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Aramark
ARMK

250 hedge funds and large institutions have $6.72B invested in Aramark in 2015 Q3 according to their latest regulatory filings, with 49 funds opening new positions, 123 increasing their positions, 58 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

662% more call options, than puts

Call options by funds: $21.6M | Put options by funds: $2.84M

145% more first-time investments, than exits

New positions opened: 49 | Existing positions closed: 20

112% more repeat investments, than reductions

Existing positions increased: 123 | Existing positions reduced: 58

25% more funds holding in top 10

Funds holding in top 10: 16 → 20 (+4)

13% more funds holding

Funds holding: 222 → 250 (+28)

3% less capital invested

Capital invested by funds: $6.91B → $6.72B (-$193M)

9.87% less ownership

Funds ownership: 129.8% → 119.93% (-9.9%)

Holders
250
Holders Change
+28
Holders Change %
+12.61%
% of All Funds
6.98%
Holding in Top 10
20
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+25%
% of All Funds
0.56%
New
49
Increased
123
Reduced
58
Closed
20
Calls
$21.6M
Puts
$2.84M
Net Calls
+$18.8M
Net Calls Change
+$15.7M

Top Buyers

1
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$131M
2
JP
Jana Partners
New York
+$105M
3
MC
Maverick Capital
Texas
+$99.5M
4
Wells Fargo
Wells Fargo
California
+$98M
5
Artisan Partners
Artisan Partners
Wisconsin
+$78.1M

Top Sellers

1
THLTP
Thomas H. Lee (THL) Partners
Massachusetts
-$269M
2
Goldman Sachs
Goldman Sachs
New York
-$236M
3
WP
Warburg Pincus
New York
-$202M
4
JP Morgan Chase
JP Morgan Chase
New York
-$97.3M
5
CC
CCMP Capital
New York
-$96.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
TBC
26
Three Bays Capital
Massachusetts
$71.1M +$15.8M +692,500 +26%
MDSL
27
M.D. Sass LLC
New York
$68.8M -$6.3M -276,070 -8%
Wellington Management Group
28
Wellington Management Group
Massachusetts
$65.3M +$39.3M +1,719,114 +129%
ECP
29
Empyrean Capital Partners
California
$64.4M -$4.23M -185,309 -6%
SCM
30
Suvretta Capital Management
New York
$63.1M -$39.3M -1,719,062 -37%
Millennium Management
31
Millennium Management
New York
$62.3M -$9.53M -417,072 -13%
Citadel Advisors
32
Citadel Advisors
Florida
$58.9M -$40.8M -1,788,162 -39%
NMVA
33
New Mountain Vantage Advisers
New York
$57.4M +$61.3M +2,684,281 New
SCM
34
SAB Capital Management
New York
$53.4M +$56.9M +2,493,000 New
D.E. Shaw & Co
35
D.E. Shaw & Co
New York
$52.9M +$872K +38,163 +2%
BFA
36
BlackRock Fund Advisors
California
$51.1M +$3.82M +167,472 +8%
Northern Trust
37
Northern Trust
Illinois
$43.3M +$12.7M +555,434 +38%
IIM
38
Ivory Investment Management
New York
$40.9M -$5.63M -246,669 -11%
BG
39
BlackRock Group
United Kingdom
$40.7M +$14.5M +635,231 +50%
ICM
40
Ionic Capital Management
New York
$38.8M -$18.2M -795,196 -31%
TIM
41
Thornburg Investment Management
New Mexico
$38.7M -$154K -6,760 -0.4%
Goldman Sachs
42
Goldman Sachs
New York
$38.2M -$236M -10,313,636 -85%
CCM
43
Corsair Capital Management
New York
$37.2M +$39.7M +1,738,366 New
Geode Capital Management
44
Geode Capital Management
Massachusetts
$36.9M +$3.81M +166,930 +11%
EAM
45
EverPoint Asset Management
Connecticut
$36.6M +$39.1M +1,710,273 New
GL
46
GLG LLC
New York
$32.3M -$959K -41,978 -3%
SAM
47
Steinberg Asset Management
New York
$32.1M +$2.84M +124,471 +9%
Bank of New York Mellon
48
Bank of New York Mellon
New York
$29.6M +$2.44M +106,955 +8%
CC
49
Carlson Capital
Texas
$27.4M +$629K +27,561 +2%
Dimensional Fund Advisors
50
Dimensional Fund Advisors
Texas
$26.9M +$3.47M +151,728 +14%
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ARMK Hedge Fund Activity: Q3 2015 in Review

250 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in Aramark (ARMK) for Q3 2015, worth a combined $6.72B — down 2.8% from $6.91B a quarter earlier.

Buyers outnumbered sellers: 49 funds opened new ARMK positions and 20 closed out — a net gain of 29 holders — while 123 added to existing stakes and 58 trimmed.

The largest buyer was Massachusetts Financial Services, adding an estimated $131M. The largest seller was Thomas H. Lee (THL) Partners, exiting entirely with an estimated $269M sold.

  • 250 institutional investors held Aramark (ARMK) as of Q3 2015, up from 222 in Q2 2015.
  • Funds reported $6.72B of Aramark stock for Q3 2015, down 2.8% quarter-over-quarter.
  • 49 funds opened new Aramark positions in Q3 2015 and 20 closed out, a net change of +29 holders.
  • The largest Aramark buyer in Q3 2015 was Massachusetts Financial Services, an estimated $131M added.
  • The largest Aramark seller in Q3 2015 was Thomas H. Lee (THL) Partners, an estimated $269M sold.

Based on aggregated 13F filings for Q3 2015.