Bright Horizons Family Solutions

BFAM • NYSE

Bright Horizons Family Solutions is a personal products & services company in the consumer cyclical sector on NYSE, led by Stephen H. Kramer, with a market cap of $5.7B. As of Q3 2025, 101% of shares are held by 404 institutional investors, with VANGUARD GROUP INC as the largest holder at 9.17%.

Chief Executive OfficerStephen H. Kramer

Market Cap$5.7B

Personal Products & Services

Consumer Cyclical

Employees31.4K

Websitebrighthorizons.com

Country

United States of America

Overview

Overview of institutional ownership in BFAM as of Q3 2025 with a market cap of $6.2B

All Institutions

Institutions: 404
Value Held: $6.2B
Shares Held: 57.3M
Avg Position: $15.4M
Median Position: $815.1K

Hedge Funds

Hedge Funds: 57
Value Held: $824.7M
Shares Held: 7.6M
Avg Position: $14.5M
Median Position: $2.8M

Ownership Breakdown

Institutional (non-HF)

87.36%

$5.4B

Hedge Funds

13.36%

$824.7M

Retail & Other

Based on market cap of $6.2B as of Q3 2025. Institutional (non-HF) excludes hedge funds to avoid double counting.

Biggest Investors

Institutions with the largest positions in BFAM as of Q3 2025

Institution	Key People	Position Value	Ownership	Owned Since	Total AUM (Long)
VANGUARD GROUP INC Institution	Salim Ramji CEO	$566.5M 0.01% of portfolio	9.17% 5.2M shares	≤ Q2 2013 Held for 12y 5m+	$6.69T
B BlackRock, Inc. Institution	-	$336.2M 0.01% of portfolio	5.44% 3.1M shares	≤ Q2 2013 Held for 12y 5m+	$5.67T
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC Long Only Manager	George Robert Aylward CEO	$334.8M 0.82% of portfolio	5.42% 3.1M shares	Q2 2020 Held for 5y 5m	$41.0B
JPMORGAN CHASE & CO Institution	Jamie Dimon CEO	$273.7M 0.02% of portfolio	4.43% 2.5M shares	Q4 2015 Held for 9y 11m	$1.56T
GOLDMAN SACHS GROUP INC Institution	David M. Solomon CEO	$265.3M 0.04% of portfolio	4.30% 2.4M shares	Q3 2013 Held for 12y 2m	$691.34B
T T. Rowe Price Investment Management, Inc. Insurance Manager	John Edward Robison President	$239.6M 0.15% of portfolio	3.88% 2.2M shares	Q3 2022 Held for 3y 2m	$161.58B
Point72 Asset Management, L.P. Hedge Fund•Multi-Strategy	Steven Alan Cohen CEO	$176.9M 0.41% of portfolio	2.86% 1.6M shares	Q1 2024 Held for 1y 8m	$43.2B
N Neuberger Berman Group LLC Institution	-	$170.8M 0.12% of portfolio	2.77% 1.6M shares	Q3 2013 Held for 12y 2m	$136.94B
C Capital World Investors Institution	-	$165.2M 0.02% of portfolio	2.68% 1.5M shares	Q1 2018 Held for 7y 8m	$730.00B
B BROWN ADVISORY INC RIA/Wealth	David Alan Miller Founder	$153.4M 0.21% of portfolio	2.48% 1.4M shares	Q4 2013 Held for 11y 11m	$74.0B

Net Capital Flow

Institutional buying and selling activity for BFAM in Q3 2025

Traded: −$15.5M
Buyers: 222
Sellers: 176
Total Bought: +$919.5M
Total Sold: −$935.0M
Avg Position: $13.9M

