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Bright Horizons Family Solutions Inc.

BFAM Consumer Discretionary
$66.9 $-14.93 (-18.25%)
Market Cap: $3.78 B
Gurus Holding
7
Popularity Rank
#942
% of Shares Held
5.95%
Net Activity (Q3 2025)
+$110.93 M

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 Q3 2025, a total of 7 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $224.93 M.

Top institutional holders include Steven Cohen and Cliff Asness.

Institutional sentiment is currently Strongly Bullish. This is evidenced by a $110.93 M net inflow during the quarter.

Recent activity highlights Joel Greenblatt who increased their stake by 433.7%. Conversely, Renaissance Technologies reduced exposure by 69.9%.

Key Holders

Top 5 by Value

$176.9 M
$103.48 M
$41.59 M
$10.76 M

Top 5 by Conviction

Recent Activity Breakdown (Q3 2025)

+$114.45 M
Total Buy Value
New Buys 2
Additions 4
-$3.52 M
Total Sell Value
Reductions 0
Sold Out 1

Guru Consensus (Q3 2025)

Based on recent activity
Net Sellers
1
Net Buyers
6

FAQs for Bright Horizons Family Solutions Inc. (BFAM)

Major holders include Steven Cohen ($176.9 M), Cliff Asness ($103.48 M), Francois Rochon ($41.59 M). According to the latest reported data, 7 tracked investment managers collectively hold approximately 3.36 M shares.

According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $110.93 M, with 6 managers increasing positions and 1 managers reducing holdings.

During the most recent reporting period, 0 managers trimmed their positions, while 1 fully exited BFAM. The total reported sell value was $3.52 M.

Yes, 2 managers opened new positions in BFAM, and 4 increased their existing holdings. The total reported buy value was $114.45 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
0.30% Add 40.8% 1,629,342 $176.9 M Q3 2025
0.07% Add 20.6% 960,690 $103.48 M Q3 2025
1.39% New Buy 410,196 $41.59 M Q4 2025
0.03% New Buy 175,906 $19.1 M Q3 2025
0.05% Add 433.7% 99,106 $10.76 M Q3 2025
0.02% Add 28.2% 48,229 $4.89 M Q4 2025
0.01% Reduce -69.9% 38,700 $3.92 M Q4 2025
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