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ARCE

Arco Platform Limited Class A Common Shares

Delisted

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

71 hedge funds and large institutions have $1.13B invested in Arco Platform Limited Class A Common Shares in 2020 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 27 increasing their positions, 20 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

35% more repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 20

13% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 15

5% more capital invested

Capital invested by funds: $1.07B → $1.13B (+$56.6M)

3% more funds holding

Funds holding: 6971 (+2)

0% more funds holding in top 10

Funds holding in top 10: 77 (0)

Holders
71
Holders Change
+2
Holders Change %
+2.9%
% of All Funds
1.56%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.15%
New
17
Increased
27
Reduced
20
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GA
1
General Atlantic
New York
$233M
Victory Capital Management
2
Victory Capital Management
Texas
$119M +$68.9M +1,392,153 +98%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$100M -$10.6M -214,972 -8%
BlackRock
4
BlackRock
New York
$78.8M -$462K -9,337 -0.5%
Capital World Investors
5
Capital World Investors
California
$71.7M +$24.1M +487,746 +40%
JSP
6
Jackson Square Partners
California
$65.2M -$5.48M -110,693 -7%
SM
7
SCGE Management
California
$54.9M
Capital Research Global Investors
8
Capital Research Global Investors
California
$40.4M +$47.4M +956,934 New
Artisan Partners
9
Artisan Partners
Wisconsin
$39.9M +$11.4M +229,752 +32%
KC
10
Keenan Capital
California
$38.6M +$2.97M +60,000 +7%
Ameriprise
11
Ameriprise
Minnesota
$33.4M -$6.27M -126,652 -14%
CM
12
Cartica Management
District of Columbia
$31M +$2.32M +46,794 +7%
JGGDR
13
JGP Global Gestao de Recursos
Brazil
$23.7M +$7.61M +153,657 +39%
TCM
14
Tekne Capital Management
New York
$18.4M -$5.35M -108,078 -20%
CS
15
Credit Suisse
Switzerland
$17.3M +$648K +13,097 +3%
William Blair Investment Management
16
William Blair Investment Management
Illinois
$17M +$11.9M +241,075 +149%
NIPH
17
NN Investment Partners Holdings
Netherlands
$13.3M +$267K +5,400 +2%
MP
18
Marcho Partners
United Kingdom
$12.7M +$1.78M +35,984 +14%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$11.1M -$582K -11,754 -4%
AAMU
20
Amundi Asset Management US
Massachusetts
$8.89M +$1.96M +39,497 +23%
DCM
21
Driehaus Capital Management
Illinois
$8.75M +$9.92M +200,402 +2,967%
CG
22
Compass Group
New York
$8.12M +$159K +3,210 +2%
BAMCO Inc
23
BAMCO Inc
New York
$7.94M -$619K -12,500 -6%
FAM
24
Fred Alger Management
New York
$7.1M +$2.78M +56,094 +50%
GPGA
25
Grandeur Peak Global Advisors
Utah
$6.8M -$1.01M -20,300 -11%

ARCE Hedge Fund Activity: Q1 2020 in Review

71 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Arco Platform Limited Class A Common Shares (ARCE) for Q1 2020, worth a combined $1.13B — up 5.3% from $1.07B a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new ARCE positions and 15 closed out — a net gain of 2 holders — while 27 added to existing stakes and 20 trimmed.

The largest buyer was Victory Capital Management, adding an estimated $68.9M. The largest seller was Gilder Gagnon Howe & Co, cutting an estimated $19.8M.

  • 71 institutional investors held Arco Platform Limited Class A Common Shares (ARCE) as of Q1 2020, up from 69 in Q4 2019.
  • Funds reported $1.13B of Arco Platform Limited Class A Common Shares stock for Q1 2020, up 5.3% quarter-over-quarter.
  • 17 funds opened new Arco Platform Limited Class A Common Shares positions in Q1 2020 and 15 closed out, a net change of +2 holders.
  • The largest Arco Platform Limited Class A Common Shares buyer in Q1 2020 was Victory Capital Management, an estimated $68.9M added.
  • The largest Arco Platform Limited Class A Common Shares seller in Q1 2020 was Gilder Gagnon Howe & Co, an estimated $19.8M sold.

Based on aggregated 13F filings for Q1 2020.