BFAM ranks #1573 out of 37696 tracked stocks by institutional interest — one of the most closely watched names in our coverage.
BFAM is a disclosed holding of Cliff Asness (AQR Capital Management), one of the tracked superinvestors on AlphaSMO — it makes up 0.1% of that fund's own 13F portfolio.
BFAM is a top-conviction position for Abrams Bison Investments, LLC — at 8.3% of their entire disclosed 13F portfolio, it's one of their largest single bets, not just a passing allocation.
The largest dollar stake in BFAM belongs to BlackRock, Inc., but the position matters far more to Abrams Bison Investments, LLC, who has 8.3% of their own portfolio riding on it — a reminder that the biggest holder by size and the holder with the biggest bet aren't always the same fund.
Assenagon Asset Management S.A. has trimmed its BFAM position for two straight quarters, cutting it by $21.2M while still holding $424.2K.
BFAM is up 1% today, and institutions have been net buyers of $360.3M this quarter — today's price move and the underlying institutional flow are pointing the same direction.