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Artivion

111 hedge funds and large institutions have $188M invested in Artivion in 2014 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 33 increasing their positions, 36 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

15% more capital invested

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

9% more call options, than puts

Call options by funds: $371K | Put options by funds: $341K

0.01% more ownership

Funds ownership: 59.42%59.43% (+0.01%)

0% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 14

8% less repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 36

2% less funds holding

Funds holding: 113111 (-2)

Holders
111
Holders Change
-2
Holders Change %
-1.77%
% of All Funds
2.96%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.03%
New
14
Increased
33
Reduced
36
Closed
14
Calls
$371K
Puts
$341K
Net Calls
+$30K
Net Calls Change
+$459K
Name Holding Trade Value Shares
Change
Change in
Stake
Dimensional Fund Advisors
1
Dimensional Fund Advisors
Texas
$18.1M +$197K +19,053 +1%
BFA
2
BlackRock Fund Advisors
California
$17.5M +$1.59M +153,941 +11%
Morgan Stanley
3
Morgan Stanley
New York
$14.8M +$773K +74,656 +6%
KG
4
Killen Group
Pennsylvania
$13.6M +$13.5K +1,300 +0.1%
Vanguard Group
5
Vanguard Group
Pennsylvania
$12.9M +$158K +15,227 +1%
Northern Trust
6
Northern Trust
Illinois
$10.6M +$89.3K +8,629 +0.9%
BIT
7
BlackRock Institutional Trust
California
$10.4M -$99.5K -9,606 -1%
State Street
8
State Street
Massachusetts
$6.85M -$11K -1,064 -0.2%
RA
9
Royce & Associates
New York
$5.37M -$64.2K -6,200 -1%
Macquarie Group
10
Macquarie Group
Australia
$5.12M +$719K +69,398 +18%
HP
11
HealthInvest Partners
Sweden
$4.97M
Bank of New York Mellon
12
Bank of New York Mellon
New York
$4.36M -$216K -20,866 -5%
PCM
13
Portolan Capital Management
Massachusetts
$4.28M +$2.1M +202,530 +116%
Renaissance Technologies
14
Renaissance Technologies
New York
$3.6M -$639K -61,700 -16%
ARM
15
Adirondack Research & Management
New York
$3.34M
CIS
16
Connors Investor Services
Pennsylvania
$2.8M -$79.6K -7,684 -3%
Wells Fargo
17
Wells Fargo
California
$2.54M +$1.76M +169,810 +312%
First Trust Advisors
18
First Trust Advisors
Illinois
$2.31M +$2.11M +203,592 New
HVC
19
Healthcare Value Capital
New Jersey
$2.27M +$1.29M +125,000 +167%
NC
20
NBW Capital
Massachusetts
$2.2M +$158K +15,253 +9%
PCM
21
Perritt Capital Management
Illinois
$1.93M
Principal Financial Group
22
Principal Financial Group
Iowa
$1.73M +$11.5K +1,114 +0.7%
Geode Capital Management
23
Geode Capital Management
Massachusetts
$1.56M +$20K +1,928 +1%
Ameriprise
24
Ameriprise
Minnesota
$1.51M +$23.8K +2,295 +2%
BCM
25
Bridgeway Capital Management
Texas
$1.44M -$611K -59,050 -32%

AORT Hedge Fund Activity: Q4 2014 in Review

111 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in Artivion (AORT) for Q4 2014, worth a combined $188M — up 15% from $163M a quarter earlier.

Fund positioning in AORT was balanced in Q4 2014: 14 funds opened new positions, 14 closed out, 33 added to existing stakes and 36 trimmed.

The largest buyer was First Trust Advisors, opening a new position worth an estimated $2.11M. The largest seller was Systematic Financial Management, exiting entirely with an estimated $2.24M sold.

  • 111 institutional investors held Artivion (AORT) as of Q4 2014, down from 113 in Q3 2014.
  • Funds reported $188M of Artivion stock for Q4 2014, up 15% quarter-over-quarter.
  • 14 funds opened new Artivion positions in Q4 2014 and 14 closed out, a net change of 0 holders.
  • The largest Artivion buyer in Q4 2014 was First Trust Advisors, an estimated $2.11M added.
  • The largest Artivion seller in Q4 2014 was Systematic Financial Management, an estimated $2.24M sold.

Based on aggregated 13F filings for Q4 2014.