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Artivion

135 hedge funds and large institutions have $453M invested in Artivion in 2023 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 38 increasing their positions, 50 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,050% more call options, than puts

Call options by funds: $230K | Put options by funds: $20K

12% more capital invested

Capital invested by funds: $404M → $453M (+$49M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.76% less ownership

Funds ownership: 86.04%85.28% (-0.76%)

3% less funds holding

Funds holding: 139135 (-4)

13% less first-time investments, than exits

New positions opened: 13 | Existing positions closed: 15

24% less repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 50

Holders
135
Holders Change
-4
Holders Change %
-2.88%
% of All Funds
2.15%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
13
Increased
38
Reduced
50
Closed
15
Calls
$230K
Puts
$20K
Net Calls
+$210K
Net Calls Change
-$190K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$92.3M -$2.28M -178,778 -2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$36.8M -$40K -3,133 -0.1%
Macquarie Group
3
Macquarie Group
Australia
$35.8M +$858K +67,115 +3%
Wellington Management Group
4
Wellington Management Group
Massachusetts
$31.4M +$1.55M +121,476 +5%
Morgan Stanley
5
Morgan Stanley
New York
$29.5M +$1.02M +79,850 +4%
JIC
6
Juniper Investment Company
New York
$27.5M +$93.3K +7,300 +0.3%
State Street
7
State Street
Massachusetts
$21.1M -$872K -68,215 -4%
Dimensional Fund Advisors
8
Dimensional Fund Advisors
Texas
$17.9M +$95.5K +7,471 +0.6%
GKIM
9
GW&K Investment Management
Massachusetts
$17.4M +$883K +69,089 +5%
WA
10
Wasatch Advisors
Utah
$17.2M -$2.76M -215,770 -14%
PA
11
Perceptive Advisors
New York
$14.2M
RA
12
Royce & Associates
New York
$12.6M +$1.47M +115,000 +14%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$9.61M +$340K +26,615 +4%
KCM
14
Kennedy Capital Management
Missouri
$7.43M -$275K -21,486 -4%
ACH
15
ArrowMark Colorado Holdings
Colorado
$6.11M -$60.2K -4,713 -1%
Northern Trust
16
Northern Trust
Illinois
$5.81M +$53K +4,151 +0.9%
Millennium Management
17
Millennium Management
New York
$4.86M -$3.2M -250,755 -40%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$4.39M -$152K -11,908 -3%
Bank of America
19
Bank of America
North Carolina
$4.06M +$590K +46,192 +18%
Charles Schwab
20
Charles Schwab
California
$3.96M +$68.1K +5,333 +2%
Principal Financial Group
21
Principal Financial Group
Iowa
$3.36M -$93K -7,280 -3%
Ameriprise
22
Ameriprise
Minnesota
$3.19M -$17.4K -1,363 -0.6%
First Eagle Investment Management
23
First Eagle Investment Management
New York
$3.14M +$1.27M +99,539 +71%
Goldman Sachs
24
Goldman Sachs
New York
$3.07M +$705K +55,166 +31%
N
25
Nuveen
North Carolina
$2.97M -$159K -12,407 -5%

AORT Hedge Fund Activity: Q1 2023 in Review

135 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Artivion (AORT) for Q1 2023, worth a combined $453M — up 12% from $404M a quarter earlier.

Sellers outnumbered buyers: 15 funds closed out of AORT and 13 opened new positions — a net loss of 2 holders — while 50 trimmed existing stakes and 38 added.

The largest buyer was Wellington Management Group, adding an estimated $1.55M. The largest seller was Millennium Management, cutting an estimated $3.2M.

  • 135 institutional investors held Artivion (AORT) as of Q1 2023, down from 139 in Q4 2022.
  • Funds reported $453M of Artivion stock for Q1 2023, up 12% quarter-over-quarter.
  • 13 funds opened new Artivion positions in Q1 2023 and 15 closed out, a net change of -2 holders.
  • The largest Artivion buyer in Q1 2023 was Wellington Management Group, an estimated $1.55M added.
  • The largest Artivion seller in Q1 2023 was Millennium Management, an estimated $3.2M sold.

Based on aggregated 13F filings for Q1 2023.