Vault-13

DRIVEN BRANDS HLDGS INC DRVN

COM · Common Stock · CUSIP 26210V102

172 institutional holders +10 vs Q2 2024
67,570,03567.6m shares reported held*
41.2% of all shares outstanding*
$965.1mreported value*
35 new 57 added 48 reduced 27 sold out net sold ≈ $6.0m (-503.2k 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 ($741.0k this quarter). Holder counts are more reliable. Shares outstanding: 164.1m as of 2024-11-04, 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 ≈ $14.28. Options: 6 managers hold calls ($2.0m notional), 4 hold puts ($379.2k).

Trends to Q3 2024

Institutional holders

Managers reporting a position, each quarter

0100200Q3 22: 159Q4 22: 154Q1 23: 162Q2 23: 157Q3 23: 176Q4 23: 184Q1 24: 170Q2 24: 162Q3 24: 172172Q3 22Q1 23Q3 23Q1 24Q3 24
Numbers
QuarterHolders
Q3 2022159
Q4 2022154
Q1 2023162
Q2 2023157
Q3 2023176
Q4 2023184
Q1 2024170
Q2 2024162
Q3 2024172

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
2000200Q4 22: 88 bought or addedQ4 22: 78 cut or sold outQ1 23: 89 bought or addedQ1 23: 68 cut or sold outQ1 23Q2 23: 90 bought or addedQ2 23: 78 cut or sold outQ3 23: 132 bought or addedQ3 23: 76 cut or sold outQ3 23Q4 23: 99 bought or addedQ4 23: 89 cut or sold outQ1 24: 103 bought or addedQ1 24: 96 cut or sold outQ1 24Q2 24: 95 bought or addedQ2 24: 89 cut or sold outQ3 24: 92 bought or addedQ3 24: 75 cut or sold outQ3 24
Numbers
QuarterBought or addedCut or sold out
Q4 20228878
Q1 20238968
Q2 20239078
Q3 202313276
Q4 20239989
Q1 202410396
Q2 20249589
Q3 20249275

Calls vs puts

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

CallsPuts
$0$1m$2m$3m$4mQ4 23 calls: $2.1mQ4 23 puts: $373.4kQ4 23P/C 0.18Q1 24 calls: $3.1mQ1 24 puts: $931.3kQ1 24P/C 0.30Q2 24 calls: $1.2mQ2 24 puts: $492.1kQ2 24P/C 0.42Q3 24 calls: $2.0mQ3 24 puts: $379.2kQ3 24P/C 0.19
Numbers
QuarterCallsPutsP/C
Q4 2023$2.1m$373.4k0.18
Q1 2024$3.1m$931.3k0.30
Q2 2024$1.2m$492.1k0.42
Q3 2024$2.0m$379.2k0.19

Biggest buyers

GOLDMAN SACHS GROUP INC Added +2,672,222+2.7m
SCOPIA CAPITAL MANAGEMENT LP New +1,183,623+1.2m
BAMCO INC /NY/ Added +500,000+500.0k
Interval Partners, LP Added +493,157+493.2k
MILLENNIUM MANAGEMENT LLC Added +474,624+474.6k
HG Vora Capital Management, LLC Added +350,000+350.0k
DIMENSIONAL FUND ADVISORS LP Added +344,670+344.7k
PRELUDE CAPITAL MANAGEMENT, LLC Added +287,337+287.3k
NORTHERN TRUST CORP Added +252,207+252.2k
Ewing Morris & Co. Investment Partners Ltd. New +179,399+179.4k

Biggest sellers

DEUTSCHE BANK AG\ Reduced -1,451,742-1.5m
JPMORGAN CHASE & CO Reduced -1,335,812-1.3m
AQR CAPITAL MANAGEMENT LLC Reduced -835,904-835.9k
NORGES BANK Reduced -680,610-680.6k
ALGERT GLOBAL LLC Reduced -585,513-585.5k
D. E. Shaw & Co., Inc. Reduced -469,784-469.8k
Tensile Capital Management LP Sold out -450,000-450.0k
MARSHALL WACE, LLP Reduced -383,873-383.9k
BANK OF AMERICA CORP /DE/ Reduced -265,156-265.2k
BANK OF NOVA SCOTIA Sold out -233,824-233.8k

Biggest calls

SUSQUEHANNA INTERNATIONAL GROUP, LLP Added $923.3k64.7k shares
CITADEL ADVISORS LLC Added $405.3k28.4k shares
SIMPLEX TRADING, LLC Added $322.0k22.6k shares
GROUP ONE TRADING LLC Added $188.4k13.2k shares
Lombard Odier Asset Management (USA) Corp New $142.7k10.0k shares
CONCOURSE FINANCIAL GROUP SECURITIES, INC. Unchanged $00 shares

