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AtriCure
ATRC

86 hedge funds and large institutions have $293M invested in AtriCure in 2013 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 23 increasing their positions, 36 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 2 → 6 (+4)

78% more capital invested

Capital invested by funds: $165M → $293M (+$128M)

70% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 10

9% more funds holding

Funds holding: 79 → 86 (+7)

36% less repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 36

Holders
86
Holders Change
+7
Holders Change %
+8.86%
% of All Funds
2.5%
Holding in Top 10
6
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+200%
% of All Funds
0.17%
New
17
Increased
23
Reduced
36
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
+$4.92M
2
CM
Castleark Management
Illinois
+$4.92M
3
Millennium Management
Millennium Management
New York
+$2.54M
4
BIT
BlackRock Institutional Trust
California
+$2.12M
5
Allianz Asset Management
Allianz Asset Management
Germany
+$1.74M

Top Sellers

Rank Fund Capital Flow
1
KIA
Kopp Investment Advisors
Minnesota
-$4.63M
2
BC
Broadfin Capital
New York
-$3.49M
3
Deutsche Bank
Deutsche Bank
Germany
-$2.64M
4
Alyeska Investment Group
Alyeska Investment Group
Illinois
-$2.37M
5
NC
Northpointe Capital
Michigan
-$2.23M
Name Holding Trade Value Shares
Change 		Change in
Stake
KIA
26
Kopp Investment Advisors
Minnesota
$3.48M -$4.63M -318,211 -63%
KF
27
Kopp Funds
Wisconsin
$3.48M +$2.71M +186,280 New
WSA
28
Wall Street Associates
California
$3.28M -$184K -12,670 -7%
UBS AM
29
UBS AM
Illinois
$2.98M -$35.3K -2,427 -1%
TC
30
TFS Capital
Pennsylvania
$2.94M +$1.15M +79,274 +101%
BCM
31
Bridgeway Capital Management
Texas
$2.51M -$4.36K -300 -0.2%
Allianz Asset Management
32
Allianz Asset Management
Germany
$2.24M +$1.74M +119,881 New
KCM
33
Kennedy Capital Management
Missouri
$2.09M +$766K +52,693 +89%
NI
34
Numeric Investors
Massachusetts
$2.02M -$437K -30,086 -22%
Bank of New York Mellon
35
Bank of New York Mellon
New York
$1.72M +$116K +7,982 +9%
EIM
36
Essex Investment Management
Massachusetts
$1.64M +$70.4K +4,845 +6%
COPPSERS
37
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$1.63M -$345K -23,721 -21%
TCIM
38
TIAA CREF Investment Management
New York
$1.56M -$31.1K -2,136 -2%
Geode Capital Management
39
Geode Capital Management
Massachusetts
$1.48M +$175K +12,053 +18%
SC
40
Skylands Capital
Wisconsin
$1.46M -$1.04M -71,718 -48%
EAM
41
Eventide Asset Management
Massachusetts
$1.29M +$1.01M +69,300 New
DCM
42
Driehaus Capital Management
Illinois
$1.29M +$1M +69,094 New
BIM
43
BlackRock Investment Management
Delaware
$1.08M -$19K -1,309 -2%
KeyBank National Association
44
KeyBank National Association
Ohio
$911K -$31.9K -2,192 -4%
WPC
45
White Pine Capital
Minnesota
$906K -$335K -23,025 -32%
California Public Employees Retirement System
46
California Public Employees Retirement System
California
$843K +$7.27K +500 +1%
WMSA
47
Weiss Multi-Strategy Advisers
New York
$785K -$480K -33,000 -44%
Dimensional Fund Advisors
48
Dimensional Fund Advisors
Texas
$772K – – –
RJA
49
Raymond James & Associates
Florida
$747K – – –
California State Teachers Retirement System (CalSTRS)
50
California State Teachers Retirement System (CalSTRS)
California
$709K +$2.91K +200 +0.5%
1
2
3 4

ATRC Hedge Fund Activity: Q4 2013 in Review

86 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in AtriCure (ATRC) for Q4 2013, worth a combined $293M — up 78% from $165M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new ATRC positions and 10 closed out — a net gain of 7 holders — while 23 added to existing stakes and 36 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $4.92M. The largest seller was Kopp Investment Advisors, cutting an estimated $4.63M.

  • 86 institutional investors held AtriCure (ATRC) as of Q4 2013, up from 79 in Q3 2013.
  • Funds reported $293M of AtriCure stock for Q4 2013, up 78% quarter-over-quarter.
  • 17 funds opened new AtriCure positions in Q4 2013 and 10 closed out, a net change of +7 holders.
  • The largest AtriCure buyer in Q4 2013 was Fidelity Investments, an estimated $4.92M added.
  • The largest AtriCure seller in Q4 2013 was Kopp Investment Advisors, an estimated $4.63M sold.

Based on aggregated 13F filings for Q4 2013.