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Artivion

126 hedge funds and large institutions have $588M invested in Artivion in 2023 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 41 increasing their positions, 49 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

6,000% more call options, than puts

Call options by funds: $549K | Put options by funds: $9K

30% more capital invested

Capital invested by funds: $453M → $588M (+$135M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

1.56% less ownership

Funds ownership: 85.28%83.72% (-1.6%)

7% less funds holding

Funds holding: 135126 (-9)

16% less repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 49

60% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 15

Holders
126
Holders Change
-9
Holders Change %
-6.67%
% of All Funds
1.98%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
6
Increased
41
Reduced
49
Closed
15
Calls
$549K
Puts
$9K
Net Calls
+$540K
Net Calls Change
+$330K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$122M +$629K +42,721 +0.6%
Macquarie Group
2
Macquarie Group
Australia
$47.6M +$606K +41,151 +2%
Vanguard Group
3
Vanguard Group
Pennsylvania
$47.1M -$931K -63,250 -2%
Wellington Management Group
4
Wellington Management Group
Massachusetts
$44.4M +$2.72M +184,651 +8%
Morgan Stanley
5
Morgan Stanley
New York
$38.6M -$84.5K -5,741 -0.3%
JIC
6
Juniper Investment Company
New York
$36.1M
State Street
7
State Street
Massachusetts
$27.6M -$63.8K -4,331 -0.3%
Dimensional Fund Advisors
8
Dimensional Fund Advisors
Texas
$25.1M +$1.45M +98,134 +7%
GKIM
9
GW&K Investment Management
Massachusetts
$22.8M -$96.7K -6,564 -0.5%
RA
10
Royce & Associates
New York
$16.3M -$174K -11,788 -1%
PA
11
Perceptive Advisors
New York
$16M -$2.28M -154,508 -14%
WA
12
Wasatch Advisors
Utah
$14M -$7.42M -504,192 -38%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$13.4M +$722K +48,999 +7%
KCM
14
Kennedy Capital Management
Missouri
$13M +$2.78M +188,712 +33%
Northern Trust
15
Northern Trust
Illinois
$7.62M -$7.29K -495 -0.1%
First Eagle Investment Management
16
First Eagle Investment Management
New York
$6.59M +$2.12M +144,000 +60%
Bank of America
17
Bank of America
North Carolina
$6.17M +$722K +49,045 +16%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$5.91M +$134K +9,106 +3%
Charles Schwab
19
Charles Schwab
California
$5.42M +$190K +12,930 +4%
N
20
Nuveen
North Carolina
$4.2M +$261K +17,744 +8%
Goldman Sachs
21
Goldman Sachs
New York
$4.19M +$138K +9,363 +4%
Ameriprise
22
Ameriprise
Minnesota
$4.11M -$62.4K -4,239 -2%
Principal Financial Group
23
Principal Financial Group
Iowa
$4.11M -$263K -17,889 -7%
OAM
24
Oberweis Asset Management
Illinois
$3.63M +$3.11M +211,300 New
PCM
25
Penn Capital Management
Pennsylvania
$3.62M +$2.3M +156,244 +286%

AORT Hedge Fund Activity: Q2 2023 in Review

126 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Artivion (AORT) for Q2 2023, worth a combined $588M — up 30% from $453M a quarter earlier.

Sellers outnumbered buyers: 15 funds closed out of AORT and 6 opened new positions — a net loss of 9 holders — while 49 trimmed existing stakes and 41 added.

The largest buyer was Oberweis Asset Management, opening a new position worth an estimated $3.11M. The largest seller was Wasatch Advisors, cutting an estimated $7.42M.

  • 126 institutional investors held Artivion (AORT) as of Q2 2023, down from 135 in Q1 2023.
  • Funds reported $588M of Artivion stock for Q2 2023, up 30% quarter-over-quarter.
  • 6 funds opened new Artivion positions in Q2 2023 and 15 closed out, a net change of -9 holders.
  • The largest Artivion buyer in Q2 2023 was Oberweis Asset Management, an estimated $3.11M added.
  • The largest Artivion seller in Q2 2023 was Wasatch Advisors, an estimated $7.42M sold.

Based on aggregated 13F filings for Q2 2023.