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AtriCure
ATRC

224 hedge funds and large institutions have $1.51B invested in AtriCure in 2024 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 83 increasing their positions, 82 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

3.75% more ownership

Funds ownership: 100.6% → 104.35% (+3.8%)

1% more repeat investments, than reductions

Existing positions increased: 83 | Existing positions reduced: 82

4% less funds holding

Funds holding: 233 → 224 (-9)

11% less capital invested

Capital invested by funds: $1.7B → $1.51B (-$193M)

18% less first-time investments, than exits

New positions opened: 33 | Existing positions closed: 40

35% less call options, than puts

Call options by funds: $2.93M | Put options by funds: $4.48M

100% less funds holding in top 10

Funds holding in top 10: 1 → 0 (-1)

Holders
224
Holders Change
-9
Holders Change %
-3.86%
% of All Funds
3.23%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
33
Increased
83
Reduced
82
Closed
40
Calls
$2.93M
Puts
$4.48M
Net Calls
-$1.55M
Net Calls Change
-$4.95M

Top Buyers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
+$80.4M
2
CIP
Champlain Investment Partners
Vermont
+$19.3M
3
Marshall Wace
Marshall Wace
United Kingdom
+$17.6M
4
N
Nuveen
North Carolina
+$11.8M
5
Wellington Management Group
Wellington Management Group
Massachusetts
+$10.4M

Top Sellers

Rank Fund Capital Flow
1
Invesco
Invesco
Georgia
-$37.5M
2
HRCM
Hood River Capital Management
Florida
-$30M
3
FAM
Fred Alger Management
New York
-$19.9M
4
SCM
Soleus Capital Management
Connecticut
-$14M
5
BG
Bellevue Group
Switzerland
-$12.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
CP
251
CenterBook Partners
Connecticut
– -$216K -6,055 Closed
VF
252
Virtu Financial
New York
– -$213K -5,979 Closed
ASN
253
Advisory Services Network
Georgia
– -$17.8K -498 Closed
Robeco Institutional Asset Management
254
Robeco Institutional Asset Management
Netherlands
– -$16.3K -457 Closed
JFGIW
255
Johnson Financial Group Inc (Wisconsin)
Wisconsin
– -$11.3K -317 Closed
HIM
256
Hillsdale Investment Management
Ontario, Canada
– -$4.28K -120 Closed
VNA
257
Valley National Advisers
Pennsylvania
– -$2K -65 Closed
AA
258
AlphaMark Advisors
Kentucky
– -$1K -35 Closed
PWMG
259
Private Wealth Management Group
New Jersey
– -$1.18K -33 Closed
LC
260
Lindbrook Capital
California
– -$1.07K -30 Closed
GI
261
Gradient Investments
Minnesota
– -$428 -12 Closed
MPWT
262
MassMutual Private Wealth & Trust
Connecticut
– -$357 -10 Closed
BF
263
BOK Financial
Oklahoma
– -$178 -5 Closed
C
264
Covestor
United Kingdom
– +$33 +1 +33%
7 8 9 10
11

ATRC Hedge Fund Activity: Q1 2024 in Review

224 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in AtriCure (ATRC) for Q1 2024, worth a combined $1.51B — down 11% from $1.7B a quarter earlier.

Sellers outnumbered buyers: 40 funds closed out of ATRC and 33 opened new positions — a net loss of 7 holders — while 82 trimmed existing stakes and 83 added.

The largest buyer was Fidelity Investments, adding an estimated $80.4M. The largest seller was Invesco, cutting an estimated $37.5M.

  • 224 institutional investors held AtriCure (ATRC) as of Q1 2024, down from 233 in Q4 2023.
  • Funds reported $1.51B of AtriCure stock for Q1 2024, down 11% quarter-over-quarter.
  • 33 funds opened new AtriCure positions in Q1 2024 and 40 closed out, a net change of -7 holders.
  • The largest AtriCure buyer in Q1 2024 was Fidelity Investments, an estimated $80.4M added.
  • The largest AtriCure seller in Q1 2024 was Invesco, an estimated $37.5M sold.

Based on aggregated 13F filings for Q1 2024.