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AtriCure

155 hedge funds and large institutions have $1.21B invested in AtriCure in 2020 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 45 increasing their positions, 59 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

474% more call options, than puts

Call options by funds: $22.2M | Put options by funds: $3.86M

89% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 18

10% more funds holding

Funds holding: 141155 (+14)

7% more capital invested

Capital invested by funds: $1.13B → $1.21B (+$76M)

1.75% more ownership

Funds ownership: 88.24%89.99% (+1.8%)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

24% less repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 59

Holders
155
Holders Change
+14
Holders Change %
+9.93%
% of All Funds
3.42%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.11%
New
34
Increased
45
Reduced
59
Closed
18
Calls
$22.2M
Puts
$3.86M
Net Calls
+$18.3M
Net Calls Change
+$18.5M
Name Holding Trade Value Shares
Change
Change in
Stake
Russell Investments Group
126
Russell Investments Group
United Kingdom
$99K
NIT
127
NumerixS Investment Technologies
British Columbia, Canada
$83K +$89.2K +2,482 New
Canada Life
128
Canada Life
Manitoba, Canada
$79K
US Bancorp
129
US Bancorp
Minnesota
$74K -$29K -806 -27%
Rockefeller Capital Management
130
Rockefeller Capital Management
New York
$70K
OAM
131
Oppenheimer Asset Management
New York
$66K -$5K -139 -7%
AssetMark Inc
132
AssetMark Inc
California
$40K -$3.24K -90 -7%
MAM
133
Meeder Asset Management
Ohio
$37K +$26K +724 +213%
GWM
134
Geneos Wealth Management
Colorado
$34K
First Manhattan
135
First Manhattan
New York
$33K
PA
136
Parallel Advisors
California
$33K
PHK
137
Point72 Hong Kong
Hong Kong
$30K +$25.3K +704 +391%
AS
138
Altshuler Shaham
Israel
$27K +$28.7K +798 New
VAIA
139
Virtus Alternative Investment Advisers
Connecticut
$24K +$25.7K +716 New
PAM
140
Panagora Asset Management
Massachusetts
$20K +$21.4K +595 New
FHA
141
First Horizon Advisors
Tennessee
$17K -$2.91K -81 -14%
QCG
142
Quadrant Capital Group
Ohio
$14K -$683 -19 -4%
CAN
143
Claraphi Advisory Network
United States
$14K +$15.3K +425 New
AIM
144
Aigen Investment Management
New York
$13K +$14.3K +397 New
EW
145
Evoke Wealth
California
$8.4K
GRP
146
Global Retirement Partners
California
$8K
Fifth Third Bancorp
147
Fifth Third Bancorp
Ohio
$8K +$719 +20 +10%
UBS Group
148
UBS Group
Switzerland
$7K -$36K -1,002 -82%
Carson Wealth (CWM LLC)
149
Carson Wealth (CWM LLC)
Nebraska
$3K
HMS
150
Hanseatic Management Services
New Mexico
$2K +$2.52K +70 New

ATRC Hedge Fund Activity: Q1 2020 in Review

155 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in AtriCure (ATRC) for Q1 2020, worth a combined $1.21B — up 6.7% from $1.13B a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new ATRC positions and 18 closed out — a net gain of 16 holders — while 45 added to existing stakes and 59 trimmed.

The largest buyer was Fred Alger Management, opening a new position worth an estimated $45.4M. The largest seller was Fidelity Investments, cutting an estimated $85.9M.

  • 155 institutional investors held AtriCure (ATRC) as of Q1 2020, up from 141 in Q4 2019.
  • Funds reported $1.21B of AtriCure stock for Q1 2020, up 6.7% quarter-over-quarter.
  • 34 funds opened new AtriCure positions in Q1 2020 and 18 closed out, a net change of +16 holders.
  • The largest AtriCure buyer in Q1 2020 was Fred Alger Management, an estimated $45.4M added.
  • The largest AtriCure seller in Q1 2020 was Fidelity Investments, an estimated $85.9M sold.

Based on aggregated 13F filings for Q1 2020.