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AtriCure
ATRC

100 hedge funds and large institutions have $415M invested in AtriCure in 2016 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 46 increasing their positions, 23 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more funds holding in top 10

Funds holding in top 10: 2 → 5 (+3)

100% more repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 23

14% more capital invested

Capital invested by funds: $364M → $415M (+$51.3M)

7% less first-time investments, than exits

New positions opened: 14 | Existing positions closed: 15

2% less funds holding

Funds holding: 102 → 100 (-2)

Holders
100
Holders Change
-2
Holders Change %
-1.96%
% of All Funds
2.67%
Holding in Top 10
5
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+150%
% of All Funds
0.13%
New
14
Increased
46
Reduced
23
Closed
15
Calls
$400K
Puts
–
Net Calls
+$400K
Net Calls Change
-$3K

Top Buyers

Rank Fund Capital Flow
1
Victory Capital Management
Victory Capital Management
Texas
+$18.6M
2
HEC
Hudson Executive Capital
New York
+$7.97M
3
Wellington Management Group
Wellington Management Group
Massachusetts
+$6.78M
4
William Blair Investment Management
William Blair Investment Management
Illinois
+$4.37M
5
PCM
Portolan Capital Management
Massachusetts
+$3.83M

Top Sellers

Rank Fund Capital Flow
1
Wells Fargo
Wells Fargo
California
-$12.8M
2
Millennium Management
Millennium Management
New York
-$5.12M
3
Adage Capital Partners
Adage Capital Partners
Massachusetts
-$3.53M
4
TA
Tamarack Advisers
California
-$3.09M
5
N
Nuveen
North Carolina
-$1.87M
Name Holding Trade Value Shares
Change 		Change in
Stake
CCM
26
Consonance Capital Management
New York
$3.67M +$3.57M +231,926 New
Geode Capital Management
27
Geode Capital Management
Massachusetts
$3.32M +$225K +14,644 +7%
EAM
28
Eagle Asset Management
Florida
$3.31M +$3.22M +209,345 New
KIA
29
Kopp Investment Advisors
Minnesota
$3.1M +$139K +9,052 +5%
EAM
30
Eventide Asset Management
Massachusetts
$2.85M – – –
Allianz Asset Management
31
Allianz Asset Management
Germany
$2.83M -$253K -16,488 -8%
BG
32
Bollard Group
Massachusetts
$2.69M +$2.61M +170,000 New
CCI
33
Columbus Circle Investors
$2.59M +$750K +48,807 +42%
SC
34
Skylands Capital
Wisconsin
$2.2M +$714K +46,450 +50%
Bank of New York Mellon
35
Bank of New York Mellon
New York
$2.17M +$39.9K +2,598 +2%
TA
36
Tamarack Advisers
California
$2.1M -$3.09M -201,000 -60%
BIM
37
BlackRock Investment Management
Delaware
$2.02M +$83.2K +5,414 +4%
PCM
38
Perkins Capital Management
Minnesota
$1.93M +$563K +36,600 +43%
Charles Schwab
39
Charles Schwab
California
$1.92M +$1.15M +75,006 +163%
William Blair & Company
40
William Blair & Company
Illinois
$1.75M +$163K +10,585 +11%
Macquarie Group
41
Macquarie Group
Australia
$1.61M -$1.27M -82,736 -45%
Renaissance Technologies
42
Renaissance Technologies
New York
$1.41M -$26.1K -1,700 -2%
D.E. Shaw & Co
43
D.E. Shaw & Co
New York
$1.4M +$347K +22,558 +34%
USAA
44
United Services Automobile Association
Texas
$1.3M -$3.08K -200 -0.2%
Two Sigma Advisers
45
Two Sigma Advisers
New York
$1.24M -$111K -7,200 -8%
N
46
Nuveen
North Carolina
$1.21M -$1.87M -121,565 -61%
EIM
47
Essex Investment Management
Massachusetts
$1.18M -$71.8K -4,668 -6%
GC
48
GMT Capital
Georgia
$1.17M +$1.13M +73,693 New
TA
49
Teachers Advisors
New York
$1.11M – – –
California State Teachers Retirement System (CalSTRS)
50
California State Teachers Retirement System (CalSTRS)
California
$1.05M +$7.69K +500 +0.8%
1
2
3 4 5

ATRC Hedge Fund Activity: Q3 2016 in Review

100 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in AtriCure (ATRC) for Q3 2016, worth a combined $415M — up 14% from $364M a quarter earlier.

Sellers outnumbered buyers: 15 funds closed out of ATRC and 14 opened new positions — a net loss of 1 holder — while 23 trimmed existing stakes and 46 added.

The largest buyer was Victory Capital Management, adding an estimated $18.6M. The largest seller was Wells Fargo, cutting an estimated $12.8M.

  • 100 institutional investors held AtriCure (ATRC) as of Q3 2016, down from 102 in Q2 2016.
  • Funds reported $415M of AtriCure stock for Q3 2016, up 14% quarter-over-quarter.
  • 14 funds opened new AtriCure positions in Q3 2016 and 15 closed out, a net change of -1 holder.
  • The largest AtriCure buyer in Q3 2016 was Victory Capital Management, an estimated $18.6M added.
  • The largest AtriCure seller in Q3 2016 was Wells Fargo, an estimated $12.8M sold.

Based on aggregated 13F filings for Q3 2016.