Guru Ownership Trend
Guru Analysis for Bright Horizons Family Solutions Inc. (BFAM)
Bright Horizons Family Solutions Inc. (BFAM), a key player in the Consumer Discretionary sector, continues to attract institutional attention.
As of Q1 2026, a total of 5 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $345.55 M.
Top institutional holders include Cliff Asness and Francois Rochon.
Institutional sentiment is currently Strongly Bullish. This is evidenced by a $59.89 M net inflow during the quarter.
Recent activity highlights Cliff Asness who increased their stake by 110.6%. Conversely, Ray Dalio reduced exposure by 93.5%.
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q1 2026)
Guru Consensus (Q1 2026)
FAQs for Bright Horizons Family Solutions Inc. (BFAM)
Major holders include Cliff Asness ($271.02 M), Francois Rochon ($60.97 M), Steven Cohen ($47.43 M). According to the latest reported data, 5 tracked investment managers collectively hold approximately 5.04 M shares.
According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $59.89 M, with 3 managers increasing positions and 4 managers reducing holdings.
During the most recent reporting period, 2 managers trimmed their positions, while 2 fully exited BFAM. The total reported sell value was $124.37 M.
Yes, 0 managers opened new positions in BFAM, and 3 increased their existing holdings. The total reported buy value was $184.25 M.