We are live on ! Find out more
AORT icon

Artivion

142 hedge funds and large institutions have $516M invested in Artivion in 2023 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 39 increasing their positions, 50 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

400% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 4

289% more call options, than puts

Call options by funds: $401K | Put options by funds: $103K

13% more funds holding

Funds holding: 126142 (+16)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.81% less ownership

Funds ownership: 83.72%82.9% (-0.81%)

12% less capital invested

Capital invested by funds: $588M → $516M (-$72.3M)

22% less repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 50

Holders
142
Holders Change
+16
Holders Change %
+12.7%
% of All Funds
2.25%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
20
Increased
39
Reduced
50
Closed
4
Calls
$401K
Puts
$103K
Net Calls
+$298K
Net Calls Change
-$242K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$102M -$5.87M -362,363 -5%
Macquarie Group
2
Macquarie Group
Australia
$43.8M +$1.87M +115,763 +4%
Vanguard Group
3
Vanguard Group
Pennsylvania
$40.1M -$1.56M -96,114 -4%
Wellington Management Group
4
Wellington Management Group
Massachusetts
$38M -$1.2M -74,326 -3%
Morgan Stanley
5
Morgan Stanley
New York
$35.2M +$1.24M +76,334 +3%
JIC
6
Juniper Investment Company
New York
$31.8M
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$24.4M +$2.35M +144,950 +10%
State Street
8
State Street
Massachusetts
$23.4M -$990K -61,173 -4%
GKIM
9
GW&K Investment Management
Massachusetts
$20.2M +$108K +6,661 +0.5%
RA
10
Royce & Associates
New York
$15M +$632K +39,060 +4%
PA
11
Perceptive Advisors
New York
$14.1M
Geode Capital Management
12
Geode Capital Management
Massachusetts
$12.1M +$260K +16,063 +2%
KCM
13
Kennedy Capital Management
Missouri
$10.9M -$598K -36,946 -5%
First Eagle Investment Management
14
First Eagle Investment Management
New York
$7.98M +$2.32M +143,146 +37%
WA
15
Wasatch Advisors
Utah
$7.83M -$4.78M -295,013 -36%
Northern Trust
16
Northern Trust
Illinois
$6.66M -$66.5K -4,107 -0.9%
Bank of America
17
Bank of America
North Carolina
$5.76M +$345K +21,334 +6%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$4.95M -$288K -17,781 -5%
Charles Schwab
19
Charles Schwab
California
$4.82M +$43.1K +2,659 +0.8%
OAM
20
Oberweis Asset Management
Illinois
$3.76M +$597K +36,900 +17%
PCM
21
Penn Capital Management
Pennsylvania
$3.75M +$596K +36,793 +17%
N
22
Nuveen
North Carolina
$3.7M -$2.9K -179 -0.1%
Ameriprise
23
Ameriprise
Minnesota
$3.34M -$312K -19,289 -8%
Principal Financial Group
24
Principal Financial Group
Iowa
$3.29M -$358K -22,089 -9%
Goldman Sachs
25
Goldman Sachs
New York
$3.23M -$505K -31,167 -13%

AORT Hedge Fund Activity: Q3 2023 in Review

142 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Artivion (AORT) for Q3 2023, worth a combined $516M — down 12% from $588M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new AORT positions and 4 closed out — a net gain of 16 holders — while 39 added to existing stakes and 50 trimmed.

The largest buyer was Dimensional Fund Advisors, adding an estimated $2.35M. The largest seller was BlackRock, cutting an estimated $5.87M.

  • 142 institutional investors held Artivion (AORT) as of Q3 2023, up from 126 in Q2 2023.
  • Funds reported $516M of Artivion stock for Q3 2023, down 12% quarter-over-quarter.
  • 20 funds opened new Artivion positions in Q3 2023 and 4 closed out, a net change of +16 holders.
  • The largest Artivion buyer in Q3 2023 was Dimensional Fund Advisors, an estimated $2.35M added.
  • The largest Artivion seller in Q3 2023 was BlackRock, an estimated $5.87M sold.

Based on aggregated 13F filings for Q3 2023.