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Artivion

135 hedge funds and large institutions have $715M invested in Artivion in 2021 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 49 increasing their positions, 44 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

171% more call options, than puts

Call options by funds: $625K | Put options by funds: $231K

40% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 10

11% more repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 44

3% more funds holding

Funds holding: 131135 (+4)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.65% less ownership

Funds ownership: 82.25%81.6% (-0.65%)

22% less capital invested

Capital invested by funds: $912M → $715M (-$197M)

Holders
135
Holders Change
+4
Holders Change %
+3.05%
% of All Funds
2.36%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
14
Increased
49
Reduced
44
Closed
10
Calls
$625K
Puts
$231K
Net Calls
+$394K
Net Calls Change
-$479K
Name Holding Trade Value Shares
Change
Change in
Stake
M&T Bank
101
M&T Bank
New York
$210K
TI
102
Trexquant Investment
Connecticut
$209K +$242K +9,396 New
PNC Financial Services Group
103
PNC Financial Services Group
Pennsylvania
$204K +$19.5K +758 +9%
TRSOTSOK
104
Teachers Retirement System of the State of Kentucky
Kentucky
$196K
HWA
105
HHM Wealth Advisors
Tennessee
$193K
MOACM
106
Mutual of America Capital Management
New York
$117K -$8.14K -316 -6%
Zurich Cantonal Bank
107
Zurich Cantonal Bank
Switzerland
$94K
QT
108
Quantbot Technologies
New York
$93K +$5.15K +200 +5%
AIP
109
Ameritas Investment Partners
Nebraska
$70K
Osaic Holdings
110
Osaic Holdings
Arizona
$63K +$55.7K +2,161 +332%
SOW
111
State of Wyoming
Wyoming
$44K +$5.33K +207 +12%
HIA
112
Harbor Investment Advisory
Maryland
$42K
AssetMark Inc
113
AssetMark Inc
California
$37K
Northwestern Mutual Wealth Management
114
Northwestern Mutual Wealth Management
Wisconsin
$27K +$30.9K +1,200 New
Lazard Asset Management
115
Lazard Asset Management
New York
$27K +$32.4K +1,256 New
TRCT
116
Tower Research Capital (TRC)
New York
$22K -$26.8K -1,040 -51%
LAS
117
Lloyd Advisory Services
Georgia
$22K
CAPTRUST Financial Advisors
118
CAPTRUST Financial Advisors
North Carolina
$20K +$7.29K +283 +45%
JFA
119
JNBA Financial Advisors
Minnesota
$19K
CA
120
Clearstead Advisors
Ohio
$13K +$15.3K +594 New
FHA
121
First Horizon Advisors
Tennessee
$11K
TWM
122
Tradition Wealth Management
Minnesota
$11K
SWA
123
Sutton Wealth Advisors
Florida
$9.16K
CCM
124
Cribstone Capital Management
Maine
$9K -$10.3K -400 -51%
PA
125
PSI Advisors
Florida
$9K +$10K +390 New

AORT Hedge Fund Activity: Q3 2021 in Review

135 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Artivion (AORT) for Q3 2021, worth a combined $715M — down 22% from $912M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new AORT positions and 10 closed out — a net gain of 4 holders — while 49 added to existing stakes and 44 trimmed.

The largest buyer was Ophir Asset Management, adding an estimated $3.59M. The largest seller was Wasatch Advisors, cutting an estimated $11.5M.

  • 135 institutional investors held Artivion (AORT) as of Q3 2021, up from 131 in Q2 2021.
  • Funds reported $715M of Artivion stock for Q3 2021, down 22% quarter-over-quarter.
  • 14 funds opened new Artivion positions in Q3 2021 and 10 closed out, a net change of +4 holders.
  • The largest Artivion buyer in Q3 2021 was Ophir Asset Management, an estimated $3.59M added.
  • The largest Artivion seller in Q3 2021 was Wasatch Advisors, an estimated $11.5M sold.

Based on aggregated 13F filings for Q3 2021.