Vault-13

DRIVEN BRANDS HLDGS INC DRVN

COM · Common Stock · CUSIP 26210V102

154 institutional holders -5 vs Q3 2022
64,913,60864.9m shares reported held*
38.8% of all shares outstanding*
$1.8bnreported value*
26 new 62 added 46 reduced 32 sold out net sold ≈ $33.9m (-1.2m shares)

* 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

0100200Q3 22: 159Q4 22: 154154Q3 22Q4 22
Numbers
QuarterHolders
Q3 2022159
Q4 2022154

Calls vs puts

Options held, notional value, last 4 quarters. P/C = puts ÷ calls

CallsPuts
$0$500k$1m$1.5mQ3 22 calls: $1.3mQ3 22 puts: $0Q3 22P/C 0.00Q4 22 calls: $1.2mQ4 22 puts: $43.7kQ4 22P/C 0.04
Numbers
QuarterCallsPutsP/C
Q3 2022$1.3m$00.00
Q4 2022$1.2m$43.7k0.04

Biggest buyers

ALLIANCEBERNSTEIN L.P. Added +1,273,280+1.3m
Point72 Asset Management, L.P. Added +1,032,209+1.0m
LORD, ABBETT & CO. LLC Added +633,366+633.4k
SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC New +374,490+374.5k
DIMENSIONAL FUND ADVISORS LP Added +289,754+289.8k
BlackRock Inc. Added +238,227+238.2k
TimesSquare Capital Management, LLC Added +217,600+217.6k
TWINBEECH CAPITAL LP New +153,058+153.1k
MANUFACTURERS LIFE INSURANCE COMPANY, THE Added +143,451+143.5k
PRINCIPAL FINANCIAL GROUP INC Added +133,771+133.8k

Biggest sellers

JANUS HENDERSON GROUP PLC Reduced -2,125,178-2.1m
Zimmer Partners, LP Sold out -1,000,000-1.0m
MARSHALL WACE, LLP Reduced -464,260-464.3k
SILVERCREST ASSET MANAGEMENT GROUP LLC Reduced -389,565-389.6k
HIGHSIDE GLOBAL MANAGEMENT LLC Sold out -374,059-374.1k
CITADEL ADVISORS LLC Reduced -362,875-362.9k
Polar Asset Management Partners Inc. Reduced -232,100-232.1k
Brookfield Corp /ON/ Reduced -177,439-177.4k
Northern Right Capital Management, L.P. Reduced -150,453-150.5k
Beck Bode, LLC Sold out -140,662-140.7k

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)

BuyingSelling
202Q1 21: 0 buyingQ1 21: 0 sellingQ2 21: 0 buyingQ2 21: 0 sellingQ2 21Q3 21: 0 buyingQ3 21: 0 sellingQ4 21: 0 buyingQ4 21: 1 sellingQ4 21Q1 22: 0 buyingQ1 22: 0 sellingQ2 22: 0 buyingQ2 22: 0 sellingQ2 22Q3 22: 0 buyingQ3 22: 2 sellingQ4 22: 0 buyingQ4 22: 0 sellingQ4 22
Numbers
QuarterBuyingBoughtSellingSoldSold under a plan
Q1 20210—0——
Q2 20210—0——
Q3 20210—0——
Q4 20210—1$1.3m—
Q1 20220—0——
Q2 20220—0——
Q3 20220—2$225.8m—
Q4 20220—0——

None reported in Q4 2022.

