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 Q4 2025, a total of 7 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $349.26 M.
Top institutional holders include Steven Cohen and Cliff Asness.
Institutional sentiment is currently Strongly Bullish. This is evidenced by a $123.81 M net inflow during the quarter.
Recent activity highlights Joel Greenblatt who increased their stake by 112.5%. Conversely, Renaissance Technologies (RenTech) reduced exposure by 69.9%.
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q4 2025)
Guru Consensus (Q4 2025)
FAQs for Bright Horizons Family Solutions Inc. (BFAM)
Major holders include Steven Cohen ($184.61 M), Cliff Asness ($160.12 M), Francois Rochon ($41.59 M). According to the latest reported data, 7 tracked investment managers collectively hold approximately 4.25 M shares.
According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $123.81 M, with 5 managers increasing positions and 2 managers reducing holdings.
During the most recent reporting period, 2 managers trimmed their positions, while 0 fully exited BFAM. The total reported sell value was $12.3 M.
Yes, 1 managers opened new positions in BFAM, and 4 increased their existing holdings. The total reported buy value was $136.11 M.