Arco Platform Limited Class A Common Shares
ARCE
ARCE was delisted on the 6th of December, 2023.
52 hedge funds and large institutions have $908M invested in Arco Platform Limited Class A Common Shares in 2019 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 12 increasing their positions, 15 reducing their positions, and 9 closing their positions.
78% more first-time investments, than exits
New positions opened: 16 | Existing positions closed: 9
36% more capital invested
Capital invested by funds: $666M → $908M (+$242M)
16% more funds holding
Funds holding: 45 → 52 (+7)
20% less repeat investments, than reductions
Existing positions increased: 12 | Existing positions reduced: 15
25% less funds holding in top 10
Funds holding in top 10: 4 → 3 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TCP
ThornTree Capital Partners
Boston,
Massachusetts
|
+$6.87M |
| 2 |
Bank of New York Mellon
New York
|
+$4.75M |
| 3 |
BlackRock
New York
|
+$3.71M |
| 4 |
GPGA
Grandeur Peak Global Advisors
Salt Lake City,
Utah
|
+$2.23M |
| 5 |
GGHC
Gilder Gagnon Howe & Co
New York
|
+$2.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WRCM
Whale Rock Capital Management
Boston,
Massachusetts
|
-$5.95M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
-$3.45M |
| 3 |
BAMCO Inc
New York
|
-$2.13M |
| 4 |
RCM
Ratan Capital Management
Miami Beach,
Florida
|
-$1.78M |
| 5 |
LCM
Laurion Capital Management
New York
|
-$1.67M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
51
Rockefeller Capital Management
New York
| $11K | – | – | – |
|
|
TRCT
52
Tower Research Capital (TRC)
New York
| $4K | +$3.71K | +100 | New |
|
|
WRCM
53
Whale Rock Capital Management
Boston,
Massachusetts
| – | -$5.95M | -184,116 | Closed |
|
|
RCM
54
Ratan Capital Management
Miami Beach,
Florida
| – | -$1.78M | -55,000 | Closed |
|
|
LCM
55
Laurion Capital Management
New York
| – | -$1.67M | -51,650 | Closed |
|
|
CIEP
56
Constellation Investimentos e Participacoes
Sao Paulo,
Brazil
| – | -$1.48M | -45,900 | Closed |
|
|
BGDI
57
BW Gestao de Investimentos
Sao Paulo,
Brazil
| – | -$1.13M | -35,000 | Closed |
|
58
Alyeska Investment Group
Chicago,
Illinois
| – | -$978K | -30,282 | Closed |
|
59
Adage Capital Partners
Boston,
Massachusetts
| – | -$807K | -25,000 | Closed |
|
|
DM
60
Diker Management
New York
| – | -$457K | -14,152 | Closed |
|
61
California Public Employees Retirement System
Sacramento,
California
| – | -$301K | -9,318 | Closed |
|
ARCE Hedge Fund Activity: Q2 2019 in Review
52 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Arco Platform Limited Class A Common Shares (ARCE) for Q2 2019, worth a combined $908M — up 36% from $666M a quarter earlier.
Buyers outnumbered sellers: 16 funds opened new ARCE positions and 9 closed out — a net gain of 7 holders — while 12 added to existing stakes and 15 trimmed.
The largest buyer was ThornTree Capital Partners, opening a new position worth an estimated $6.87M. The largest seller was Whale Rock Capital Management, exiting entirely with an estimated $5.95M sold.
- 52 institutional investors held Arco Platform Limited Class A Common Shares (ARCE) as of Q2 2019, up from 45 in Q1 2019.
- Funds reported $908M of Arco Platform Limited Class A Common Shares stock for Q2 2019, up 36% quarter-over-quarter.
- 16 funds opened new Arco Platform Limited Class A Common Shares positions in Q2 2019 and 9 closed out, a net change of +7 holders.
- The largest Arco Platform Limited Class A Common Shares buyer in Q2 2019 was ThornTree Capital Partners, an estimated $6.87M added.
- The largest Arco Platform Limited Class A Common Shares seller in Q2 2019 was Whale Rock Capital Management, an estimated $5.95M sold.
Based on aggregated 13F filings for Q2 2019.