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Artivion

135 hedge funds and large institutions have $795M invested in Artivion in 2019 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 50 increasing their positions, 44 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

86% more call options, than puts

Call options by funds: $701K | Put options by funds: $376K

14% more repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 44

1.37% more ownership

Funds ownership: 76.85%78.22% (+1.4%)

2% more capital invested

Capital invested by funds: $782M → $795M (+$12.4M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

5% less first-time investments, than exits

New positions opened: 18 | Existing positions closed: 19

2% less funds holding

Funds holding: 138135 (-3)

Holders
135
Holders Change
-3
Holders Change %
-2.17%
% of All Funds
2.66%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
18
Increased
50
Reduced
44
Closed
19
Calls
$701K
Puts
$376K
Net Calls
+$325K
Net Calls Change
-$23K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$158M +$2.81M +114,371 +2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$64.9M +$1.82M +74,110 +3%
Macquarie Group
3
Macquarie Group
Australia
$47.3M +$1.08M +43,884 +3%
Morgan Stanley
4
Morgan Stanley
New York
$44.8M +$1.2M +48,723 +3%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$43.8M +$16.7K +681 +0%
JIC
6
Juniper Investment Company
New York
$43.5M
Capital Research Global Investors
7
Capital Research Global Investors
California
$41.7M +$5.98M +243,467 +19%
State Street
8
State Street
Massachusetts
$35.3M +$2.52M +102,513 +9%
Northern Trust
9
Northern Trust
Illinois
$32.6M -$259K -10,543 -0.9%
ACH
10
ArrowMark Colorado Holdings
Colorado
$27.6M +$6.57M +267,237 +36%
WA
11
Wasatch Advisors
Utah
$21.5M +$2.32M +94,556 +14%
Loomis, Sayles & Company
12
Loomis, Sayles & Company
Massachusetts
$19.7M -$43.7K -1,779 -0.2%
William Blair Investment Management
13
William Blair Investment Management
Illinois
$19.2M +$3.96M +161,059 +29%
Geode Capital Management
14
Geode Capital Management
Massachusetts
$12.9M +$702K +28,579 +6%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$11.6M +$282K +11,479 +3%
ECP
16
Elk Creek Partners
Colorado
$10.1M +$1.38M +56,016 +18%
Thrivent Financial for Lutherans
17
Thrivent Financial for Lutherans
Minnesota
$8.32M +$1.75M +71,292 +30%
Principal Financial Group
18
Principal Financial Group
Iowa
$8.21M +$9.56K +389 +0.1%
RA
19
Royce & Associates
New York
$6.54M -$6.16M -250,859 -51%
Ameriprise
20
Ameriprise
Minnesota
$6.51M -$314K -12,760 -5%
Capital International Investors
21
Capital International Investors
California
$6.29M
Charles Schwab
22
Charles Schwab
California
$6.15M +$98.8K +4,019 +2%
Invesco
23
Invesco
Georgia
$6.08M -$187K -7,630 -3%
TAM
24
THB Asset Management
Connecticut
$5.85M -$749K -30,474 -12%
MAM
25
Martingale Asset Management
Massachusetts
$5.2M +$31.9K +1,300 +0.7%

AORT Hedge Fund Activity: Q4 2019 in Review

135 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Artivion (AORT) for Q4 2019, worth a combined $795M — up 1.6% from $782M a quarter earlier.

Sellers outnumbered buyers: 19 funds closed out of AORT and 18 opened new positions — a net loss of 1 holder — while 44 trimmed existing stakes and 50 added.

The largest buyer was ArrowMark Colorado Holdings, adding an estimated $6.57M. The largest seller was Royce & Associates, cutting an estimated $6.16M.

  • 135 institutional investors held Artivion (AORT) as of Q4 2019, down from 138 in Q3 2019.
  • Funds reported $795M of Artivion stock for Q4 2019, up 1.6% quarter-over-quarter.
  • 18 funds opened new Artivion positions in Q4 2019 and 19 closed out, a net change of -1 holder.
  • The largest Artivion buyer in Q4 2019 was ArrowMark Colorado Holdings, an estimated $6.57M added.
  • The largest Artivion seller in Q4 2019 was Royce & Associates, an estimated $6.16M sold.

Based on aggregated 13F filings for Q4 2019.