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Artivion

124 hedge funds and large institutions have $734M invested in Artivion in 2021 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 45 increasing their positions, 41 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

85% more call options, than puts

Call options by funds: $1.07M | Put options by funds: $578K

10% more repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 41

0.89% more ownership

Funds ownership: 82.64%83.53% (+0.89%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

3% less capital invested

Capital invested by funds: $758M → $734M (-$23.6M)

4% less funds holding

Funds holding: 129124 (-5)

25% less first-time investments, than exits

New positions opened: 12 | Existing positions closed: 16

Holders
124
Holders Change
-5
Holders Change %
-3.88%
% of All Funds
2.18%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
12
Increased
45
Reduced
41
Closed
16
Calls
$1.07M
Puts
$578K
Net Calls
+$493K
Net Calls Change
+$760K
Name Holding Trade Value Shares
Change
Change in
Stake
MOACM
101
Mutual of America Capital Management
New York
$117K +$8.17K +334 +7%
Citigroup
102
Citigroup
New York
$112K -$157K -6,407 -56%
Zurich Cantonal Bank
103
Zurich Cantonal Bank
Switzerland
$95K
AIP
104
Ameritas Investment Partners
Nebraska
$71K
AF
105
Advisornet Financial
Minnesota
$45K
HIA
106
Harbor Investment Advisory
Maryland
$42K
AssetMark Inc
107
AssetMark Inc
California
$37K
LAS
108
Lloyd Advisory Services
Georgia
$23K
CCM
109
Cribstone Capital Management
Maine
$20K
JFA
110
JNBA Financial Advisors
Minnesota
$19K
FHA
111
First Horizon Advisors
Tennessee
$17K +$4.13K +169 +29%
Osaic Holdings
112
Osaic Holdings
Arizona
$15K
TWM
113
Tradition Wealth Management
Minnesota
$11K
SWA
114
Sutton Wealth Advisors
Florida
$7.34K
TFS
115
TrustCore Financial Services
Tennessee
$7K
Fidelity Investments
116
Fidelity Investments
Massachusetts
$7K +$2.15K +88 +44%
CAPTRUST Financial Advisors
117
CAPTRUST Financial Advisors
North Carolina
$7K +$6.24K +255 +340%
EVM
118
Eaton Vance Management
Massachusetts
$7K +$7.9K +323 New
NFG
119
Next Financial Group
Texas
$5K
VCM
120
Versant Capital Management
Arizona
$5K
ACM
121
Allred Capital Management
Texas
$1.58K +$1.71K +70 New
TWA
122
TCI Wealth Advisors
Arizona
$1K -$367 -15 -24%
AIG
123
American International Group
New York
$572 -$6.97K -285 -1%
Nisa Investment Advisors
124
Nisa Investment Advisors
Missouri
$56
Marshall Wace
125
Marshall Wace
United Kingdom
-$2.26M -95,837 Closed

AORT Hedge Fund Activity: Q1 2021 in Review

124 of the 5,696 institutional investors tracked by Wall St. Rank reported a position in Artivion (AORT) for Q1 2021, worth a combined $734M — down 3.1% from $758M a quarter earlier.

Sellers outnumbered buyers: 16 funds closed out of AORT and 12 opened new positions — a net loss of 4 holders — while 41 trimmed existing stakes and 45 added.

The largest buyer was Wasatch Advisors, adding an estimated $12.1M. The largest seller was Ophir Asset Management, cutting an estimated $7.83M.

  • 124 institutional investors held Artivion (AORT) as of Q1 2021, down from 129 in Q4 2020.
  • Funds reported $734M of Artivion stock for Q1 2021, down 3.1% quarter-over-quarter.
  • 12 funds opened new Artivion positions in Q1 2021 and 16 closed out, a net change of -4 holders.
  • The largest Artivion buyer in Q1 2021 was Wasatch Advisors, an estimated $12.1M added.
  • The largest Artivion seller in Q1 2021 was Ophir Asset Management, an estimated $7.83M sold.

Based on aggregated 13F filings for Q1 2021.