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Atlanticus Holdings

54 hedge funds and large institutions have $50.6M invested in Atlanticus Holdings in 2023 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 15 increasing their positions, 24 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

39% more capital invested

Capital invested by funds: $36.5M → $50.6M (+$14.1M)

0.67% less ownership

Funds ownership: 13.57%12.9% (-0.67%)

11% less funds holding

Funds holding: 6154 (-7)

38% less repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 24

60% less call options, than puts

Call options by funds: $76K | Put options by funds: $190K

71% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 7

Holders
54
Holders Change
-7
Holders Change %
-11.48%
% of All Funds
0.86%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
15
Reduced
24
Closed
7
Calls
$76K
Puts
$190K
Net Calls
-$114K
Net Calls Change
-$28K
Name Holding Trade Value Shares
Change
Change in
Stake
Dimensional Fund Advisors
1
Dimensional Fund Advisors
Texas
$15.5M +$149K +4,955 +0.9%
BlackRock
2
BlackRock
New York
$8.83M -$682K -22,673 -7%
Vanguard Group
3
Vanguard Group
Pennsylvania
$6.94M -$64.3K -2,138 -0.8%
Renaissance Technologies
4
Renaissance Technologies
New York
$3.5M -$442K -14,700 -10%
State Street
5
State Street
Massachusetts
$2.64M +$22.3K +742 +0.8%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$2.59M +$39.6K +1,317 +1%
Bank of New York Mellon
7
Bank of New York Mellon
New York
$1.33M -$115K -3,837 -7%
Los Angeles Capital Management
8
Los Angeles Capital Management
California
$1.13M -$28.8K -957 -2%
Northern Trust
9
Northern Trust
Illinois
$1.11M -$4.42K -147 -0.4%
American Century Companies
10
American Century Companies
Missouri
$809K +$278K +9,223 +45%
SIC
11
Samalin Investment Counsel
New York
$431K -$3.01K -100 -0.6%
Citadel Advisors
12
Citadel Advisors
Florida
$394K +$121K +4,021 +38%
BCM
13
Bridgeway Capital Management
Texas
$358K -$17.2K -570 -4%
Charles Schwab
14
Charles Schwab
California
$315K
Swiss National Bank
15
Swiss National Bank
Switzerland
$296K -$48.1K -1,600 -13%
Invesco
16
Invesco
Georgia
$290K -$464K -15,416 -59%
N
17
Nuveen
North Carolina
$273K -$3.85K -128 -1%
ZCM
18
Zebra Capital Management
Connecticut
$267K -$15.9K -530 -5%
Millennium Management
19
Millennium Management
New York
$238K -$200K -6,646 -43%
HWM
20
HB Wealth Management
Georgia
$227K
SS
21
Simplicity Solutions
Minnesota
$224K +$6.53K +217 +3%
SF
22
Synovus Financial
Georgia
$224K
DA
23
Denali Advisors
California
$221K +$52.2K +1,733 +27%
Massachusetts Financial Services
24
Massachusetts Financial Services
Massachusetts
$213K -$6.68K -222 -3%
MFIM
25
Mesirow Financial Investment Management
Illinois
$211K

ATLC Hedge Fund Activity: Q1 2023 in Review

54 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Atlanticus Holdings (ATLC) for Q1 2023, worth a combined $50.6M — up 39% from $36.5M a quarter earlier.

Sellers outnumbered buyers: 7 funds closed out of ATLC and 2 opened new positions — a net loss of 5 holders — while 24 trimmed existing stakes and 15 added.

The largest buyer was American Century Companies, adding an estimated $278K. The largest seller was BlackRock, cutting an estimated $682K.

  • 54 institutional investors held Atlanticus Holdings (ATLC) as of Q1 2023, down from 61 in Q4 2022.
  • Funds reported $50.6M of Atlanticus Holdings stock for Q1 2023, up 39% quarter-over-quarter.
  • 2 funds opened new Atlanticus Holdings positions in Q1 2023 and 7 closed out, a net change of -5 holders.
  • The largest Atlanticus Holdings buyer in Q1 2023 was American Century Companies, an estimated $278K added.
  • The largest Atlanticus Holdings seller in Q1 2023 was BlackRock, an estimated $682K sold.

Based on aggregated 13F filings for Q1 2023.