AFYA LTD AFYA
CL A COM · Common Stock · CUSIP G01125106
- IndustryServices-Educational Services
- 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 ($625.1k this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $14.03. Options: 2 managers hold calls ($23.9k notional), 2 hold puts ($70.2k).
Trends to Q2 2023
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 62 |
| Q4 2022 | 73 |
| Q1 2023 | 73 |
| Q2 2023 | 61 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q4 2022 | 42 | 30 |
| Q1 2023 | 40 | 39 |
| Q2 2023 | 20 | 52 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q3 2022 | $1.0k | $0 | 0.00 |
| Q4 2022 | $96.8k | $0 | 0.00 |
| Q1 2023 | $81.5k | $290.8k | 3.57 |
| Q2 2023 | $23.9k | $70.2k | 2.94 |
Biggest buyers
| Sagil Capital LLP | New | +670.9k |
| SPX Gestao de Recursos Ltda | New | +307.4k |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | Added | +162.6k |
| Ninety One UK Ltd | New | +43.2k |
| STATE STREET CORP | Added | +42.3k |
| BANK OF MONTREAL /CAN/ | New | +37.0k |
| RENAISSANCE GROUP LLC | Added | +27.5k |
| GOLDMAN SACHS GROUP INC | New | +27.0k |
| Campbell & CO Investment Adviser LLC | New | +26.5k |
| BANK OF AMERICA CORP /DE/ | Added | +23.4k |
Biggest sellers
| AMERIPRISE FINANCIAL INC | Sold out | -940.5k |
| FMR LLC | Reduced | -806.2k |
| DekaBank Deutsche Girozentrale | Reduced | -324.4k |
| MILLENNIUM MANAGEMENT LLC | Reduced | -305.3k |
| Russell Investments Group, Ltd. | Sold out | -286.4k |
| BAMCO INC /NY/ | Reduced | -253.2k |
| MARSHALL WACE, LLP | Reduced | -227.1k |
| Perpetual Ltd | Reduced | -198.6k |
| CITADEL ADVISORS LLC | Reduced | -190.7k |
| TimesSquare Capital Management, LLC | Sold out | -157.9k |
Biggest calls
| CITADEL ADVISORS LLC | Reduced | $23.9k1.7k shares |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | Unchanged | $00 shares |
Biggest puts
| CITADEL ADVISORS LLC | Added | $70.2k5.0k 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.
| Holder | Stake |
|---|---|
| Bertelsmann SE & Co. KGaA 13D · may seek influence -3.1 pts · filed 2026-06-16 | 72.3% |
| Doma Perpetual Capital Management LLC 13G · passive investor new · filed 2026-08-13 | 5.1% |
Insider purchases and sales in Q2 2023
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.
None reported in Q2 2023.
Holders, Q2 2023
| Manager | Shares | Change |
|---|---|---|
| BAMCO INC /NY/ 0.14% of their portfolio | 3.6m $50.9m | Reduced -253.2k |
| SOFTBANK GROUP CORP. 0.38% of their portfolio | 2.4m $34.2m | Unchanged |
| FMR LLC 0.00% of their portfolio | 1.7m $23.6m | Reduced -806.2k |
| Perpetual Ltd 0.11% of their portfolio | 907.1k $12.7m | Reduced -198.6k |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 0.00% of their portfolio | 882.3k $12.4m | Added +162.6k |
| Sagil Capital LLP 4.56% of their portfolio | 670.9k $9.4m | New |
| CREDIT SUISSE AG/ 0.01% of their portfolio | 653.1k $9.2m | Reduced -31.5k |
| MORGAN STANLEY 0.00% of their portfolio | 419.2k $5.9m | Reduced -41.7k |
| MILLENNIUM MANAGEMENT LLC 0.01% of their portfolio | 417.6k $5.9m | Reduced -305.3k |
| Arisaig Partners (Asia) Pte Ltd. 2.64% of their portfolio | 392.9k $5.5m | Reduced -53.7k |
| Amundi 0.00% of their portfolio | 361.2k $5.1m | Reduced -8.2k |
| DekaBank Deutsche Girozentrale 0.01% of their portfolio | 355.4k $4.8m | Reduced -324.4k |
| MARSHALL WACE, LLP 0.01% of their portfolio | 316.1k $4.4m | Reduced -227.1k |
| FIL Ltd 0.00% of their portfolio | 309.1k $4.3m | Reduced -21.5k |
| SPX Gestao de Recursos Ltda 0.21% of their portfolio | 307.4k $4.3m | New |
| STATE STREET CORP 0.00% of their portfolio | 148.2k $2.1m | Added +42.3k |
| RENAISSANCE GROUP LLC 0.08% of their portfolio | 136.7k $1.9m | Added +27.5k |
