Artivion
AORT
141 hedge funds and large institutions have $653M invested in Artivion in 2023 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 42 increasing their positions, 55 reducing their positions, and 15 closing their positions.
27% more capital invested
Capital invested by funds: $516M → $653M (+$137M)
6.03% more ownership
Funds ownership: 82.9% → 88.93% (+6%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
1% less funds holding
Funds holding: 142 → 141 (-1)
7% less first-time investments, than exits
New positions opened: 14 | Existing positions closed: 15
24% less repeat investments, than reductions
Existing positions increased: 42 | Existing positions reduced: 55
30% less call options, than puts
Call options by funds: $330K | Put options by funds: $473K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$38M |
| 2 |
BlackRock
New York
|
+$1.9M |
| 3 |
RA
Royce & Associates
New York
|
+$1.5M |
| 4 |
Millennium Management
New York
|
+$1.42M |
| 5 |
Dimensional Fund Advisors
Austin,
Texas
|
+$1.25M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PCM
Penn Capital Management
Philadelphia,
Pennsylvania
|
-$3.75M |
| 2 |
KCM
Kennedy Capital Management
St Louis,
Missouri
|
-$2.49M |
| 3 |
GKIM
GW&K Investment Management
Boston,
Massachusetts
|
-$1.54M |
| 4 |
EIM
Essex Investment Management
Boston,
Massachusetts
|
-$1.03M |
| 5 |
GCP
GSA Capital Partners
London,
United Kingdom
|
-$762K |
AORT Hedge Fund Activity: Q4 2023 in Review
141 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Artivion (AORT) for Q4 2023, worth a combined $653M — up 27% from $516M a quarter earlier.
Sellers outnumbered buyers: 15 funds closed out of AORT and 14 opened new positions — a net loss of 1 holder — while 55 trimmed existing stakes and 42 added.
The largest buyer was Morgan Stanley, adding an estimated $38M. The largest seller was Penn Capital Management, exiting entirely with an estimated $3.75M sold.
- 141 institutional investors held Artivion (AORT) as of Q4 2023, down from 142 in Q3 2023.
- Funds reported $653M of Artivion stock for Q4 2023, up 27% quarter-over-quarter.
- 14 funds opened new Artivion positions in Q4 2023 and 15 closed out, a net change of -1 holder.
- The largest Artivion buyer in Q4 2023 was Morgan Stanley, an estimated $38M added.
- The largest Artivion seller in Q4 2023 was Penn Capital Management, an estimated $3.75M sold.
Based on aggregated 13F filings for Q4 2023.