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AtriCure

211 hedge funds and large institutions have $1.99B invested in AtriCure in 2022 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 73 increasing their positions, 80 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

22% more call options, than puts

Call options by funds: $1.63M | Put options by funds: $1.33M

16% more capital invested

Capital invested by funds: $1.72B → $1.99B (+$271M)

0.53% more ownership

Funds ownership: 96.18%96.71% (+0.53%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

7% less first-time investments, than exits

New positions opened: 25 | Existing positions closed: 27

9% less repeat investments, than reductions

Existing positions increased: 73 | Existing positions reduced: 80

1% less funds holding

Funds holding: 214211 (-3)

Holders
211
Holders Change
-3
Holders Change %
-1.4%
% of All Funds
3.39%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
25
Increased
73
Reduced
80
Closed
27
Calls
$1.63M
Puts
$1.33M
Net Calls
+$296K
Net Calls Change
-$528K
Name Holding Trade Value Shares
Change
Change in
Stake
WA
26
Wasatch Advisors
Utah
$19.3M -$186K -4,443 -1%
Bank of America
27
Bank of America
North Carolina
$18.4M -$2.3M -54,996 -12%
EMFAT
28
Emerald Mutual Fund Advisers Trust
Pennsylvania
$18M +$2.37M +56,620 +16%
GIP
29
Granite Investment Partners
California
$17.8M -$248K -5,947 -1%
Norges Bank
30
Norges Bank
Norway
$15.6M
Charles Schwab
31
Charles Schwab
California
$15.3M +$358K +8,579 +3%
Bank of New York Mellon
32
Bank of New York Mellon
New York
$13.2M -$322K -7,697 -3%
New York State Common Retirement Fund
33
New York State Common Retirement Fund
New York
$10.8M -$870K -20,830 -8%
SAM
34
Sectoral Asset Management
Quebec, Canada
$10.1M
Goldman Sachs
35
Goldman Sachs
New York
$10M +$4.91M +117,476 +109%
Morgan Stanley
36
Morgan Stanley
New York
$9.68M +$2.99M +71,570 +49%
SAM
37
Silvercrest Asset Management
New York
$9.5M -$136K -3,266 -2%
Adage Capital Partners
38
Adage Capital Partners
Massachusetts
$8.88M +$8.35M +200,000 New
Amundi
39
Amundi
France
$8.7M +$2.05M +49,010 +31%
WCM Investment Management
40
WCM Investment Management
California
$8.41M -$111K -2,653 -1%
PCM
41
Peregrine Capital Management
Minnesota
$6.96M -$2.1M -50,361 -24%
UBS AM
42
UBS AM
Illinois
$6.66M -$5.13M -122,859 -45%
NC
43
Nicholas Company
Wisconsin
$6.32M -$1.36M -32,565 -19%
Citadel Advisors
44
Citadel Advisors
Florida
$5.76M +$2.8M +66,988 +107%
TIM
45
Thornburg Investment Management
New Mexico
$5.37M -$247K -5,919 -5%
D.E. Shaw & Co
46
D.E. Shaw & Co
New York
$5.15M -$3.23M -77,394 -40%
PI
47
Putnam Investments
Massachusetts
$5.11M +$1.05M +25,221 +28%
State of Wisconsin Investment Board
48
State of Wisconsin Investment Board
Wisconsin
$5.01M -$113K -2,700 -2%
Man Group
49
Man Group
United Kingdom
$4.8M +$39.7K +950 +0.9%
Swiss National Bank
50
Swiss National Bank
Switzerland
$4.72M +$87.7K +2,100 +2%

ATRC Hedge Fund Activity: Q4 2022 in Review

211 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in AtriCure (ATRC) for Q4 2022, worth a combined $1.99B — up 16% from $1.72B a quarter earlier.

Sellers outnumbered buyers: 27 funds closed out of ATRC and 25 opened new positions — a net loss of 2 holders — while 80 trimmed existing stakes and 73 added.

The largest buyer was Wellington Management Group, adding an estimated $55.2M. The largest seller was Fred Alger Management, cutting an estimated $23.9M.

  • 211 institutional investors held AtriCure (ATRC) as of Q4 2022, down from 214 in Q3 2022.
  • Funds reported $1.99B of AtriCure stock for Q4 2022, up 16% quarter-over-quarter.
  • 25 funds opened new AtriCure positions in Q4 2022 and 27 closed out, a net change of -2 holders.
  • The largest AtriCure buyer in Q4 2022 was Wellington Management Group, an estimated $55.2M added.
  • The largest AtriCure seller in Q4 2022 was Fred Alger Management, an estimated $23.9M sold.

Based on aggregated 13F filings for Q4 2022.