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Aramark

166 hedge funds and large institutions have $6.45B invested in Aramark in 2014 Q4 according to their latest regulatory filings, with 57 funds opening new positions, 72 increasing their positions, 28 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

292% more call options, than puts

Call options by funds: $2.28M | Put options by funds: $582K

159% more first-time investments, than exits

New positions opened: 57 | Existing positions closed: 22

157% more repeat investments, than reductions

Existing positions increased: 72 | Existing positions reduced: 28

100% more funds holding in top 10

Funds holding in top 10: 612 (+6)

39% more capital invested

Capital invested by funds: $4.63B → $6.45B (+$1.82B)

24% more funds holding

Funds holding: 134166 (+32)

17.66% more ownership

Funds ownership: 104.59%122.25% (+18%)

Holders
166
Holders Change
+32
Holders Change %
+23.88%
% of All Funds
4.43%
Holding in Top 10
12
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+100%
% of All Funds
0.32%
New
57
Increased
72
Reduced
28
Closed
22
Calls
$2.28M
Puts
$582K
Net Calls
+$1.7M
Net Calls Change
+$1.02M
Name Holding Trade Value Shares
Change
Change in
Stake
AI
26
Analytic Investors
California
$29.6M +$11.7M +571,374 +77%
RGI
27
River Global Investors
United Kingdom
$23.9M +$771K +37,705 +4%
Credit Agricole
28
Credit Agricole
France
$22.8M +$3.99M +195,285 +23%
AC
29
Ascend Capital
California
$21.2M +$19.3M +942,943 New
D.E. Shaw & Co
30
D.E. Shaw & Co
New York
$18.9M +$9.2M +450,361 +115%
LCM
31
Lionstone Capital Management
New York
$17.9M
Norges Bank
32
Norges Bank
Norway
$16.6M +$6.48M +316,823 +75%
BBHC
33
Brown Brothers Harriman & Co
New York
$16.2M +$7.66M +374,707 +108%
Alyeska Investment Group
34
Alyeska Investment Group
Illinois
$16.1M +$14.6M +714,714 New
Two Sigma Investments
35
Two Sigma Investments
New York
$16M +$6.76M +330,523 +86%
YCMGA
36
York Capital Management Global Advisors
New York
$15.4M +$14M +686,614 New
EAM
37
EverPoint Asset Management
Connecticut
$15.1M +$708K +34,625 +5%
State Street
38
State Street
Massachusetts
$14.7M -$606K -29,650 -4%
DKCM
39
Davidson Kempner Capital Management
New York
$14.2M +$6.03M +295,005 +88%
Marshall Wace
40
Marshall Wace
United Kingdom
$14.1M +$12.8M +626,713 New
BG
41
BlackRock Group
United Kingdom
$12.7M +$2.84M +138,906 +33%
CCM
42
Catapult Capital Management
New York
$11.8M +$10.7M +523,849 New
GCM
43
Gruss Capital Management
New York
$11.5M +$10.5M +512,450 New
BlackRock
44
BlackRock
New York
$11.3M +$10.3M +503,198 +37,219%
ACPU
45
Arrowgrass Capital Partners (US)
Delaware
$11.1M +$10.1M +491,952 New
BFA
46
BlackRock Fund Advisors
California
$11M +$1.77M +86,662 +21%
PAM
47
Panagora Asset Management
Massachusetts
$10.9M +$9.93M +485,938 New
Geode Capital Management
48
Geode Capital Management
Massachusetts
$10.8M +$334K +16,340 +4%
KCM
49
Kingdon Capital Management
New York
$10.4M +$9.49M +464,421 New
AG
50
Artal Group
Luxembourg
$9.35M +$8.49M +415,500 New

ARMK Hedge Fund Activity: Q4 2014 in Review

166 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in Aramark (ARMK) for Q4 2014, worth a combined $6.45B — up 39% from $4.63B a quarter earlier.

Buyers outnumbered sellers: 57 funds opened new ARMK positions and 22 closed out — a net gain of 35 holders — while 72 added to existing stakes and 28 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $271M. The largest seller was Warburg Pincus, cutting an estimated $240M.

  • 166 institutional investors held Aramark (ARMK) as of Q4 2014, up from 134 in Q3 2014.
  • Funds reported $6.45B of Aramark stock for Q4 2014, up 39% quarter-over-quarter.
  • 57 funds opened new Aramark positions in Q4 2014 and 22 closed out, a net change of +35 holders.
  • The largest Aramark buyer in Q4 2014 was Fidelity Investments, an estimated $271M added.
  • The largest Aramark seller in Q4 2014 was Warburg Pincus, an estimated $240M sold.

Based on aggregated 13F filings for Q4 2014.