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Artivion

151 hedge funds and large institutions have $743M invested in Artivion in 2024 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 39 increasing their positions, 53 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,988% more call options, than puts

Call options by funds: $668K | Put options by funds: $32K

67% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 15

14% more capital invested

Capital invested by funds: $653M → $743M (+$90.3M)

7% more funds holding

Funds holding: 141151 (+10)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

3.73% less ownership

Funds ownership: 88.93%85.2% (-3.7%)

26% less repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 53

Holders
151
Holders Change
+10
Holders Change %
+7.09%
% of All Funds
2.18%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
25
Increased
39
Reduced
53
Closed
15
Calls
$668K
Puts
$32K
Net Calls
+$636K
Net Calls Change
+$779K
Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
126
Carson Wealth (CWM LLC)
Nebraska
$17K +$112 +6 +0.8%
JFA
127
JNBA Financial Advisors
Minnesota
$15.9K
HNB
128
Huntington National Bank
Ohio
$14.8K -$540 -29 -4%
Osaic Holdings
129
Osaic Holdings
Arizona
$14.6K -$83.2K -4,467 -87%
Group One Trading
130
Group One Trading
Illinois
$14K +$12.3K +661 New
A
131
AlphaQuest
New York
$12.3K +$10.9K +583 New
PA
132
PSI Advisors
Florida
$11.1K
FHA
133
First Horizon Advisors
Tennessee
$7.43K
LC
134
Lindbrook Capital
California
$3.36K +$56 +3 +2%
PPC
135
Park Place Capital
Alabama
$3.15K
S
136
SignatureFD
Georgia
$2.54K
MG
137
Mather Group
Illinois
$2.54K +$2.64K +142 New
PA
138
Parallel Advisors
California
$1.97K
RFG
139
RFP Financial Group
Georgia
$1.59K
VNA
140
Valley National Advisers
Pennsylvania
$1K
FFA
141
Farther Finance Advisors
California
$805 -$19 -1 -3%
AAP
142
Arax Advisory Partners
Colorado
$720
FMII
143
Farmers & Merchants Investments Inc
Nebraska
$698
JWA
144
JFS Wealth Advisors
Pennsylvania
$572
Fifth Third Bancorp
145
Fifth Third Bancorp
Ohio
$550 +$130 +7 +37%
RAM
146
Riggs Asset Management
Pennsylvania
$508 +$447 +24 New
AF
147
Allworth Financial
California
$487
PFBT
148
Parkside Financial Bank & Trust
Missouri
$339
UB
149
UMB Bank
Missouri
$254 +$223 +12 New
AWM
150
Avior Wealth Management
Nebraska
$169 +$149 +8 New

AORT Hedge Fund Activity: Q1 2024 in Review

151 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Artivion (AORT) for Q1 2024, worth a combined $743M — up 14% from $653M a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new AORT positions and 15 closed out — a net gain of 10 holders — while 39 added to existing stakes and 53 trimmed.

The largest buyer was Perceptive Advisors, adding an estimated $32.4M. The largest seller was Morgan Stanley, cutting an estimated $45.1M.

  • 151 institutional investors held Artivion (AORT) as of Q1 2024, up from 141 in Q4 2023.
  • Funds reported $743M of Artivion stock for Q1 2024, up 14% quarter-over-quarter.
  • 25 funds opened new Artivion positions in Q1 2024 and 15 closed out, a net change of +10 holders.
  • The largest Artivion buyer in Q1 2024 was Perceptive Advisors, an estimated $32.4M added.
  • The largest Artivion seller in Q1 2024 was Morgan Stanley, an estimated $45.1M sold.

Based on aggregated 13F filings for Q1 2024.