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Artivion

117 hedge funds and large institutions have $188M invested in Artivion in 2013 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 53 increasing their positions, 33 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

3,663% more call options, than puts

Call options by funds: $1.13M | Put options by funds: $30K

157% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 7

73% more capital invested

Capital invested by funds: $108M → $188M (+$79.3M)

61% more repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 33

10% more funds holding

Funds holding: 106117 (+11)

5.28% more ownership

Funds ownership: 56.04%61.33% (+5.3%)

Holders
117
Holders Change
+11
Holders Change %
+10.38%
% of All Funds
3.4%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
18
Increased
53
Reduced
33
Closed
7
Calls
$1.13M
Puts
$30K
Net Calls
+$1.1M
Net Calls Change
+$817K
Name Holding Trade Value Shares
Change
Change in
Stake
Dimensional Fund Advisors
1
Dimensional Fund Advisors
Texas
$17.3M +$482K +51,250 +3%
BFA
2
BlackRock Fund Advisors
California
$16.6M +$73.6K +7,816 +0.5%
Morgan Stanley
3
Morgan Stanley
New York
$12.6M +$988K +104,974 +10%
Vanguard Group
4
Vanguard Group
Pennsylvania
$11.8M +$350K +37,221 +4%
BIT
5
BlackRock Institutional Trust
California
$11.1M +$322K +34,247 +4%
Northern Trust
6
Northern Trust
Illinois
$10.4M +$299K +31,808 +4%
State Street
7
State Street
Massachusetts
$8.63M -$395K -41,969 -5%
RA
8
Royce & Associates
New York
$6.94M -$3.01M -320,000 -34%
Bank of New York Mellon
9
Bank of New York Mellon
New York
$5.74M -$722K -76,652 -13%
HP
10
HealthInvest Partners
Sweden
$4.19M +$3.56M +378,000 New
Wells Fargo
11
Wells Fargo
California
$3.97M -$397K -42,217 -11%
Renaissance Technologies
12
Renaissance Technologies
New York
$3.52M +$1.02M +107,900 +52%
KG
13
Killen Group
Pennsylvania
$3.35M +$2.85M +302,414 New
ARM
14
Adirondack Research & Management
New York
$3.19M +$57.4K +6,100 +2%
NC
15
NBW Capital
Massachusetts
$2.97M -$906K -96,265 -26%
CIS
16
Connors Investor Services
Pennsylvania
$2.85M -$297K -31,517 -11%
TC
17
TFS Capital
Pennsylvania
$2.65M +$2.12M +225,280 +1,637%
AG
18
Algert Global
California
$2.63M +$1.24M +131,362 +124%
Macquarie Group
19
Macquarie Group
Australia
$2.21M +$160K +16,965 +9%
Acadian Asset Management
20
Acadian Asset Management
Massachusetts
$2.14M +$1.55M +164,328 +565%
First Trust Advisors
21
First Trust Advisors
Illinois
$2.13M -$26.1K -2,776 -1%
BCM
22
Bridgeway Capital Management
Texas
$2.06M -$991K -105,300 -36%
D.E. Shaw & Co
23
D.E. Shaw & Co
New York
$1.93M -$133K -14,128 -8%
PCM
24
Perritt Capital Management
Illinois
$1.89M +$649K +68,940 +68%
Principal Financial Group
25
Principal Financial Group
Iowa
$1.74M +$82.9K +8,809 +6%

AORT Hedge Fund Activity: Q4 2013 in Review

117 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in Artivion (AORT) for Q4 2013, worth a combined $188M — up 73% from $108M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new AORT positions and 7 closed out — a net gain of 11 holders — while 53 added to existing stakes and 33 trimmed.

The largest buyer was Killen Group, opening a new position worth an estimated $2.85M. The largest seller was Royce & Associates, cutting an estimated $3.01M.

  • 117 institutional investors held Artivion (AORT) as of Q4 2013, up from 106 in Q3 2013.
  • Funds reported $188M of Artivion stock for Q4 2013, up 73% quarter-over-quarter.
  • 18 funds opened new Artivion positions in Q4 2013 and 7 closed out, a net change of +11 holders.
  • The largest Artivion buyer in Q4 2013 was Killen Group, an estimated $2.85M added.
  • The largest Artivion seller in Q4 2013 was Royce & Associates, an estimated $3.01M sold.

Based on aggregated 13F filings for Q4 2013.