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Artivion

106 hedge funds and large institutions have $108M invested in Artivion in 2013 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 38 increasing their positions, 34 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

9,400% more call options, than puts

Call options by funds: $285K | Put options by funds: $3K

300% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 3

13% more capital invested

Capital invested by funds: $95.6M → $108M (+$12.5M)

12% more repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 34

8% more funds holding

Funds holding: 98106 (+8)

0.43% more ownership

Funds ownership: 55.61%56.04% (+0.43%)

Holders
106
Holders Change
+8
Holders Change %
+8.16%
% of All Funds
3.44%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
12
Increased
38
Reduced
34
Closed
3
Calls
$285K
Puts
$3K
Net Calls
+$282K
Net Calls Change
+$31K
Name Holding Trade Value Shares
Change
Change in
Stake
Dimensional Fund Advisors
1
Dimensional Fund Advisors
Texas
$10.6M +$43.6K +6,432 +0.4%
BFA
2
BlackRock Fund Advisors
California
$10.4M +$939K +138,609 +10%
Morgan Stanley
3
Morgan Stanley
New York
$7.25M +$511K +75,435 +8%
Vanguard Group
4
Vanguard Group
Pennsylvania
$7.2M +$91.5K +13,511 +1%
BIT
5
BlackRock Institutional Trust
California
$6.75M -$125K -18,419 -2%
RA
6
Royce & Associates
New York
$6.62M -$683K -100,900 -10%
Northern Trust
7
Northern Trust
Illinois
$6.35M +$50.2K +7,414 +0.8%
State Street
8
State Street
Massachusetts
$5.74M -$422K -62,265 -7%
Bank of New York Mellon
9
Bank of New York Mellon
New York
$4.16M -$723K -106,757 -15%
Wells Fargo
10
Wells Fargo
California
$2.8M +$334K +49,323 +14%
NC
11
NBW Capital
Massachusetts
$2.55M +$2K +296 +0.1%
BCM
12
Bridgeway Capital Management
Texas
$2.04M
CIS
13
Connors Investor Services
Pennsylvania
$2.02M -$136K -20,022 -6%
ARM
14
Adirondack Research & Management
New York
$1.97M +$108K +15,895 +6%
Renaissance Technologies
15
Renaissance Technologies
New York
$1.47M -$303K -44,800 -18%
First Trust Advisors
16
First Trust Advisors
Illinois
$1.36M +$231K +34,158 +21%
D.E. Shaw & Co
17
D.E. Shaw & Co
New York
$1.32M -$226K -33,395 -15%
Macquarie Group
18
Macquarie Group
Australia
$1.28M -$53.8K -7,950 -4%
JP Morgan Chase
19
JP Morgan Chase
New York
$1.19M +$743K +109,670 +183%
Principal Financial Group
20
Principal Financial Group
Iowa
$1.03M +$22.2K +3,275 +2%
TCIM
21
TIAA CREF Investment Management
New York
$922K -$92.6K -13,670 -9%
PAM
22
Panagora Asset Management
Massachusetts
$919K +$27.2K +4,015 +3%
KCM
23
Kennedy Capital Management
Missouri
$876K +$271K +40,000 +47%
HVC
24
Healthcare Value Capital
New Jersey
$828K
Ameriprise
25
Ameriprise
Minnesota
$816K +$15K +2,210 +2%

AORT Hedge Fund Activity: Q3 2013 in Review

106 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in Artivion (AORT) for Q3 2013, worth a combined $108M — up 13% from $95.6M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new AORT positions and 3 closed out — a net gain of 9 holders — while 38 added to existing stakes and 34 trimmed.

The largest buyer was BlackRock Fund Advisors, adding an estimated $939K. The largest seller was Truist Financial, exiting entirely with an estimated $768K sold.

  • 106 institutional investors held Artivion (AORT) as of Q3 2013, up from 98 in Q2 2013.
  • Funds reported $108M of Artivion stock for Q3 2013, up 13% quarter-over-quarter.
  • 12 funds opened new Artivion positions in Q3 2013 and 3 closed out, a net change of +9 holders.
  • The largest Artivion buyer in Q3 2013 was BlackRock Fund Advisors, an estimated $939K added.
  • The largest Artivion seller in Q3 2013 was Truist Financial, an estimated $768K sold.

Based on aggregated 13F filings for Q3 2013.