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Driven Brands

157 hedge funds and large institutions have $1.85B invested in Driven Brands in 2022 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 72 increasing their positions, 38 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

289% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 9

89% more repeat investments, than reductions

Existing positions increased: 72 | Existing positions reduced: 38

20% more capital invested

Capital invested by funds: $1.54B → $1.85B (+$311M)

20% more funds holding

Funds holding: 131157 (+26)

6.19% more ownership

Funds ownership: 33.3%39.49% (+6.2%)

0% more funds holding in top 10

Funds holding in top 10: 66 (0)

Holders
157
Holders Change
+26
Holders Change %
+19.85%
% of All Funds
2.7%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.1%
New
35
Increased
72
Reduced
38
Closed
9
Calls
$1.33M
Puts
Net Calls
+$1.33M
Net Calls Change
-$1.97M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$144M +$15.1M +488,919 +11%
AllianceBernstein
2
AllianceBernstein
Tennessee
$130M +$21.2M +687,462 +17%
Neuberger Berman Group
3
Neuberger Berman Group
New York
$130M +$4.33M +140,533 +3%
Janus Henderson Group
4
Janus Henderson Group
United Kingdom
$118M +$65.1M +2,114,249 +101%
JP Morgan Chase
5
JP Morgan Chase
New York
$110M -$17.7M -575,520 -13%
BCPEMI
6
Bain Capital Public Equity Management II
Massachusetts
$77.2M +$3.14M +101,909 +4%
Fidelity Investments
7
Fidelity Investments
Massachusetts
$70.3M +$2.17M +70,618 +3%
Capital World Investors
8
Capital World Investors
California
$67.5M +$2.17M +70,400 +3%
BAMCO Inc
9
BAMCO Inc
New York
$63.7M
BlackRock
10
BlackRock
New York
$56.8M +$359K +11,670 +0.6%
Millennium Management
11
Millennium Management
New York
$56.1M -$3.67M -119,137 -6%
TCM
12
TimesSquare Capital Management
New York
$55.8M +$828K +26,890 +1%
American Century Companies
13
American Century Companies
Missouri
$54.2M +$3.9M +126,571 +7%
Loomis, Sayles & Company
14
Loomis, Sayles & Company
Massachusetts
$49.8M +$23.3M +755,394 +74%
Manulife (Manufacturers Life Insurance)
15
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$49M +$42.4M +1,376,431 +367%
Thrivent Financial for Lutherans
16
Thrivent Financial for Lutherans
Minnesota
$28.2M +$1.27M +41,317 +4%
ZP
17
Zimmer Partners
New York
$28M +$30.8M +1,000,000 New
Point72 Asset Management
18
Point72 Asset Management
Connecticut
$25.9M +$14.9M +483,275 +109%
Geode Capital Management
19
Geode Capital Management
Massachusetts
$23.5M +$100K +3,251 +0.4%
SCA
20
Summit Creek Advisors
Minnesota
$22.6M -$883K -28,675 -3%
State Street
21
State Street
Massachusetts
$22.4M +$287K +9,312 +1%
Invesco
22
Invesco
Georgia
$20.6M +$19.5M +634,400 +627%
Marshall Wace
23
Marshall Wace
United Kingdom
$20.6M +$21M +682,931 +1,318%
DCM
24
Driehaus Capital Management
Illinois
$20.1M +$22.1M +719,105 New
AI
25
Aperture Investors
New York
$18.1M -$8.16M -265,117 -29%

DRVN Hedge Fund Activity: Q3 2022 in Review

157 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Driven Brands (DRVN) for Q3 2022, worth a combined $1.85B — up 20% from $1.54B a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new DRVN positions and 9 closed out — a net gain of 26 holders — while 72 added to existing stakes and 38 trimmed.

The largest buyer was Janus Henderson Group, adding an estimated $65.1M. The largest seller was JP Morgan Chase, cutting an estimated $17.7M.

  • 157 institutional investors held Driven Brands (DRVN) as of Q3 2022, up from 131 in Q2 2022.
  • Funds reported $1.85B of Driven Brands stock for Q3 2022, up 20% quarter-over-quarter.
  • 35 funds opened new Driven Brands positions in Q3 2022 and 9 closed out, a net change of +26 holders.
  • The largest Driven Brands buyer in Q3 2022 was Janus Henderson Group, an estimated $65.1M added.
  • The largest Driven Brands seller in Q3 2022 was JP Morgan Chase, an estimated $17.7M sold.

Based on aggregated 13F filings for Q3 2022.