EverPoint Asset Management’s Athenahealth, Inc. ATHN Stock Holding History

EverPoint Asset Management’s Portfolio ATHN Stock Details ATHN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q4	$33.4M	Buy	317,500 +112,500	+55%	+$12.1M	0.62%	37
2016 Q3	$25.9M	Buy	205,000 +55,000	+37%	+$7M	0.47%	55
2016 Q2	$20.7M	Buy	150,000 +20,000	+15%	+$2.65M	0.41%	62
2016 Q1	$18M	Buy	130,000 +105,954	+441%	+$14.5M	0.35%	67
2015 Q4	$3.87M	Sell	24,046 -30,954	-56%	-$4.78M	0.08%	286
2015 Q3	$7.33M	Sell	55,000 -35,000	-39%	-$4.57M	0.19%	161
2015 Q2	$10.3M	Buy	+90,000	New	+$10.8M	0.19%	164
2014 Q3	–	Sell	-125,000	Closed	-$15.6M	–	598
2014 Q2	$15.6M	Buy	+125,000	New	+$16.2M	0.32%	77

Other funds holding ATHN

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JHIU

Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

EverPoint Asset Management's ATHN Position: Q4 2016 in Review

EverPoint Asset Management increased its Athenahealth, Inc. (ATHN) stake by 55% in Q4 2016, buying an estimated $12.1M and bringing the position to 317,500 shares worth $33.4M. The position accounts for 0.62% of the portfolio, ranked #37.

EverPoint Asset Management first reported a position in ATHN in Q2 2014 and has held it in 8 quarters since. 240 funds tracked by Wall St. Rank hold ATHN as of Q4 2016.

EverPoint Asset Management held 317,500 shares of Athenahealth, Inc. worth $33.4M as of Q4 2016.
EverPoint Asset Management bought 112,500 Athenahealth, Inc. shares in Q4 2016, an estimated $12.1M.
Athenahealth, Inc. made up 0.62% of EverPoint Asset Management's portfolio in Q4 2016, its #37 holding.
EverPoint Asset Management first reported a position in Athenahealth, Inc. in Q2 2014 and has held it in 8 quarters since.
240 funds tracked by Wall St. Rank held Athenahealth, Inc. as of Q4 2016.

Based on EverPoint Asset Management's 13F filing for Q4 2016, filed 14 Feb 2017.