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Aramark

339 hedge funds and large institutions have $11.6B invested in Aramark in 2023 Q2 according to their latest regulatory filings, with 42 funds opening new positions, 103 increasing their positions, 137 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

132% more call options, than puts

Call options by funds: $422M | Put options by funds: $182M

13% more capital invested

Capital invested by funds: $10.3B → $11.6B (+$1.32B)

2% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 41

0% more funds holding

Funds holding: 338339 (+1)

0% more funds holding in top 10

Funds holding in top 10: 88 (0)

9.27% less ownership

Funds ownership: 152.77%143.5% (-9.3%)

25% less repeat investments, than reductions

Existing positions increased: 103 | Existing positions reduced: 137

Holders
339
Holders Change
+1
Holders Change %
+0.3%
% of All Funds
5.32%
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.13%
New
42
Increased
103
Reduced
137
Closed
41
Calls
$422M
Puts
$182M
Net Calls
+$240M
Net Calls Change
+$227M
Name Holding Trade Value Shares
Change
Change in
Stake
Norges Bank
26
Norges Bank
Norway
$105M -$3.55M -130,289 -4%
Balyasny Asset Management
27
Balyasny Asset Management
Illinois
$100M +$9.52M +349,449 +12%
Northern Trust
28
Northern Trust
Illinois
$92M -$2.47M -90,557 -3%
Citadel Advisors
29
Citadel Advisors
Florida
$83.2M +$72.2M +2,648,712 +9,798%
Bank of Montreal
30
Bank of Montreal
Ontario, Canada
$83.1M +$69.8M +2,563,393 +2,393%
HT
31
HAP Trading
New York
$80.7M +$808K +29,643 +1%
Bank of Nova Scotia
32
Bank of Nova Scotia
Ontario, Canada
$74.3M +$37M +1,357,185 +131%
Bank of America
33
Bank of America
North Carolina
$73.3M +$7.41K +272 +0%
Charles Schwab
34
Charles Schwab
California
$69.6M -$744K -27,308 -1%
Schroder Investment Management Group
35
Schroder Investment Management Group
United Kingdom
$66.9M -$1.28M -47,119 -2%
Legal & General Group
36
Legal & General Group
United Kingdom
$54.9M +$1.35M +49,622 +3%
SFM
37
Soros Fund Management
New York
$52.7M
IG
38
ING Group
Netherlands
$47.4M +$6.04M +221,600 +17%
Neuberger Berman Group
39
Neuberger Berman Group
New York
$45.3M -$991K -36,364 -2%
JCM
40
Junto Capital Management
New York
$44.6M -$1.26M -46,165 -3%
Principal Financial Group
41
Principal Financial Group
Iowa
$42M -$1.96M -71,925 -5%
Goldman Sachs
42
Goldman Sachs
New York
$41.3M -$41.8M -1,535,538 -54%
Caisse de Depot et Placement du Quebec (CDPQ)
43
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$40.9M
SC
44
Sasco Capital
Connecticut
$37.6M -$934K -34,293 -3%
Marshall Wace
45
Marshall Wace
United Kingdom
$37.2M -$13.6M -498,981 -29%
Man Group
46
Man Group
United Kingdom
$36.9M +$32.3M +1,186,930 New
Swiss National Bank
47
Swiss National Bank
Switzerland
$36.4M -$2.86M -105,121 -8%
RhumbLine Advisers
48
RhumbLine Advisers
Massachusetts
$32.9M +$730K +26,790 +3%
Ameriprise
49
Ameriprise
Minnesota
$32.6M -$3.61M -132,588 -11%
Assenagon Asset Management
50
Assenagon Asset Management
Luxembourg
$29.8M +$9.63M +353,459 +58%

ARMK Hedge Fund Activity: Q2 2023 in Review

339 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Aramark (ARMK) for Q2 2023, worth a combined $11.6B — up 13% from $10.3B a quarter earlier.

Buyers outnumbered sellers: 42 funds opened new ARMK positions and 41 closed out — a net gain of 1 holder — while 103 added to existing stakes and 137 trimmed.

The largest buyer was Nomura Holdings, adding an estimated $128M. The largest seller was Sarasin & Partners, cutting an estimated $316M.

  • 339 institutional investors held Aramark (ARMK) as of Q2 2023, up from 338 in Q1 2023.
  • Funds reported $11.6B of Aramark stock for Q2 2023, up 13% quarter-over-quarter.
  • 42 funds opened new Aramark positions in Q2 2023 and 41 closed out, a net change of +1 holder.
  • The largest Aramark buyer in Q2 2023 was Nomura Holdings, an estimated $128M added.
  • The largest Aramark seller in Q2 2023 was Sarasin & Partners, an estimated $316M sold.

Based on aggregated 13F filings for Q2 2023.