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Artivion

135 hedge funds and large institutions have $453M invested in Artivion in 2023 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 38 increasing their positions, 50 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,050% more call options, than puts

Call options by funds: $230K | Put options by funds: $20K

12% more capital invested

Capital invested by funds: $404M → $453M (+$49M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.76% less ownership

Funds ownership: 86.04%85.28% (-0.76%)

3% less funds holding

Funds holding: 139135 (-4)

13% less first-time investments, than exits

New positions opened: 13 | Existing positions closed: 15

24% less repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 50

Holders
135
Holders Change
-4
Holders Change %
-2.88%
% of All Funds
2.15%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
13
Increased
38
Reduced
50
Closed
15
Calls
$230K
Puts
$20K
Net Calls
+$210K
Net Calls Change
-$190K
Name Holding Trade Value Shares
Change
Change in
Stake
Osaic Holdings
101
Osaic Holdings
Arizona
$52.1K +$1.55K +121 +3%
RFA
102
Register Financial Advisors
Georgia
$51.1K +$38.3K +3,001 +333%
KBC Group
103
KBC Group
Belgium
$43K
AIP
104
Ameritas Investment Partners
Nebraska
$41.3K
QCG
105
Quadrant Capital Group
Ohio
$30.3K -$3.1K -243 -10%
MLICM
106
Metropolitan Life Insurance Company (MetLife)
New York
$28.3K -$6.67K -522 -19%
HIA
107
Harbor Investment Advisory
Maryland
$28.2K
ST
108
Sageworth Trust
Pennsylvania
$22.2K
VCM
109
Versant Capital Management
Arizona
$21.9K +$7.79K +610 +56%
AssetMark Inc
110
AssetMark Inc
California
$18.1K
SOW
111
State of Wyoming
Wyoming
$14.8K -$30.2K -2,367 -68%
Nisa Investment Advisors
112
Nisa Investment Advisors
Missouri
$13K
TRCT
113
Tower Research Capital (TRC)
New York
$12K -$62.6K -4,898 -85%
JFA
114
JNBA Financial Advisors
Minnesota
$11.1K
Carson Wealth (CWM LLC)
115
Carson Wealth (CWM LLC)
Nebraska
$11K -$486 -38 -4%
IA
116
IFP Advisors
Florida
$10.8K
HNB
117
Huntington National Bank
Ohio
$8.5K -$179 -14 -2%
CFB
118
Cullen/Frost Bankers
Texas
$7.02K
TWM
119
Tradition Wealth Management
Minnesota
$7K
PA
120
PSI Advisors
Florida
$6.88K
ADL
121
Asset Dedication LLC
California
$5K
FHA
122
First Horizon Advisors
Tennessee
$4.6K
PFBT
123
Parkside Financial Bank & Trust
Missouri
$3.51K
US Bancorp
124
US Bancorp
Minnesota
$3.17K -$1.12K -88 -27%
PTC
125
Private Trust Company
Ohio
$2.23K

AORT Hedge Fund Activity: Q1 2023 in Review

135 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Artivion (AORT) for Q1 2023, worth a combined $453M — up 12% from $404M a quarter earlier.

Sellers outnumbered buyers: 15 funds closed out of AORT and 13 opened new positions — a net loss of 2 holders — while 50 trimmed existing stakes and 38 added.

The largest buyer was Wellington Management Group, adding an estimated $1.55M. The largest seller was Millennium Management, cutting an estimated $3.2M.

  • 135 institutional investors held Artivion (AORT) as of Q1 2023, down from 139 in Q4 2022.
  • Funds reported $453M of Artivion stock for Q1 2023, up 12% quarter-over-quarter.
  • 13 funds opened new Artivion positions in Q1 2023 and 15 closed out, a net change of -2 holders.
  • The largest Artivion buyer in Q1 2023 was Wellington Management Group, an estimated $1.55M added.
  • The largest Artivion seller in Q1 2023 was Millennium Management, an estimated $3.2M sold.

Based on aggregated 13F filings for Q1 2023.