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Artivion

132 hedge funds and large institutions have $662M invested in Artivion in 2021 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 38 increasing their positions, 52 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.14% more ownership

Funds ownership: 81.6%82.74% (+1.1%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

2% less funds holding

Funds holding: 135132 (-3)

7% less capital invested

Capital invested by funds: $715M → $662M (-$52.7M)

12% less first-time investments, than exits

New positions opened: 15 | Existing positions closed: 17

27% less repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 52

29% less call options, than puts

Call options by funds: $245K | Put options by funds: $346K

Holders
132
Holders Change
-3
Holders Change %
-2.22%
% of All Funds
2.03%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
15
Increased
38
Reduced
52
Closed
17
Calls
$245K
Puts
$346K
Net Calls
-$101K
Net Calls Change
-$495K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$145M +$4.93M +244,277 +4%
WA
2
Wasatch Advisors
Utah
$56.8M -$2.86M -142,013 -5%
Vanguard Group
3
Vanguard Group
Pennsylvania
$53.9M +$2.25M +111,609 +4%
Macquarie Group
4
Macquarie Group
Australia
$45.1M +$719K +35,623 +2%
JIC
5
Juniper Investment Company
New York
$38.1M +$5.35M +265,331 +17%
Morgan Stanley
6
Morgan Stanley
New York
$36M +$893K +44,249 +3%
State Street
7
State Street
Massachusetts
$31.9M +$3M +148,578 +10%
GKIM
8
GW&K Investment Management
Massachusetts
$27.6M -$1.1M -54,317 -4%
Dimensional Fund Advisors
9
Dimensional Fund Advisors
Texas
$24.6M -$535K -26,516 -2%
William Blair Investment Management
10
William Blair Investment Management
Illinois
$19M +$209K +10,355 +1%
KCM
11
Kennedy Capital Management
Missouri
$13.2M -$594K -29,429 -4%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$12.8M -$124K -6,127 -1%
Northern Trust
13
Northern Trust
Illinois
$8.99M -$223K -11,065 -2%
Millennium Management
14
Millennium Management
New York
$8.94M +$267K +13,240 +3%
PCM
15
Penn Capital Management
Pennsylvania
$8.84M -$51.4K -2,546 -0.6%
ACH
16
ArrowMark Colorado Holdings
Colorado
$8.28M +$309K +15,330 +4%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$7.36M +$143K +7,098 +2%
PA
18
Perceptive Advisors
New York
$6.64M +$6.58M +326,318 New
New York State Common Retirement Fund
19
New York State Common Retirement Fund
New York
$6.52M +$639K +31,694 +11%
Charles Schwab
20
Charles Schwab
California
$5.7M +$210K +10,417 +4%
Principal Financial Group
21
Principal Financial Group
Iowa
$5.42M -$187K -9,249 -3%
Bank of America
22
Bank of America
North Carolina
$5.15M -$780K -38,685 -13%
RA
23
Royce & Associates
New York
$4.62M -$101K -5,000 -2%
Invesco
24
Invesco
Georgia
$4.3M -$152K -7,522 -3%
OAM
25
Ophir Asset Management
Australia
$4.05M -$2.79M -138,278 -41%

AORT Hedge Fund Activity: Q4 2021 in Review

132 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Artivion (AORT) for Q4 2021, worth a combined $662M — down 7.4% from $715M a quarter earlier.

Sellers outnumbered buyers: 17 funds closed out of AORT and 15 opened new positions — a net loss of 2 holders — while 52 trimmed existing stakes and 38 added.

The largest buyer was Perceptive Advisors, opening a new position worth an estimated $6.58M. The largest seller was Wasatch Advisors, cutting an estimated $2.86M.

  • 132 institutional investors held Artivion (AORT) as of Q4 2021, down from 135 in Q3 2021.
  • Funds reported $662M of Artivion stock for Q4 2021, down 7.4% quarter-over-quarter.
  • 15 funds opened new Artivion positions in Q4 2021 and 17 closed out, a net change of -2 holders.
  • The largest Artivion buyer in Q4 2021 was Perceptive Advisors, an estimated $6.58M added.
  • The largest Artivion seller in Q4 2021 was Wasatch Advisors, an estimated $2.86M sold.

Based on aggregated 13F filings for Q4 2021.