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ARCE

Arco Platform Limited Class A Common Shares

Delisted

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

52 hedge funds and large institutions have $908M invested in Arco Platform Limited Class A Common Shares in 2019 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 12 increasing their positions, 15 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

78% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 9

36% more capital invested

Capital invested by funds: $666M → $908M (+$242M)

16% more funds holding

Funds holding: 4552 (+7)

20% less repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 15

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
52
Holders Change
+7
Holders Change %
+15.56%
% of All Funds
1.13%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.07%
New
16
Increased
12
Reduced
15
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GA
1
General Atlantic
New York
$426M
Fidelity Investments
2
Fidelity Investments
Massachusetts
$98.9M -$29.5K -794 -0%
JSP
3
Jackson Square Partners
California
$73.6M -$281K -7,579 -0.4%
BlackRock
4
BlackRock
New York
$50.8M +$3.71M +99,989 +9%
Victory Capital Management
5
Victory Capital Management
Texas
$39.5M +$1.16M +31,261 +4%
KC
6
Keenan Capital
California
$39.4M
Ameriprise
7
Ameriprise
Minnesota
$24M -$3.45M -93,011 -15%
TCM
8
Tekne Capital Management
New York
$20.4M +$1.14M +30,645 +7%
Capital World Investors
9
Capital World Investors
California
$17.7M
GGHC
10
Gilder Gagnon Howe & Co
New York
$17.6M +$2.1M +56,592 +16%
SM
11
SCGE Management
California
$13.1M
BAMCO Inc
12
BAMCO Inc
New York
$12.3M -$2.13M -57,359 -17%
NIPH
13
NN Investment Partners Holdings
Netherlands
$11M -$186K -5,000 -2%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$10.6M +$4.75M +127,995 +113%
GPGA
15
Grandeur Peak Global Advisors
Utah
$9.46M +$2.23M +60,050 +38%
TCP
16
ThornTree Capital Partners
Massachusetts
$8.11M +$6.87M +185,243 New
OAM
17
Oxford Asset Management
United Kingdom
$4.24M -$1.57M -42,410 -30%
DCM
18
Driehaus Capital Management
Illinois
$3.43M +$90.2K +2,430 +3%
Millennium Management
19
Millennium Management
New York
$3.28M -$444K -11,968 -14%
USAA
20
United Services Automobile Association
Texas
$3.04M
Schroder Investment Management Group
21
Schroder Investment Management Group
United Kingdom
$2.44M +$2.06M +55,632 New
Wellington Management Group
22
Wellington Management Group
Massachusetts
$2.17M +$53.5K +1,441 +3%
AAMU
23
Amundi Asset Management US
Massachusetts
$1.98M +$1.67M +45,122 New
Artisan Partners
24
Artisan Partners
Wisconsin
$1.81M -$691K -18,628 -31%
Norges Bank
25
Norges Bank
Norway
$1.63M

ARCE Hedge Fund Activity: Q2 2019 in Review

52 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Arco Platform Limited Class A Common Shares (ARCE) for Q2 2019, worth a combined $908M — up 36% from $666M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new ARCE positions and 9 closed out — a net gain of 7 holders — while 12 added to existing stakes and 15 trimmed.

The largest buyer was ThornTree Capital Partners, opening a new position worth an estimated $6.87M. The largest seller was Whale Rock Capital Management, exiting entirely with an estimated $5.95M sold.

  • 52 institutional investors held Arco Platform Limited Class A Common Shares (ARCE) as of Q2 2019, up from 45 in Q1 2019.
  • Funds reported $908M of Arco Platform Limited Class A Common Shares stock for Q2 2019, up 36% quarter-over-quarter.
  • 16 funds opened new Arco Platform Limited Class A Common Shares positions in Q2 2019 and 9 closed out, a net change of +7 holders.
  • The largest Arco Platform Limited Class A Common Shares buyer in Q2 2019 was ThornTree Capital Partners, an estimated $6.87M added.
  • The largest Arco Platform Limited Class A Common Shares seller in Q2 2019 was Whale Rock Capital Management, an estimated $5.95M sold.

Based on aggregated 13F filings for Q2 2019.