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ARCE

Arco Platform Limited Class A Common Shares

Delisted

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

93 hedge funds and large institutions have $997M invested in Arco Platform Limited Class A Common Shares in 2020 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 39 increasing their positions, 19 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

275% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 8

105% more repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 19

31% more funds holding

Funds holding: 7193 (+22)

12% less capital invested

Capital invested by funds: $1.13B → $997M (-$130M)

14% less funds holding in top 10

Funds holding in top 10: 76 (-1)

Holders
93
Holders Change
+22
Holders Change %
+30.99%
% of All Funds
1.91%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.12%
New
30
Increased
39
Reduced
19
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Capital Research Global Investors
1
Capital Research Global Investors
California
$101M +$64.3M +1,356,405 +142%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$92.9M -$10.8M -228,608 -10%
BlackRock
3
BlackRock
New York
$88.5M +$8.09M +170,734 +9%
Capital World Investors
4
Capital World Investors
California
$67.9M -$6.38M -134,577 -8%
Artisan Partners
5
Artisan Partners
Wisconsin
$62.9M +$23.8M +503,165 +53%
JSP
6
Jackson Square Partners
California
$56.5M -$11.6M -245,041 -16%
CM
7
Cartica Management
District of Columbia
$38.6M +$7.29M +153,783 +21%
KC
8
Keenan Capital
California
$37.1M -$2.84M -59,934 -7%
Victory Capital Management
9
Victory Capital Management
Texas
$35.1M -$95.4M -2,012,884 -71%
Ameriprise
10
Ameriprise
Minnesota
$32.5M -$1.97M -41,477 -5%
TCM
11
Tekne Capital Management
New York
$32.5M +$14.7M +311,202 +71%
SM
12
SCGE Management
California
$30.2M -$28.7M -604,916 -47%
MP
13
Marcho Partners
United Kingdom
$25.7M +$13.7M +288,870 +96%
CS
14
Credit Suisse
Switzerland
$25.5M +$8.43M +177,942 +43%
Loomis, Sayles & Company
15
Loomis, Sayles & Company
Massachusetts
$23.6M +$25.7M +541,713 New
BAMCO Inc
16
BAMCO Inc
New York
$20.5M +$13.5M +284,457 +151%
William Blair Investment Management
17
William Blair Investment Management
Illinois
$17M -$530K -11,192 -3%
NIPH
18
NN Investment Partners Holdings
Netherlands
$15.4M +$1.93M +40,800 +13%
GPGA
19
Grandeur Peak Global Advisors
Utah
$15M +$8.77M +185,057 +115%
CG
20
Compass Group
New York
$14.9M +$7.18M +151,600 +79%
DCM
21
Driehaus Capital Management
Illinois
$11.3M +$2.54M +53,573 +26%
A
22
AustralianSuper
Australia
$11.1M +$12.1M +254,432 New
TCP
23
ThornTree Capital Partners
Massachusetts
$10.9M +$5.97M +125,900 +100%
Bank of New York Mellon
24
Bank of New York Mellon
New York
$10.9M -$592K -12,496 -5%
AAMU
25
Amundi Asset Management US
Massachusetts
$10.2M +$1.17M +24,637 +12%

ARCE Hedge Fund Activity: Q2 2020 in Review

93 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Arco Platform Limited Class A Common Shares (ARCE) for Q2 2020, worth a combined $997M — down 12% from $1.13B a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new ARCE positions and 8 closed out — a net gain of 22 holders — while 39 added to existing stakes and 19 trimmed.

The largest buyer was Capital Research Global Investors, adding an estimated $64.3M. The largest seller was General Atlantic, exiting entirely with an estimated $233M sold.

  • 93 institutional investors held Arco Platform Limited Class A Common Shares (ARCE) as of Q2 2020, up from 71 in Q1 2020.
  • Funds reported $997M of Arco Platform Limited Class A Common Shares stock for Q2 2020, down 12% quarter-over-quarter.
  • 30 funds opened new Arco Platform Limited Class A Common Shares positions in Q2 2020 and 8 closed out, a net change of +22 holders.
  • The largest Arco Platform Limited Class A Common Shares buyer in Q2 2020 was Capital Research Global Investors, an estimated $64.3M added.
  • The largest Arco Platform Limited Class A Common Shares seller in Q2 2020 was General Atlantic, an estimated $233M sold.

Based on aggregated 13F filings for Q2 2020.