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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
PAM
151
Princeton Alpha Management
New Jersey
$1.22M +$1.08M +47,221 +482%
PMAM
152
Picton Mahoney Asset Management
Ontario, Canada
$1.19M +$677K +29,639 +113%
State Board of Administration of Florida Retirement System
153
State Board of Administration of Florida Retirement System
Florida
$1.19M +$127K +5,580 +11%
LCS
154
Levin Capital Strategies
New York
$1.17M +$364K +15,928 +41%
Neuberger Berman Group
155
Neuberger Berman Group
New York
$1.06M +$205K +8,993 +22%
SCM
156
Sterling Capital Management
North Carolina
$1.05M +$1.12M +48,950 New
URS
157
Utah Retirement Systems
Utah
$1.02M +$6.33K +277 +0.6%
RJFSA
158
Raymond James Financial Services Advisors
Florida
$903K +$964K +42,213 New
SB
159
Suntrust Banks
Georgia
$901K +$127K +5,561 +15%
Envestnet Asset Management
160
Envestnet Asset Management
Illinois
$866K -$251K -11,004 -21%
ACI
161
Advance Capital I
Michigan
$839K -$490K -21,467 -35%
CS
162
Cannell & Spears
New York
$826K – – –
Victory Capital Management
163
Victory Capital Management
Texas
$819K +$136K +5,943 +18%
Asset Management One
164
Asset Management One
Japan
$806K +$373K +16,349 +73%
Mitsubishi UFJ Asset Management
165
Mitsubishi UFJ Asset Management
Japan
$790K +$90.2K +3,951 +12%
LS
166
Livforsakringsbolaget Skandia
Sweden
$777K +$829K +36,287 New
JHIU
167
Janus Henderson Investors US
Colorado
$762K +$574K +25,149 +241%
CANY
168
Caxton Associates (New York)
New York
$741K -$3.16M -138,500 -80%
CCMH
169
Cornerstone Capital Management Holdings
New York
$732K – – –
Nomura Asset Management
170
Nomura Asset Management
Japan
$729K +$83.6K +3,660 +12%
NCCM
171
Nine Chapters Capital Management
New Jersey
$717K -$1.64M -72,020 -68%
Zurich Cantonal Bank
172
Zurich Cantonal Bank
Switzerland
$684K +$239K +10,479 +49%
AB
173
Amalgamated Bank
New York
$668K +$10.3K +453 +1%
HCA
174
Harbour Capital Advisors
Virginia
$668K +$209K +9,141 +41%
Barclays
175
Barclays
United Kingdom
$622K -$1.14M -49,790 -63%
5 6
7
8 9

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.