Biggest puts

SUSQUEHANNA INTERNATIONAL GROUP, LLP Added $254.0k17.8k shares
CITADEL ADVISORS LLC Reduced $124.1k8.7k shares
SIMPLEX TRADING, LLC Reduced $1.0k100 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 Q3 2024

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
202Q4 22: 0 buyingQ4 22: 0 sellingQ1 23: 0 buyingQ1 23: 0 sellingQ1 23Q2 23: 2 buyingQ2 23: 0 sellingQ3 23: 0 buyingQ3 23: 0 sellingQ3 23Q4 23: 0 buyingQ4 23: 0 sellingQ1 24: 0 buyingQ1 24: 0 sellingQ1 24Q2 24: 0 buyingQ2 24: 0 sellingQ3 24: 0 buyingQ3 24: 0 sellingQ3 24
Numbers
QuarterBuyingBoughtSellingSoldSold under a plan
Q4 20220—0——
Q1 20230—0——
Q2 20232$1.1m0——
Q3 20230—0——
Q4 20230—0——
Q1 20240—0——
Q2 20240—0——
Q3 20240—0——

None reported in Q3 2024.

Holders, Q3 2024

#ManagerLocationShares Value% of their portfolioChangeShares change
1 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 8,610,1928.6m $122.9m $122.9m 0.00% Reduced -1.3m -1,335,812
2 HG Vora Capital Management, LLC 7.89% of their portfolio NEW YORK, NY 7,550,0007.5m $107.7m $107.7m 7.89% Added +350.0k +350,000
3 VANGUARD GROUP INC 0.00% of their portfolio Valley Forge, PA 5,676,9995.7m $81.0m $81.0m 0.00% Added +20.9k +20,881
4 North Peak Capital Management, LLC 10.63% of their portfolio NEW YORK, NY 5,299,0005.3m $75.6m $75.6m 10.63% Added +95.5k +95,529
5 BlackRock, Inc. 0.00% of their portfolio New York, NY 4,718,5904.7m $67.3m $67.3m 0.00% First filing
6 MILLENNIUM MANAGEMENT LLC 0.05% of their portfolio NEW YORK, NY 4,128,4144.1m $58.9m $58.9m 0.05% Added +474.6k +474,624
7 GOLDMAN SACHS GROUP INC 0.01% of their portfolio NEW YORK, NY 3,724,3313.7m $53.1m $53.1m 0.01% Added +2.7m +2,672,222
8 BAMCO INC /NY/ 0.13% of their portfolio NEW YORK, NY 3,500,0003.5m $49.9m $49.9m 0.13% Added +500.0k +500,000
9 JANUS HENDERSON GROUP PLC 0.02% of their portfolio LONDON, X0 3,164,7863.2m $45.2m $45.2m 0.02% Reduced -117.2k -117,161
10 FMR LLC 0.00% of their portfolio BOSTON, MA 2,586,1132.6m $36.9m $36.9m 0.00% Reduced -16.0k -15,979
11 GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio BOSTON, MA 1,511,2301.5m $21.6m $21.6m 0.00% Added +19.7k +19,681
12 One Fin Capital Management LP 8.09% of their portfolio San Francisco, CA 1,500,0001.5m $21.4m $21.4m 8.09% Added +100.0k +100,000
13 STATE STREET CORP 0.00% of their portfolio BOSTON, MA 1,424,3321.4m $20.3m $20.3m 0.00% Added +30.9k +30,852
14 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 1,251,6681.3m $17.9m $17.9m 0.00% Added +150.2k +150,205
15 SCOPIA CAPITAL MANAGEMENT LP 3.49% of their portfolio NEW YORK, NY 1,183,6231.2m $16.9m $16.9m 3.49% New
16 J. Goldman & Co LP 0.71% of their portfolio NEW YORK, NY 1,143,7781.1m $16.3m $16.3m 0.71% Reduced -103.5k -103,545
17 GRIZZLYROCK CAPITAL, LLC 10.77% of their portfolio CHICAGO, IL 875,291875.3k $12.5m $12.5m 10.77% Reduced -14.8k -14,763
18 DIMENSIONAL FUND ADVISORS LP 0.00% of their portfolio AUSTIN, TX 769,351769.4k $11.0m $11.0m 0.00% Added +344.7k +344,670
19 Interval Partners, LP 0.25% of their portfolio NEW YORK, NY 620,898620.9k $8.9m $8.9m 0.25% Added +493.2k +493,157
20 NORTHERN TRUST CORP 0.00% of their portfolio CHICAGO, IL 540,256540.3k $7.7m $7.7m 0.00% Added +252.2k +252,207
