Arco Platform Limited Class A Common Shares
ARCE
ARCE was delisted on the 6th of December, 2023.
37 hedge funds and large institutions have $464M invested in Arco Platform Limited Class A Common Shares in 2018 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 17 increasing their positions, 7 reducing their positions, and 29 closing their positions.
143% more repeat investments, than reductions
Existing positions increased: 17 | Existing positions reduced: 7
5% less capital invested
Capital invested by funds: $489M → $464M (-$25M)
20% less funds holding in top 10
Funds holding in top 10: 5 → 4 (-1)
37% less funds holding
Funds holding: 59 → 37 (-22)
76% less first-time investments, than exits
New positions opened: 7 | Existing positions closed: 29
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JSP
Jackson Square Partners
Larkspur,
California
|
+$11.9M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
+$8.51M |
| 3 |
Victory Capital Management
San Antonio,
Texas
|
+$5.31M |
| 4 |
GGHC
Gilder Gagnon Howe & Co
New York
|
+$3.86M |
| 5 |
MWNA
Marshall Wace North America
New York
|
+$1.52M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TP
Third Point
New York
|
-$5.7M |
| 2 |
ACM
ADI Capital Management
New York
|
-$4.66M |
| 3 |
DCM
Discovery Capital Management
South Norwalk,
Connecticut
|
-$4.56M |
| 4 |
KSCM
Key Square Capital Management
Stamford,
Connecticut
|
-$3.99M |
| 5 |
IUHSA
Itau Unibanco Holding S.A.
Sao Paulo,
Brazil
|
-$3.42M |
ARCE Hedge Fund Activity: Q4 2018 in Review
37 of the 4,505 institutional investors tracked by Wall St. Rank reported a position in Arco Platform Limited Class A Common Shares (ARCE) for Q4 2018, worth a combined $464M — down 5.1% from $489M a quarter earlier.
Sellers outnumbered buyers: 29 funds closed out of ARCE and 7 opened new positions — a net loss of 22 holders — while 7 trimmed existing stakes and 17 added.
The largest buyer was Jackson Square Partners, adding an estimated $11.9M. The largest seller was Third Point, exiting entirely with an estimated $5.7M sold.
- 37 institutional investors held Arco Platform Limited Class A Common Shares (ARCE) as of Q4 2018, down from 59 in Q3 2018.
- Funds reported $464M of Arco Platform Limited Class A Common Shares stock for Q4 2018, down 5.1% quarter-over-quarter.
- 7 funds opened new Arco Platform Limited Class A Common Shares positions in Q4 2018 and 29 closed out, a net change of -22 holders.
- The largest Arco Platform Limited Class A Common Shares buyer in Q4 2018 was Jackson Square Partners, an estimated $11.9M added.
- The largest Arco Platform Limited Class A Common Shares seller in Q4 2018 was Third Point, an estimated $5.7M sold.
Based on aggregated 13F filings for Q4 2018.