KA
ATHN

Kaizen Advisory’s Athenahealth, Inc. ATHN Stock Holding History

Kaizen Advisory’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
2018
Q4 		$731K Sell
5,541
-1,091
-16% -$140K 0.51% 49
2018
Q3 		$886K Buy
+6,632
New +$994K 0.46% 105

Other funds holding ATHN

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
PCM
Pentwater Capital Management Naples, Florida $19.3B AUM 58.13% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
AA
AQR Arbitrage Greenwich, Connecticut $6.09B AUM 27.01% 1-Year Est. Return

Kaizen Advisory's ATHN Position: Q4 2018 in Review

Kaizen Advisory reduced its Athenahealth, Inc. (ATHN) stake by 16% in Q4 2018, selling an estimated $140K and leaving 5,541 shares worth $731K. The position accounts for 0.51% of the portfolio, ranked #49.

Kaizen Advisory first reported a position in ATHN in Q3 2018 and has held it in 2 quarters since. The position peaked at $886K in Q3 2018. 263 funds tracked by Wall St. Rank hold ATHN as of Q4 2018.

  • Kaizen Advisory held 5,541 shares of Athenahealth, Inc. worth $731K as of Q4 2018.
  • Kaizen Advisory sold 1,091 Athenahealth, Inc. shares in Q4 2018, an estimated $140K.
  • Athenahealth, Inc. made up 0.51% of Kaizen Advisory's portfolio in Q4 2018, its #49 holding.
  • Kaizen Advisory first reported a position in Athenahealth, Inc. in Q3 2018 and has held it in 2 quarters since.
  • Kaizen Advisory's Athenahealth, Inc. position peaked at $886K in Q3 2018.
  • 263 funds tracked by Wall St. Rank held Athenahealth, Inc. as of Q4 2018.

Based on Kaizen Advisory's 13F filing for Q4 2018, filed 15 Feb 2019.