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 366 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
366 funds currently hold this stock — 91% of the 3.0-year high of 401 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 (-12 funds, -3% change). No significant rush to buy or sell — institutional backing is holding steady.
🟡

Slight buying edge — 50% buying

221 buying220 selling
Last quarter: 221 funds bought or added vs 220 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.
⚠️

Fewer new buyers each quarter (-6 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 62 → 63 → 72 → 66. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.
🔒

59% of holders stayed for 2+ years

■ 59% conviction (2yr+) ■ 19% medium ■ 22% new
216 out of 366 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 → 62 → 63 → 72 → 66 new funds/Q
New funds entering each quarter: 62 → 63 → 72 → 66. A growing number of institutions are discovering BFAM each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 67% veterans vs 24% newcomers

■ 67% veterans ■ 9% 1-2yr ■ 24% new
Entry-cohort mix of 371 holders: 247 (67%) are 2+ year veterans, 35 entered 1–2 years ago, and 89 (24%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 42% AUM from top-100 funds

42% from top-100 AUM funds
51 of 365 holders are among the 100 largest funds by AUM, controlling 42% 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, 221 hedge funds were net buyers of BFAM (66 opened a new position, 155 added to an existing one), while 220 reduced or exited (119 trimmed, 101 sold completely) — a 50% buyer ratio, indicating a slight buying edge. 42% 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: 366.

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.

Is It Too Late to Buy Bright Horizons Fam Sol In D (BFAM) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much BFAM has moved relative to its sector benchmark (XLY) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 79d ago
BFAM
-22.1%
XLY
+6.0%

BFAM outperformed XLY by -28.1% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 34d ago
BFAM
-6.7%
XLY
-0.9%

Since the filing became public, BFAM outperformed XLY by -5.8% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

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
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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PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
Levered Free Cash Flow (ttm) --

Institutional Holders (2026 Q1)

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:
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. 13.17% 134,534 $11.0M
2 Alpine Peaks Capital, LP 7.69% 92,851 $7.6M
3 Abrams Bison Investments, LLC 5.02% 1,413,000 $116.0M
4 Great Point Wealth Advisors, LLC 3.80% 250,390 $20.6M
5 Giverny Capital Inc. 2.23% 742,329 $61.0M
6 Conestoga Capital Advisors, LLC 2.12% 1,293,146 $106.2M
7 Graphene Investments SAS 2.00% 36,200 $3.0M
8 Geneva Capital Management LLC 1.38% 792,427 $65.1M
9 Aurora Investment Counsel 1.23% 27,040 $2.2M
10 Laurus Global Equity Management Inc. 0.94% 11,670 $958K
11 Kayne Anderson Rudnick Investment Management LLC 0.93% 3,843,922 $315.7M
12 Palisade Capital Management, LP 0.70% 254,674 $20.9M
13 Future Fund LLC 0.67% 23,362 $1.9M
14 Stephens Investment Management Group LLC 0.63% 559,378 $45.9M
15 Dark Forest Capital Management LP 0.61% 84,278 $6.9M
16 Needham Investment Management LLC 0.54% 129,000 $10.6M
17 Trillium Asset Management, LLC 0.45% 159,002 $13.4M
18 Lecap Asset Management Ltd 0.37% 11,932 $980K
19 Fuller & Thaler Asset Management, INC. 0.33% 1,176,639 $96.6M
20 Bamco Inc /Ny/ 0.27% 1,102,308 $90.5M
21 William Blair Investment Management, LLC 0.27% 1,003,452 $82.4M
22 Triodos Investment Management BV 0.24% 38,500 $3.2M
23 Sivia Capital Partners, LLC 0.20% 12,472 $1.0M
24 Accretive Wealth Partners, LLC 0.19% 8,273 $679K
25 VARCOV Co. 0.17% 5,548 $456K
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: 221 funds bought or added vs 220 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 — 42% AUM from top-100 funds: 51 of 365 holders are among the 100 largest funds by AUM, controlling 42% 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 366 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.

Is it too late to buy Bright Horizons Fam Sol In D (BFAM) following the 2026 Q1 hedge fund 13F filings?

As of today, BFAM has moved -6.7% since the 2026 Q1 13F filing date (May 15, 2026), compared to -0.9% for the XLY sector ETF — an outperformance of -5.8%. Since the quarter end (March 31, 2026), BFAM has gained -22.1% vs +6.0% for XLY. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

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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