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ARCE

Arco Platform Limited Class A Common Shares

Delisted

ARCE was delisted on the 6th of December, 2023.

45 hedge funds and large institutions have $666M invested in Arco Platform Limited Class A Common Shares in 2019 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 9 increasing their positions, 12 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

89% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 9

43% more capital invested

Capital invested by funds: $464M → $666M (+$201M)

22% more funds holding

Funds holding: 3745 (+8)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

25% less repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 12

Holders
45
Holders Change
+8
Holders Change %
+21.62%
% of All Funds
0.97%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
17
Increased
9
Reduced
12
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GA
1
General Atlantic
New York
$314M
Fidelity Investments
2
Fidelity Investments
Massachusetts
$73M
JSP
3
Jackson Square Partners
California
$54.5M +$397K +15,585 +0.9%
BlackRock
4
BlackRock
New York
$34.2M -$157K -6,175 -0.6%
KC
5
Keenan Capital
California
$29.1M
Victory Capital Management
6
Victory Capital Management
Texas
$28.1M +$1.08M +42,271 +5%
Ameriprise
7
Ameriprise
Minnesota
$20.7M -$12.4M -489,012 -43%
TCM
8
Tekne Capital Management
New York
$14M +$11.1M +434,895 New
Capital World Investors
9
Capital World Investors
California
$13.1M +$4.05M +159,239 +65%
GGHC
10
Gilder Gagnon Howe & Co
New York
$11.2M -$732K -28,754 -8%
BAMCO Inc
11
BAMCO Inc
New York
$10.9M -$919K -36,111 -10%
SM
12
SCGE Management
California
$9.69M
NIPH
13
NN Investment Partners Holdings
Netherlands
$8.3M +$6.54M +257,000 New
WRCM
14
Whale Rock Capital Management
Massachusetts
$5.95M +$4.69M +184,116 New
GPGA
15
Grandeur Peak Global Advisors
Utah
$5.04M +$121K +4,750 +3%
OAM
16
Oxford Asset Management
United Kingdom
$4.5M -$1.05M -41,126 -23%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$3.66M +$2.89M +113,435 New
Millennium Management
18
Millennium Management
New York
$2.81M +$524K +20,598 +31%
DCM
19
Driehaus Capital Management
Illinois
$2.45M +$727K +28,554 +60%
USAA
20
United Services Automobile Association
Texas
$2.24M +$1.77M +69,494 New
Artisan Partners
21
Artisan Partners
Wisconsin
$1.94M +$1.53M +60,059 New
MIM
22
Monashee Investment Management
Massachusetts
$1.84M -$88.5K -3,478 -6%
RCM
23
Ratan Capital Management
Florida
$1.78M -$9.04M -355,000 -87%
LCM
24
Laurion Capital Management
New York
$1.67M -$1.79M -70,497 -58%
Wellington Management Group
25
Wellington Management Group
Massachusetts
$1.55M +$1.23M +48,162 New

ARCE Hedge Fund Activity: Q1 2019 in Review

45 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Arco Platform Limited Class A Common Shares (ARCE) for Q1 2019, worth a combined $666M — up 43% from $464M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new ARCE positions and 9 closed out — a net gain of 8 holders — while 9 added to existing stakes and 12 trimmed.

The largest buyer was Tekne Capital Management, opening a new position worth an estimated $11.1M. The largest seller was Ameriprise, cutting an estimated $12.4M.

  • 45 institutional investors held Arco Platform Limited Class A Common Shares (ARCE) as of Q1 2019, up from 37 in Q4 2018.
  • Funds reported $666M of Arco Platform Limited Class A Common Shares stock for Q1 2019, up 43% quarter-over-quarter.
  • 17 funds opened new Arco Platform Limited Class A Common Shares positions in Q1 2019 and 9 closed out, a net change of +8 holders.
  • The largest Arco Platform Limited Class A Common Shares buyer in Q1 2019 was Tekne Capital Management, an estimated $11.1M added.
  • The largest Arco Platform Limited Class A Common Shares seller in Q1 2019 was Ameriprise, an estimated $12.4M sold.

Based on aggregated 13F filings for Q1 2019.