21 D. E. Shaw & Co., Inc. 0.01% of their portfolio New York, NY 503,339503.3k $7.2m $7.2m 0.01% Reduced -469.8k -469,784
22 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio SAN FRANCISCO, CA 492,011492.0k $7.0m $7.0m 0.00% Added +125 +125
23 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 468,349468.3k $6.7m $6.7m 0.00% Reduced -265.2k -265,156
24 PRELUDE CAPITAL MANAGEMENT, LLC 0.33% of their portfolio NEW YORK, NY 297,454297.5k $4.2m $4.2m 0.33% Added +287.3k +287,337
25 CastleKnight Management LP 0.44% of their portfolio New York, NY 262,600262.6k $3.7m $3.7m 0.44% Unchanged
26 BOOTHBAY FUND MANAGEMENT, LLC 0.11% of their portfolio NEW YORK, NY 256,801256.8k $3.7m $3.7m 0.11% Added +116.5k +116,470
27 KESTREL INVESTMENT MANAGEMENT CORP 1.84% of their portfolio SAN MATEO, CA 228,600228.6k $3.2m $3.2m 1.84% Added +15.0k +15,000
28 MARSHALL WACE, LLP 0.00% of their portfolio LONDON, X0 228,563228.6k $3.3m $3.3m 0.00% Reduced -383.9k -383,873
29 Edgestream Partners, L.P. 0.14% of their portfolio Princeton, NJ 222,525222.5k $3.2m $3.2m 0.14% Added +158.4k +158,412
30 BARCLAYS PLC 0.00% of their portfolio LONDON, X0 205,068205.1k $2.9m $2.9m 0.00% Added +54.3k +54,277
31 Squarepoint Ops LLC 0.01% of their portfolio NEW YORK, NY 204,397204.4k $2.9m $2.9m 0.01% Reduced -36.9k -36,909
32 STIFEL FINANCIAL CORP 0.00% of their portfolio ST. LOUIS, MO 193,021193.0k $2.8m $2.8m 0.00% Added +13.5k +13,510
33 Nuveen Asset Management, LLC 0.00% of their portfolio CHICAGO, IL 180,457180.5k $2.6m $2.6m 0.00% Unchanged
34 Ewing Morris & Co. Investment Partners Ltd. 1.67% of their portfolio TORONTO, Z4 179,399179.4k $3.5m $3.5m 1.67% New
35 Bank of New York Mellon Corp 0.00% of their portfolio NEW YORK, NY 176,290176.3k $2.5m $2.5m 0.00% Reduced -56.8k -56,750
36 DEUTSCHE BANK AG\ 0.00% of their portfolio FRANKFURT AM MAIN, 2M 159,995160.0k $2.3m $2.3m 0.00% Reduced -1.5m -1,451,742
37 TUDOR INVESTMENT CORP ET AL 0.02% of their portfolio STAMFORD, CT 146,524146.5k $2.1m $2.1m 0.02% Added +97.5k +97,535
38 Gotham Asset Management, LLC 0.02% of their portfolio NEW YORK, NY 132,683132.7k $1.9m $1.9m 0.02% Added +35.8k +35,799
39 Swiss National Bank 0.00% of their portfolio ZURICH, V8 129,400129.4k $1.8m $1.8m 0.00% Unchanged
40 Invesco Ltd. 0.00% of their portfolio ATLANTA, GA 124,840124.8k $1.8m $1.8m 0.00% Added +785 +785
41 Cinctive Capital Management LP 0.10% of their portfolio New York, NY 119,099119.1k $1.7m $1.7m 0.10% Added +25.5k +25,473
42 NORGES BANK 0.00% of their portfolio OSLO, Q8 107,900107.9k $1.5m $1.5m 0.00% Reduced -680.6k -680,610
43 Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio FAIRFIELD, IA 101,761101.8k $1.5m $1.5m 0.00% Added +2.5k +2,479
44 Millrace Asset Group, Inc. 1.44% of their portfolio BERWYN, PA 99,52199.5k $1.4m $1.4m 1.44% New
45 AQR CAPITAL MANAGEMENT LLC 0.00% of their portfolio Greenwich, CT 93,16993.2k $1.3m $1.3m 0.00% Reduced -835.9k -835,904
46 UBS Group AG 0.00% of their portfolio ZURICH, V8 90,67890.7k $1.3m $1.3m 0.00% Reduced -17.5k -17,505
47 UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio NEW YORK, NY 89,40389.4k $1.3m $1.3m 0.00% Reduced -22.0k -22,016
