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Artivion

124 hedge funds and large institutions have $555M invested in Artivion in 2017 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 52 increasing their positions, 34 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

53% more repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 34

22% more capital invested

Capital invested by funds: $456M → $555M (+$98.7M)

4.3% more ownership

Funds ownership: 68.76%73.06% (+4.3%)

2% less funds holding

Funds holding: 127124 (-3)

13% less first-time investments, than exits

New positions opened: 14 | Existing positions closed: 16

Holders
124
Holders Change
-3
Holders Change %
-2.36%
% of All Funds
3.09%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
14
Increased
52
Reduced
34
Closed
16
Calls
$1.27M
Puts
Net Calls
+$1.27M
Net Calls Change
+$4.43M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$94M +$8.68M +430,757 +12%
Capital Research Global Investors
2
Capital Research Global Investors
California
$64.9M
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$45.3M +$697K +34,599 +2%
Morgan Stanley
4
Morgan Stanley
New York
$40.1M +$449K +22,287 +1%
Vanguard Group
5
Vanguard Group
Pennsylvania
$39M +$1.21M +60,262 +4%
Macquarie Group
6
Macquarie Group
Australia
$36.5M +$4.47M +221,574 +16%
Northern Trust
7
Northern Trust
Illinois
$26.6M -$17.7K -876 -0.1%
State Street
8
State Street
Massachusetts
$17.8M +$476K +23,614 +3%
Renaissance Technologies
9
Renaissance Technologies
New York
$15.2M +$1.43M +71,100 +12%
ACH
10
ArrowMark Colorado Holdings
Colorado
$14.2M +$1.48M +73,237 +13%
ECP
11
Elk Creek Partners
Colorado
$11.1M -$775K -38,443 -7%
William Blair Investment Management
12
William Blair Investment Management
Illinois
$9.62M +$3.98M +197,478 +87%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$9.09M +$953K +47,296 +13%
RA
14
Royce & Associates
New York
$9.03M -$758K -37,589 -9%
DCM
15
Driehaus Capital Management
Illinois
$6.96M +$2.09M +103,548 +51%
PC
16
Pier Capital
Connecticut
$6.33M -$539K -26,742 -9%
Russell Investments Group
17
Russell Investments Group
United Kingdom
$6.16M +$5.47M +271,590 New
Geode Capital Management
18
Geode Capital Management
Massachusetts
$5.88M +$919K +45,613 +21%
Principal Financial Group
19
Principal Financial Group
Iowa
$5.86M +$903K +44,777 +21%
TAM
20
THB Asset Management
Connecticut
$5.1M +$2.63M +130,593 +139%
Bank of America
21
Bank of America
North Carolina
$4.58M +$1.96M +96,993 +92%
Ameriprise
22
Ameriprise
Minnesota
$4.39M +$597K +29,605 +18%
Allianz Asset Management
23
Allianz Asset Management
Germany
$3.98M +$10.4K +516 +0.3%
Charles Schwab
24
Charles Schwab
California
$3.88M +$429K +21,298 +14%
Invesco
25
Invesco
Georgia
$3.22M +$1.2M +59,445 +72%

AORT Hedge Fund Activity: Q3 2017 in Review

124 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Artivion (AORT) for Q3 2017, worth a combined $555M — up 22% from $456M a quarter earlier.

Sellers outnumbered buyers: 16 funds closed out of AORT and 14 opened new positions — a net loss of 2 holders — while 34 trimmed existing stakes and 52 added.

The largest buyer was BlackRock, adding an estimated $8.68M. The largest seller was Marshall Wace North America, cutting an estimated $2.33M.

  • 124 institutional investors held Artivion (AORT) as of Q3 2017, down from 127 in Q2 2017.
  • Funds reported $555M of Artivion stock for Q3 2017, up 22% quarter-over-quarter.
  • 14 funds opened new Artivion positions in Q3 2017 and 16 closed out, a net change of -2 holders.
  • The largest Artivion buyer in Q3 2017 was BlackRock, an estimated $8.68M added.
  • The largest Artivion seller in Q3 2017 was Marshall Wace North America, an estimated $2.33M sold.

Based on aggregated 13F filings for Q3 2017.