Arco Platform Limited Class A Common Shares
ARCE
ARCE was delisted on the 6th of December, 2023.
74 hedge funds and large institutions have $764M invested in Arco Platform Limited Class A Common Shares in 2021 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 22 increasing their positions, 24 reducing their positions, and 14 closing their positions.
15% more capital invested
Capital invested by funds: $667M → $764M (+$97M)
14% more funds holding in top 10
Funds holding in top 10: 7 → 8 (+1)
14% more first-time investments, than exits
New positions opened: 16 | Existing positions closed: 14
1% more funds holding
Funds holding: 73 → 74 (+1)
8% less repeat investments, than reductions
Existing positions increased: 22 | Existing positions reduced: 24
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JGGDR
JGP Global Gestao de Recursos
Rio De Janeiro,
Brazil
|
+$16.5M |
| 2 |
JP Morgan Chase
New York
|
+$10.9M |
| 3 |
Wellington Management Group
Boston,
Massachusetts
|
+$8.26M |
| 4 |
PAMU
Pictet Asset Management (UK)
London,
United Kingdom
|
+$7.84M |
| 5 |
SCGDR
Sharp Capital Gestora de Recursos
Rio De Janeiro,
Brazil
|
+$6.44M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital Research Global Investors
Los Angeles,
California
|
-$20.8M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
-$15.7M |
| 3 |
Victory Capital Management
San Antonio,
Texas
|
-$14.4M |
| 4 |
SI
Squadra Investments
Rio De Janeiro,
Brazil
|
-$12.2M |
| 5 |
JSP
Jackson Square Partners
Larkspur,
California
|
-$11.4M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
PIM
76
Paradice Investment Management
Denver,
Colorado
| – | -$4.99M | -196,993 | Closed |
|
|
PGDP
77
Pragma Gestao de Patrimonio
Sao Paulo,
Brazil
| – | -$4.46M | -176,000 | Closed |
|
78
California Public Employees Retirement System
Sacramento,
California
| – | -$1.4M | -55,400 | Closed |
|
|
TWI
79
Thomas White International
Chicago,
Illinois
| – | -$1.36M | -53,743 | Closed |
|
80
Two Sigma Investments
New York
| – | -$988K | -38,997 | Closed |
|
|
KFA
81
Krane Funds Advisors
New York
| – | -$728K | -28,718 | Closed |
|
82
Jane Street
New York
| – | -$704K | -27,785 | Closed |
|
|
AIM
83
Aigen Investment Management
New York
| – | -$269K | -10,596 | Closed |
|
84
Two Sigma Advisers
New York
| – | -$261K | -10,300 | Closed |
|
|
PP
85
Paloma Partners
Greenwich,
Connecticut
| – | -$225K | -8,854 | Closed |
|
86
Barclays
London,
United Kingdom
| – | -$52K | -2,054 | Closed |
|
87
Citigroup
New York
| – | -$46K | -1,800 | Closed |
|
88
Osaic Holdings
Scottsdale,
Arizona
| – | -$7K | -266 | Closed |
|
ARCE Hedge Fund Activity: Q2 2021 in Review
74 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Arco Platform Limited Class A Common Shares (ARCE) for Q2 2021, worth a combined $764M — up 15% from $667M a quarter earlier.
Buyers outnumbered sellers: 16 funds opened new ARCE positions and 14 closed out — a net gain of 2 holders — while 22 added to existing stakes and 24 trimmed.
The largest buyer was JGP Global Gestao de Recursos, adding an estimated $16.5M. The largest seller was Capital Research Global Investors, cutting an estimated $20.8M.
- 74 institutional investors held Arco Platform Limited Class A Common Shares (ARCE) as of Q2 2021, up from 73 in Q1 2021.
- Funds reported $764M of Arco Platform Limited Class A Common Shares stock for Q2 2021, up 15% quarter-over-quarter.
- 16 funds opened new Arco Platform Limited Class A Common Shares positions in Q2 2021 and 14 closed out, a net change of +2 holders.
- The largest Arco Platform Limited Class A Common Shares buyer in Q2 2021 was JGP Global Gestao de Recursos, an estimated $16.5M added.
- The largest Arco Platform Limited Class A Common Shares seller in Q2 2021 was Capital Research Global Investors, an estimated $20.8M sold.
Based on aggregated 13F filings for Q2 2021.