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AtriCure

224 hedge funds and large institutions have $1.86B invested in AtriCure in 2023 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 94 increasing their positions, 58 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 21

62% more repeat investments, than reductions

Existing positions increased: 94 | Existing positions reduced: 58

6% more funds holding

Funds holding: 211224 (+13)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.66% less ownership

Funds ownership: 96.71%96.05% (-0.66%)

7% less capital invested

Capital invested by funds: $1.99B → $1.86B (-$134M)

Holders
224
Holders Change
+13
Holders Change %
+6.16%
% of All Funds
3.57%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
36
Increased
94
Reduced
58
Closed
21
Calls
$517K
Puts
Net Calls
+$517K
Net Calls Change
+$221K
Name Holding Trade Value Shares
Change
Change in
Stake
First Trust Advisors
101
First Trust Advisors
Illinois
$1.02M +$717K +17,274 +233%
BMSSC
102
B. Metzler seel. Sohn & Co
Germany
$1.02M +$78.9K +1,902 +8%
MIM
103
MetLife Investment Management
New Jersey
$1M
CCIA
104
Campbell & Co Investment Adviser
Maryland
$982K +$742K +17,872 +307%
BNP Paribas Financial Markets
105
BNP Paribas Financial Markets
France
$979K +$406K +9,785 +71%
Bank of Montreal
106
Bank of Montreal
Ontario, Canada
$953K +$78.7K +1,897 +9%
UBS Group
107
UBS Group
Switzerland
$915K +$392K +9,441 +75%
Canada Life
108
Canada Life
Manitoba, Canada
$914K
AIG
109
American International Group
New York
$912K +$18.2K +439 +2%
Ensign Peak Advisors
110
Ensign Peak Advisors
Utah
$887K
JMPWA
111
JP Morgan Private Wealth Advisors
California
$872K -$8.59K -207 -1%
LFG
112
Larson Financial Group
Missouri
$865K +$4.11K +99 +0.5%
Susquehanna International Group
113
Susquehanna International Group
Pennsylvania
$854K +$407K +9,815 +91%
SO
114
STRS Ohio
Ohio
$849K
Mirae Asset Global Investments
115
Mirae Asset Global Investments
South Korea
$839K
Janus Henderson Group
116
Janus Henderson Group
United Kingdom
$799K +$439K +10,571 +121%
LPL Financial
117
LPL Financial
California
$793K -$5.31K -128 -0.7%
Manulife (Manufacturers Life Insurance)
118
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$761K +$3.28K +79 +0.4%
LCM
119
Legato Capital Management
California
$747K +$748K +18,031 New
State Board of Administration of Florida Retirement System
120
State Board of Administration of Florida Retirement System
Florida
$740K
VOYA Investment Management
121
VOYA Investment Management
Georgia
$724K
Truist Financial
122
Truist Financial
North Carolina
$685K -$169K -4,083 -20%
BTI
123
Blue Trust Inc
Georgia
$685K
Skandinaviska Enskilda Banken (SEB)
124
Skandinaviska Enskilda Banken (SEB)
Sweden
$663K +$664K +16,000 New
Stifel Financial
125
Stifel Financial
Missouri
$641K +$1.45K +35 +0.2%

ATRC Hedge Fund Activity: Q1 2023 in Review

224 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in AtriCure (ATRC) for Q1 2023, worth a combined $1.86B — down 6.7% from $1.99B a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new ATRC positions and 21 closed out — a net gain of 15 holders — while 94 added to existing stakes and 58 trimmed.

The largest buyer was Marshall Wace, opening a new position worth an estimated $22.9M. The largest seller was Invesco, cutting an estimated $80.7M.

  • 224 institutional investors held AtriCure (ATRC) as of Q1 2023, up from 211 in Q4 2022.
  • Funds reported $1.86B of AtriCure stock for Q1 2023, down 6.7% quarter-over-quarter.
  • 36 funds opened new AtriCure positions in Q1 2023 and 21 closed out, a net change of +15 holders.
  • The largest AtriCure buyer in Q1 2023 was Marshall Wace, an estimated $22.9M added.
  • The largest AtriCure seller in Q1 2023 was Invesco, an estimated $80.7M sold.

Based on aggregated 13F filings for Q1 2023.