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Artivion
AORT

Overview Fund Activity

140 hedge funds and large institutions have $652M invested in Artivion in 2023 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 42 increasing their positions, 55 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
140
Holders Change
-1
Holders Change %
-0.71%
% of All Funds
2.05%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
14
Increased
42
Reduced
55
Closed
15
Calls
$330K
Puts
$473K
Net Calls
-$143K
Net Calls Change
-$441K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$85.1M
2
BlackRock
2
BlackRock
New York
$122M
3
RA
3
Royce & Associates
New York
$19.4M
4
Millennium Management
4
Millennium Management
New York
$3.11M
5
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$30.2M

Top Sellers

1
PCM
1
Penn Capital Management
Pennsylvania
$0
2
KCM
2
Kennedy Capital Management
Missouri
$9.99M
3
GKIM
3
GW&K Investment Management
Massachusetts
$22M
4
EIM
4
Essex Investment Management
Massachusetts
$0
5
GCP
5
GSA Capital Partners
United Kingdom
$598K
Name Holding Trade Value Shares
Change 		Shares
Change %
LC
126
Lindbrook Capital
California
$2.79K +$2.79K +156 New
PPC
127
Park Place Capital
Alabama
$2.66K – – –
S
128
SignatureFD
Georgia
$2.15K -$17.4K -972 -89%
ASN
129
Advisory Services Network
Georgia
$1.88K +$1.88K +105 New
PA
130
Parallel Advisors
California
$1.66K – – –
RFG
131
RFP Financial Group
Georgia
$1.34K – – –
VNA
132
Valley National Advisers
Pennsylvania
$1K +$1K +80 New
FFA
133
Farther Finance Advisors
California
$697 +$340 +19 +95%
AAP
134
Arax Advisory Partners
Colorado
$608 – – –
FMII
135
Farmers & Merchants Investments Inc
Nebraska
$590 – – –
JWA
136
JFS Wealth Advisors
Pennsylvania
$483 +$483 +27 New
AF
137
Allworth Financial
California
$412 – – –
Fifth Third Bancorp
138
Fifth Third Bancorp
Ohio
$340 – – –
PFBT
139
Parkside Financial Bank & Trust
Missouri
$287 -$4.52K -252 -94%
GWS
140
Glassman Wealth Services
Virginia
$250 – – –
PCM
141
Penn Capital Management
Pennsylvania
– -$3.75M -247,617 Closed
EIM
142
Essex Investment Management
Massachusetts
– -$1.03M -68,210 Closed
COPPSERS
143
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
– -$395K -26,065 Closed
HF
144
HRT Financial
New York
– -$389K -25,698 Closed
DFCM
145
Dark Forest Capital Management
Puerto Rico
– -$281K -18,566 Closed
Allianz Asset Management
146
Allianz Asset Management
Germany
– -$230K -15,200 Closed
RIM
147
RW Investment Management
Idaho
– -$181K -11,970 Closed
SWM
148
Spire Wealth Management
Virginia
– -$159K -10,485 Closed
SCP
149
Silverleafe Capital Partners
Tennessee
– -$152K -10,000 Closed
RFA
150
Register Financial Advisors
Georgia
– -$59.1K -3,901 Closed
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