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Artivion
AORT

138 hedge funds and large institutions have $425M invested in Artivion in 2016 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 45 increasing their positions, 47 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

64% more call options, than puts

Call options by funds: $769K | Put options by funds: $469K

50% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 16

12% more capital invested

Capital invested by funds: $381M → $425M (+$44.1M)

5% more funds holding

Funds holding: 132 → 138 (+6)

3.69% more ownership

Funds ownership: 63.94% → 67.63% (+3.7%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

4% less repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 47

Holders
138
Holders Change
+6
Holders Change %
+4.55%
% of All Funds
3.45%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
24
Increased
45
Reduced
47
Closed
16
Calls
$769K
Puts
$469K
Net Calls
+$300K
Net Calls Change
-$358K

Top Buyers

1
Capital Research Global Investors
Capital Research Global Investors
California
+$13.7M
2
BFA
BlackRock Fund Advisors
California
+$5.69M
3
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$2.4M
4
AI
Axiom Investors
Connecticut
+$2.2M
5
State Street
State Street
Massachusetts
+$2.06M

Top Sellers

1
CIP
Chartwell Investment Partners
Pennsylvania
-$9M
2
ECP
Elk Creek Partners
Colorado
-$2.75M
3
Goldman Sachs
Goldman Sachs
New York
-$2.69M
4
ARM
Adirondack Research & Management
New York
-$2.39M
5
PCM
Perritt Capital Management
Illinois
-$2.11M
Name Holding Trade Value Shares
Change 		Change in
Stake
Fifth Third Bancorp
151
Fifth Third Bancorp
Ohio
– -$35K -2,000 Closed
PG
152
PEAK6 Group
Illinois
– -$17K -973 Closed
HWA
153
HCR Wealth Advisors
California
– +$503K +27,600 New
3 4 5 6
7

AORT Hedge Fund Activity: Q4 2016 in Review

138 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Artivion (AORT) for Q4 2016, worth a combined $425M — up 12% from $381M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new AORT positions and 16 closed out — a net gain of 8 holders — while 45 added to existing stakes and 47 trimmed.

The largest buyer was Capital Research Global Investors, adding an estimated $13.7M. The largest seller was Chartwell Investment Partners, cutting an estimated $9M.

  • 138 institutional investors held Artivion (AORT) as of Q4 2016, up from 132 in Q3 2016.
  • Funds reported $425M of Artivion stock for Q4 2016, up 12% quarter-over-quarter.
  • 24 funds opened new Artivion positions in Q4 2016 and 16 closed out, a net change of +8 holders.
  • The largest Artivion buyer in Q4 2016 was Capital Research Global Investors, an estimated $13.7M added.
  • The largest Artivion seller in Q4 2016 was Chartwell Investment Partners, an estimated $9M sold.

Based on aggregated 13F filings for Q4 2016.