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Artivion
AORT

124 hedge funds and large institutions have $555M invested in Artivion in 2017 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 52 increasing their positions, 34 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

53% more repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 34

22% more capital invested

Capital invested by funds: $456M → $555M (+$98.7M)

4.3% more ownership

Funds ownership: 68.76% → 73.06% (+4.3%)

2% less funds holding

Funds holding: 127 → 124 (-3)

13% less first-time investments, than exits

New positions opened: 14 | Existing positions closed: 16

Holders
124
Holders Change
-3
Holders Change %
-2.36%
% of All Funds
3.09%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
14
Increased
52
Reduced
34
Closed
16
Calls
$1.27M
Puts
–
Net Calls
+$1.27M
Net Calls Change
+$4.43M

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$8.68M
2
Russell Investments Group
Russell Investments Group
United Kingdom
+$5.47M
3
Macquarie Group
Macquarie Group
Australia
+$4.47M
4
William Blair Investment Management
William Blair Investment Management
Illinois
+$3.98M
5
TAM
THB Asset Management
Connecticut
+$2.63M

Top Sellers

Rank Fund Capital Flow
1
MWNA
Marshall Wace North America
New York
-$2.33M
2
PCM
Portolan Capital Management
Massachusetts
-$2.04M
3
Millennium Management
Millennium Management
New York
-$1.65M
4
AI
Axiom Investors
Connecticut
-$1.48M
5
CIP
Chartwell Investment Partners
Pennsylvania
-$1.11M
Name Holding Trade Value Shares
Change 		Change in
Stake
TRSOTSOK
101
Teachers Retirement System of the State of Kentucky
Kentucky
$82K – – –
US Bancorp
102
US Bancorp
Minnesota
$68K -$6.31K -313 -9%
TRCT
103
Tower Research Capital (TRC)
New York
$53K +$47.3K +2,349 New
AIP
104
Ameritas Investment Partners
Nebraska
$50K – – –
Zurich Cantonal Bank
105
Zurich Cantonal Bank
Switzerland
$42K – – –
CG
106
Cutler Group
California
$37K -$1.73K -86 -5%
Bank of Montreal
107
Bank of Montreal
Ontario, Canada
$35K – – –
CCM
108
Cribstone Capital Management
Maine
$28K – – –
LTFS
109
Ladenburg Thalmann Financial Services
Florida
$26K – – –
GWM
110
Geneos Wealth Management
Colorado
$22K – – –
JFA
111
JNBA Financial Advisors
Minnesota
$19K – – –
Barclays
112
Barclays
United Kingdom
$18K -$80.5K -3,995 -84%
RWA
113
Ropes Wealth Advisors
Massachusetts
$12K – – –
Simplex Trading
114
Simplex Trading
Illinois
$7K +$6.57K +326 New
TWMP
115
Taylor Wealth Management Partners
Massachusetts
$5K – – –
UBS AM
116
UBS AM
Illinois
$4.06K – – –
PNC Financial Services Group
117
PNC Financial Services Group
Pennsylvania
$3K -$956K -47,444 -100%
APSP
118
Asset Planning Services (Pennsylvania)
Pennsylvania
$3K – – –
AG
119
Advisor Group
Arizona
$2K – – –
BL
120
Balentine LLC
Georgia
$1K – – –
Federated Hermes
121
Federated Hermes
Pennsylvania
$1K – – –
TWA
122
TCI Wealth Advisors
Arizona
$1K – – –
PCM
123
Portolan Capital Management
Massachusetts
– -$2.04M -102,119 Closed
Millennium Management
124
Millennium Management
New York
– -$1.65M -82,621 Closed
CIP
125
Chartwell Investment Partners
Pennsylvania
– -$1.11M -55,525 Closed
2 3 4
5
6

AORT Hedge Fund Activity: Q3 2017 in Review

124 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Artivion (AORT) for Q3 2017, worth a combined $555M — up 22% from $456M a quarter earlier.

Sellers outnumbered buyers: 16 funds closed out of AORT and 14 opened new positions — a net loss of 2 holders — while 34 trimmed existing stakes and 52 added.

The largest buyer was BlackRock, adding an estimated $8.68M. The largest seller was Marshall Wace North America, cutting an estimated $2.33M.

  • 124 institutional investors held Artivion (AORT) as of Q3 2017, down from 127 in Q2 2017.
  • Funds reported $555M of Artivion stock for Q3 2017, up 22% quarter-over-quarter.
  • 14 funds opened new Artivion positions in Q3 2017 and 16 closed out, a net change of -2 holders.
  • The largest Artivion buyer in Q3 2017 was BlackRock, an estimated $8.68M added.
  • The largest Artivion seller in Q3 2017 was Marshall Wace North America, an estimated $2.33M sold.

Based on aggregated 13F filings for Q3 2017.