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Aramark
ARMK

354 hedge funds and large institutions have $7.89B invested in Aramark in 2023 Q4 according to their latest regulatory filings, with 72 funds opening new positions, 47 increasing their positions, 235 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed

94% more call options, than puts

Call options by funds: $230M | Put options by funds: $119M

6% less first-time investments, than exits

New positions opened: 72 | Existing positions closed: 77

3% less funds holding

Funds holding: 364 → 354 (-10)

11% less capital invested

Capital invested by funds: $8.87B → $7.89B (-$988M)

30.32% less ownership

Funds ownership: 137.33% → 107.01% (-30%)

33% less funds holding in top 10

Funds holding in top 10: 9 → 6 (-3)

80% less repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 235

Holders
354
Holders Change
-10
Holders Change %
-2.75%
% of All Funds
5.16%
Holding in Top 10
6
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-33.33%
% of All Funds
0.09%
New
72
Increased
47
Reduced
235
Closed
77
Calls
$230M
Puts
$119M
Net Calls
+$111M
Net Calls Change
-$21.9M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$327M
2
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
+$91.2M
3
PIP
Permian Investment Partners
Texas
+$82.6M
4
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
+$72.8M
5
PL
Perpetual Ltd
Australia
+$23.8M

Top Sellers

1
BlackRock
BlackRock
New York
-$334M
2
Vanguard Group
Vanguard Group
Pennsylvania
-$262M
3
Capital International Investors
Capital International Investors
California
-$243M
4
Marshall Wace
Marshall Wace
United Kingdom
-$167M
5
Goldman Sachs
Goldman Sachs
New York
-$154M
Name Holding Trade Value Shares
Change 		Change in
Stake
GC
226
Guggenheim Capital
Illinois
$390K +$376K +13,865 New
RJA
227
Raymond James & Associates
Florida
$388K -$305K -11,242 -45%
ProShare Advisors
228
ProShare Advisors
Maryland
$386K -$157K -5,795 -30%
HF
229
HRT Financial
New York
$385K -$8.13M -299,957 -96%
American Century Companies
230
American Century Companies
Missouri
$375K -$115K -4,261 -24%
PTC
231
Petrus Trust Company
Texas
$364K +$351K +12,955 New
SWA
232
Sax Wealth Advisors
New Jersey
$363K -$134K -4,941 -28%
BCI
233
Brinker Capital Investments
Pennsylvania
$358K +$336K +12,389 New
OPS
234
Orion Portfolio Solutions
Nebraska
$358K +$336K +12,389 New
Nisa Investment Advisors
235
Nisa Investment Advisors
Missouri
$353K -$132K -4,868 -28%
Mariner
236
Mariner
Kansas
$351K -$131K -4,834 -28%
SF
237
Summit Financial
New Jersey
$351K -$130K -4,803 -28%
LAM
238
LECAP Asset Management
United Kingdom
$344K +$332K +12,247 New
GS
239
GTS Securities
New York
$338K +$326K +12,036 New
First Eagle Investment Management
240
First Eagle Investment Management
New York
$333K -$123K -4,556 -28%
Janney Montgomery Scott
241
Janney Montgomery Scott
Pennsylvania
$330K -$120K -4,423 -27%
GCP
242
GSA Capital Partners
United Kingdom
$327K +$316K +11,646 New
MML Investors Services
243
MML Investors Services
Massachusetts
$309K +$298K +10,998 New
KBC Group
244
KBC Group
Belgium
$306K -$216K -7,984 -42%
AIM
245
Aigen Investment Management
New York
$304K -$251K -9,278 -46%
Mercer Global Advisors
246
Mercer Global Advisors
Colorado
$296K +$68K +2,508 +31%
CM
247
Caption Management
Oklahoma
$295K +$284K +10,500 New
PA
248
Procyon Advisors
Connecticut
$283K -$105K -3,857 -28%
TSS
249
Two Sigma Securities
New York
$270K +$25.3K +933 +11%
HAM
250
Hedges Asset Management
Nevada
$267K -$99.1K -3,658 -28%
8 9
10
11 12

ARMK Hedge Fund Activity: Q4 2023 in Review

354 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Aramark (ARMK) for Q4 2023, worth a combined $7.89B — down 11% from $8.87B a quarter earlier.

Sellers outnumbered buyers: 77 funds closed out of ARMK and 72 opened new positions — a net loss of 5 holders — while 235 trimmed existing stakes and 47 added.

The largest buyer was Morgan Stanley, adding an estimated $327M. The largest seller was BlackRock, cutting an estimated $334M.

  • 354 institutional investors held Aramark (ARMK) as of Q4 2023, down from 364 in Q3 2023.
  • Funds reported $7.89B of Aramark stock for Q4 2023, down 11% quarter-over-quarter.
  • 72 funds opened new Aramark positions in Q4 2023 and 77 closed out, a net change of -5 holders.
  • The largest Aramark buyer in Q4 2023 was Morgan Stanley, an estimated $327M added.
  • The largest Aramark seller in Q4 2023 was BlackRock, an estimated $334M sold.

Based on aggregated 13F filings for Q4 2023.