| RENAISSANCE TECHNOLOGIES LLC 0.00% of their portfolio | 135.5k $1.9m | Added +19.5k |
| D. E. Shaw & Co., Inc. 0.00% of their portfolio | 128.2k $1.8m | Reduced -78.7k |
| WELLINGTON MANAGEMENT GROUP LLP 0.00% of their portfolio | 125.3k $1.8m | Reduced -29.7k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 100.4k $1.4m | Added +23.4k |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 0.01% of their portfolio | 86.5k $1.2m | Unchanged |
| Invesco Ltd. 0.00% of their portfolio | 67.7k $950.7k | Reduced -156 |
| ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio | 58.8k $825.2k | Reduced -30.0k |
| CITADEL ADVISORS LLC 0.00% of their portfolio | 56.8k $797.2k | Reduced -190.7k |
| Lingohr Asset Management GmbH 2.02% of their portfolio | 56.4k $792.0k | Unchanged |
| NORTHERN TRUST CORP 0.00% of their portfolio | 46.2k $649.0k | Reduced -452 |
| Ninety One UK Ltd 0.00% of their portfolio | 43.2k $606.4k | New |
| COMPASS GROUP LLC 0.25% of their portfolio | 42.4k $595.5k | Unchanged |
| Engineers Gate Manager LP 0.02% of their portfolio | 38.2k $535.9k | Reduced -17.1k |
| BANK OF MONTREAL /CAN/ 0.00% of their portfolio | 37.0k $524.0k | New |
| Erste Asset Management GmbH 0.01% of their portfolio | 33.2k $461.7k | Unchanged |
| BlackRock Inc. 0.00% of their portfolio | 27.4k $384.5k | Reduced -25.1k |
| Dodge & Cox 0.00% of their portfolio | 27.3k $383.1k | Added +2.8k |
| Qube Research & Technologies Ltd 0.00% of their portfolio | 27.0k $379.7k | Reduced -49.2k |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 27.0k $378.5k | New |
| Campbell & CO Investment Adviser LLC 0.07% of their portfolio | 26.5k $371.9k | New |
| GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio | 26.1k $366.9k | Unchanged |
| OCCUDO QUANTITATIVE STRATEGIES LP 0.04% of their portfolio | 24.1k $338.8k | Reduced -8.4k |
| Bank of New York Mellon Corp 0.00% of their portfolio | 24.0k $337.4k | Unchanged |
| Vontobel Holding Ltd. 0.00% of their portfolio | 21.9k $307.7k | Reduced -5.8k |
| GSA CAPITAL PARTNERS LLP 0.03% of their portfolio | 21.7k $304.0k | Reduced -13.4k |
| VAN ECK ASSOCIATES CORP 0.00% of their portfolio | 18.1k $254.0k | Reduced -3.0k |
| IQ EQ FUND MANAGEMENT (IRELAND) Ltd 0.05% of their portfolio | 17.4k $244.6k | Reduced -1.2k |
| Ergoteles LLC 0.01% of their portfolio | 17.2k $241.6k | Reduced -2.3k |
| Lifestyle Asset Management, Inc. 0.13% of their portfolio | 15.6k $218.4k | New |
| State of Wyoming 0.06% of their portfolio | 15.1k $211.4k | Reduced -5.1k |
| LAZARD ASSET MANAGEMENT LLC 0.00% of their portfolio | 14.5k $203.0k | Added +14.3k |
| Penserra Capital Management LLC 0.00% of their portfolio | 13.9k $194.0k | Reduced -3.0k |
| Itau Unibanco Holding S.A. 0.01% of their portfolio | 13.1k $183.4k | New |
| Balyasny Asset Management L.P. 0.00% of their portfolio | 12.6k $177.4k | Reduced -18.6k |
| UBS Group AG 0.00% of their portfolio | 4.2k $58.9k | Added +1.4k |
| Daiwa Securities Group Inc. 0.00% of their portfolio | 3.1k $44.0k | Added +1.9k |
| EXCHANGE TRADED CONCEPTS, LLC 0.00% of their portfolio | 2.1k $29.6k | Added +27 |
| Legal & General Group Plc 0.00% of their portfolio | 1.2k $17.2k | Unchanged |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 200 $3.0k | Unchanged |
| OSAIC HOLDINGS, INC. 0.00% of their portfolio | 152 $2.1k | Unchanged |
| Bell Investment Advisors, Inc 0.00% of their portfolio | 148 $2.1k | New |
| Tower Research Capital LLC (TRC) 0.00% of their portfolio | 41 $576 | Reduced -7.9k |
| Blue Trust, Inc. 0.00% of their portfolio | 17 $0 | New |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0.00% of their portfolio | 0 $0 | Unchanged |