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ARCE

Arco Platform Limited Class A Common Shares

Delisted

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

87 hedge funds and large institutions have $1.06B invested in Arco Platform Limited Class A Common Shares in 2020 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 37 increasing their positions, 13 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

185% more repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 13

67% more funds holding in top 10

Funds holding in top 10: 610 (+4)

6% more capital invested

Capital invested by funds: $997M → $1.06B (+$63.8M)

6% less funds holding

Funds holding: 9387 (-6)

21% less first-time investments, than exits

New positions opened: 23 | Existing positions closed: 29

Holders
87
Holders Change
-6
Holders Change %
-6.45%
% of All Funds
1.76%
Holding in Top 10
10
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+66.67%
% of All Funds
0.2%
New
23
Increased
37
Reduced
13
Closed
29
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
$132M +$40.9M +929,600 +40%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$101M +$15.2M +346,230 +16%
JSP
3
Jackson Square Partners
California
$68.2M +$16.3M +371,645 +29%
Capital World Investors
4
Capital World Investors
California
$63.8M
Victory Capital Management
5
Victory Capital Management
Texas
$55.8M +$24.6M +559,067 +69%
BlackRock
6
BlackRock
New York
$53.6M -$31.9M -724,704 -36%
CM
7
Cartica Management
District of Columbia
$44.9M +$9.41M +213,931 +24%
KC
8
Keenan Capital
California
$43.7M +$9.52M +216,448 +25%
CS
9
Credit Suisse
Switzerland
$34.6M +$11.4M +259,158 +44%
Ameriprise
10
Ameriprise
Minnesota
$31.6M +$1.12M +25,518 +3%
TCM
11
Tekne Capital Management
New York
$31.4M +$985K +22,392 +3%
MP
12
Marcho Partners
United Kingdom
$30.3M +$6.63M +150,738 +26%
BGDI
13
BW Gestao de Investimentos
Brazil
$26.2M +$28.2M +640,959 New
BAMCO Inc
14
BAMCO Inc
New York
$25.8M +$6.97M +158,580 +34%
NIPH
15
NN Investment Partners Holdings
Netherlands
$23.6M +$9.8M +222,850 +63%
Loomis, Sayles & Company
16
Loomis, Sayles & Company
Massachusetts
$22.5M +$455K +10,344 +2%
SI
17
Squadra Investments
Brazil
$20.2M +$21.7M +494,007 New
ClearBridge Investments
18
ClearBridge Investments
New York
$19.6M +$21.1M +478,778 New
Wellington Management Group
19
Wellington Management Group
Massachusetts
$16.8M +$16.8M +382,249 +1,306%
GPGA
20
Grandeur Peak Global Advisors
Utah
$16.7M +$2.77M +63,077 +18%
JGGDR
21
JGP Global Gestao de Recursos
Brazil
$16.4M +$17.7M +402,737 New
CG
22
Compass Group
New York
$14M
AAMU
23
Amundi Asset Management US
Massachusetts
$12.3M +$2.95M +67,067 +29%
SRFM
24
Shannon River Fund Management
New York
$12M +$8.29M +188,486 +178%
Bank of New York Mellon
25
Bank of New York Mellon
New York
$11.8M +$1.68M +38,255 +15%

ARCE Hedge Fund Activity: Q3 2020 in Review

87 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Arco Platform Limited Class A Common Shares (ARCE) for Q3 2020, worth a combined $1.06B — up 6.4% from $997M a quarter earlier.

Sellers outnumbered buyers: 29 funds closed out of ARCE and 23 opened new positions — a net loss of 6 holders — while 13 trimmed existing stakes and 37 added.

The largest buyer was Capital Research Global Investors, adding an estimated $40.9M. The largest seller was Artisan Partners, cutting an estimated $59.3M.

  • 87 institutional investors held Arco Platform Limited Class A Common Shares (ARCE) as of Q3 2020, down from 93 in Q2 2020.
  • Funds reported $1.06B of Arco Platform Limited Class A Common Shares stock for Q3 2020, up 6.4% quarter-over-quarter.
  • 23 funds opened new Arco Platform Limited Class A Common Shares positions in Q3 2020 and 29 closed out, a net change of -6 holders.
  • The largest Arco Platform Limited Class A Common Shares buyer in Q3 2020 was Capital Research Global Investors, an estimated $40.9M added.
  • The largest Arco Platform Limited Class A Common Shares seller in Q3 2020 was Artisan Partners, an estimated $59.3M sold.

Based on aggregated 13F filings for Q3 2020.