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Artivion

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: 132138 (+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: 11 (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
Name Holding Trade Value Shares
Change
Change in
Stake
Capital Research Global Investors
1
Capital Research Global Investors
California
$54.2M +$13.7M +752,331 +36%
BFA
2
BlackRock Fund Advisors
California
$45.5M +$5.69M +312,523 +15%
Morgan Stanley
3
Morgan Stanley
New York
$34.7M +$1.73M +95,164 +6%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$33.5M +$2.4M +131,597 +8%
Vanguard Group
5
Vanguard Group
Pennsylvania
$29M +$1.73M +95,062 +7%
Northern Trust
6
Northern Trust
Illinois
$20.6M +$522K +28,627 +3%
Macquarie Group
7
Macquarie Group
Australia
$19.4M +$381K +20,898 +2%
BIT
8
BlackRock Institutional Trust
California
$14.8M -$92.7K -5,089 -0.7%
State Street
9
State Street
Massachusetts
$13.3M +$2.06M +112,966 +19%
Renaissance Technologies
10
Renaissance Technologies
New York
$10.1M -$1.09M -59,900 -10%
HW
11
Hancock Whitney
Mississippi
$10.1M -$20K -1,100 -0.2%
CM
12
Castleark Management
Illinois
$9.99M -$429K -23,551 -4%
Fidelity Investments
13
Fidelity Investments
Massachusetts
$9.17M +$1.44M +79,081 +20%
DCM
14
Driehaus Capital Management
Illinois
$8.03M -$28.1K -1,543 -0.4%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$6.38M +$71.2K +3,909 +1%
PC
16
Pier Capital
Connecticut
$5.82M -$362K -19,840 -6%
RA
17
Royce & Associates
New York
$5.72M -$893K -49,000 -14%
ECP
18
Elk Creek Partners
Colorado
$5.57M -$2.75M -150,893 -34%
Principal Financial Group
19
Principal Financial Group
Iowa
$3.94M +$207K +11,383 +6%
Geode Capital Management
20
Geode Capital Management
Massachusetts
$3.86M +$465K +25,493 +14%
JP Morgan Chase
21
JP Morgan Chase
New York
$3.35M +$618K +33,915 +24%
BIM
22
BlackRock Investment Management
Delaware
$3.08M +$443K +24,304 +18%
Ameriprise
23
Ameriprise
Minnesota
$2.98M +$35.2K +1,932 +1%
OAM
24
Oberweis Asset Management
Illinois
$2.98M +$1.18M +64,870 +72%
Invesco
25
Invesco
Georgia
$2.94M +$55.6K +3,054 +2%

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.