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AtriCure

141 hedge funds and large institutions have $872M invested in AtriCure in 2019 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 54 increasing their positions, 50 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

8% more repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 50

0.68% less ownership

Funds ownership: 89.24%88.56% (-0.68%)

3% less funds holding

Funds holding: 145141 (-4)

15% less capital invested

Capital invested by funds: $1.03B → $872M (-$157M)

16% less first-time investments, than exits

New positions opened: 16 | Existing positions closed: 19

33% less funds holding in top 10

Funds holding in top 10: 64 (-2)

58% less call options, than puts

Call options by funds: $962K | Put options by funds: $2.27M

Holders
141
Holders Change
-4
Holders Change %
-2.76%
% of All Funds
3.09%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.09%
New
16
Increased
54
Reduced
50
Closed
19
Calls
$962K
Puts
$2.27M
Net Calls
-$1.31M
Net Calls Change
-$7.66M
Name Holding Trade Value Shares
Change
Change in
Stake
AG
126
Advisor Group
Arizona
$22K -$2.57K -90 -9%
UBS Group
127
UBS Group
Switzerland
$17K -$170K -5,949 -90%
LTFS
128
Ladenburg Thalmann Financial Services
Florida
$15K -$2.54K -89 -13%
FHA
129
First Horizon Advisors
Tennessee
$9K
EW
130
Evoke Wealth
California
$6.24K +$7.14K +250 New
GRP
131
Global Retirement Partners
California
$6K
MPWT
132
MassMutual Private Wealth & Trust
Connecticut
$6K
TC
133
Truvestments Capital
Florida
$5K -$600 -21 -9%
Fifth Third Bancorp
134
Fifth Third Bancorp
Ohio
$5K
TRCT
135
Tower Research Capital (TRC)
New York
$4K -$15.8K -554 -79%
Carson Wealth (CWM LLC)
136
Carson Wealth (CWM LLC)
Nebraska
$3K
HCA
137
Horan Capital Advisors
Ohio
$2K +$2.85K +100 New
BCA
138
Berman Capital Advisors
Georgia
$1K
PHK
139
Point72 Hong Kong
Hong Kong
$1K +$1.11K +39 New
HRCM
140
Hood River Capital Management
Florida
-$12.2M -407,555 Closed
WRF
141
Waddell & Reed Financial
Kansas
-$10.8M -362,777 Closed
FI
142
Fosun International
China
-$5.91M -200,559 Closed
Adage Capital Partners
143
Adage Capital Partners
Massachusetts
-$2.98M -100,000 Closed
Assenagon Asset Management
144
Assenagon Asset Management
Luxembourg
-$2.41M -80,848 Closed
USAA
145
United Services Automobile Association
Texas
-$1.97M -65,848 Closed
AIS
146
AlphaOne Investment Services
Pennsylvania
-$1.37M -45,801 Closed
PCM
147
Pentwater Capital Management
Florida
-$1.19M -40,000 Closed
VRS
148
Virginia Retirement Systems
Virginia
-$534K -17,900 Closed
CCIA
149
Campbell & Co Investment Adviser
Maryland
-$366K -12,254 Closed
ZCM
150
Zebra Capital Management
Connecticut
-$322K -10,778 Closed

ATRC Hedge Fund Activity: Q3 2019 in Review

141 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in AtriCure (ATRC) for Q3 2019, worth a combined $872M — down 15% from $1.03B a quarter earlier.

Sellers outnumbered buyers: 19 funds closed out of ATRC and 16 opened new positions — a net loss of 3 holders — while 50 trimmed existing stakes and 54 added.

The largest buyer was Champlain Investment Partners, opening a new position worth an estimated $19.3M. The largest seller was Hood River Capital Management, exiting entirely with an estimated $12.2M sold.

  • 141 institutional investors held AtriCure (ATRC) as of Q3 2019, down from 145 in Q2 2019.
  • Funds reported $872M of AtriCure stock for Q3 2019, down 15% quarter-over-quarter.
  • 16 funds opened new AtriCure positions in Q3 2019 and 19 closed out, a net change of -3 holders.
  • The largest AtriCure buyer in Q3 2019 was Champlain Investment Partners, an estimated $19.3M added.
  • The largest AtriCure seller in Q3 2019 was Hood River Capital Management, an estimated $12.2M sold.

Based on aggregated 13F filings for Q3 2019.