We are live on ! Find out more
ATRC icon

AtriCure

213 hedge funds and large institutions have $2.98B invested in AtriCure in 2021 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 69 increasing their positions, 84 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

24% more call options, than puts

Call options by funds: $1.87M | Put options by funds: $1.51M

18% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 22

0% more funds holding

Funds holding: 212213 (+1)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

2.6% less ownership

Funds ownership: 97.11%94.51% (-2.6%)

15% less capital invested

Capital invested by funds: $3.49B → $2.98B (-$507M)

18% less repeat investments, than reductions

Existing positions increased: 69 | Existing positions reduced: 84

Holders
213
Holders Change
+1
Holders Change %
+0.47%
% of All Funds
3.73%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
26
Increased
69
Reduced
84
Closed
22
Calls
$1.87M
Puts
$1.51M
Net Calls
+$361K
Net Calls Change
-$1.42M
Name Holding Trade Value Shares
Change
Change in
Stake
Zurich Cantonal Bank
151
Zurich Cantonal Bank
Switzerland
$314K
MYIA
152
Mount Yale Investment Advisors
Colorado
$311K +$5.23K +68 +2%
Janus Henderson Group
153
Janus Henderson Group
United Kingdom
$301K +$333K +4,321 New
PA
154
Parallel Advisors
California
$278K +$846 +11 +0.3%
US Bancorp
155
US Bancorp
Minnesota
$267K -$9.85K -128 -3%
KeyBank National Association
156
KeyBank National Association
Ohio
$267K -$1.39K -18 -0.5%
OSAM
157
O'Shaughnessy Asset Management
Connecticut
$265K +$50.4K +655 +21%
MAP
158
Milestone Advisory Partners
North Carolina
$259K
ACM
159
AlphaCrest Capital Management
New York
$251K +$278K +3,607 New
AIP
160
Ameritas Investment Partners
Nebraska
$247K
NP
161
NorthRock Partners
Minnesota
$246K +$3.31K +43 +1%
GLA
162
Great Lakes Advisors
Illinois
$231K +$256K +3,324 New
Walleye Trading
163
Walleye Trading
New York
$226K +$250K +3,246 New
FB
164
Fulton Bank
Pennsylvania
$224K +$30.2K +392 +14%
PAMS
165
Pictet Asset Management (Switzerland)
Switzerland
$223K +$246K +3,200 New
FBT
166
First Bank & Trust
South Dakota
$221K +$5.54K +72 +2%
EVM
167
Eaton Vance Management
Massachusetts
$215K -$2.23K -29 -0.9%
PCM
168
Prelude Capital Management
New York
$212K -$79.3K -1,030 -25%
BCP
169
Blue Chip Partners
Michigan
$195K
CAPTRUST Financial Advisors
170
CAPTRUST Financial Advisors
North Carolina
$177K +$10.4K +135 +6%
IA
171
IFP Advisors
Florida
$176K +$15.4K +200 +9%
Canada Life
172
Canada Life
Manitoba, Canada
$163K -$23.9K -310 -12%
Rockefeller Capital Management
173
Rockefeller Capital Management
New York
$147K -$2.85K -37 -2%
FPS
174
Fieldpoint Private Securities
Connecticut
$123K
UBS Group
175
UBS Group
Switzerland
$120K -$238K -3,088 -64%

ATRC Hedge Fund Activity: Q3 2021 in Review

213 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in AtriCure (ATRC) for Q3 2021, worth a combined $2.98B — down 15% from $3.49B a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new ATRC positions and 22 closed out — a net gain of 4 holders — while 69 added to existing stakes and 84 trimmed.

The largest buyer was Balyasny Asset Management, opening a new position worth an estimated $24.3M. The largest seller was Fidelity Investments, cutting an estimated $46.9M.

  • 213 institutional investors held AtriCure (ATRC) as of Q3 2021, up from 212 in Q2 2021.
  • Funds reported $2.98B of AtriCure stock for Q3 2021, down 15% quarter-over-quarter.
  • 26 funds opened new AtriCure positions in Q3 2021 and 22 closed out, a net change of +4 holders.
  • The largest AtriCure buyer in Q3 2021 was Balyasny Asset Management, an estimated $24.3M added.
  • The largest AtriCure seller in Q3 2021 was Fidelity Investments, an estimated $46.9M sold.

Based on aggregated 13F filings for Q3 2021.