Arco Platform Limited Class A Common Shares
ARCE
ARCE was delisted on the 6th of December, 2023.
66 hedge funds and large institutions have $577M invested in Arco Platform Limited Class A Common Shares in 2021 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 17 increasing their positions, 26 reducing their positions, and 11 closing their positions.
50% more funds holding in top 10
Funds holding in top 10: 4 → 6 (+2)
18% more first-time investments, than exits
New positions opened: 13 | Existing positions closed: 11
3% more funds holding
Funds holding: 64 → 66 (+2)
4% more capital invested
Capital invested by funds: $553M → $577M (+$24.2M)
35% less repeat investments, than reductions
Existing positions increased: 17 | Existing positions reduced: 26
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
DIG
Dragoneer Investment Group
San Francisco,
California
|
+$26.4M |
| 2 |
KC
Keenan Capital
Burlingame,
California
|
+$20.7M |
| 3 |
TI
Truxt Investmentos
Rio De Janeiro,
Brazil
|
+$6.72M |
| 4 |
Capital Research Global Investors
Los Angeles,
California
|
+$6.17M |
| 5 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$5.53M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NIPH
NN Investment Partners Holdings
The Hague,
Netherlands
|
-$23.3M |
| 2 |
PAMS
Pictet Asset Management (Switzerland)
Geneva 73,
Switzerland
|
-$15.5M |
| 3 |
ClearBridge Investments
New York
|
-$12.8M |
| 4 |
BGDI
BW Gestao de Investimentos
Sao Paulo,
Brazil
|
-$12.2M |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
-$8.3M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
LSA
76
Leonteq Securities AG
Zurich,
Switzerland
| – | -$21.7K | -1,001 | Closed |
|
77
CAPTRUST Financial Advisors
Raleigh,
North Carolina
| – | -$11K | -500 | Closed |
|
ARCE Hedge Fund Activity: Q4 2021 in Review
66 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Arco Platform Limited Class A Common Shares (ARCE) for Q4 2021, worth a combined $577M — up 4.4% from $553M a quarter earlier.
Buyers outnumbered sellers: 13 funds opened new ARCE positions and 11 closed out — a net gain of 2 holders — while 17 added to existing stakes and 26 trimmed.
The largest buyer was Dragoneer Investment Group, opening a new position worth an estimated $26.4M. The largest seller was NN Investment Partners Holdings, exiting entirely with an estimated $23.3M sold.
- 66 institutional investors held Arco Platform Limited Class A Common Shares (ARCE) as of Q4 2021, up from 64 in Q3 2021.
- Funds reported $577M of Arco Platform Limited Class A Common Shares stock for Q4 2021, up 4.4% quarter-over-quarter.
- 13 funds opened new Arco Platform Limited Class A Common Shares positions in Q4 2021 and 11 closed out, a net change of +2 holders.
- The largest Arco Platform Limited Class A Common Shares buyer in Q4 2021 was Dragoneer Investment Group, an estimated $26.4M added.
- The largest Arco Platform Limited Class A Common Shares seller in Q4 2021 was NN Investment Partners Holdings, an estimated $23.3M sold.
Based on aggregated 13F filings for Q4 2021.