DRIVEN BRANDS HLDGS INC DRVN
COM · Common Stock · CUSIP 26210V102
- IndustryServices-Automotive Repair, Services & Parking
- HeadquartersCharlotte, NC
- FilingsSEC EDGAR
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($2.4m this quarter). Holder counts are more reliable. Shares outstanding: 167.4m as of 2023-02-27, from the company's own SEC filing; the percentage can still exceed 100%: lent-out shares are counted by the lender and the buyer, and some reports overlap without saying so. Implied quarter-end price ≈ $27.31. Options: 4 managers hold calls ($1.2m notional), 2 hold puts ($43.7k).
Trends to Q4 2022
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 159 |
| Q4 2022 | 154 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q3 2022 | $1.3m | $0 | 0.00 |
| Q4 2022 | $1.2m | $43.7k | 0.04 |
Biggest buyers
| ALLIANCEBERNSTEIN L.P. | Added | +1.3m |
| Point72 Asset Management, L.P. | Added | +1.0m |
| LORD, ABBETT & CO. LLC | Added | +633.4k |
| SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC | New | +374.5k |
| DIMENSIONAL FUND ADVISORS LP | Added | +289.8k |
| BlackRock Inc. | Added | +238.2k |
| TimesSquare Capital Management, LLC | Added | +217.6k |
| TWINBEECH CAPITAL LP | New | +153.1k |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | Added | +143.5k |
| PRINCIPAL FINANCIAL GROUP INC | Added | +133.8k |
Biggest sellers
| JANUS HENDERSON GROUP PLC | Reduced | -2.1m |
| Zimmer Partners, LP | Sold out | -1.0m |
| MARSHALL WACE, LLP | Reduced | -464.3k |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | Reduced | -389.6k |
| HIGHSIDE GLOBAL MANAGEMENT LLC | Sold out | -374.1k |
| CITADEL ADVISORS LLC | Reduced | -362.9k |
| Polar Asset Management Partners Inc. | Reduced | -232.1k |
| Brookfield Corp /ON/ | Reduced | -177.4k |
| Northern Right Capital Management, L.P. | Reduced | -150.5k |
| Beck Bode, LLC | Sold out | -140.7k |
Biggest calls
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $917.6k33.6k shares |
| CITADEL ADVISORS LLC | New | $245.8k9.0k shares |
| SIMPLEX TRADING, LLC | Reduced | $32.0k1.2k shares |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | Unchanged | $00 shares |
Biggest puts
| CITADEL ADVISORS LLC | New | $43.7k1.6k shares |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | Unchanged | $00 shares |
Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.
Major shareholders (over 5%)
Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.
No one currently above 5% in the filings since 19 Dec 2024.
Fell to 5% or below in the last year: FMR LLC (5.0%, 2026-05-06)
Insider purchases and sales in Q4 2022
Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.
Officers and directors buying vs selling
Number of people, by quarter (10% owners not included)
Numbers
| Quarter | Buying | Bought | Selling | Sold | Sold under a plan |
|---|---|---|---|---|---|
| Q1 2021 | 0 | — | 0 | — | — |
| Q2 2021 | 0 | — | 0 | — | — |
| Q3 2021 | 0 | — | 0 | — | — |
| Q4 2021 | 0 | — | 1 | $1.3m | — |
| Q1 2022 | 0 | — | 0 | — | — |
| Q2 2022 | 0 | — | 0 | — | — |
| Q3 2022 | 0 | — | 2 | $225.8m | — |
| Q4 2022 | 0 | — | 0 | — | — |
None reported in Q4 2022.