48 ALGERT GLOBAL LLC 0.03% of their portfolio SAN FRANCISCO, CA 89,39089.4k $1.3m $1.3m 0.03% Reduced -585.5k -585,513
49 RHUMBLINE ADVISERS 0.00% of their portfolio BOSTON, MA 83,59183.6k $1.2m $1.2m 0.00% Added +516 +516
50 Mariner, LLC 0.00% of their portfolio Overland Park, KS 82,63382.6k $1.2m $1.2m 0.00% Added +40.1k +40,106
51 LANDSCAPE CAPITAL MANAGEMENT, L.L.C. 0.11% of their portfolio Englewood, NJ 76,88776.9k $1.1m $1.1m 0.11% Reduced -132.6k -132,609
52 SEI INVESTMENTS CO 0.00% of their portfolio OAKS, PA 75,36375.4k $1.1m $1.1m 0.00% Reduced -2.9k -2,877
53 FIRST TRUST ADVISORS LP 0.00% of their portfolio Wheaton, IL 74,50974.5k $1.1m $1.1m 0.00% Reduced -105.2k -105,169
54 ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio NASHVILLE, TN 72,53172.5k $1.0m $1.0m 0.00% Reduced -3.2k -3,200
55 Quantinno Capital Management LP 0.01% of their portfolio NEW YORK, NY 69,77069.8k $995.6k $995.6k 0.01% Added +28.6k +28,574
56 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 69,17869.2k $987.2k $987.2k 0.00% Reduced -111.9k -111,892
57 AMERICAN CENTURY COMPANIES INC 0.00% of their portfolio KANSAS CITY, MO 65,89765.9k $940.4k $940.4k 0.00% Added +37.1k +37,149
58 Legal & General Group Plc 0.00% of their portfolio London, X0 65,62465.6k $936.5k $936.5k 0.00% Added +1.8k +1,755
59 Alaska Permanent Fund Corp 0.01% of their portfolio JUNEAU, AK 62,26662.3k $888.5k $888.5k 0.01% Unchanged
60 CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.00% of their portfolio WEST SACRAMENTO, CA 61,63761.6k $879.6k $879.6k 0.00% Reduced -1.9k -1,926
61 Russell Investments Group, Ltd. 0.00% of their portfolio Seattle, WA 59,87259.9k $854.4k $854.4k 0.00% Reduced -105.5k -105,536
62 Diametric Capital, LP 0.36% of their portfolio BOSTON, MA 50,83850.8k $725.5k $725.5k 0.36% Added +24.0k +23,980
63 Cresset Asset Management, LLC 0.00% of their portfolio Chicago, IL 50,75750.8k $724.3k $724.3k 0.00% Added +10.8k +10,833
64 Platform Technology Partners 0.22% of their portfolio NEW YORK, NY 50,00050.0k $713.5k $713.5k 0.22% Unchanged
65 GSA CAPITAL PARTNERS LLP 0.05% of their portfolio LONDON, X0 48,85848.9k $697.0k $697.0k 0.05% New
66 Campbell & CO Investment Adviser LLC 0.05% of their portfolio BALTIMORE, MD 48,48948.5k $691.9k $691.9k 0.05% Added +26.0k +26,039
67 Ensign Peak Advisors, Inc 0.00% of their portfolio SALT LAKE CITY, UT 47,45647.5k $677.2k $677.2k 0.00% Unchanged
68 CITIGROUP INC 0.00% of their portfolio NEW YORK, NY 43,67943.7k $623.3k $623.3k 0.00% Added +28.2k +28,152
69 MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.00% of their portfolio Toronto, A6 38,04838.0k $542.9k $542.9k 0.00% Reduced -562 -562
70 Wedmont Private Capital 0.03% of their portfolio WEST CHESTER, PA 38,04738.0k $536.8k $536.8k 0.03% Added +834 +834
71 Trexquant Investment LP 0.01% of their portfolio STAMFORD, CT 35,83235.8k $511.3k $511.3k 0.01% Reduced -153.0k -153,031
72 MetLife Investment Management, LLC 0.00% of their portfolio Whippany, NJ 35,15835.2k $501.7k $501.7k 0.00% Added +19.8k +19,810
73 West Tower Group, LLC 1.06% of their portfolio RICHMOND, VA 34,67134.7k $494.8k $494.8k 1.06% Unchanged
