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Aramark

291 hedge funds and large institutions have $5.78B invested in Aramark in 2020 Q2 according to their latest regulatory filings, with 51 funds opening new positions, 82 increasing their positions, 117 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed

15% more capital invested

Capital invested by funds: $5.05B → $5.78B (+$732M)

1.65% more ownership

Funds ownership: 138.74%140.39% (+1.7%)

4% less funds holding

Funds holding: 304291 (-13)

19% less first-time investments, than exits

New positions opened: 51 | Existing positions closed: 63

30% less repeat investments, than reductions

Existing positions increased: 82 | Existing positions reduced: 117

40% less funds holding in top 10

Funds holding in top 10: 106 (-4)

77% less call options, than puts

Call options by funds: $41.8M | Put options by funds: $180M

Holders
291
Holders Change
-13
Holders Change %
-4.28%
% of All Funds
5.97%
Holding in Top 10
6
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-40%
% of All Funds
0.12%
New
51
Increased
82
Reduced
117
Closed
63
Calls
$41.8M
Puts
$180M
Net Calls
-$138M
Net Calls Change
-$15.7M
Name Holding Trade Value Shares
Change
Change in
Stake
V
201
Veritable
Delaware
$363K +$390K +22,251 New
JMPWA
202
JP Morgan Private Wealth Advisors
California
$327K +$2.84K +162 +0.8%
DRZID
203
DePrince Race & Zollo Inc (DRZ)
Florida
$323K -$583K -33,212 -63%
SMDAM
204
Sumitomo Mitsui DS Asset Management
Japan
$319K
AIM
205
Aigen Investment Management
New York
$317K -$238K -13,548 -41%
RJFSA
206
Raymond James Financial Services Advisors
Florida
$310K -$1.61M -91,596 -83%
FM
207
Foster & Motley
Ohio
$308K -$14.5K -827 -4%
SLI
208
Sumitomo Life Insurance
Japan
$301K -$5.75K -328 -2%
VF
209
Virtu Financial
New York
$285K +$307K +17,517 New
MAM
210
Meeder Asset Management
Ohio
$279K +$239K +13,610 +388%
OSAM
211
O'Shaughnessy Asset Management
Connecticut
$274K +$226K +12,864 +327%
MCM
212
MAI Capital Management
Ohio
$269K -$156K -8,871 -35%
BCV
213
Banque Cantonale Vaudoise
Switzerland
$267K
BPA
214
Beacon Pointe Advisors
California
$248K +$267K +15,235 New
CB
215
Commerce Bank
Missouri
$239K -$229K -13,060 -47%
Comerica Bank
216
Comerica Bank
Texas
$233K -$63K -3,592 -21%
Franklin Resources
217
Franklin Resources
California
$231K +$241K +13,745 New
RJT
218
Raymond James Trust
Florida
$230K -$32.2K -1,837 -12%
WBC
219
Westpac Banking Corp
Australia
$227K -$535K -30,511 -69%
QC
220
Quadrature Capital
United Kingdom
$224K +$241K +13,742 New
Fuller & Thaler Asset Management
221
Fuller & Thaler Asset Management
California
$218K -$29.2K -1,662 -11%
Janney Montgomery Scott
222
Janney Montgomery Scott
Pennsylvania
$217K +$233K +13,290 New
RIM
223
Redpoint Investment Management
Australia
$215K +$231K +13,166 New
Simplex Trading
224
Simplex Trading
Illinois
$207K -$91.3K -5,205 -29%
CIBC Asset Management
225
CIBC Asset Management
Ontario, Canada
$205K +$221K +12,595 New

ARMK Hedge Fund Activity: Q2 2020 in Review

291 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Aramark (ARMK) for Q2 2020, worth a combined $5.78B — up 15% from $5.05B a quarter earlier.

Sellers outnumbered buyers: 63 funds closed out of ARMK and 51 opened new positions — a net loss of 12 holders — while 117 trimmed existing stakes and 82 added.

The largest buyer was Barrow, Hanley, Mewhinney & Strauss, adding an estimated $176M. The largest seller was EdgePoint Investment Group, exiting entirely with an estimated $94.1M sold.

  • 291 institutional investors held Aramark (ARMK) as of Q2 2020, down from 304 in Q1 2020.
  • Funds reported $5.78B of Aramark stock for Q2 2020, up 15% quarter-over-quarter.
  • 51 funds opened new Aramark positions in Q2 2020 and 63 closed out, a net change of -12 holders.
  • The largest Aramark buyer in Q2 2020 was Barrow, Hanley, Mewhinney & Strauss, an estimated $176M added.
  • The largest Aramark seller in Q2 2020 was EdgePoint Investment Group, an estimated $94.1M sold.

Based on aggregated 13F filings for Q2 2020.