Holders, Q4 2022

#ManagerLocationShares Value% of their portfolioChangeShares change
1 ALLIANCEBERNSTEIN L.P. 0.07% of their portfolio NASHVILLE, TN 5,918,9335.9m $161.6m $161.6m 0.07% Added +1.3m +1,273,280
2 VANGUARD GROUP INC 0.00% of their portfolio Valley Forge, PA 5,217,3375.2m $142.5m $142.5m 0.00% Added +82.4k +82,433
3 NEUBERGER BERMAN GROUP LLC 0.12% of their portfolio NEW YORK, NY 4,590,9984.6m $125.4m $125.4m 0.12% Reduced -49.8k -49,759
4 JPMORGAN CHASE & CO 0.02% of their portfolio NEW YORK, NY 3,957,3864.0m $108.1m $108.1m 0.02% Added +16.9k +16,883
5 Bain Capital Public Equity Management II, LLC 4.36% of their portfolio Boston, MA 2,692,8202.7m $73.5m $73.5m 4.36% Reduced -65.9k -65,947
6 FMR LLC 0.01% of their portfolio BOSTON, MA 2,558,5252.6m $69.9m $69.9m 0.01% Added +44.8k +44,754
7 Capital World Investors 0.01% of their portfolio LOS ANGELES, CA 2,412,4002.4m $65.9m $65.9m 0.01% Unchanged
8 BAMCO INC /NY/ 0.21% of their portfolio NEW YORK, NY 2,275,0002.3m $62.1m $62.1m 0.21% Unchanged
9 BlackRock Inc. 0.00% of their portfolio New York, NY 2,266,4922.3m $61.9m $61.9m 0.00% Added +238.2k +238,227
10 TimesSquare Capital Management, LLC 0.86% of their portfolio NEW YORK, NY 2,211,4682.2m $60.4m $60.4m 0.86% Added +217.6k +217,600
11 JANUS HENDERSON GROUP PLC 0.04% of their portfolio LONDON, X0 2,079,5502.1m $56.8m $56.8m 0.04% Reduced -2.1m -2,125,178
12 AMERICAN CENTURY COMPANIES INC 0.05% of their portfolio KANSAS CITY, MO 2,018,4942.0m $55.1m $55.1m 0.05% Added +80.3k +80,258
13 MILLENNIUM MANAGEMENT LLC 0.06% of their portfolio NEW YORK, NY 1,983,7862.0m $54.2m $54.2m 0.06% Reduced -21.4k -21,430
14 Point72 Asset Management, L.P. 0.20% of their portfolio STAMFORD, CT 1,958,3762.0m $53.5m $53.5m 0.20% Added +1.0m +1,032,209
15 MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.03% of their portfolio Toronto, A6 1,894,5621.9m $51.7m $51.7m 0.03% Added +143.5k +143,451
16 LOOMIS SAYLES & CO L P 0.10% of their portfolio BOSTON, MA 1,753,3131.8m $47.9m $47.9m 0.10% Reduced -24.7k -24,733
17 LORD, ABBETT & CO. LLC 0.06% of their portfolio JERSEY CITY, NJ 1,151,9641.2m $31.5m $31.5m 0.06% Added +633.4k +633,366
18 Thrivent Financial for Lutherans 0.07% of their portfolio Minneapolis, MN 1,053,9381.1m $28.8m $28.8m 0.07% Added +46.8k +46,848
19 GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio BOSTON, MA 900,527900.5k $24.6m $24.6m 0.00% Added +61.6k +61,617
20 Summit Creek Advisors LLC 3.15% of their portfolio MINNEAPOLIS, MN 848,820848.8k $23.2m $23.2m 3.15% Added +42.2k +42,219
21 STATE STREET CORP 0.00% of their portfolio BOSTON, MA 842,650842.6k $23.0m $23.0m 0.00% Added +42.9k +42,909
22 Invesco Ltd. 0.01% of their portfolio ATLANTA, GA 799,410799.4k $21.8m $21.8m 0.01% Added +63.8k +63,764
23 Aperture Investors, LLC 3.31% of their portfolio New York, NY 738,342738.3k $20.2m $20.2m 3.31% Added +90.6k +90,614
24 Driehaus Capital Management LLC 0.30% of their portfolio Chicago, IL 733,571733.6k $20.0m $20.0m 0.30% Added +14.5k +14,466
