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Artivion

126 hedge funds and large institutions have $588M invested in Artivion in 2023 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 41 increasing their positions, 49 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

6,000% more call options, than puts

Call options by funds: $549K | Put options by funds: $9K

30% more capital invested

Capital invested by funds: $453M → $588M (+$135M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

1.56% less ownership

Funds ownership: 85.28%83.72% (-1.6%)

7% less funds holding

Funds holding: 135126 (-9)

16% less repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 49

60% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 15

Holders
126
Holders Change
-9
Holders Change %
-6.67%
% of All Funds
1.98%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
6
Increased
41
Reduced
49
Closed
15
Calls
$549K
Puts
$9K
Net Calls
+$540K
Net Calls Change
+$330K
Name Holding Trade Value Shares
Change
Change in
Stake
Invesco
26
Invesco
Georgia
$3.59M -$263K -17,828 -8%
Millennium Management
27
Millennium Management
New York
$3.53M -$2.44M -165,391 -45%
UBS Group
28
UBS Group
Switzerland
$3.24M +$225K +15,258 +9%
CIS
29
Connors Investor Services
Pennsylvania
$2.75M -$4.98K -338 -0.2%
Victory Capital Management
30
Victory Capital Management
Texas
$2.35M -$425K -28,884 -17%
RhumbLine Advisers
31
RhumbLine Advisers
Massachusetts
$2.24M +$85.9K +5,834 +5%
Legal & General Group
32
Legal & General Group
United Kingdom
$1.89M +$153K +10,414 +10%
D.E. Shaw & Co
33
D.E. Shaw & Co
New York
$1.64M +$620K +42,088 +79%
Citadel Advisors
34
Citadel Advisors
Florida
$1.59M +$759K +51,560 +126%
New York State Teachers Retirement System (NYSTRS)
35
New York State Teachers Retirement System (NYSTRS)
New York
$1.46M -$30.9K -2,100 -2%
Swiss National Bank
36
Swiss National Bank
Switzerland
$1.38M -$102K -6,900 -8%
Fidelity Investments
37
Fidelity Investments
Massachusetts
$1.3M +$9.81K +666 +0.9%
Public Sector Pension Investment Board (PSP Investments)
38
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$1.25M +$23.9K +1,625 +2%
CS
39
Credit Suisse
Switzerland
$927K +$39.4K +2,678 +5%
Prudential Financial
40
Prudential Financial
New Jersey
$860K +$166K +11,251 +29%
COPPSERS
41
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$794K +$51.6K +3,503 +8%
California State Teachers Retirement System (CalSTRS)
42
California State Teachers Retirement System (CalSTRS)
California
$782K -$65.3K -4,434 -9%
AllianceBernstein
43
AllianceBernstein
Tennessee
$696K +$4.34K +295 +0.7%
Thrivent Financial for Lutherans
44
Thrivent Financial for Lutherans
Minnesota
$672K -$12.7K -865 -2%
T. Rowe Price Associates
45
T. Rowe Price Associates
Maryland
$627K +$8.34K +566 +2%
TPSF
46
Texas Permanent School Fund
Texas
$612K -$2.84K -193 -0.5%
JP Morgan Chase
47
JP Morgan Chase
New York
$577K -$3.24K -220 -0.7%
UBS AM
48
UBS AM
Illinois
$567K
Canada Life
49
Canada Life
Manitoba, Canada
$564K -$60.6K -4,116 -11%
NYLIM
50
New York Life Investment Management
New York
$541K -$98.2K -6,668 -17%

AORT Hedge Fund Activity: Q2 2023 in Review

126 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Artivion (AORT) for Q2 2023, worth a combined $588M — up 30% from $453M a quarter earlier.

Sellers outnumbered buyers: 15 funds closed out of AORT and 6 opened new positions — a net loss of 9 holders — while 49 trimmed existing stakes and 41 added.

The largest buyer was Oberweis Asset Management, opening a new position worth an estimated $3.11M. The largest seller was Wasatch Advisors, cutting an estimated $7.42M.

  • 126 institutional investors held Artivion (AORT) as of Q2 2023, down from 135 in Q1 2023.
  • Funds reported $588M of Artivion stock for Q2 2023, up 30% quarter-over-quarter.
  • 6 funds opened new Artivion positions in Q2 2023 and 15 closed out, a net change of -9 holders.
  • The largest Artivion buyer in Q2 2023 was Oberweis Asset Management, an estimated $3.11M added.
  • The largest Artivion seller in Q2 2023 was Wasatch Advisors, an estimated $7.42M sold.

Based on aggregated 13F filings for Q2 2023.