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Artivion

132 hedge funds and large institutions have $662M invested in Artivion in 2021 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 38 increasing their positions, 52 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.14% more ownership

Funds ownership: 81.6%82.74% (+1.1%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

2% less funds holding

Funds holding: 135132 (-3)

7% less capital invested

Capital invested by funds: $715M → $662M (-$52.7M)

12% less first-time investments, than exits

New positions opened: 15 | Existing positions closed: 17

27% less repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 52

29% less call options, than puts

Call options by funds: $245K | Put options by funds: $346K

Holders
132
Holders Change
-3
Holders Change %
-2.22%
% of All Funds
2.03%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
15
Increased
38
Reduced
52
Closed
17
Calls
$245K
Puts
$346K
Net Calls
-$101K
Net Calls Change
-$495K
Name Holding Trade Value Shares
Change
Change in
Stake
HWA
101
HHM Wealth Advisors
Tennessee
$71K -$104K -5,165 -60%
Osaic Holdings
102
Osaic Holdings
Arizona
$69K +$11.5K +568 +20%
AIP
103
Ameritas Investment Partners
Nebraska
$64K
Nisa Investment Advisors
104
Nisa Investment Advisors
Missouri
$45K
ACM
105
Aquatic Capital Management
Illinois
$43K +$42.4K +2,100 New
Marshall Wace
106
Marshall Wace
United Kingdom
$43K +$42.4K +2,102 New
SOW
107
State of Wyoming
Wyoming
$39K -$968 -48 -2%
EVM
108
Eaton Vance Management
Massachusetts
$39K +$23.3K +1,155 +151%
Simplex Trading
109
Simplex Trading
Illinois
$39K +$39.3K +1,946 New
HIA
110
Harbor Investment Advisory
Maryland
$38K
AssetMark Inc
111
AssetMark Inc
California
$34K
EWA
112
EverSource Wealth Advisors
Alabama
$25K +$24.5K +1,213 New
LAS
113
Lloyd Advisory Services
Georgia
$20K
CAPTRUST Financial Advisors
114
CAPTRUST Financial Advisors
North Carolina
$18K -$726 -36 -4%
JFA
115
JNBA Financial Advisors
Minnesota
$17K
SWA
116
Sutton Wealth Advisors
Florida
$10.3K +$1.94K +96 +23%
TWM
117
Tradition Wealth Management
Minnesota
$10K
PA
118
PSI Advisors
Florida
$8K
Rockefeller Capital Management
119
Rockefeller Capital Management
New York
$8K +$6.9K +342 +342%
IA
120
IFP Advisors
Florida
$8K +$7.83K +388 New
FHA
121
First Horizon Advisors
Tennessee
$7K -$3.41K -169 -33%
CCM
122
Cribstone Capital Management
Maine
$7K
TFS
123
TrustCore Financial Services
Tennessee
$6K
VCM
124
Versant Capital Management
Arizona
$5K -$242 -12 -5%
NFG
125
Next Financial Group
Texas
$5K

AORT Hedge Fund Activity: Q4 2021 in Review

132 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Artivion (AORT) for Q4 2021, worth a combined $662M — down 7.4% from $715M a quarter earlier.

Sellers outnumbered buyers: 17 funds closed out of AORT and 15 opened new positions — a net loss of 2 holders — while 52 trimmed existing stakes and 38 added.

The largest buyer was Perceptive Advisors, opening a new position worth an estimated $6.58M. The largest seller was Wasatch Advisors, cutting an estimated $2.86M.

  • 132 institutional investors held Artivion (AORT) as of Q4 2021, down from 135 in Q3 2021.
  • Funds reported $662M of Artivion stock for Q4 2021, down 7.4% quarter-over-quarter.
  • 15 funds opened new Artivion positions in Q4 2021 and 17 closed out, a net change of -2 holders.
  • The largest Artivion buyer in Q4 2021 was Perceptive Advisors, an estimated $6.58M added.
  • The largest Artivion seller in Q4 2021 was Wasatch Advisors, an estimated $2.86M sold.

Based on aggregated 13F filings for Q4 2021.