BFAM
Bright Horizons Family Solutions Inc. · Industrials · Specialty Business Services
Señales de momentum (gestores comparables):
amplitud de titulares +6.7% ·
flujo de acciones -2.2% ·
nuevas posiciones netas +6.2%
— fórmula
Fragmentación de la titularidad — más titulares, participación agregada menor
Todas las cifras de propiedad: únicamente gestores 13F seguidos, posiciones en acciones ordinarias, período de referencia Q4 2024
| Trimestre | Titulares | Δ | Acciones | Valor declarado | Nuevo | Cierres |
|---|---|---|---|---|---|---|
| Q2 2026 | 113 | +3 | 40.20M | $2.85B | +11 | −7 |
| Q1 2026 | 112 | -5 | 41.80M | $3.43B | +4 | −10 |
| Q4 2025 | 118 | 0 | 43.80M | $4.43B | +1 | — |
| Q3 2025 | 21 | +1 | 26.71M | $2.90B | +1 | −1 |
| Q2 2025 | 18 | +1 | 17.34M | $2.14B | +1 | — |
| Q1 2025 | 14 | -2 | 6.57M | $832.12M | — | −2 |
| Q4 2024 | 16 | +1 | 6.71M | $743.60M | +1 | — |
| Q3 2024 | 14 | +2 | 5.83M | $817.00M | +2 | — |
| Q2 2024 | 12 | — | 6.56M | $721.93M | — | — |
| # | Gestor | Acciones | Δ acciones | Valor | Su ponderación | Mantenida | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Capital World Investors ✦ | 1.35M | -0.1% | $149.77M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 2 | State Street Global Advisors ✦ (pasivo) | 1.03M | — | $113.68M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Geode Capital Management ✦ (pasivo) | 929.54K | +0.5% | $103.07M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Geode Capital Management ✦ (pasivo) | 929.54K | +0.5% | $103.07M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | Point72 Asset Management ✦ | 671.63K | +199.6% | $74.45M | 0.2% | ▲ Add | 3 | SEC ↗ |
| 6 | Norges Bank ✦ (pasivo) | 648.10K | +111.9% | $71.84M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | AQR Capital Management ✦ | 623.83K | +45.2% | $69.15M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 8 | AQR Capital Management ✦ | 623.83K | +45.2% | $69.15M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 9 | AQR Capital Management ✦ | 623.83K | +45.2% | $69.15M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 10 | AQR Capital Management ✦ | 623.83K | +45.2% | $69.15M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 11 | T. Rowe Price ✦ | 379.26K | -80.9% | $42.04M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 12 | T. Rowe Price ✦ | 379.26K | -80.9% | $42.04M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 13 | Millennium Management ✦ | 354.24K | +1081.6% | $39.27M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | Arrowstreet Capital ✦ | 245.54K | +209.7% | $27.22M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | Two Sigma Investments ✦ | 218.61K | +183.4% | $24.23M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 16 | Renaissance Technologies ✦ | 91.30K | -5.1% | $10.12M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 17 | D. E. Shaw & Co. ✦ | 60.96K | Nuevo | $6.76M | 0.0% | New | 1 | SEC ↗ |
| 18 | Citadel Advisors ✦ | 58.92K | -45.7% | $6.53M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 19 | Marshall Wace ✦ | 41.01K | -80.7% | $4.55M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 20 | Gotham Asset Management ✦ | 4.18K | -6.7% | $463,020 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 21 | Bridgewater Associates ✦ | 4.12K | -17.7% | $456,924 | 0.0% | ▼ Trim | 2 | SEC ↗ |
«Su ponderación» = la participación de la posición en el valor de renta variable 13F declarado por ese gestor — la medida de convicción. ✦ = gestor seleccionado.
Nuevos compradores
| D. E. Shaw & Co. | $6.76M | 0.0% |
Posición cerrada
| Sin salidas rastreadas este trimestre. |
Contexto de mercado completo: entre TODOS los filers 13F (datos estructurados SEC, Q1 2026): 364 tenedores, 53.40M acciones, $4.29B declarado. Este es un período diferente y anterior al de las cifras del universo rastreado que figuran arriba, y ambos nunca se mezclan.
Qué otros valores suelen tener también los tenedores rastreados de este activo — recuentos de cotenencia, no relaciones fundamentales.