Biggest Buyers

Institution	Net Bought	Current Position
GOLDMAN SACHS GROUP INC Institution	+$138.1M +1.3M shares	$265.3M 2.4M shares
D D. E. Shaw & Co., Inc. Institution	+$63.5M +585.0K shares	$69.5M 640.3K shares
Point72 Asset Management, L.P. Hedge Fund•Multi-Strategy	+$51.2M +471.9K shares	$176.9M 1.6M shares
TWO SIGMA INVESTMENTS LLC Hedge Fund•Multi-Strategy	+$42.0M +386.6K shares	$53.7M 494.4K shares
VOLORIDGE INVESTMENT MANAGEMENT, LLC Hedge Fund•Multi-Strategy	+$40.4M +372.5K shares	$42.9M 395.3K shares
N Neuberger Berman Group LLC Institution	+$36.3M +334.0K shares	$170.8M 1.6M shares
UBS Group AG Institution	+$34.4M +316.6K shares	$57.1M 526.3K shares
J JANE STREET GROUP, LLC Institution	+$32.6M +300.7K shares	$47.0M 432.9K shares
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	+$30.1M +277.5K shares	$35.6M 327.8K shares
PRICE T ROWE ASSOCIATES INC /MD/ Long Only Manager	+$25.9M +238.7K shares	$43.4M 399.7K shares

Biggest Sellers

Institution	Net Sold	Current Position
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ Long Only Manager	−$150.6M −1.4M shares	$117.1M 1.1M shares
Artisan Partners Limited Partnership Long Only Manager	−$146.9M −1.4M shares	$48.2M 444.0K shares
JPMORGAN CHASE & CO Institution	−$129.6M −1.2M shares	$273.7M 2.5M shares
WESTFIELD CAPITAL MANAGEMENT CO LP Long Only Manager	−$58.3M −471.6K shares	Sold Off 0 shares
FRONTIER CAPITAL MANAGEMENT CO LLC Long Only Manager	−$50.8M −467.7K shares	$6.1M 55.8K shares
Junto Capital Management LP Hedge Fund•Long/Short	−$46.0M −372.5K shares	Sold Off 0 shares
Candlestick Capital Management LP Hedge Fund•Long/Short	−$39.5M −319.6K shares	Sold Off 0 shares
BAMCO INC /NY/ Long Only Manager	−$32.8M −302.2K shares	$101.9M 939.0K shares
Invesco Ltd. ETF Provider	−$27.0M −248.8K shares	$9.8M 90.2K shares
B BlackRock, Inc. Institution	−$26.4M −243.5K shares	$336.2M 3.1M shares

Entry and Exit Activity

Institutions that initiated new positions or completely exited BFAM in Q3 2025

New Positions: 29
New Value: $6.9M
Exited Positions: 43
Exited Value: $195.4M

New Positions

Institution	Position Value
I ING GROEP NV Institution	$1.1M 9.7K shares
Integrated Quantitative Investments LLC Long Only Manager	$838.9K 7.7K shares
1 111 Capital Institution	$791.5K 7.3K shares
Optimize Financial Inc RIA/Wealth	$556.0K 5.1K shares
R Squared Ltd Private Equity	$507.5K 4.7K shares
A AXQ CAPITAL, LP Hedge Fund•Market Neutral	$468.5K 4.3K shares
I Inscription Capital, LLC RIA/Wealth	$372.4K 3.4K shares
M MQS Management LLC Hedge Fund•Global Macro	$353.3K 3.3K shares
C CAXTON ASSOCIATES LLP Institution	$351.8K 3.2K shares
Krilogy Financial LLC RIA/Wealth	$348.0K 3.5K shares

Exited Positions

Institution	Previous Position
WESTFIELD CAPITAL MANAGEMENT CO LP Long Only Manager	$58.3M 471.6K shares
Junto Capital Management LP Hedge Fund•Long/Short	$46.0M 372.5K shares
Candlestick Capital Management LP Hedge Fund•Long/Short	$39.5M 319.6K shares
LOOMIS SAYLES & CO L P Long Only Manager	$24.6M 199.0K shares
OBERWEIS ASSET MANAGEMENT INC/ Long Only Manager	$9.8M 79.6K shares
A AXA Institution	$4.2M 33.8K shares
R ROYCE & ASSOCIATES LLC Institution	$3.5M 28.5K shares
Symphony Financial, Ltd. Co. RIA/Wealth	$1.9M 15.7K shares
ARP AMERICAS LLC Hedge Fund•Multi-Strategy	$1.6M 12.6K shares
Centiva Capital, LP Hedge Fund•Multi-Strategy	$903.3K 7.3K shares

