BREAD FINANCIAL HOLDINGS INC (BFH) Stock Institutional Trading Activity


BREAD FINANCIAL HOLDINGS INC (BFH) position changes reported by tracked institutional filers across multiple SEC 13F reporting periods. Based on recent SEC 13F filings (Q4 2025), investors with some of the largest reported share count changes include Turtle Creek Asset Management, Hancock Classic Value, Miller Value Partners, Tweedy, Browne Co All Funds (US), and Renaissance Technologies LLC. Explore insights into buying and selling patterns, position changes, and investment conviction levels to understand institutional trading behavior and market dynamics.

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Portfolio quarterNameTypeQuantityRemainingReported stock balance
Q1 2021Muhlenkamp & CoSell-182124,920$11,218
Q1 2021Appaloosa ManagementBuy12,500462,500$51,842
Q1 2021Turtle Creek Asset ManagementSell-453,262901,869$101,090
Q4 2020Renaissance Technologies LLCSell-194,600124,542$9,229
Q4 2020Muhlenkamp & CoBuy831125,102$9,270
Q4 2020Appaloosa ManagementBuy450,000450,000$33,345
Q4 2020Turtle Creek Asset ManagementSell-169,7521,355,131$100,415
Q3 2020Muhlenkamp & CoBuy1,385124,271$5,217
Q3 2020Renaissance Technologies LLCBuy52,100319,142$13,398
Q3 2020Turtle Creek Asset ManagementBuy138,7511,524,883$64,015
Q2 2020Muhlenkamp & CoBuy55,239122,886$5,545
Q2 2020Renaissance Technologies LLCBuy9,800267,042$12,049
Q2 2020Turtle Creek Asset ManagementBuy86,9001,386,132$62,542
Q1 2020Parnassus Endeavor FundBuy945,0811,372,500$46,185
Q1 2020Turtle Creek Asset ManagementBuy840,7001,299,232$43,719
Q4 2019Parnassus Endeavor FundSell-807,536427,419$47,956
Q4 2019Muhlenkamp & CoSell-99367,647$7,590
Q4 2019Renaissance Technologies LLCSell-103,500257,242$28,863
Q4 2019ValueAct HoldingsSell-3,377,646330,000$37,026
Q4 2019Turtle Creek Asset ManagementBuy102,100458,532$51,447
Q3 2019Parnassus Endeavor FundSell-174,4741,234,955$158,235
Q3 2019Muhlenkamp & CoBuy1768,640$8,795
Q3 2019Turtle Creek Asset ManagementBuy46,100356,432$45,670
Q2 2019Parnassus Endeavor FundBuy149,3111,409,429$197,503
Q2 2019Oakcliff Capital PartnersSell-51,68730,963$4,339
Q2 2019Muhlenkamp & CoSell-25568,623$9,616
Q2 2019Turtle Creek Asset ManagementBuy51,100310,332$43,487
Q2 2019Renaissance Technologies LLCBuy103,500360,742$50,551
Q2 2019ValueAct HoldingsSell-1,500,0003,707,646$519,552
Q1 2019Muhlenkamp & CoSell-1,20068,878$12,052

Frequently asked questions about BFH activity

  • Which institutional owners are buying BFH?

    Institutional owners buying BFH include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in BFH activity?

    "Buy" means an investor increased their reported position in BFH compared to the prior reporting period. This reflects growing exposure to BREAD FINANCIAL HOLDINGS INC (BFH) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in BFH increasing?

    Institutional interest in BFH can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.