25 Stormborn Capital Management, LLC 7.11% of their portfolio GREENWICH, CT 654,555654.6k $17.9m $17.9m 7.11% Added +100.0k +100,000
26 Nuveen Asset Management, LLC 0.01% of their portfolio CHICAGO, IL 585,196585.2k $16.0m $16.0m 0.01% Reduced -30.6k -30,591
27 COWBIRD CAPITAL LP 8.16% of their portfolio New York, NY 581,804581.8k $15.9m $15.9m 8.16% Added +95.6k +95,627
28 NORGES BANK 0.00% of their portfolio OSLO, Q8 567,675567.7k $15.5m $15.5m 0.00% Added +99.6k +99,643
29 ROYCE & ASSOCIATES LP 0.14% of their portfolio New York, NY 471,607471.6k $12.9m $12.9m 0.14% Reduced -111.7k -111,658
30 VOYA INVESTMENT MANAGEMENT LLC 0.01% of their portfolio ATLANTA, GA 470,647470.6k $12.9m $12.9m 0.01% Added +26.4k +26,444
31 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio SAN FRANCISCO, CA 462,569462.6k $12.6m $12.6m 0.00% Added +17.3k +17,287
32 SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC 0.75% of their portfolio Boston, MA 374,490374.5k $10.2m $10.2m 0.75% New
33 Polar Asset Management Partners Inc. 0.14% of their portfolio TORONTO, A6 368,400368.4k $10.1m $10.1m 0.14% Reduced -232.1k -232,100
34 FIRST TRUST ADVISORS LP 0.01% of their portfolio Wheaton, IL 353,728353.7k $9.7m $9.7m 0.01% Reduced -117.9k -117,884
35 Premier Fund Managers Ltd 0.37% of their portfolio GUILDFORD, X0 346,755346.8k $9.4m $9.4m 0.37% Unchanged
36 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 340,261340.3k $9.3m $9.3m 0.00% Reduced -21.0k -21,017
37 DIMENSIONAL FUND ADVISORS LP 0.00% of their portfolio AUSTIN, TX 338,604338.6k $9.2m $9.2m 0.00% Added +289.8k +289,754
38 D. E. Shaw & Co., Inc. 0.01% of their portfolio New York, NY 308,672308.7k $8.4m $8.4m 0.01% Added +106.6k +106,593
39 Northern Right Capital Management, L.P. 4.31% of their portfolio DARIEN, CT 281,872281.9k $7.7m $7.7m 4.31% Reduced -150.5k -150,453
40 NORTHERN TRUST CORP 0.00% of their portfolio CHICAGO, IL 270,566270.6k $7.4m $7.4m 0.00% Added +9.9k +9,855
41 MARSHALL WACE, LLP 0.02% of their portfolio LONDON, X0 270,491270.5k $7.4m $7.4m 0.02% Reduced -464.3k -464,260
42 KING LUTHER CAPITAL MANAGEMENT CORP 0.04% of their portfolio FORT WORTH, TX 242,034242.0k $6.6m $6.6m 0.04% Added +2.7k +2,743
43 CWM, LLC 0.05% of their portfolio OMAHA, NE 237,370237.4k $6.5m $6.5m 0.05% Reduced -63.8k -63,848
44 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 224,745224.7k $6.1m $6.1m 0.00% Reduced -114.8k -114,774
45 Squarepoint Ops LLC 0.04% of their portfolio NEW YORK, NY 212,065212.1k $5.8m $5.8m 0.04% Added +114.0k +113,999
46 Bank of New York Mellon Corp 0.00% of their portfolio NEW YORK, NY 195,138195.1k $5.3m $5.3m 0.00% Added +494 +494
47 ArrowMark Colorado Holdings LLC 0.06% of their portfolio Denver, CO 190,500190.5k $5.2m $5.2m 0.06% Unchanged
48 STIFEL FINANCIAL CORP 0.01% of their portfolio ST. LOUIS, MO 179,704179.7k $4.9m $4.9m 0.01% Added +28.8k +28,846
49 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 163,441163.4k $4.5m $4.5m 0.00% Added +50.4k +50,398