Holders, Q4 2022
| Manager | Shares | Change |
|---|---|---|
| ALLIANCEBERNSTEIN L.P. 0.07% of their portfolio | 5.9m $161.6m | Added +1.3m |
| VANGUARD GROUP INC 0.00% of their portfolio | 5.2m $142.5m | Added +82.4k |
| NEUBERGER BERMAN GROUP LLC 0.12% of their portfolio | 4.6m $125.4m | Reduced -49.8k |
| JPMORGAN CHASE & CO 0.02% of their portfolio | 4.0m $108.1m | Added +16.9k |
| Bain Capital Public Equity Management II, LLC 4.36% of their portfolio | 2.7m $73.5m | Reduced -65.9k |
| FMR LLC 0.01% of their portfolio | 2.6m $69.9m | Added +44.8k |
| Capital World Investors 0.01% of their portfolio | 2.4m $65.9m | Unchanged |
| BAMCO INC /NY/ 0.21% of their portfolio | 2.3m $62.1m | Unchanged |
| BlackRock Inc. 0.00% of their portfolio | 2.3m $61.9m | Added +238.2k |
| TimesSquare Capital Management, LLC 0.86% of their portfolio | 2.2m $60.4m | Added +217.6k |
| JANUS HENDERSON GROUP PLC 0.04% of their portfolio | 2.1m $56.8m | Reduced -2.1m |
| AMERICAN CENTURY COMPANIES INC 0.05% of their portfolio | 2.0m $55.1m | Added +80.3k |
| MILLENNIUM MANAGEMENT LLC 0.06% of their portfolio | 2.0m $54.2m | Reduced -21.4k |
| Point72 Asset Management, L.P. 0.20% of their portfolio | 2.0m $53.5m | Added +1.0m |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.03% of their portfolio | 1.9m $51.7m | Added +143.5k |
| LOOMIS SAYLES & CO L P 0.10% of their portfolio | 1.8m $47.9m | Reduced -24.7k |
| LORD, ABBETT & CO. LLC 0.06% of their portfolio | 1.2m $31.5m | Added +633.4k |
| Thrivent Financial for Lutherans 0.07% of their portfolio | 1.1m $28.8m | Added +46.8k |
| GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio | 900.5k $24.6m | Added +61.6k |
| Summit Creek Advisors LLC 3.15% of their portfolio | 848.8k $23.2m | Added +42.2k |
| STATE STREET CORP 0.00% of their portfolio | 842.6k $23.0m | Added +42.9k |
| Invesco Ltd. 0.01% of their portfolio | 799.4k $21.8m | Added +63.8k |
| Aperture Investors, LLC 3.31% of their portfolio | 738.3k $20.2m | Added +90.6k |
| Driehaus Capital Management LLC 0.30% of their portfolio | 733.6k $20.0m | Added +14.5k |
| Stormborn Capital Management, LLC 7.11% of their portfolio | 654.6k $17.9m | Added +100.0k |
| Nuveen Asset Management, LLC 0.01% of their portfolio | 585.2k $16.0m | Reduced -30.6k |
| COWBIRD CAPITAL LP 8.16% of their portfolio | 581.8k $15.9m | Added +95.6k |
| NORGES BANK 0.00% of their portfolio | 567.7k $15.5m | Added +99.6k |
| ROYCE & ASSOCIATES LP 0.14% of their portfolio | 471.6k $12.9m | Reduced -111.7k |
| VOYA INVESTMENT MANAGEMENT LLC 0.01% of their portfolio | 470.6k $12.9m | Added +26.4k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio | 462.6k $12.6m | Added +17.3k |
| SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC 0.75% of their portfolio | 374.5k $10.2m | New |
| Polar Asset Management Partners Inc. 0.14% of their portfolio | 368.4k $10.1m | Reduced -232.1k |
| FIRST TRUST ADVISORS LP 0.01% of their portfolio | 353.7k $9.7m | Reduced -117.9k |
| Premier Fund Managers Ltd 0.37% of their portfolio | 346.8k $9.4m | Unchanged |
| MORGAN STANLEY 0.00% of their portfolio | 340.3k $9.3m | Reduced -21.0k |
| DIMENSIONAL FUND ADVISORS LP 0.00% of their portfolio | 338.6k $9.2m | Added +289.8k |
| D. E. Shaw & Co., Inc. 0.01% of their portfolio | 308.7k $8.4m | Added +106.6k |
| Northern Right Capital Management, L.P. 4.31% of their portfolio | 281.9k $7.7m | Reduced -150.5k |
| NORTHERN TRUST CORP 0.00% of their portfolio | 270.6k $7.4m | Added +9.9k |
| MARSHALL WACE, LLP 0.02% of their portfolio | 270.5k $7.4m | Reduced -464.3k |
| KING LUTHER CAPITAL MANAGEMENT CORP 0.04% of their portfolio | 242.0k $6.6m | Added +2.7k |
| CWM, LLC 0.05% of their portfolio | 237.4k $6.5m | Reduced -63.8k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 224.7k $6.1m | Reduced -114.8k |
| Squarepoint Ops LLC 0.04% of their portfolio | 212.1k $5.8m | Added +114.0k |
| Bank of New York Mellon Corp 0.00% of their portfolio | 195.1k $5.3m | Added +494 |
| ArrowMark Colorado Holdings LLC 0.06% of their portfolio | 190.5k $5.2m | Unchanged |
| STIFEL FINANCIAL CORP 0.01% of their portfolio | 179.7k $4.9m | Added +28.8k |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 163.4k $4.5m | Added +50.4k |
| TWINBEECH CAPITAL LP 0.08% of their portfolio | 153.1k $4.2m | New |
