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Artivion

127 hedge funds and large institutions have $456M invested in Artivion in 2017 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 62 increasing their positions, 28 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

121% more repeat investments, than reductions

Existing positions increased: 62 | Existing positions reduced: 28

21% more capital invested

Capital invested by funds: $376M → $456M (+$79.7M)

0.75% more ownership

Funds ownership: 68.02%68.76% (+0.75%)

8% less first-time investments, than exits

New positions opened: 12 | Existing positions closed: 13

2% less funds holding

Funds holding: 129127 (-2)

79% less call options, than puts

Call options by funds: $824K | Put options by funds: $3.99M

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
127
Holders Change
-2
Holders Change %
-1.55%
% of All Funds
3.17%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
12
Increased
62
Reduced
28
Closed
13
Calls
$824K
Puts
$3.99M
Net Calls
-$3.17M
Net Calls Change
-$3.8M
Name Holding Trade Value Shares
Change
Change in
Stake
TRSOTSOK
101
Teachers Retirement System of the State of Kentucky
Kentucky
$72K
PI
102
PineBridge Investments
New York
$72K +$1.16K +65 +2%
SEI Investments
103
SEI Investments
Pennsylvania
$71K +$37.3K +2,080 +141%
US Bancorp
104
US Bancorp
Minnesota
$66K +$8.42K +470 +16%
AIM
105
Acrospire Investment Management
Illinois
$53K +$34K +1,900 +257%
AIP
106
Ameritas Investment Partners
Nebraska
$48K
Zurich Cantonal Bank
107
Zurich Cantonal Bank
Switzerland
$37K
CG
108
Cutler Group
California
$34K -$72.1K -4,026 -70%
Bank of Montreal
109
Bank of Montreal
Ontario, Canada
$30K +$5.93K +331 +28%
CCM
110
Cribstone Capital Management
Maine
$25K +$5.38K +300 +32%
LTFS
111
Ladenburg Thalmann Financial Services
Florida
$23K -$28.5K -1,590 -58%
GWM
112
Geneos Wealth Management
Colorado
$19K
JFA
113
JNBA Financial Advisors
Minnesota
$17K
FANJ
114
Financial Architects (New Jersey)
New Jersey
$16K -$1.43K -80 -9%
RWA
115
Ropes Wealth Advisors
Massachusetts
$11K
TWMP
116
Taylor Wealth Management Partners
Massachusetts
$5K
NFG
117
Next Financial Group
Texas
$5K +$4.33K +242 New
UBS AM
118
UBS AM
Illinois
$3.57K
APSP
119
Asset Planning Services (Pennsylvania)
Pennsylvania
$3K
AG
120
Advisor Group
Arizona
$2K -$896 -50 -33%
Group One Trading
121
Group One Trading
Illinois
$2K
BL
122
Balentine LLC
Georgia
$1K
Federated Hermes
123
Federated Hermes
Pennsylvania
$1K
TWA
124
TCI Wealth Advisors
Arizona
$1K
HW
125
Hancock Whitney
Mississippi
-$8.75M -525,710 Closed

AORT Hedge Fund Activity: Q2 2017 in Review

127 of the 4,012 institutional investors tracked by Wall St. Rank reported a position in Artivion (AORT) for Q2 2017, worth a combined $456M — up 21% from $376M a quarter earlier.

Sellers outnumbered buyers: 13 funds closed out of AORT and 12 opened new positions — a net loss of 1 holder — while 28 trimmed existing stakes and 62 added.

The largest buyer was William Blair Investment Management, opening a new position worth an estimated $4.06M. The largest seller was Hancock Whitney, exiting entirely with an estimated $8.75M sold.

  • 127 institutional investors held Artivion (AORT) as of Q2 2017, down from 129 in Q1 2017.
  • Funds reported $456M of Artivion stock for Q2 2017, up 21% quarter-over-quarter.
  • 12 funds opened new Artivion positions in Q2 2017 and 13 closed out, a net change of -1 holder.
  • The largest Artivion buyer in Q2 2017 was William Blair Investment Management, an estimated $4.06M added.
  • The largest Artivion seller in Q2 2017 was Hancock Whitney, an estimated $8.75M sold.

Based on aggregated 13F filings for Q2 2017.