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AtriCure

99 hedge funds and large institutions have $560M invested in AtriCure in 2017 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 35 increasing their positions, 34 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

31% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 13

3.17% more ownership

Funds ownership: 84.64%87.81% (+3.2%)

3% more repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 34

2% more capital invested

Capital invested by funds: $551M → $560M (+$9.81M)

1% less funds holding

Funds holding: 10099 (-1)

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

100% less call options, than puts

Call options by funds: $1K | Put options by funds: $619K

Holders
99
Holders Change
-1
Holders Change %
-1%
% of All Funds
2.46%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.12%
New
17
Increased
35
Reduced
34
Closed
13
Calls
$1K
Puts
$619K
Net Calls
-$618K
Net Calls Change
-$857K
Name Holding Trade Value Shares
Change
Change in
Stake
PCM
76
Prelude Capital Management
New York
$203K -$114K -6,528 -38%
Bank of Montreal
77
Bank of Montreal
Ontario, Canada
$200K +$2.24K +128 +1%
Legal & General Group
78
Legal & General Group
United Kingdom
$157K -$1.96K -112 -1%
SEI Investments
79
SEI Investments
Pennsylvania
$76K +$39K +2,228 +129%
Royal Bank of Canada
80
Royal Bank of Canada
Ontario, Canada
$52K -$13.7K -781 -22%
AIP
81
Ameritas Investment Partners
Nebraska
$47K +$43K +2,456 New
FPF
82
FNY Partners Fund
New York
$47K +$43.8K +2,500 New
Canada Life
83
Canada Life
Manitoba, Canada
$41K
TFO
84
Tarbox Family Office
California
$39K
UBS Group
85
UBS Group
Switzerland
$33K -$441K -25,165 -94%
US Bancorp
86
US Bancorp
Minnesota
$32K -$4.91K -280 -14%
Zurich Cantonal Bank
87
Zurich Cantonal Bank
Switzerland
$30K
Citigroup
88
Citigroup
New York
$24K -$458K -26,149 -96%
TDC
89
Thompson Davis & Co
Virginia
$20K
TRCT
90
Tower Research Capital (TRC)
New York
$15K +$13.5K +771 New
Nisa Investment Advisors
91
Nisa Investment Advisors
Missouri
$10K -$8.23K -470 -47%
LTFS
92
Ladenburg Thalmann Financial Services
Florida
$7K +$964 +55 +17%
AIM
93
Acrospire Investment Management
Illinois
$7K +$6.61K +377 New
WAM
94
Wealthspire Advisors (Maryland)
Maryland
$6K +$3.77K +215 +276%
AG
95
Advisor Group
Arizona
$5K
PS
96
Portfolio Solutions
Michigan
$5K +$4.12K +235 New
BNP Paribas Financial Markets
97
BNP Paribas Financial Markets
France
$2.16K -$6.1K -348 -75%
PA
98
Perceptive Advisors
New York
$1K -$1.65M -94,345 -100%
GT
99
Glenmede Trust
Pennsylvania
$1K +$1.49K +85 New
William Blair Investment Management
100
William Blair Investment Management
Illinois
-$8.59M -439,054 Closed

ATRC Hedge Fund Activity: Q1 2017 in Review

99 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in AtriCure (ATRC) for Q1 2017, worth a combined $560M — up 1.8% from $551M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new ATRC positions and 13 closed out — a net gain of 4 holders — while 35 added to existing stakes and 34 trimmed.

The largest buyer was BlackRock, adding an estimated $37.4M. The largest seller was William Blair Investment Management, exiting entirely with an estimated $8.59M sold.

  • 99 institutional investors held AtriCure (ATRC) as of Q1 2017, down from 100 in Q4 2016.
  • Funds reported $560M of AtriCure stock for Q1 2017, up 1.8% quarter-over-quarter.
  • 17 funds opened new AtriCure positions in Q1 2017 and 13 closed out, a net change of +4 holders.
  • The largest AtriCure buyer in Q1 2017 was BlackRock, an estimated $37.4M added.
  • The largest AtriCure seller in Q1 2017 was William Blair Investment Management, an estimated $8.59M sold.

Based on aggregated 13F filings for Q1 2017.