50 TWINBEECH CAPITAL LP 0.08% of their portfolio PURCHASE, NY 153,058153.1k $4.2m $4.2m 0.08% New
51 PRINCIPAL FINANCIAL GROUP INC 0.00% of their portfolio DES MOINES, IA 149,732149.7k $4.1m $4.1m 0.00% Added +133.8k +133,771
52 Brookfield Corp /ON/ 0.01% of their portfolio TORONTO, A6 128,445128.4k $3.5m $3.5m 0.01% Reduced -177.4k -177,439
53 DEUTSCHE BANK AG\ 0.00% of their portfolio FRANKFURT AM MAIN, 2M 126,294126.3k $3.4m $3.4m 0.00% Reduced -40.1k -40,078
54 Russell Investments Group, Ltd. 0.01% of their portfolio Seattle, WA 126,019126.0k $3.4m $3.4m 0.01% Reduced -75.1k -75,087
55 Swiss National Bank 0.00% of their portfolio ZURICH, V8 121,400121.4k $3.3m $3.3m 0.00% Added +2.7k +2,700
56 SEI INVESTMENTS CO 0.01% of their portfolio OAKS, PA 114,000114.0k $3.1m $3.1m 0.01% Reduced -20.0k -20,001
57 Avalon Investment & Advisory 0.09% of their portfolio HOUSTON, TX 110,315110.3k $3.0m $3.0m 0.09% Reduced -4.3k -4,345
58 Bain Capital Public Equity, LP 2.56% of their portfolio Boston, MA 107,681107.7k $2.9m $2.9m 2.56% First filing
59 SILVERCREST ASSET MANAGEMENT GROUP LLC 0.02% of their portfolio NEW YORK, NY 104,134104.1k $2.8m $2.8m 0.02% Reduced -389.6k -389,565
60 UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio NEW YORK, NY 102,903102.9k $2.8m $2.8m 0.00% Added +7.1k +7,068
61 Alberta Investment Management Corp 0.02% of their portfolio EDMONTON, A0 101,082101.1k $2.8m $2.8m 0.02% Added +26.9k +26,875
62 Walleye Capital LLC 0.06% of their portfolio NEW YORK, NY 96,01396.0k $2.6m $2.6m 0.06% New
63 Cinctive Capital Management LP 0.13% of their portfolio New York, NY 94,34194.3k $2.6m $2.6m 0.13% Added +9.0k +8,997
64 MACQUARIE GROUP LTD 0.00% of their portfolio Sydney, NSW 2000, C3 92,78092.8k $2.5m $2.5m 0.00% Reduced -60.6k -60,601
65 BLAIR WILLIAM & CO/IL 0.01% of their portfolio CHICAGO, IL 82,89082.9k $2.3m $2.3m 0.01% Reduced -2.4k -2,400
66 FIL Ltd 0.00% of their portfolio HAMILTON, D0 80,73080.7k $2.2m $2.2m 0.00% Unchanged
67 Hudson Bay Capital Management LP 0.03% of their portfolio STAMFORD, CT 80,70080.7k $2.2m $2.2m 0.03% Reduced -108.0k -108,046
68 Cubist Systematic Strategies, LLC 0.02% of their portfolio STAMFORD, CT 70,94970.9k $1.9m $1.9m 0.02% Added +61.1k +61,084
69 CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.00% of their portfolio WEST SACRAMENTO, CA 68,69868.7k $1.9m $1.9m 0.00% Added +3.5k +3,534
70 BOOTHBAY FUND MANAGEMENT, LLC 0.05% of their portfolio NEW YORK, NY 61,45861.5k $1.7m $1.7m 0.05% Added +15.6k +15,596
71 Platform Technology Partners 0.85% of their portfolio NEW YORK, NY 60,00060.0k $1.6m $1.6m 0.85% Unchanged
72 RHUMBLINE ADVISERS 0.00% of their portfolio BOSTON, MA 59,51459.5k $1.6m $1.6m 0.00% Added +4.3k +4,309
73 STRS OHIO 0.01% of their portfolio COLUMBUS, OH 58,30458.3k $1.6m $1.6m 0.01% Added +21.8k +21,812
74 NEW YORK STATE COMMON RETIREMENT FUND 0.00% of their portfolio ALBANY, NY 55,39355.4k $1.5m $1.5m 0.00% Reduced -374 -374