| PRINCIPAL FINANCIAL GROUP INC 0.00% of their portfolio | 149.7k $4.1m | Added +133.8k |
| Brookfield Corp /ON/ 0.01% of their portfolio | 128.4k $3.5m | Reduced -177.4k |
| DEUTSCHE BANK AG\ 0.00% of their portfolio | 126.3k $3.4m | Reduced -40.1k |
| Russell Investments Group, Ltd. 0.01% of their portfolio | 126.0k $3.4m | Reduced -75.1k |
| Swiss National Bank 0.00% of their portfolio | 121.4k $3.3m | Added +2.7k |
| SEI INVESTMENTS CO 0.01% of their portfolio | 114.0k $3.1m | Reduced -20.0k |
| Avalon Investment & Advisory 0.09% of their portfolio | 110.3k $3.0m | Reduced -4.3k |
| Bain Capital Public Equity, LP 2.56% of their portfolio | 107.7k $2.9m | First filing |
| SILVERCREST ASSET MANAGEMENT GROUP LLC 0.02% of their portfolio | 104.1k $2.8m | Reduced -389.6k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio | 102.9k $2.8m | Added +7.1k |
| Alberta Investment Management Corp 0.02% of their portfolio | 101.1k $2.8m | Added +26.9k |
| Walleye Capital LLC 0.06% of their portfolio | 96.0k $2.6m | New |
| Cinctive Capital Management LP 0.13% of their portfolio | 94.3k $2.6m | Added +9.0k |
| MACQUARIE GROUP LTD 0.00% of their portfolio | 92.8k $2.5m | Reduced -60.6k |
| BLAIR WILLIAM & CO/IL 0.01% of their portfolio | 82.9k $2.3m | Reduced -2.4k |
| FIL Ltd 0.00% of their portfolio | 80.7k $2.2m | Unchanged |
| Hudson Bay Capital Management LP 0.03% of their portfolio | 80.7k $2.2m | Reduced -108.0k |
| Cubist Systematic Strategies, LLC 0.02% of their portfolio | 70.9k $1.9m | Added +61.1k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.00% of their portfolio | 68.7k $1.9m | Added +3.5k |
| BOOTHBAY FUND MANAGEMENT, LLC 0.05% of their portfolio | 61.5k $1.7m | Added +15.6k |
| Platform Technology Partners 0.85% of their portfolio | 60.0k $1.6m | Unchanged |
| RHUMBLINE ADVISERS 0.00% of their portfolio | 59.5k $1.6m | Added +4.3k |
| STRS OHIO 0.01% of their portfolio | 58.3k $1.6m | Added +21.8k |
| NEW YORK STATE COMMON RETIREMENT FUND 0.00% of their portfolio | 55.4k $1.5m | Reduced -374 |
| Bullseye Asset Management LLC 0.81% of their portfolio | 54.8k $1.5m | Unchanged |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 52.6k $1.4m | Reduced -2.5k |
| CITADEL ADVISORS LLC 0.00% of their portfolio | 51.8k $1.4m | Reduced -362.9k |
| Legal & General Group Plc 0.00% of their portfolio | 48.9k $1.3m | Added +5.9k |
| Man Group plc 0.00% of their portfolio | 42.4k $1.2m | Added +439 |
| CREDIT SUISSE AG/ 0.00% of their portfolio | 42.1k $1.1m | Reduced -1.3k |
| PANAGORA ASSET MANAGEMENT INC 0.01% of their portfolio | 41.3k $1.1m | Reduced -27.3k |
| Engineers Gate Manager LP 0.06% of their portfolio | 38.3k $1.0m | Added +1.4k |
| BRANT POINT INVESTMENT MANAGEMENT LLC 0.29% of their portfolio | 37.3k $1.0m | Added +18.8k |
| WESBANCO BANK INC 0.04% of their portfolio | 35.6k $973.0k | Not comparable |
| Aquatic Capital Management LLC 0.07% of their portfolio | 33.1k $906.0k | New |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 0.00% of their portfolio | 31.9k $871.0k | Added +4.2k |
| CenterBook Partners LP 0.13% of their portfolio | 28.2k $771.4k | Added +11.4k |
| Treasurer of the State of North Carolina 0.00% of their portfolio | 27.0k $737.0k | Added +3.4k |
| Cetera Investment Advisers 0.01% of their portfolio | 26.4k $720.8k | Unchanged |
| Ghisallo Capital Management LLC 0.12% of their portfolio | 25.0k $682.8k | Unchanged |
| Renaissance Capital LLC 0.49% of their portfolio | 22.8k $622.2k | Added +1.9k |
| Ensign Peak Advisors, Inc 0.00% of their portfolio | 21.6k $589.9k | Added +15.3k |
| Petrus Trust Company, LTA 0.07% of their portfolio | 20.7k $564.6k | New |
| Cipher Capital LP 0.11% of their portfolio | 20.6k $562.5k | Reduced -5.4k |
| ExodusPoint Capital Management, LP 0.01% of their portfolio | 18.0k $492.0k | New |
| Harbour Capital Advisors, LLC 0.16% of their portfolio | 17.3k $475.7k | Added +143 |
| CNA FINANCIAL CORP 0.29% of their portfolio | 17.2k $470.1k | Reduced -41.5k |
| Yorktown Management & Research Co Inc 0.53% of their portfolio | 16.0k $437.0k | New |
| AMERIPRISE FINANCIAL INC 0.00% of their portfolio | 15.7k $428.0k | Reduced -40.2k |
| Balyasny Asset Management L.P. 0.00% of their portfolio | 14.9k $407.1k | Reduced -3.3k |