74 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 33,18133.2k $473.5k $473.5k 0.00% Added +528 +528
75 Creative Planning 0.00% of their portfolio OVERLAND PARK, KS 33,14833.1k $473.0k $473.0k 0.00% Added +2.8k +2,754
76 MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% of their portfolio CAUSEWAY BAY, K3 33,02533.0k $471.3k $471.3k 0.00% New
77 Corebridge Financial, Inc. 0.00% of their portfolio HOUSTON, TX 32,04032.0k $457.2k $457.2k 0.00% Reduced -197 -197
78 BANK OF MONTREAL /CAN/ 0.00% of their portfolio TORONTO, A6 30,27430.3k $433.2k $433.2k 0.00% Reduced -1.6k -1,647
79 HighTower Advisors, LLC 0.00% of their portfolio CHICAGO, IL 29,16129.2k $414.0k $414.0k 0.00% Added +1.6k +1,617
80 Verition Fund Management LLC 0.00% of their portfolio GREENWICH, CT 28,61428.6k $408.3k $408.3k 0.00% Reduced -211.8k -211,768
81 STATE OF WISCONSIN INVESTMENT BOARD 0.00% of their portfolio MADISON, WI 28,47328.5k $406.3k $406.3k 0.00% Reduced -9.5k -9,516
82 PEAK6 Investments LLC 0.02% of their portfolio CHICAGO, IL 27,90927.9k $398.3k $398.3k 0.02% New
83 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 25,81325.8k $368.4k $368.4k 0.00% Reduced -1.2k -1,152
84 Harvey Partners, LLC 0.04% of their portfolio Tarrytown, NY 25,00025.0k $356.8k $356.8k 0.04% New
85 AlphaQuest LLC 0.03% of their portfolio New York, NY 23,81423.8k $339.8k $339.8k 0.03% Reduced -4.2k -4,187
86 Schonfeld Strategic Advisors LLC 0.00% of their portfolio NEW YORK, NY 22,70122.7k $323.9k $323.9k 0.00% Reduced -21.4k -21,412
87 Versor Investments LP 0.05% of their portfolio New York, NY 21,20021.2k $302.5k $302.5k 0.05% New
88 Lombard Odier Asset Management (USA) Corp 0.11% of their portfolio New York, NY 20,11020.1k $287.0k $287.0k 0.11% Reduced -5.0k -5,000
89 PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio BALTIMORE, MD 19,80819.8k $283.0k $283.0k 0.00% Added +727 +727
90 VOYA INVESTMENT MANAGEMENT LLC 0.00% of their portfolio ATLANTA, GA 19,66019.7k $280.5k $280.5k 0.00% Reduced -339 -339
91 Handelsbanken Fonder AB 0.00% of their portfolio STOCKHOLM, V7 19,50019.5k $278.0k $278.0k 0.00% Added +2.8k +2,800
92 Vident Advisory, LLC 0.01% of their portfolio Alpharetta, GA 19,06519.1k $272.1k $272.1k 0.01% New
93 ARIZONA STATE RETIREMENT SYSTEM 0.00% of their portfolio PHOENIX, AZ 18,89918.9k $269.7k $269.7k 0.00% Added +537 +537
94 Engineers Gate Manager LP 0.01% of their portfolio NEW YORK, NY 18,84118.8k $268.9k $268.9k 0.01% New
95 STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM 0.00% of their portfolio TALLAHASSEE, FL 17,93817.9k $256.0k $256.0k 0.00% Added +47 +47
96 INTECH INVESTMENT MANAGEMENT LLC 0.00% of their portfolio WEST PALM BEACH, FL 17,18517.2k $245.2k $245.2k 0.00% New
97 Orion Porfolio Solutions, LLC 0.00% of their portfolio OMAHA, NE 16,39816.4k $234.0k $234.0k 0.00% Added +5.8k +5,815
98 Orion Portfolio Solutions, LLC 0.00% of their portfolio Omaha, NE 16,39816.4k $234.0k $234.0k 0.00% Added +5.8k +5,815
99 Savant Capital, LLC 0.00% of their portfolio ROCKFORD, IL 16,37016.4k $233.6k $233.6k 0.00% Added +3.2k +3,223
100 HSBC HOLDINGS PLC 0.00% of their portfolio LONDON, X0 15,75015.8k $224.3k $224.3k 0.00% Reduced -1.0k -1,023