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Artivion

124 hedge funds and large institutions have $623M invested in Artivion in 2020 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 49 increasing their positions, 34 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

212% more call options, than puts

Call options by funds: $2.36M | Put options by funds: $758K

44% more repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 34

19% more capital invested

Capital invested by funds: $523M → $623M (+$100M)

6.94% more ownership

Funds ownership: 79.2%86.14% (+6.9%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

7% less first-time investments, than exits

New positions opened: 13 | Existing positions closed: 14

2% less funds holding

Funds holding: 126124 (-2)

Holders
124
Holders Change
-2
Holders Change %
-1.59%
% of All Funds
2.54%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
13
Increased
49
Reduced
34
Closed
14
Calls
$2.36M
Puts
$758K
Net Calls
+$1.6M
Net Calls Change
+$779K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$114M +$6.41M +302,037 +5%
Capital Research Global Investors
2
Capital Research Global Investors
California
$56.5M
Vanguard Group
3
Vanguard Group
Pennsylvania
$47M +$154K +7,238 +0.3%
Macquarie Group
4
Macquarie Group
Australia
$39M +$3.77M +177,911 +10%
WA
5
Wasatch Advisors
Utah
$32.2M +$13.4M +633,205 +60%
JIC
6
Juniper Investment Company
New York
$30.8M
Morgan Stanley
7
Morgan Stanley
New York
$29.3M +$379K +17,871 +1%
State Street
8
State Street
Massachusetts
$27.6M +$2.11M +99,431 +7%
Dimensional Fund Advisors
9
Dimensional Fund Advisors
Texas
$27.3M -$2.05M -96,500 -6%
Loomis, Sayles & Company
10
Loomis, Sayles & Company
Massachusetts
$21.5M +$2.07M +97,510 +10%
GKIM
11
GW&K Investment Management
Massachusetts
$16.4M +$6.67M +314,418 +58%
William Blair Investment Management
12
William Blair Investment Management
Illinois
$14.7M -$705K -33,222 -4%
KCM
13
Kennedy Capital Management
Missouri
$13.6M +$11.1M +524,966 +289%
ACH
14
ArrowMark Colorado Holdings
Colorado
$11.8M -$719K -33,894 -5%
Northern Trust
15
Northern Trust
Illinois
$10.1M -$14.5M -684,670 -57%
Geode Capital Management
16
Geode Capital Management
Massachusetts
$10.1M -$16.7K -789 -0.2%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$8.03M +$135K +6,361 +2%
PCM
18
Penn Capital Management
Pennsylvania
$6.97M +$3.98M +187,712 +107%
Principal Financial Group
19
Principal Financial Group
Iowa
$5.58M -$8.99K -424 -0.1%
VOYA Investment Management
20
VOYA Investment Management
Georgia
$4.92M +$5.05M +238,239 +1,290%
Charles Schwab
21
Charles Schwab
California
$4.77M +$382K +18,022 +8%
Capital International Investors
22
Capital International Investors
California
$4.45M
RA
23
Royce & Associates
New York
$4.32M +$510K +24,066 +12%
Thrivent Financial for Lutherans
24
Thrivent Financial for Lutherans
Minnesota
$4.14M -$355K -16,719 -7%
Bank of America
25
Bank of America
North Carolina
$4.07M +$557K +26,242 +14%

AORT Hedge Fund Activity: Q2 2020 in Review

124 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Artivion (AORT) for Q2 2020, worth a combined $623M — up 19% from $523M a quarter earlier.

Sellers outnumbered buyers: 14 funds closed out of AORT and 13 opened new positions — a net loss of 1 holder — while 34 trimmed existing stakes and 49 added.

The largest buyer was Wasatch Advisors, adding an estimated $13.4M. The largest seller was Northern Trust, cutting an estimated $14.5M.

  • 124 institutional investors held Artivion (AORT) as of Q2 2020, down from 126 in Q1 2020.
  • Funds reported $623M of Artivion stock for Q2 2020, up 19% quarter-over-quarter.
  • 13 funds opened new Artivion positions in Q2 2020 and 14 closed out, a net change of -1 holder.
  • The largest Artivion buyer in Q2 2020 was Wasatch Advisors, an estimated $13.4M added.
  • The largest Artivion seller in Q2 2020 was Northern Trust, an estimated $14.5M sold.

Based on aggregated 13F filings for Q2 2020.