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Artivion

135 hedge funds and large institutions have $453M invested in Artivion in 2023 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 38 increasing their positions, 50 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,050% more call options, than puts

Call options by funds: $230K | Put options by funds: $20K

12% more capital invested

Capital invested by funds: $404M → $453M (+$49M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.76% less ownership

Funds ownership: 86.04%85.28% (-0.76%)

3% less funds holding

Funds holding: 139135 (-4)

13% less first-time investments, than exits

New positions opened: 13 | Existing positions closed: 15

24% less repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 50

Holders
135
Holders Change
-4
Holders Change %
-2.88%
% of All Funds
2.15%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
13
Increased
38
Reduced
50
Closed
15
Calls
$230K
Puts
$20K
Net Calls
+$210K
Net Calls Change
-$190K
Name Holding Trade Value Shares
Change
Change in
Stake
Invesco
26
Invesco
Georgia
$2.97M -$65.9K -5,159 -2%
UBS Group
27
UBS Group
Switzerland
$2.27M -$73.9K -5,781 -3%
Victory Capital Management
28
Victory Capital Management
Texas
$2.17M -$634K -49,637 -23%
CIS
29
Connors Investor Services
Pennsylvania
$2.1M +$447K +34,977 +28%
RhumbLine Advisers
30
RhumbLine Advisers
Massachusetts
$1.63M +$74.7K +5,843 +5%
Legal & General Group
31
Legal & General Group
United Kingdom
$1.3M -$13.9K -1,085 -1%
New York State Teachers Retirement System (NYSTRS)
32
New York State Teachers Retirement System (NYSTRS)
New York
$1.14M -$8.94K -700 -0.8%
Swiss National Bank
33
Swiss National Bank
Switzerland
$1.14M -$132K -10,300 -11%
Fidelity Investments
34
Fidelity Investments
Massachusetts
$981K +$1.41K +110 +0.1%
Public Sector Pension Investment Board (PSP Investments)
35
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$929K -$37.9K -2,970 -4%
PCM
36
Penn Capital Management
Pennsylvania
$715K +$697K +54,580 New
D.E. Shaw & Co
37
D.E. Shaw & Co
New York
$696K +$77.6K +6,070 +13%
CS
38
Credit Suisse
Switzerland
$672K +$7.69K +602 +1%
California State Teachers Retirement System (CalSTRS)
39
California State Teachers Retirement System (CalSTRS)
California
$654K -$8.5K -665 -1%
UBS AM
40
UBS AM
Illinois
$567K +$47.1K +3,690 +9%
EGM
41
Engineers Gate Manager
New York
$561K +$128K +10,057 +31%
COPPSERS
42
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$559K -$5.88K -460 -1%
Marshall Wace
43
Marshall Wace
United Kingdom
$537K +$523K +40,955 New
Citadel Advisors
44
Citadel Advisors
Florida
$536K -$1.82M -142,633 -78%
AllianceBernstein
45
AllianceBernstein
Tennessee
$526K -$76K -5,952 -13%
Thrivent Financial for Lutherans
46
Thrivent Financial for Lutherans
Minnesota
$524K -$17.9K -1,400 -3%
Prudential Financial
47
Prudential Financial
New Jersey
$508K -$17.9K -1,400 -3%
NYLIM
48
New York Life Investment Management
New York
$499K +$487K +38,129 New
Canada Life
49
Canada Life
Manitoba, Canada
$483K -$54.2K -4,241 -10%
T. Rowe Price Associates
50
T. Rowe Price Associates
Maryland
$471K +$79.8K +6,247 +21%

AORT Hedge Fund Activity: Q1 2023 in Review

135 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Artivion (AORT) for Q1 2023, worth a combined $453M — up 12% from $404M a quarter earlier.

Sellers outnumbered buyers: 15 funds closed out of AORT and 13 opened new positions — a net loss of 2 holders — while 50 trimmed existing stakes and 38 added.

The largest buyer was Wellington Management Group, adding an estimated $1.55M. The largest seller was Millennium Management, cutting an estimated $3.2M.

  • 135 institutional investors held Artivion (AORT) as of Q1 2023, down from 139 in Q4 2022.
  • Funds reported $453M of Artivion stock for Q1 2023, up 12% quarter-over-quarter.
  • 13 funds opened new Artivion positions in Q1 2023 and 15 closed out, a net change of -2 holders.
  • The largest Artivion buyer in Q1 2023 was Wellington Management Group, an estimated $1.55M added.
  • The largest Artivion seller in Q1 2023 was Millennium Management, an estimated $3.2M sold.

Based on aggregated 13F filings for Q1 2023.