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AtriCure

213 hedge funds and large institutions have $1.8B invested in AtriCure in 2022 Q2 according to their latest regulatory filings, with 34 funds opening new positions, 85 increasing their positions, 62 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

37% more repeat investments, than reductions

Existing positions increased: 85 | Existing positions reduced: 62

0.21% more ownership

Funds ownership: 95.68%95.89% (+0.21%)

3% less first-time investments, than exits

New positions opened: 34 | Existing positions closed: 35

2% less funds holding

Funds holding: 217213 (-4)

35% less capital invested

Capital invested by funds: $2.78B → $1.8B (-$984M)

67% less funds holding in top 10

Funds holding in top 10: 31 (-2)

Holders
213
Holders Change
-4
Holders Change %
-1.84%
% of All Funds
3.59%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.02%
New
34
Increased
85
Reduced
62
Closed
35
Calls
$236K
Puts
Net Calls
+$236K
Net Calls Change
-$33K
Name Holding Trade Value Shares
Change
Change in
Stake
NAM
226
NorthCrest Asset Manangement
Minnesota
-$210K -3,200 Closed
FB
227
Fulton Bank
Pennsylvania
-$209K -3,181 Closed
PAMS
228
Pictet Asset Management (Switzerland)
Switzerland
-$204K -3,111 Closed
EVM
229
Eaton Vance Management
Massachusetts
-$203K -3,096 Closed
ICM
230
Islay Capital Management
Texas
-$117K -1,783 Closed
ACM
231
Aquatic Capital Management
Illinois
-$20K -300 Closed
EWA
232
EverSource Wealth Advisors
Alabama
-$13K -202 Closed
AF
233
Allworth Financial
California
-$11K -169 Closed
SWM
234
Spire Wealth Management
Virginia
-$10K -146 Closed
LAS
235
Lloyd Advisory Services
Georgia
-$5K -75 Closed
Carson Wealth (CWM LLC)
236
Carson Wealth (CWM LLC)
Nebraska
-$1.28K -27 -73%
PCA
237
Providence Capital Advisors
North Carolina
-$2K -26 Closed
WT
238
Whittier Trust
California
-$2K -26 Closed
JWA
239
JFS Wealth Advisors
Pennsylvania
-$332 -7 -70%
C
240
Covestor
United Kingdom
-$95 -2 -29%
DI
241
Disciplined Investments
Oklahoma
+$47 +1 +50%
DFCM
242
Dark Forest Capital Management
Puerto Rico
+$95 +2 New
SC
243
Schubert & Co
Texas
+$237 +5 New
SFG
244
Steward Financial Group
Texas
+$284 +6 New
CAL
245
Capital Advisors Ltd
Ohio
+$332 +7 New

ATRC Hedge Fund Activity: Q2 2022 in Review

213 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in AtriCure (ATRC) for Q2 2022, worth a combined $1.8B — down 35% from $2.78B a quarter earlier.

Sellers outnumbered buyers: 35 funds closed out of ATRC and 34 opened new positions — a net loss of 1 holder — while 62 trimmed existing stakes and 85 added.

The largest buyer was Champlain Investment Partners, adding an estimated $16.3M. The largest seller was Millennium Management, cutting an estimated $23.7M.

  • 213 institutional investors held AtriCure (ATRC) as of Q2 2022, down from 217 in Q1 2022.
  • Funds reported $1.8B of AtriCure stock for Q2 2022, down 35% quarter-over-quarter.
  • 34 funds opened new AtriCure positions in Q2 2022 and 35 closed out, a net change of -1 holder.
  • The largest AtriCure buyer in Q2 2022 was Champlain Investment Partners, an estimated $16.3M added.
  • The largest AtriCure seller in Q2 2022 was Millennium Management, an estimated $23.7M sold.

Based on aggregated 13F filings for Q2 2022.