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AtriCure

105 hedge funds and large institutions have $498M invested in AtriCure in 2014 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 33 increasing their positions, 41 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

42% more capital invested

Capital invested by funds: $350M → $498M (+$148M)

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

6% less funds holding

Funds holding: 112105 (-7)

20% less repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 41

29% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 14

Holders
105
Holders Change
-7
Holders Change %
-6.25%
% of All Funds
2.8%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.11%
New
10
Increased
33
Reduced
41
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RJA
76
Raymond James & Associates
Florida
$599K
VOYA Investment Management
77
VOYA Investment Management
Georgia
$508K
RhumbLine Advisers
78
RhumbLine Advisers
Massachusetts
$493K +$23.2K +1,350 +6%
MLICM
79
Metropolitan Life Insurance Company (MetLife)
New York
$490K -$17.1K -998 -4%
Dimensional Fund Advisors
80
Dimensional Fund Advisors
Texas
$473K -$46.9K -2,733 -10%
NFA
81
Nationwide Fund Advisors
Ohio
$413K -$6.8K -396 -2%
Swiss National Bank
82
Swiss National Bank
Switzerland
$413K
TFO
83
Tarbox Family Office
California
$390K -$103K -6,000 -24%
AIG
84
American International Group
New York
$344K -$11.7K -682 -4%
PSC
85
Piper Sandler & Co
Minnesota
$327K +$281K +16,400 New
PPA
86
Parametric Portfolio Associates
Washington
$318K
Bank of Montreal
87
Bank of Montreal
Ontario, Canada
$300K
CS
88
Credit Suisse
Switzerland
$294K -$182K -10,616 -42%
Mackenzie Financial
89
Mackenzie Financial
Ontario, Canada
$281K +$10.3K +600 +4%
HCM
90
Highlander Capital Management
New Jersey
$210K -$140K -8,169 -44%
NCCM
91
Nine Chapters Capital Management
New Jersey
$202K -$113K -6,600 -40%
Barclays
92
Barclays
United Kingdom
$184K +$110K +6,401 +197%
Morgan Stanley
93
Morgan Stanley
New York
$182K -$34K -1,982 -18%
HF
94
Hoxton Financial
West Virginia
$143K
Citigroup
95
Citigroup
New York
$114K +$48.8K +2,841 +100%
Legal & General Group
96
Legal & General Group
United Kingdom
$82K
Bank of America
97
Bank of America
North Carolina
$69K -$152K -8,856 -72%
Royal Bank of Canada
98
Royal Bank of Canada
Ontario, Canada
$68K +$58.3K +3,400 New
UBS Group
99
UBS Group
Switzerland
$44K +$38.1K +2,219 New
PNC Financial Services Group
100
PNC Financial Services Group
Pennsylvania
$29K -$583 -34 -2%

ATRC Hedge Fund Activity: Q4 2014 in Review

105 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in AtriCure (ATRC) for Q4 2014, worth a combined $498M — up 42% from $350M a quarter earlier.

Sellers outnumbered buyers: 14 funds closed out of ATRC and 10 opened new positions — a net loss of 4 holders — while 41 trimmed existing stakes and 33 added.

The largest buyer was Millennium Management, adding an estimated $6.75M. The largest seller was Castleark Management, exiting entirely with an estimated $10.7M sold.

  • 105 institutional investors held AtriCure (ATRC) as of Q4 2014, down from 112 in Q3 2014.
  • Funds reported $498M of AtriCure stock for Q4 2014, up 42% quarter-over-quarter.
  • 10 funds opened new AtriCure positions in Q4 2014 and 14 closed out, a net change of -4 holders.
  • The largest AtriCure buyer in Q4 2014 was Millennium Management, an estimated $6.75M added.
  • The largest AtriCure seller in Q4 2014 was Castleark Management, an estimated $10.7M sold.

Based on aggregated 13F filings for Q4 2014.