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AtriCure
ATRC

233 hedge funds and large institutions have $1.7B invested in AtriCure in 2023 Q4 according to their latest regulatory filings, with 40 funds opening new positions, 102 increasing their positions, 70 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

5,314% more call options, than puts

Call options by funds: $3.46M | Put options by funds: $64K

46% more repeat investments, than reductions

Existing positions increased: 102 | Existing positions reduced: 70

21% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 33

4.75% more ownership

Funds ownership: 95.85% → 100.6% (+4.8%)

1% more funds holding

Funds holding: 230 → 233 (+3)

14% less capital invested

Capital invested by funds: $1.99B → $1.7B (-$287M)

75% less funds holding in top 10

Funds holding in top 10: 4 → 1 (-3)

Holders
233
Holders Change
+3
Holders Change %
+1.3%
% of All Funds
3.4%
Holding in Top 10
1
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-75%
% of All Funds
0.01%
New
40
Increased
102
Reduced
70
Closed
33
Calls
$3.46M
Puts
$64K
Net Calls
+$3.4M
Net Calls Change
+$3.39M

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$27.4M
2
CIP
Champlain Investment Partners
Vermont
+$9.44M
3
BlackRock
BlackRock
New York
+$8.75M
4
GPGA
Grandeur Peak Global Advisors
Utah
+$8.61M
5
Citadel Advisors
Citadel Advisors
Florida
+$7.82M

Top Sellers

Rank Fund Capital Flow
1
GIP
Granite Investment Partners
California
-$17.3M
2
NCGI
Next Century Growth Investors
Minnesota
-$13.7M
3
FAM
Fred Alger Management
New York
-$10.5M
4
SAM
Sectoral Asset Management
Quebec, Canada
-$10.4M
5
Prudential Financial
Prudential Financial
New Jersey
-$5.84M
Name Holding Trade Value Shares
Change 		Change in
Stake
Pictet Asset Management
251
Pictet Asset Management
Switzerland
– -$233K -5,325 Closed
PCH
252
Polar Capital Holdings
United Kingdom
– -$233K -5,314 Closed
CIM
253
Contravisory Investment Management
Massachusetts
– -$222K -5,064 Closed
Capstone Investment Advisors
254
Capstone Investment Advisors
New York
– -$218K -4,967 Closed
Mariner
255
Mariner
Kansas
– -$217K -4,966 Closed
Creative Planning
256
Creative Planning
Kansas
– -$203K -4,643 Closed
BCP
257
Blue Chip Partners
Michigan
– -$123K -2,797 Closed
Allspring Global Investments
258
Allspring Global Investments
North Carolina
– -$90.8K -2,074 Closed
AIM
259
Arcadia Investment Management
Michigan
– -$28.3K -645 Closed
RA
260
RiverPark Advisors
New York
– -$27.4K -625 Closed
MA
261
MCF Advisors
Kentucky
– -$17K -387 Closed
QL
262
Quarry LP
New York
– -$4.47K -102 Closed
PVH
263
Psagot Value Holdings
Israel
– -$2K -55 Closed
GRP
264
Global Retirement Partners
California
– -$944 -23 Closed
Point72 Asset Management
265
Point72 Asset Management
Connecticut
– -$175 -4 Closed
7 8 9 10
11

ATRC Hedge Fund Activity: Q4 2023 in Review

233 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in AtriCure (ATRC) for Q4 2023, worth a combined $1.7B — down 14% from $1.99B a quarter earlier.

Buyers outnumbered sellers: 40 funds opened new ATRC positions and 33 closed out — a net gain of 7 holders — while 102 added to existing stakes and 70 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $27.4M. The largest seller was Granite Investment Partners, exiting entirely with an estimated $17.3M sold.

  • 233 institutional investors held AtriCure (ATRC) as of Q4 2023, up from 230 in Q3 2023.
  • Funds reported $1.7B of AtriCure stock for Q4 2023, down 14% quarter-over-quarter.
  • 40 funds opened new AtriCure positions in Q4 2023 and 33 closed out, a net change of +7 holders.
  • The largest AtriCure buyer in Q4 2023 was Morgan Stanley, an estimated $27.4M added.
  • The largest AtriCure seller in Q4 2023 was Granite Investment Partners, an estimated $17.3M sold.

Based on aggregated 13F filings for Q4 2023.