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Atlanticus Holdings
ATLC

65 hedge funds and large institutions have $80.2M invested in Atlanticus Holdings in 2023 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 25 increasing their positions, 18 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 5

39% more repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 18

30% more capital invested

Capital invested by funds: $61.6M → $80.2M (+$18.6M)

3% more funds holding

Funds holding: 63 → 65 (+2)

0.12% more ownership

Funds ownership: 14.09% → 14.21% (+0.12%)

42% less call options, than puts

Call options by funds: $139K | Put options by funds: $240K

Holders
65
Holders Change
+2
Holders Change %
+3.17%
% of All Funds
0.95%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
25
Reduced
18
Closed
5
Calls
$139K
Puts
$240K
Net Calls
-$101K
Net Calls Change
+$54K

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$1.13M
2
Morgan Stanley
Morgan Stanley
New York
+$586K
3
Janus Henderson Group
Janus Henderson Group
United Kingdom
+$245K
4
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$228K
5
Invesco
Invesco
Georgia
+$222K

Top Sellers

Rank Fund Capital Flow
1
Millennium Management
Millennium Management
New York
-$854K
2
II
Inspire Investing
Idaho
-$672K
3
Bank of New York Mellon
Bank of New York Mellon
New York
-$425K
4
SS
Simplicity Solutions
Minnesota
-$326K
5
Citadel Advisors
Citadel Advisors
Florida
-$191K
Name Holding Trade Value Shares
Change 		Change in
Stake
Dimensional Fund Advisors
1
Dimensional Fund Advisors
Texas
$23.3M +$228K +7,234 +1%
BlackRock
2
BlackRock
New York
$15.1M +$1.13M +35,954 +10%
Vanguard Group
3
Vanguard Group
Pennsylvania
$9.91M +$40.8K +1,295 +0.5%
Renaissance Technologies
4
Renaissance Technologies
New York
$4.2M -$40.9K -1,300 -1%
Geode Capital Management
5
Geode Capital Management
Massachusetts
$4.01M +$128K +4,078 +4%
State Street
6
State Street
Massachusetts
$3.84M +$95.4K +3,032 +3%
Northern Trust
7
Northern Trust
Illinois
$1.69M +$1.2K +38 +0.1%
Bank of New York Mellon
8
Bank of New York Mellon
New York
$1.42M -$425K -13,489 -27%
Los Angeles Capital Management
9
Los Angeles Capital Management
California
$1.41M -$66.2K -2,102 -5%
American Century Companies
10
American Century Companies
Missouri
$1.26M +$14.2K +450 +1%
DA
11
Denali Advisors
California
$957K -$104K -3,300 -12%
Morgan Stanley
12
Morgan Stanley
New York
$909K +$586K +18,629 +383%
Invesco
13
Invesco
Georgia
$752K +$222K +7,052 +57%
GCP
14
GSA Capital Partners
United Kingdom
$715K +$197K +6,267 +51%
BCM
15
Bridgeway Capital Management
Texas
$605K +$36.3K +1,152 +8%
BGIM
16
Brandywine Global Investment Management
Pennsylvania
$558K -$48.3K -1,533 -10%
EF
17
Empowered Funds
Pennsylvania
$543K +$36.3K +1,152 +9%
First Trust Advisors
18
First Trust Advisors
Illinois
$496K +$13.8K +439 +4%
Charles Schwab
19
Charles Schwab
California
$492K – – –
N
20
Nuveen
North Carolina
$488K +$80.2K +2,548 +25%
CS
21
Credit Suisse
Switzerland
$456K +$55.1K +1,749 +17%
Swiss National Bank
22
Swiss National Bank
Switzerland
$441K -$40.9K -1,300 -10%
SIC
23
Samalin Investment Counsel
New York
$410K -$34.6K -1,100 -9%
OSAM
24
O'Shaughnessy Asset Management
Connecticut
$374K +$10.8K +344 +4%
State of Wisconsin Investment Board
25
State of Wisconsin Investment Board
Wisconsin
$373K +$56K +1,778 +23%
1
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ATLC Hedge Fund Activity: Q4 2023 in Review

65 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Atlanticus Holdings (ATLC) for Q4 2023, worth a combined $80.2M — up 30% from $61.6M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new ATLC positions and 5 closed out — a net gain of 2 holders — while 25 added to existing stakes and 18 trimmed.

The largest buyer was BlackRock, adding an estimated $1.13M. The largest seller was Millennium Management, exiting entirely with an estimated $854K sold.

  • 65 institutional investors held Atlanticus Holdings (ATLC) as of Q4 2023, up from 63 in Q3 2023.
  • Funds reported $80.2M of Atlanticus Holdings stock for Q4 2023, up 30% quarter-over-quarter.
  • 7 funds opened new Atlanticus Holdings positions in Q4 2023 and 5 closed out, a net change of +2 holders.
  • The largest Atlanticus Holdings buyer in Q4 2023 was BlackRock, an estimated $1.13M added.
  • The largest Atlanticus Holdings seller in Q4 2023 was Millennium Management, an estimated $854K sold.

Based on aggregated 13F filings for Q4 2023.