Arco Platform Limited Class A Common Shares
ARCE
ARCE was delisted on the 6th of December, 2023.
73 hedge funds and large institutions have $664M invested in Arco Platform Limited Class A Common Shares in 2021 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 38 increasing their positions, 16 reducing their positions, and 21 closing their positions.
138% more repeat investments, than reductions
Existing positions increased: 38 | Existing positions reduced: 16
0% more funds holding in top 10
Funds holding in top 10: 7 → 7 (0)
12% less funds holding
Funds holding: 83 → 73 (-10)
29% less capital invested
Capital invested by funds: $933M → $664M (-$269M)
48% less first-time investments, than exits
New positions opened: 11 | Existing positions closed: 21
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KC
Keenan Capital
Burlingame,
California
|
+$14.9M |
| 2 |
JGGDR
JGP Global Gestao de Recursos
Rio De Janeiro,
Brazil
|
+$9.11M |
| 3 |
PAMU
Pictet Asset Management (UK)
London,
United Kingdom
|
+$7.28M |
| 4 |
Wellington Management Group
Boston,
Massachusetts
|
+$7.04M |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$5.71M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Loomis, Sayles & Company
Boston,
Massachusetts
|
-$19.5M |
| 2 |
SRFM
Shannon River Fund Management
New York
|
-$8.56M |
| 3 |
DFO
Duquesne Family Office
New York
|
-$8.39M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
-$6.37M |
| 5 |
GPGA
Grandeur Peak Global Advisors
Salt Lake City,
Utah
|
-$6.32M |
ARCE Hedge Fund Activity: Q1 2021 in Review
73 of the 5,711 institutional investors tracked by Wall St. Rank reported a position in Arco Platform Limited Class A Common Shares (ARCE) for Q1 2021, worth a combined $664M — down 29% from $933M a quarter earlier.
Sellers outnumbered buyers: 21 funds closed out of ARCE and 11 opened new positions — a net loss of 10 holders — while 16 trimmed existing stakes and 38 added.
The largest buyer was Keenan Capital, adding an estimated $14.9M. The largest seller was Loomis, Sayles & Company, exiting entirely with an estimated $19.5M sold.
- 73 institutional investors held Arco Platform Limited Class A Common Shares (ARCE) as of Q1 2021, down from 83 in Q4 2020.
- Funds reported $664M of Arco Platform Limited Class A Common Shares stock for Q1 2021, down 29% quarter-over-quarter.
- 11 funds opened new Arco Platform Limited Class A Common Shares positions in Q1 2021 and 21 closed out, a net change of -10 holders.
- The largest Arco Platform Limited Class A Common Shares buyer in Q1 2021 was Keenan Capital, an estimated $14.9M added.
- The largest Arco Platform Limited Class A Common Shares seller in Q1 2021 was Loomis, Sayles & Company, an estimated $19.5M sold.
Based on aggregated 13F filings for Q1 2021.