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Artivion
AORT

126 hedge funds and large institutions have $523M invested in Artivion in 2020 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 44 increasing their positions, 35 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

181% more call options, than puts

Call options by funds: $1.28M | Put options by funds: $456K

26% more repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 35

0.97% more ownership

Funds ownership: 78.22% → 79.2% (+0.97%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

7% less funds holding

Funds holding: 135 → 126 (-9)

26% less first-time investments, than exits

New positions opened: 20 | Existing positions closed: 27

34% less capital invested

Capital invested by funds: $795M → $523M (-$272M)

Holders
126
Holders Change
-9
Holders Change %
-6.67%
% of All Funds
2.78%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
20
Increased
44
Reduced
35
Closed
27
Calls
$1.28M
Puts
$456K
Net Calls
+$826K
Net Calls Change
+$501K

Top Buyers

Rank Fund Capital Flow
1
Capital Research Global Investors
Capital Research Global Investors
California
+$36.1M
2
GKIM
GW&K Investment Management
Massachusetts
+$13.9M
3
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
+$7.67M
4
WA
Wasatch Advisors
Utah
+$6.51M
5
Adage Capital Partners
Adage Capital Partners
Massachusetts
+$5.77M

Top Sellers

Rank Fund Capital Flow
1
ACH
ArrowMark Colorado Holdings
Colorado
-$9.41M
2
MPAM
Monarch Partners Asset Management
Massachusetts
-$5.12M
3
BlackRock
BlackRock
New York
-$4.37M
4
NCGI
Next Century Growth Investors
Minnesota
-$4.14M
5
Morgan Stanley
Morgan Stanley
New York
-$3.72M
Name Holding Trade Value Shares
Change 		Change in
Stake
AF
101
Advisornet Financial
Minnesota
$34K – – –
MOACM
102
Mutual of America Capital Management
New York
$28K +$8.7K +339 +25%
TRCT
103
Tower Research Capital (TRC)
New York
$27K +$41.1K +1,604 New
AAM
104
Advisors Asset Management
Colorado
$23K -$39K -1,522 -53%
FC
105
FORA Capital
Florida
$22K +$33.8K +1,319 New
LIA
106
LS Investment Advisors
Michigan
$19K – – –
OAM
107
Oppenheimer Asset Management
New York
$18K +$26.8K +1,046 New
Bank of Montreal
108
Bank of Montreal
Ontario, Canada
$17K -$147K -5,712 -84%
LAS
109
Lloyd Advisory Services
Georgia
$17K – – –
QT
110
Quantbot Technologies
New York
$15K +$23.1K +900 New
JFA
111
JNBA Financial Advisors
Minnesota
$14K – – –
GT
112
Glenmede Trust
Pennsylvania
$13K – – –
HIA
113
Harbor Investment Advisory
Maryland
$11K +$16.1K +628 New
AssetMark Inc
114
AssetMark Inc
California
$11K +$16.3K +635 New
SWA
115
Sutton Wealth Advisors
Florida
$10.3K – – –
CCM
116
Cribstone Capital Management
Maine
$10K – – –
Osaic Holdings
117
Osaic Holdings
Arizona
$10K +$1.75M +68,088 New
TL
118
TrueWealth LLC
Georgia
$6K – – –
TFS
119
TrustCore Financial Services
Tennessee
$5K – – –
NFG
120
Next Financial Group
Texas
$4K – – –
VCM
121
Versant Capital Management
Arizona
$4K +$6.82K +266 New
FHA
122
First Horizon Advisors
Tennessee
$4K +$7.49K +292 New
TWA
123
TCI Wealth Advisors
Arizona
$1K – – –
US Bancorp
124
US Bancorp
Minnesota
$1K – – –
MPAM
125
Monarch Partners Asset Management
Massachusetts
– -$5.12M -189,003 Closed
3 4
5
6 7

AORT Hedge Fund Activity: Q1 2020 in Review

126 of the 4,539 institutional investors tracked by Wall St. Rank reported a position in Artivion (AORT) for Q1 2020, worth a combined $523M — down 34% from $795M a quarter earlier.

Sellers outnumbered buyers: 27 funds closed out of AORT and 20 opened new positions — a net loss of 7 holders — while 35 trimmed existing stakes and 44 added.

The largest buyer was Capital Research Global Investors, adding an estimated $36.1M. The largest seller was ArrowMark Colorado Holdings, cutting an estimated $9.41M.

  • 126 institutional investors held Artivion (AORT) as of Q1 2020, down from 135 in Q4 2019.
  • Funds reported $523M of Artivion stock for Q1 2020, down 34% quarter-over-quarter.
  • 20 funds opened new Artivion positions in Q1 2020 and 27 closed out, a net change of -7 holders.
  • The largest Artivion buyer in Q1 2020 was Capital Research Global Investors, an estimated $36.1M added.
  • The largest Artivion seller in Q1 2020 was ArrowMark Colorado Holdings, an estimated $9.41M sold.

Based on aggregated 13F filings for Q1 2020.