Afya
AFYA
50 hedge funds and large institutions have $505M invested in Afya in 2020 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 30 increasing their positions, 6 reducing their positions, and 10 closing their positions.
400% more repeat investments, than reductions
Existing positions increased: 30 | Existing positions reduced: 6
26.27% more ownership
Funds ownership: 48.77% → 75.04% (+26%)
20% more capital invested
Capital invested by funds: $419M → $505M (+$85.1M)
0% more funds holding
Funds holding: 50 → 50 (0)
0% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 10
25% less funds holding in top 10
Funds holding in top 10: 4 → 3 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BAMCO Inc
New York
|
+$46.1M |
| 2 |
JSP
Jackson Square Partners
Larkspur,
California
|
+$37.1M |
| 3 |
N
Nuveen
Charlotte,
North Carolina
|
+$34.3M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
+$26.6M |
| 5 |
Artisan Partners
Milwaukee,
Wisconsin
|
+$24.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital World Investors
Los Angeles,
California
|
-$20.3M |
| 2 |
JGGDR
JGP Global Gestao de Recursos
Rio De Janeiro,
Brazil
|
-$7.18M |
| 3 |
Fidelity International
Hamilton,
Bermuda
|
-$5.27M |
| 4 |
DCM
Driehaus Capital Management
Chicago,
Illinois
|
-$3.49M |
| 5 |
OAM
Oxford Asset Management
Oxford,
United Kingdom
|
-$1.85M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
51
Capital World Investors
Los Angeles,
California
| – | -$20.3M | -750,000 | Closed |
|
|
JGGDR
52
JGP Global Gestao de Recursos
Rio De Janeiro,
Brazil
| – | -$7.18M | -264,602 | Closed |
|
|
OAM
53
Oxford Asset Management
Oxford,
United Kingdom
| – | -$1.85M | -68,303 | Closed |
|
54
Arrowstreet Capital
Boston,
Massachusetts
| – | -$1.35M | -49,831 | Closed |
|
55
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$1.12M | -45,144 | Closed |
|
|
NAM
56
Nexpoint Asset Management
Dallas,
Texas
| – | -$1.04M | -38,400 | Closed |
|
|
GPCM
57
Granite Point Capital Management
Boston,
Massachusetts
| – | -$656K | -24,200 | Closed |
|
|
DTL
58
Dynamic Technology Lab
Singapore
| – | -$614K | -22,651 | Closed |
|
|
MWA
59
Marshall Wace Asia
Central,
Hong Kong
| – | -$100K | -3,676 | Closed |
|
60
Simplex Trading
Chicago,
Illinois
| – | -$52.1K | -2,100 | Closed |
|
AFYA Hedge Fund Activity: Q1 2020 in Review
50 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Afya (AFYA) for Q1 2020, worth a combined $505M — up 20% from $419M a quarter earlier.
Fund positioning in AFYA was balanced in Q1 2020: 10 funds opened new positions, 10 closed out, 30 added to existing stakes and 6 trimmed.
The largest buyer was BAMCO Inc, adding an estimated $46.1M. The largest seller was Capital World Investors, exiting entirely with an estimated $20.3M sold.
- 50 institutional investors held Afya (AFYA) as of Q1 2020, unchanged from Q4 2019.
- Funds reported $505M of Afya stock for Q1 2020, up 20% quarter-over-quarter.
- 10 funds opened new Afya positions in Q1 2020 and 10 closed out, a net change of 0 holders.
- The largest Afya buyer in Q1 2020 was BAMCO Inc, an estimated $46.1M added.
- The largest Afya seller in Q1 2020 was Capital World Investors, an estimated $20.3M sold.
Based on aggregated 13F filings for Q1 2020.