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AtriCure

223 hedge funds and large institutions have $2.22B invested in AtriCure in 2023 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 88 increasing their positions, 74 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

4,767% more call options, than puts

Call options by funds: $730K | Put options by funds: $15K

200% more funds holding in top 10

Funds holding in top 10: 13 (+2)

19% more capital invested

Capital invested by funds: $1.86B → $2.22B (+$362M)

19% more repeat investments, than reductions

Existing positions increased: 88 | Existing positions reduced: 74

0% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 24

0% less funds holding

Funds holding: 224223 (-1)

0.71% less ownership

Funds ownership: 96.05%95.33% (-0.71%)

Holders
223
Holders Change
-1
Holders Change %
-0.45%
% of All Funds
3.5%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.05%
New
24
Increased
88
Reduced
74
Closed
24
Calls
$730K
Puts
$15K
Net Calls
+$715K
Net Calls Change
+$198K
Name Holding Trade Value Shares
Change
Change in
Stake
JMPWA
126
JP Morgan Private Wealth Advisors
California
$740K -$279K -6,044 -29%
Osaic Holdings
127
Osaic Holdings
Arizona
$678K +$4.89K +106 +0.8%
ASRS
128
Arizona State Retirement System
Arizona
$657K +$23.5K +509 +4%
State Board of Administration of Florida Retirement System
129
State Board of Administration of Florida Retirement System
Florida
$653K -$213K -4,630 -26%
Skandinaviska Enskilda Banken (SEB)
130
Skandinaviska Enskilda Banken (SEB)
Sweden
$642K -$138K -3,000 -19%
BTI
131
Blue Trust Inc
Georgia
$640K
DT
132
Diversified Trust
Tennessee
$634K +$73.7K +1,599 +14%
DI
133
DFPG Investments
Utah
$627K +$64.2K +1,392 +13%
HSBC Holdings
134
HSBC Holdings
United Kingdom
$620K -$67.6K -1,466 -11%
MCM
135
MAI Capital Management
Ohio
$609K -$2.67K -58 -0.5%
Handelsbanken Fonder
136
Handelsbanken Fonder
Sweden
$578K -$78.4K -1,700 -13%
SAM
137
Simplify Asset Management
Nevada
$575K +$133K +2,882 +33%
PMEF
138
Point72 Middle East FZE
United Arab Emirates
$573K +$535K +11,611 New
Principal Financial Group
139
Principal Financial Group
Iowa
$565K -$17.7K -385 -3%
PTC
140
Petrus Trust Company
Texas
$557K
QT
141
Quantbot Technologies
New York
$539K -$94.1K -2,042 -16%
CB
142
Commerce Bank
Missouri
$539K -$20.3K -441 -4%
Mackenzie Financial
143
Mackenzie Financial
Ontario, Canada
$524K +$494K +10,720 New
Bessemer Group
144
Bessemer Group
New Jersey
$491K +$459K +9,952 New
OAM
145
Oppenheimer Asset Management
New York
$471K -$10.4K -226 -2%
Jane Street
146
Jane Street
New York
$460K +$129K +2,788 +43%
DWA
147
Delap Wealth Advisory
Oregon
$444K -$28.3K -614 -6%
Zurich Cantonal Bank
148
Zurich Cantonal Bank
Switzerland
$425K +$41.7K +905 +12%
AssetMark Inc
149
AssetMark Inc
California
$420K +$76.7K +1,665 +24%
PCM
150
Prelude Capital Management
New York
$393K +$367K +7,959 New

ATRC Hedge Fund Activity: Q2 2023 in Review

223 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in AtriCure (ATRC) for Q2 2023, worth a combined $2.22B — up 19% from $1.86B a quarter earlier.

Fund positioning in ATRC was balanced in Q2 2023: 24 funds opened new positions, 24 closed out, 88 added to existing stakes and 74 trimmed.

The largest buyer was Nuveen, adding an estimated $13.2M. The largest seller was Invesco, cutting an estimated $9.99M.

  • 223 institutional investors held AtriCure (ATRC) as of Q2 2023, down from 224 in Q1 2023.
  • Funds reported $2.22B of AtriCure stock for Q2 2023, up 19% quarter-over-quarter.
  • 24 funds opened new AtriCure positions in Q2 2023 and 24 closed out, a net change of 0 holders.
  • The largest AtriCure buyer in Q2 2023 was Nuveen, an estimated $13.2M added.
  • The largest AtriCure seller in Q2 2023 was Invesco, an estimated $9.99M sold.

Based on aggregated 13F filings for Q2 2023.