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AtriCure

183 hedge funds and large institutions have $1.7B invested in AtriCure in 2020 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 76 increasing their positions, 45 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

286% more call options, than puts

Call options by funds: $7.5M | Put options by funds: $1.95M

69% more repeat investments, than reductions

Existing positions increased: 76 | Existing positions reduced: 45

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

0.49% less ownership

Funds ownership: 95.23%94.74% (-0.49%)

3% less funds holding

Funds holding: 188183 (-5)

10% less capital invested

Capital invested by funds: $1.89B → $1.7B (-$187M)

12% less first-time investments, than exits

New positions opened: 29 | Existing positions closed: 33

Holders
183
Holders Change
-5
Holders Change %
-2.66%
% of All Funds
3.69%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
29
Increased
76
Reduced
45
Closed
33
Calls
$7.5M
Puts
$1.95M
Net Calls
+$5.56M
Net Calls Change
+$5.09M
Name Holding Trade Value Shares
Change
Change in
Stake
Rockefeller Capital Management
151
Rockefeller Capital Management
New York
$83K
HWM
152
HighMark Wealth Management
Minnesota
$78K +$112K +2,636 +1,286%
Nisa Investment Advisors
153
Nisa Investment Advisors
Missouri
$48K +$50.9K +1,200 New
GWM
154
Geneos Wealth Management
Colorado
$45K
BFEC
155
Benjamin F. Edwards & Company
Missouri
$45K +$47.7K +1,125 New
AssetMark Inc
156
AssetMark Inc
California
$41K
PA
157
Parallel Advisors
California
$40K
IA
158
IFP Advisors
Florida
$40K +$13K +307 +42%
First Manhattan
159
First Manhattan
New York
$39K
FHA
160
First Horizon Advisors
Tennessee
$28K
PAM
161
Panagora Asset Management
Massachusetts
$24K
QCG
162
Quadrant Capital Group
Ohio
$17K -$933 -22 -5%
VAIA
163
Virtus Alternative Investment Advisers
Connecticut
$11K -$3.69K -87 -24%
OSAM
164
O'Shaughnessy Asset Management
Connecticut
$11K
CG
165
Cutler Group
California
$11K +$12.7K +300 New
EW
166
Evoke Wealth
California
$10K
GRP
167
Global Retirement Partners
California
$10K
Fifth Third Bancorp
168
Fifth Third Bancorp
Ohio
$8K
NNP
169
Nachman Norwood & Parrott
South Carolina
$6K +$6.79K +160 New
PFS
170
Prospera Financial Services
Texas
$5K +$5.51K +130 New
FP
171
Financial Perspectives
Minnesota
$4.8K
HMS
172
Hanseatic Management Services
New Mexico
$4K +$1.57K +37 +53%
HCA
173
Horan Capital Advisors
Ohio
$4K +$4.24K +100 New
Carson Wealth (CWM LLC)
174
Carson Wealth (CWM LLC)
Nebraska
$3K
HR
175
Howe & Rusling
New York
$2K

ATRC Hedge Fund Activity: Q3 2020 in Review

183 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in AtriCure (ATRC) for Q3 2020, worth a combined $1.7B — down 9.9% from $1.89B a quarter earlier.

Sellers outnumbered buyers: 33 funds closed out of ATRC and 29 opened new positions — a net loss of 4 holders — while 45 trimmed existing stakes and 76 added.

The largest buyer was Fred Alger Management, adding an estimated $18.2M. The largest seller was Gilder Gagnon Howe & Co, cutting an estimated $29.5M.

  • 183 institutional investors held AtriCure (ATRC) as of Q3 2020, down from 188 in Q2 2020.
  • Funds reported $1.7B of AtriCure stock for Q3 2020, down 9.9% quarter-over-quarter.
  • 29 funds opened new AtriCure positions in Q3 2020 and 33 closed out, a net change of -4 holders.
  • The largest AtriCure buyer in Q3 2020 was Fred Alger Management, an estimated $18.2M added.
  • The largest AtriCure seller in Q3 2020 was Gilder Gagnon Howe & Co, an estimated $29.5M sold.

Based on aggregated 13F filings for Q3 2020.