Arco Platform Limited Class A Common Shares
ARCE
ARCE was delisted on the 6th of December, 2023.
83 hedge funds and large institutions have $933M invested in Arco Platform Limited Class A Common Shares in 2020 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 33 increasing their positions, 21 reducing their positions, and 25 closing their positions.
57% more repeat investments, than reductions
Existing positions increased: 33 | Existing positions reduced: 21
5% less funds holding
Funds holding: 87 → 83 (-4)
12% less first-time investments, than exits
New positions opened: 22 | Existing positions closed: 25
12% less capital invested
Capital invested by funds: $1.06B → $933M (-$128M)
30% less funds holding in top 10
Funds holding in top 10: 10 → 7 (-3)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KC
Keenan Capital
Burlingame,
California
|
+$26.4M |
| 2 |
Aberdeen Group
Edinburgh,
United Kingdom
|
+$23.1M |
| 3 |
Wellington Management Group
Boston,
Massachusetts
|
+$14M |
| 4 |
NIPH
NN Investment Partners Holdings
The Hague,
Netherlands
|
+$11.7M |
| 5 |
JSP
Jackson Square Partners
Larkspur,
California
|
+$11.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
-$49M |
| 2 |
MP
Marcho Partners
London,
United Kingdom
|
-$30.3M |
| 3 |
JGGDR
JGP Global Gestao de Recursos
Rio De Janeiro,
Brazil
|
-$16.4M |
| 4 |
CC
Carrhae Capital
London,
United Kingdom
|
-$11.6M |
| 5 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$11.4M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
101
Citadel Advisors
Miami,
Florida
| – | -$334K | -8,186 | Closed |
|
|
BBP
102
Banco BTG Pactual
Rio De Janeiro,
Brazil
| – | -$221K | -5,400 | Closed |
|
|
PCP
103
Proficio Capital Partners
Newton,
Massachusetts
| – | -$212K | -5,200 | Closed |
|
104
DekaBank Deutsche Girozentrale
Frankfurt,
Germany
| – | -$155K | -3,800 | Closed |
|
105
Barclays
London,
United Kingdom
| – | -$123K | -3,014 | Closed |
|
106
Wells Fargo
San Francisco,
California
| – | -$25K | -615 | Closed |
|
|
FCA
107
FinTrust Capital Advisors
Greenville,
South Carolina
| – | -$4 | -90 | Closed |
|
ARCE Hedge Fund Activity: Q4 2020 in Review
83 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Arco Platform Limited Class A Common Shares (ARCE) for Q4 2020, worth a combined $933M — down 12% from $1.06B a quarter earlier.
Sellers outnumbered buyers: 25 funds closed out of ARCE and 22 opened new positions — a net loss of 3 holders — while 21 trimmed existing stakes and 33 added.
The largest buyer was Keenan Capital, adding an estimated $26.4M. The largest seller was BlackRock, cutting an estimated $49M.
- 83 institutional investors held Arco Platform Limited Class A Common Shares (ARCE) as of Q4 2020, down from 87 in Q3 2020.
- Funds reported $933M of Arco Platform Limited Class A Common Shares stock for Q4 2020, down 12% quarter-over-quarter.
- 22 funds opened new Arco Platform Limited Class A Common Shares positions in Q4 2020 and 25 closed out, a net change of -3 holders.
- The largest Arco Platform Limited Class A Common Shares buyer in Q4 2020 was Keenan Capital, an estimated $26.4M added.
- The largest Arco Platform Limited Class A Common Shares seller in Q4 2020 was BlackRock, an estimated $49M sold.
Based on aggregated 13F filings for Q4 2020.