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Artivion

132 hedge funds and large institutions have $381M invested in Artivion in 2016 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 55 increasing their positions, 33 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

182% more call options, than puts

Call options by funds: $1.02M | Put options by funds: $361K

67% more repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 33

55% more capital invested

Capital invested by funds: $246M → $381M (+$134M)

0% more funds holding

Funds holding: 132132 (0)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 26

0.01% less ownership

Funds ownership: 63.95%63.94% (-0.01%)

Holders
132
Holders Change
Holders Change %
0%
% of All Funds
3.52%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
26
Increased
55
Reduced
33
Closed
26
Calls
$1.02M
Puts
$361K
Net Calls
+$658K
Net Calls Change
-$5K
Name Holding Trade Value Shares
Change
Change in
Stake
AG
101
Aperio Group
California
$188K +$162K +10,704 New
SF
102
Synovus Financial
Georgia
$179K
AAP
103
Ardsley Advisory Partners
Connecticut
$176K +$151K +10,000 New
Creative Planning
104
Creative Planning
Kansas
$142K +$15.1K +1,000 +14%
CG
105
Cutler Group
California
$134K +$21K +1,390 +22%
FMT
106
First Mercantile Trust
Tennessee
$111K -$21.3K -1,410 -18%
MSA
107
Mason Street Advisors
Wisconsin
$97K +$7.44K +492 +10%
Victory Capital Management
108
Victory Capital Management
Texas
$94K +$80.8K +5,344 New
BNP Paribas Financial Markets
109
BNP Paribas Financial Markets
France
$70.8K -$63.2K -4,180 -51%
Carson Wealth (CWM LLC)
110
Carson Wealth (CWM LLC)
Nebraska
$70K
BlackRock
111
BlackRock
New York
$64K +$5.26K +348 +10%
TRSOTSOK
112
Teachers Retirement System of the State of Kentucky
Kentucky
$63K
PI
113
PineBridge Investments
New York
$60K +$6.62K +438 +15%
US Bancorp
114
US Bancorp
Minnesota
$45K -$2.54K -168 -6%
Fifth Third Bancorp
115
Fifth Third Bancorp
Ohio
$35K +$30.2K +2,000 New
LIA
116
LS Investment Advisors
Michigan
$20K +$4.29K +284 +33%
CCMH
117
Cornerstone Capital Management Holdings
New York
$19K +$16.6K +1,100 New
GWM
118
Geneos Wealth Management
Colorado
$17K
PG
119
PEAK6 Group
Illinois
$17K +$14.7K +973 New
Bank of Montreal
120
Bank of Montreal
Ontario, Canada
$16K
TWMP
121
Taylor Wealth Management Partners
Massachusetts
$13K
Federated Hermes
122
Federated Hermes
Pennsylvania
$11K +$1.04K +69 +13%
TDC
123
Thompson Davis & Co
Virginia
$9K +$7.56K +500 New
Barclays
124
Barclays
United Kingdom
$7K +$5.75K +380 New
APSP
125
Asset Planning Services (Pennsylvania)
Pennsylvania
$3K

AORT Hedge Fund Activity: Q3 2016 in Review

132 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Artivion (AORT) for Q3 2016, worth a combined $381M — up 55% from $246M a quarter earlier.

Fund positioning in AORT was balanced in Q3 2016: 26 funds opened new positions, 26 closed out, 55 added to existing stakes and 33 trimmed.

The largest buyer was Capital Research Global Investors, opening a new position worth an estimated $31.4M. The largest seller was Macquarie Group, cutting an estimated $15.6M.

  • 132 institutional investors held Artivion (AORT) as of Q3 2016, unchanged from Q2 2016.
  • Funds reported $381M of Artivion stock for Q3 2016, up 55% quarter-over-quarter.
  • 26 funds opened new Artivion positions in Q3 2016 and 26 closed out, a net change of 0 holders.
  • The largest Artivion buyer in Q3 2016 was Capital Research Global Investors, an estimated $31.4M added.
  • The largest Artivion seller in Q3 2016 was Macquarie Group, an estimated $15.6M sold.

Based on aggregated 13F filings for Q3 2016.