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Aramark

222 hedge funds and large institutions have $6.91B invested in Aramark in 2015 Q2 according to their latest regulatory filings, with 74 funds opening new positions, 89 increasing their positions, 47 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

89% more repeat investments, than reductions

Existing positions increased: 89 | Existing positions reduced: 47

80% more first-time investments, than exits

New positions opened: 74 | Existing positions closed: 41

63% more call options, than puts

Call options by funds: $8.07M | Put options by funds: $4.97M

17% more funds holding

Funds holding: 190222 (+32)

1.41% more ownership

Funds ownership: 128.39%129.8% (+1.4%)

1% less capital invested

Capital invested by funds: $6.96B → $6.91B (-$50.9M)

6% less funds holding in top 10

Funds holding in top 10: 1716 (-1)

Holders
222
Holders Change
+32
Holders Change %
+16.84%
% of All Funds
5.98%
Holding in Top 10
16
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-5.88%
% of All Funds
0.43%
New
74
Increased
89
Reduced
47
Closed
41
Calls
$8.07M
Puts
$4.97M
Net Calls
+$3.1M
Net Calls Change
-$5.02M
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$742M -$68.6M -3,037,771 -8%
MC
2
Maverick Capital
Texas
$386M +$42.2M +1,868,098 +12%
Vanguard Group
3
Vanguard Group
Pennsylvania
$380M +$69.4M +3,074,035 +22%
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$277M +$31.2M +1,381,883 +13%
Goldman Sachs
5
Goldman Sachs
New York
$271M -$156M -6,924,962 -36%
THLTP
6
Thomas H. Lee (THL) Partners
Massachusetts
$269M -$156M -6,886,083 -36%
SIG
7
Senator Investment Group
New York
$263M +$46.9M +2,077,500 +21%
KCM
8
Kensico Capital Management
Connecticut
$245M -$307K -13,573 -0.1%
YCMGA
9
York Capital Management Global Advisors
New York
$215M -$8.18M -362,402 -4%
First Manhattan
10
First Manhattan
New York
$210M +$7.96M +352,428 +4%
WP
11
Warburg Pincus
New York
$202M -$235M -10,387,500 -54%
SC
12
Samlyn Capital
New York
$189M +$76M +3,365,304 +66%
Massachusetts Financial Services
13
Massachusetts Financial Services
Massachusetts
$186M +$188M +8,303,568 New
VM
14
Valinor Management
New York
$182M +$14.1M +625,059 +8%
BIT
15
BlackRock Institutional Trust
California
$159M +$80.7M +3,571,307 +101%
TCIM
16
TIAA CREF Investment Management
New York
$120M +$4.29M +189,848 +4%
Ameriprise
17
Ameriprise
Minnesota
$109M +$2.69M +119,085 +3%
SCM
18
Suvretta Capital Management
New York
$104M +$4.9M +217,168 +5%
Citadel Advisors
19
Citadel Advisors
Florida
$102M -$40M -1,769,658 -28%
JP Morgan Chase
20
JP Morgan Chase
New York
$97M -$110M -4,887,572 -53%
CC
21
CCMP Capital
New York
$96.4M -$117M -5,193,744 -55%
AI
22
Analytic Investors
California
$90.5M +$14.5M +640,017 +19%
State Street
23
State Street
Massachusetts
$86.7M +$71M +3,144,320 +428%
Schroder Investment Management Group
24
Schroder Investment Management Group
United Kingdom
$84.4M +$6.21M +275,200 +8%
CRM
25
Cramer Rosenthal McGlynn
Connecticut
$81.3M -$38.3M -1,697,848 -32%

ARMK Hedge Fund Activity: Q2 2015 in Review

222 of the 3,711 institutional investors tracked by Wall St. Rank reported a position in Aramark (ARMK) for Q2 2015, worth a combined $6.91B — down 0.73% from $6.96B a quarter earlier.

Buyers outnumbered sellers: 74 funds opened new ARMK positions and 41 closed out — a net gain of 33 holders — while 89 added to existing stakes and 47 trimmed.

The largest buyer was Massachusetts Financial Services, opening a new position worth an estimated $188M. The largest seller was Warburg Pincus, cutting an estimated $235M.

  • 222 institutional investors held Aramark (ARMK) as of Q2 2015, up from 190 in Q1 2015.
  • Funds reported $6.91B of Aramark stock for Q2 2015, down 0.73% quarter-over-quarter.
  • 74 funds opened new Aramark positions in Q2 2015 and 41 closed out, a net change of +33 holders.
  • The largest Aramark buyer in Q2 2015 was Massachusetts Financial Services, an estimated $188M added.
  • The largest Aramark seller in Q2 2015 was Warburg Pincus, an estimated $235M sold.

Based on aggregated 13F filings for Q2 2015.