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Artivion

116 hedge funds and large institutions have $163M invested in Artivion in 2014 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 32 increasing their positions, 47 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 16

1% less funds holding

Funds holding: 117116 (-1)

9% less call options, than puts

Call options by funds: $312K | Put options by funds: $342K

2.58% less ownership

Funds ownership: 61.33%58.75% (-2.6%)

13% less capital invested

Capital invested by funds: $188M → $163M (-$24.5M)

32% less repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 47

Holders
116
Holders Change
-1
Holders Change %
-0.85%
% of All Funds
3.35%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
16
Increased
32
Reduced
47
Closed
16
Calls
$312K
Puts
$342K
Net Calls
-$30K
Net Calls Change
-$1.13M
Name Holding Trade Value Shares
Change
Change in
Stake
Dimensional Fund Advisors
1
Dimensional Fund Advisors
Texas
$15.6M +$105K +10,291 +0.7%
BFA
2
BlackRock Fund Advisors
California
$15M +$166K +16,234 +1%
Morgan Stanley
3
Morgan Stanley
New York
$11.1M -$294K -28,650 -3%
Vanguard Group
4
Vanguard Group
Pennsylvania
$10.9M +$344K +33,530 +3%
BIT
5
BlackRock Institutional Trust
California
$9.13M -$837K -81,626 -8%
Northern Trust
6
Northern Trust
Illinois
$9.02M -$348K -33,945 -4%
State Street
7
State Street
Massachusetts
$8.03M +$292K +28,493 +4%
RA
8
Royce & Associates
New York
$6.21M -$28.7K -2,800 -0.4%
HP
9
HealthInvest Partners
Sweden
$4.7M +$959K +93,603 +25%
Bank of New York Mellon
10
Bank of New York Mellon
New York
$4.11M -$1.07M -104,462 -20%
Renaissance Technologies
11
Renaissance Technologies
New York
$3.58M +$434K +42,308 +13%
KG
12
Killen Group
Pennsylvania
$3.08M +$71K +6,922 +2%
KCM
13
Kennedy Capital Management
Missouri
$2.98M +$1.51M +147,673 +97%
Wells Fargo
14
Wells Fargo
California
$2.98M -$601K -58,679 -16%
ARM
15
Adirondack Research & Management
New York
$2.93M +$66.3K +6,470 +2%
Macquarie Group
16
Macquarie Group
Australia
$2.64M +$673K +65,700 +33%
CIS
17
Connors Investor Services
Pennsylvania
$2.51M -$48.3K -4,714 -2%
Acadian Asset Management
18
Acadian Asset Management
Massachusetts
$2.35M +$437K +42,627 +22%
First Trust Advisors
19
First Trust Advisors
Illinois
$2.28M +$380K +37,051 +19%
SFM
20
Systematic Financial Management
New Jersey
$1.98M +$2.03M +198,295 New
NC
21
NBW Capital
Massachusetts
$1.88M -$817K -79,685 -30%
BCM
22
Bridgeway Capital Management
Texas
$1.85M +$4.61K +450 +0.2%
PCM
23
Perritt Capital Management
Illinois
$1.69M
Principal Financial Group
24
Principal Financial Group
Iowa
$1.63M +$71.1K +6,939 +4%
TC
25
TFS Capital
Pennsylvania
$1.53M -$877K -85,591 -36%

AORT Hedge Fund Activity: Q1 2014 in Review

116 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in Artivion (AORT) for Q1 2014, worth a combined $163M — down 13% from $188M a quarter earlier.

Fund positioning in AORT was balanced in Q1 2014: 16 funds opened new positions, 16 closed out, 32 added to existing stakes and 47 trimmed.

The largest buyer was Systematic Financial Management, opening a new position worth an estimated $2.03M. The largest seller was Algert Global, exiting entirely with an estimated $2.63M sold.

  • 116 institutional investors held Artivion (AORT) as of Q1 2014, down from 117 in Q4 2013.
  • Funds reported $163M of Artivion stock for Q1 2014, down 13% quarter-over-quarter.
  • 16 funds opened new Artivion positions in Q1 2014 and 16 closed out, a net change of 0 holders.
  • The largest Artivion buyer in Q1 2014 was Systematic Financial Management, an estimated $2.03M added.
  • The largest Artivion seller in Q1 2014 was Algert Global, an estimated $2.63M sold.

Based on aggregated 13F filings for Q1 2014.