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AtriCure

107 hedge funds and large institutions have $683M invested in AtriCure in 2017 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 38 increasing their positions, 35 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 6

22% more capital invested

Capital invested by funds: $560M → $683M (+$123M)

8% more funds holding

Funds holding: 99107 (+8)

9% more repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 35

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

4.82% less ownership

Funds ownership: 87.81%82.99% (-4.8%)

25% less call options, than puts

Call options by funds: $313K | Put options by funds: $420K

Holders
107
Holders Change
+8
Holders Change %
+8.08%
% of All Funds
2.67%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.12%
New
14
Increased
38
Reduced
35
Closed
6
Calls
$313K
Puts
$420K
Net Calls
-$107K
Net Calls Change
+$511K
Name Holding Trade Value Shares
Change
Change in
Stake
Invesco
76
Invesco
Georgia
$328K -$2.87K -135 -1%
DCM
77
Driehaus Capital Management
Illinois
$320K +$280K +13,180 New
UBS AM
78
UBS AM
Illinois
$315K +$276K +13,000 New
Goldman Sachs
79
Goldman Sachs
New York
$300K -$68.8K -3,236 -21%
HCM
80
Highlander Capital Management
New Jersey
$291K -$86.1K -4,050 -25%
RFS
81
Rockefeller Financial Services
New York
$285K
CB
82
Commerce Bank
Missouri
$266K +$233K +10,982 New
Bank of Montreal
83
Bank of Montreal
Ontario, Canada
$253K
Tudor Investment Corp
84
Tudor Investment Corp
Connecticut
$253K +$222K +10,435 New
Legal & General Group
85
Legal & General Group
United Kingdom
$208K +$6.63K +312 +4%
SEI Investments
86
SEI Investments
Pennsylvania
$168K +$63.4K +2,983 +76%
US Bancorp
87
US Bancorp
Minnesota
$102K +$53.9K +2,535 +152%
BNP Paribas Financial Markets
88
BNP Paribas Financial Markets
France
$83.2K +$70.5K +3,316 +2,935%
AIP
89
Ameritas Investment Partners
Nebraska
$60K
CSS
90
Cubist Systematic Strategies
Connecticut
$56K +$48.9K +2,301 New
Canada Life
91
Canada Life
Manitoba, Canada
$52K
TFO
92
Tarbox Family Office
California
$50K
Zurich Cantonal Bank
93
Zurich Cantonal Bank
Switzerland
$50K +$10.2K +478 +31%
UBS Group
94
UBS Group
Switzerland
$45K +$2.19K +103 +6%
AIM
95
Acrospire Investment Management
Illinois
$41K +$27.6K +1,300 +345%
Royal Bank of Canada
96
Royal Bank of Canada
Ontario, Canada
$36K -$26.4K -1,243 -46%
AG
97
Advisor Group
Arizona
$21K +$12.8K +600 +240%
Nisa Investment Advisors
98
Nisa Investment Advisors
Missouri
$13K
TRCT
99
Tower Research Capital (TRC)
New York
$10K -$7.8K -367 -48%
WAM
100
Wealthspire Advisors (Maryland)
Maryland
$10K +$2.13K +100 +34%

ATRC Hedge Fund Activity: Q2 2017 in Review

107 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in AtriCure (ATRC) for Q2 2017, worth a combined $683M — up 22% from $560M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new ATRC positions and 6 closed out — a net gain of 8 holders — while 38 added to existing stakes and 35 trimmed.

The largest buyer was Neuberger Berman Group, adding an estimated $5.48M. The largest seller was Wellington Management Group, cutting an estimated $27.2M.

  • 107 institutional investors held AtriCure (ATRC) as of Q2 2017, up from 99 in Q1 2017.
  • Funds reported $683M of AtriCure stock for Q2 2017, up 22% quarter-over-quarter.
  • 14 funds opened new AtriCure positions in Q2 2017 and 6 closed out, a net change of +8 holders.
  • The largest AtriCure buyer in Q2 2017 was Neuberger Berman Group, an estimated $5.48M added.
  • The largest AtriCure seller in Q2 2017 was Wellington Management Group, an estimated $27.2M sold.

Based on aggregated 13F filings for Q2 2017.