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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
LSERS
151
Louisiana State Employees Retirement System
Louisiana
$2.06M -$787K -29,052 -28%
ASRS
152
Arizona State Retirement System
Arizona
$1.95M -$656K -24,221 -26%
PCM
153
Palisade Capital Management
New Jersey
$1.87M -$646K -23,848 -26%
Stifel Financial
154
Stifel Financial
Missouri
$1.85M -$186K -6,875 -9%
Thrivent Financial for Lutherans
155
Thrivent Financial for Lutherans
Minnesota
$1.84M -$691K -25,492 -28%
BFS
156
Bradley Foster & Sargent
Connecticut
$1.8M +$1.74M +64,098 New
Teacher Retirement System of Texas
157
Teacher Retirement System of Texas
Texas
$1.8M +$1.01M +37,405 +141%
SOMRS
158
State of Michigan Retirement System
Michigan
$1.76M -$645K -23,824 -28%
Parallax Volatility Advisers
159
Parallax Volatility Advisers
California
$1.68M +$1.62M +59,708 New
Natixis Advisors
160
Natixis Advisors
Massachusetts
$1.66M -$1.22M -44,944 -43%
NMIMC
161
Northwestern Mutual Investment Management Company
Wisconsin
$1.63M -$599K -22,109 -28%
AIP
162
Ameritas Investment Partners
Nebraska
$1.62M -$635K -23,448 -29%
COPPSERS
163
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$1.62M -$423K -15,612 -21%
PMEF
164
Point72 Middle East FZE
United Arab Emirates
$1.57M -$208K -7,669 -12%
NMERB
165
New Mexico Educational Retirement Board
New Mexico
$1.5M -$555K -20,482 -28%
NAM
166
Nissay Asset Management
Japan
$1.47M -$1.28M -47,216 -47%
TCM
167
Teza Capital Management
Illinois
$1.47M -$621K -22,924 -30%
Zurich Cantonal Bank
168
Zurich Cantonal Bank
Switzerland
$1.46M -$23.2K -857 -2%
APG
169
Abacus Planning Group
South Carolina
$1.45M -$537K -19,838 -28%
IA
170
Icon Advisers
Colorado
$1.43M -$532K -19,635 -28%
SO
171
STRS Ohio
Ohio
$1.4M -$51K -1,882 -4%
Handelsbanken Fonder
172
Handelsbanken Fonder
Sweden
$1.38M -$680K -25,098 -34%
D.E. Shaw & Co
173
D.E. Shaw & Co
New York
$1.37M -$47.6M -1,757,239 -97%
CT
174
ClearAlpha Technologies
Connecticut
$1.33M +$1.28M +47,385 New
QCM
175
Qsemble Capital Management
New York
$1.27M +$197K +7,278 +19%
5 6
7
8 9

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.