Options Activity

Institutions with the largest Call and Put options positions in BFAM as of Q3 2025

Call Positions: 2
Call Value: -
Put Positions: 2
Put Value: -

Call Positions

Institution	Position Value
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	- - contracts
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	- - contracts

Put Positions

Institution	Position Value
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	- - contracts
Walleye Trading LLC RIA/Wealth	- - contracts

Most Committed Institutions

Institutions with BFAM as the highest % of their portfolio as of Q3 2025

Institution	Key People	Portfolio Weight	Ownership	Owned Since	Total AUM (Long)
M Mayar Capital Ltd. RIA/Wealth	William Michael May Owner	7.92% $5.1M	0.08% 46.6K shares	Q2 2022 Held for 3y 5m	$63.9M
Alpine Peaks Capital, LP Hedge Fund•Long/Short	Jennifer Ralph Oppold Managing Partner	7.22% $8.3M	0.13% 76.4K shares	Q4 2021 Held for 3y 11m	$114.7M
Great Point Wealth Advisors, LLC RIA/Wealth	Peter Vincent Disch Managing Partner	5.42% $28.8M	0.47% 265.5K shares	Q3 2025 Held for 2 months	$532.2M
G Graphene Investments SAS Institution	-	2.03% $3.2M	0.05% 29.6K shares	Q3 2024 Held for 1y 2m	$158.1M
P Premier Fund Managers Ltd Institution	-	2.01% $48.0M	0.78% 442.6K shares	Q1 2025 Held for 8 months	$2.4B
Conestoga Capital Advisors, LLC Long Only Manager	Joseph Francis Monahan Partner	1.53% $95.6M	1.55% 880.6K shares	Q4 2015 Held for 9y 11m	$6.2B
GENEVA CAPITAL MANAGEMENT LTD/WI Long Only Manager	Jose Manuel Munoz Quiroga Managing Partner	1.32% $77.0M	1.25% 709.4K shares	Q1 2020 Held for 5y 8m	$5.8B
Advantage Alpha Capital Partners LP Hedge Fund•Market Neutral	Anthony Pir Brenner Chairman	1.23% $4.1M	0.07% 37.5K shares	Q2 2021 Held for 4y 5m	$331.9M
Cannon Global Investment Management, LLC Hedge Fund•Quant	Thomas Nmn Morphet CEO	1.21% $477.7K	0.01% 4.4K shares	Q3 2025 Held for 2 months	$39.5M
NEEDHAM INVESTMENT MANAGEMENT LLC Hedge Fund•Long/Short	George Austin Needham CEO	0.89% $12.8M	0.21% 117.5K shares	Q1 2022 Held for 3y 8m	$1.4B

Hedge Fund Spotlight

Discover hedge funds investing in BFAM

Cannon Global Investment Management, LLC

Hedge Fund • Quant

Portfolio ManagerThomas Nmn Morphet

Portfolio Value: $39.5M
Positions: 57
Last Reported: Q3 2025

Sector Allocation

Position in Bright Horizons Family Solutions

Market Value: $477.7K
Shares Held: 4.4K
Portfolio Weight: 1.21%
Owned Since: 2025-Q3

Top Holding	Sector	Market Value	Weight
1 Norfolk Southern NSC	Railroads Industrials	$1.7M	4.41%
2 Sun Communities SUI	REIT - Residential Real Estate	$1.7M	4.41%
3 Cheniere Energy LNG	Oil & Gas Midstream Energy	$1.7M	4.34%