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Aramark

332 hedge funds and large institutions have $8.86B invested in Aramark in 2019 Q2 according to their latest regulatory filings, with 48 funds opening new positions, 109 increasing their positions, 136 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed

85% more call options, than puts

Call options by funds: $37M | Put options by funds: $20M

27% more funds holding in top 10

Funds holding in top 10: 1114 (+3)

24% more capital invested

Capital invested by funds: $7.17B → $8.86B (+$1.69B)

1.87% more ownership

Funds ownership: 136.41%138.28% (+1.9%)

6% less funds holding

Funds holding: 353332 (-21)

20% less repeat investments, than reductions

Existing positions increased: 109 | Existing positions reduced: 136

28% less first-time investments, than exits

New positions opened: 48 | Existing positions closed: 67

Holders
332
Holders Change
-21
Holders Change %
-5.95%
% of All Funds
7.21%
Holding in Top 10
14
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+27.27%
% of All Funds
0.3%
New
48
Increased
109
Reduced
136
Closed
67
Calls
$37M
Puts
$20M
Net Calls
+$17M
Net Calls Change
+$9.6M
Name Holding Trade Value Shares
Change
Change in
Stake
Nomura Holdings
1
Nomura Holdings
Japan
$824M +$738M +31,550,955 +6,578%
Vanguard Group
2
Vanguard Group
Pennsylvania
$792M +$3.9M +166,819 +0.6%
ACM
3
Atlanta Capital Management
Georgia
$666M +$47.2M +2,016,812 +9%
Barrow, Hanley, Mewhinney & Strauss
4
Barrow, Hanley, Mewhinney & Strauss
Texas
$666M +$22.3M +951,430 +4%
BlackRock
5
BlackRock
New York
$455M -$110M -4,715,326 -21%
EIG
6
EdgePoint Investment Group
Ontario, Canada
$423M +$12.5M +535,976 +3%
Janus Henderson Group
7
Janus Henderson Group
United Kingdom
$361M +$15.2M +650,899 +5%
KCM
8
Kensico Capital Management
Connecticut
$281M -$21.6M -921,302 -8%
T. Rowe Price Associates
9
T. Rowe Price Associates
Maryland
$210M -$54.3M -2,319,603 -22%
State Street
10
State Street
Massachusetts
$188M -$2.15M -92,064 -1%
Fidelity Investments
11
Fidelity Investments
Massachusetts
$174M -$278M -11,891,830 -64%
Dimensional Fund Advisors
12
Dimensional Fund Advisors
Texas
$164M +$23.1M +988,105 +19%
Wellington Management Group
13
Wellington Management Group
Massachusetts
$144M -$51.3M -2,191,966 -28%
Ameriprise
14
Ameriprise
Minnesota
$142M +$12.5M +532,798 +11%
SP
15
Sarasin & Partners
United Kingdom
$142M +$58.3M +2,491,314 +84%
NC
16
Nitorum Capital
New York
$138M +$7.89M +337,196 +7%
TSW
17
Thompson Siegel & Walmsley
Virginia
$115M -$11M -469,507 -10%
Norges Bank
18
Norges Bank
Norway
$95.1M
Geode Capital Management
19
Geode Capital Management
Massachusetts
$95.1M +$3.66M +156,536 +4%
Goldman Sachs
20
Goldman Sachs
New York
$95M +$55.4M +2,368,643 +185%
First Manhattan
21
First Manhattan
New York
$92.6M -$99.9M -4,270,457 -55%
GTP
22
Global Thematic Partners
New York
$81.9M -$8.92M -381,117 -11%
Victory Capital Management
23
Victory Capital Management
Texas
$80.5M +$1.44M +61,667 +2%
Schroder Investment Management Group
24
Schroder Investment Management Group
United Kingdom
$79M -$14.6M -622,800 -17%
D.E. Shaw & Co
25
D.E. Shaw & Co
New York
$70.1M -$40.1M -1,714,393 -39%

ARMK Hedge Fund Activity: Q2 2019 in Review

332 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Aramark (ARMK) for Q2 2019, worth a combined $8.86B — up 24% from $7.17B a quarter earlier.

Sellers outnumbered buyers: 67 funds closed out of ARMK and 48 opened new positions — a net loss of 19 holders — while 136 trimmed existing stakes and 109 added.

The largest buyer was Nomura Holdings, adding an estimated $738M. The largest seller was Fidelity Investments, cutting an estimated $278M.

  • 332 institutional investors held Aramark (ARMK) as of Q2 2019, down from 353 in Q1 2019.
  • Funds reported $8.86B of Aramark stock for Q2 2019, up 24% quarter-over-quarter.
  • 48 funds opened new Aramark positions in Q2 2019 and 67 closed out, a net change of -19 holders.
  • The largest Aramark buyer in Q2 2019 was Nomura Holdings, an estimated $738M added.
  • The largest Aramark seller in Q2 2019 was Fidelity Investments, an estimated $278M sold.

Based on aggregated 13F filings for Q2 2019.