conviction in BFAM. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 362 401 -9.73%
13F Shares 54M 57M -5.13%
Total Value $4.37B $5.72B -23.64%
New Positions 64 72 -8
Increased Positions 153 142 +11
Closed Positions 103 71 +32
Reduced Positions 117 147 -30
Total Calls 2 0 100%
Total Puts 4 0 100%
PUT/CALL Ratio 2.0 0.0 Bearish

Statistics: BFAM

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Valuation Measures Data as of: --

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Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q2)

362 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in BFAM. Verified SEC 13F-HR filings.

QUARTER:
2026 Q2 filings are still coming in. Only funds that have filed so far are shown — top holders may not have reported yet. Full 13F data typically settles by ~50 days after quarter-end.
Top 25 BFAM holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Mayar Capital Ltd. 9.96% 125,234 $8.9M
2 Abrams Bison Investments, LLC 8.28% 2,393,249 $169.6M
3 Alpine Peaks Capital, LP 6.44% 77,539 $5.5M
4 Applied Fundamental Research, LLC 5.06% 60,370 $4.3M
5 Great Point Wealth Advisors, LLC 2.95% 257,890 $18.3M
6 Giverny Capital Inc. 2.58% 1,080,793 $76.6M
7 Graphene Investments SAS 1.93% 46,800 $3.3M
8 Aurora Investment Counsel 1.01% 27,709 $2.0M
9 Geneva Capital Management LLC 0.98% 603,358 $42.8M
10 Monimus Capital Management, LP 0.90% 54,740 $3.9M
11 Conestoga Capital Advisors, LLC 0.69% 444,997 $31.5M
12 Kayne Anderson Rudnick Investment Management LLC 0.63% 2,879,905 $204.1M
13 Neo Ivy Capital Management 0.61% 37,243 $2.6M
14 Blueshift Asset Management, LLC 0.58% 35,539 $2.5M
15 Future Fund LLC 0.51% 24,850 $1.8M
16 Stephens Investment Management Group LLC 0.45% 596,653 $42.3M
17 Palisade Capital Management, LP 0.37% 121,268 $8.6M
18 VARCOV Co. 0.32% 11,708 $830K
19 Fuller & Thaler Asset Management, INC. 0.24% 1,227,000 $87.0M
20 Algert Global LLC 0.22% 265,599 $18.8M
21 Fox Run Management, L.L.C. 0.20% 16,743 $1.2M
22 Needham Investment Management LLC 0.19% 90,000 $6.4M
23 William Blair Investment Management, LLC 0.17% 819,598 $58.1M
24 Bayesian Capital Management, LP 0.17% 3,751 $266K
25 Beaird Harris Wealth Management, LLC 0.13% 28,633 $2.0M
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Bright Horizons Fam Sol In D (BFAM)

What does the Smart Money Trend signal show for BFAM?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their BFAM positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for BFAM?

Slight buying edge — 50% buying: Last quarter: 222 funds bought or added vs 221 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for BFAM holders?

Elite ownership — 48% AUM from top-100 funds: 53 of 366 holders are among the 100 largest funds by AUM, controlling 48% of total institutional value in BFAM. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held BFAM?

59% of holders stayed for 2+ years: 216 out of 367 hedge funds have held BFAM for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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