75 Bullseye Asset Management LLC 0.81% of their portfolio DENVER, CO 54,80354.8k $1.5m $1.5m 0.81% Unchanged
76 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 52,56052.6k $1.4m $1.4m 0.00% Reduced -2.5k -2,512
77 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 51,78051.8k $1.4m $1.4m 0.00% Reduced -362.9k -362,875
78 Legal & General Group Plc 0.00% of their portfolio London, X0 48,86248.9k $1.3m $1.3m 0.00% Added +5.9k +5,943
79 Man Group plc 0.00% of their portfolio LONDON, X0 42,40342.4k $1.2m $1.2m 0.00% Added +439 +439
80 CREDIT SUISSE AG/ 0.00% of their portfolio ZURICH, V8 42,07942.1k $1.1m $1.1m 0.00% Reduced -1.3k -1,318
81 PANAGORA ASSET MANAGEMENT INC 0.01% of their portfolio BOSTON, MA 41,31641.3k $1.1m $1.1m 0.01% Reduced -27.3k -27,272
82 Engineers Gate Manager LP 0.06% of their portfolio NEW YORK, NY 38,33738.3k $1.0m $1.0m 0.06% Added +1.4k +1,418
83 BRANT POINT INVESTMENT MANAGEMENT LLC 0.29% of their portfolio New York, NY 37,29437.3k $1.0m $1.0m 0.29% Added +18.8k +18,794
84 WESBANCO BANK INC 0.04% of their portfolio WHEELING, WV 35,61535.6k $973.0k $973.0k 0.04% Not comparable
85 Aquatic Capital Management LLC 0.07% of their portfolio CHICAGO, IL 33,10033.1k $906.0k $906.0k 0.07% New
86 PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 0.00% of their portfolio COLUMBUS, OH 31,88031.9k $871.0k $871.0k 0.00% Added +4.2k +4,189
87 CenterBook Partners LP 0.13% of their portfolio GREENWICH, CT 28,24628.2k $771.4k $771.4k 0.13% Added +11.4k +11,374
88 Treasurer of the State of North Carolina 0.00% of their portfolio RALEIGH, NC 27,00027.0k $737.0k $737.0k 0.00% Added +3.4k +3,350
89 Cetera Investment Advisers 0.01% of their portfolio SCHAUMBURG, IL 26,39326.4k $720.8k $720.8k 0.01% Unchanged
90 Ghisallo Capital Management LLC 0.12% of their portfolio BOSTON, MA 25,00025.0k $682.8k $682.8k 0.12% Unchanged
91 Renaissance Capital LLC 0.49% of their portfolio Stamford, CT 22,78222.8k $622.2k $622.2k 0.49% Added +1.9k +1,899
92 Ensign Peak Advisors, Inc 0.00% of their portfolio SALT LAKE CITY, UT 21,60021.6k $589.9k $589.9k 0.00% Added +15.3k +15,300
93 Petrus Trust Company, LTA 0.07% of their portfolio Dallas, TX 20,67520.7k $564.6k $564.6k 0.07% New
94 Cipher Capital LP 0.11% of their portfolio New York, NY 20,59720.6k $562.5k $562.5k 0.11% Reduced -5.4k -5,432
95 ExodusPoint Capital Management, LP 0.01% of their portfolio NEW YORK, NY 18,00418.0k $492.0k $492.0k 0.01% New
96 Harbour Capital Advisors, LLC 0.16% of their portfolio TYSONS CORNER, VA 17,32317.3k $475.7k $475.7k 0.16% Added +143 +143
97 CNA FINANCIAL CORP 0.29% of their portfolio CHICAGO, IL 17,21217.2k $470.1k $470.1k 0.29% Reduced -41.5k -41,544
98 Yorktown Management & Research Co Inc 0.53% of their portfolio Forest, VA 16,00016.0k $437.0k $437.0k 0.53% New
99 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 15,68615.7k $428.0k $428.0k 0.00% Reduced -40.2k -40,238
100 Balyasny Asset Management L.P. 0.00% of their portfolio Chicago, IL 14,90714.9k $407.1k $407.1k 0.00% Reduced -3.3k -3,316