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Artivion

129 hedge funds and large institutions have $758M invested in Artivion in 2020 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 45 increasing their positions, 45 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

32% more capital invested

Capital invested by funds: $576M → $758M (+$182M)

6% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 17

0% more funds holding

Funds holding: 129129 (0)

0% more repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 45

0.4% less ownership

Funds ownership: 83.04%82.64% (-0.4%)

28% less call options, than puts

Call options by funds: $678K | Put options by funds: $945K

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
129
Holders Change
Holders Change %
0%
% of All Funds
2.28%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
18
Increased
45
Reduced
45
Closed
17
Calls
$678K
Puts
$945K
Net Calls
-$267K
Net Calls Change
+$270K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$161M +$12.2M +601,274 +10%
WA
2
Wasatch Advisors
Utah
$64M +$20M +985,904 +57%
Vanguard Group
3
Vanguard Group
Pennsylvania
$58.1M +$705K +34,783 +1%
Macquarie Group
4
Macquarie Group
Australia
$48.2M +$139K +6,847 +0.3%
JIC
5
Juniper Investment Company
New York
$37.9M
Morgan Stanley
6
Morgan Stanley
New York
$36.7M +$2.77M +136,492 +10%
State Street
7
State Street
Massachusetts
$33.5M -$717K -35,374 -2%
GKIM
8
GW&K Investment Management
Massachusetts
$33.1M +$45.6K +2,248 +0.2%
Dimensional Fund Advisors
9
Dimensional Fund Advisors
Texas
$30.8M -$1.4M -69,294 -5%
William Blair Investment Management
10
William Blair Investment Management
Illinois
$20.7M +$1.74M +85,843 +11%
KCM
11
Kennedy Capital Management
Missouri
$17.5M -$2.6M -128,250 -15%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$13M +$635K +31,308 +6%
ACH
13
ArrowMark Colorado Holdings
Colorado
$12.9M -$424K -20,940 -4%
VOYA Investment Management
14
VOYA Investment Management
Georgia
$12.8M -$2.01M -99,152 -15%
Northern Trust
15
Northern Trust
Illinois
$11.6M -$186K -9,176 -2%
OAM
16
Ophir Asset Management
Australia
$11.6M +$9.93M +489,867 New
PCM
17
Penn Capital Management
Pennsylvania
$9.62M -$2.43M -119,781 -23%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$9.31M -$229K -11,308 -3%
RA
19
Royce & Associates
New York
$8.46M
New York State Common Retirement Fund
20
New York State Common Retirement Fund
New York
$6.91M +$2.57M +126,960 +77%
Principal Financial Group
21
Principal Financial Group
Iowa
$6.7M +$84.6K +4,175 +1%
Charles Schwab
22
Charles Schwab
California
$5.99M +$178K +8,757 +4%
NCGI
23
Next Century Growth Investors
Minnesota
$5.98M +$836K +41,223 +19%
Bank of America
24
Bank of America
North Carolina
$5.2M -$343K -16,933 -7%
Invesco
25
Invesco
Georgia
$5.13M +$196K +9,685 +5%

AORT Hedge Fund Activity: Q4 2020 in Review

129 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Artivion (AORT) for Q4 2020, worth a combined $758M — up 32% from $576M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new AORT positions and 17 closed out — a net gain of 1 holder — while 45 added to existing stakes and 45 trimmed.

The largest buyer was Wasatch Advisors, adding an estimated $20M. The largest seller was Capital Research Global Investors, exiting entirely with an estimated $8.92M sold.

  • 129 institutional investors held Artivion (AORT) as of Q4 2020, unchanged from Q3 2020.
  • Funds reported $758M of Artivion stock for Q4 2020, up 32% quarter-over-quarter.
  • 18 funds opened new Artivion positions in Q4 2020 and 17 closed out, a net change of +1 holder.
  • The largest Artivion buyer in Q4 2020 was Wasatch Advisors, an estimated $20M added.
  • The largest Artivion seller in Q4 2020 was Capital Research Global Investors, an estimated $8.92M sold.

Based on aggregated 13F filings for Q4 2020.