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AtriCure

224 hedge funds and large institutions have $1.51B invested in AtriCure in 2024 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 83 increasing their positions, 82 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

3.75% more ownership

Funds ownership: 100.6%104.35% (+3.8%)

1% more repeat investments, than reductions

Existing positions increased: 83 | Existing positions reduced: 82

4% less funds holding

Funds holding: 233224 (-9)

11% less capital invested

Capital invested by funds: $1.7B → $1.51B (-$193M)

18% less first-time investments, than exits

New positions opened: 33 | Existing positions closed: 40

35% less call options, than puts

Call options by funds: $2.93M | Put options by funds: $4.48M

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
224
Holders Change
-9
Holders Change %
-3.86%
% of All Funds
3.23%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
33
Increased
83
Reduced
82
Closed
40
Calls
$2.93M
Puts
$4.48M
Net Calls
-$1.55M
Net Calls Change
-$4.95M
Name Holding Trade Value Shares
Change
Change in
Stake
Focus Partners Wealth
151
Focus Partners Wealth
Massachusetts
$321K +$434K +12,954 New
OAM
152
Oppenheimer Asset Management
New York
$318K +$52.3K +1,562 +18%
Teacher Retirement System of Texas
153
Teacher Retirement System of Texas
Texas
$313K -$328K -9,777 -49%
Zurich Cantonal Bank
154
Zurich Cantonal Bank
Switzerland
$309K -$78.8K -2,351 -19%
CB
155
Commerce Bank
Missouri
$282K -$27K -806 -8%
HWM
156
HighMark Wealth Management
Minnesota
$278K
SCA
157
Snowden Capital Advisors
New York
$266K +$2.31K +69 +0.8%
DWA
158
Delap Wealth Advisory
Oregon
$265K -$9.78K -292 -3%
BC
159
Bridgefront Capital
Texas
$264K +$290K +8,668 New
DAS
160
Diversify Advisory Services
Utah
$258K +$297K +8,865 New
MML Investors Services
161
MML Investors Services
Massachusetts
$255K -$6K -179 -2%
ProShare Advisors
162
ProShare Advisors
Maryland
$255K +$22.1K +659 +9%
Osaic Holdings
163
Osaic Holdings
Arizona
$230K -$254K -7,584 -50%
MYIA
164
Mount Yale Investment Advisors
Colorado
$224K +$247K +7,375 New
AG
165
AlTi Global
New York
$221K
CAPTRUST Financial Advisors
166
CAPTRUST Financial Advisors
North Carolina
$218K -$305K -9,114 -56%
PCM
167
Prelude Capital Management
New York
$217K -$848K -25,321 -78%
LBC
168
Lowe Brockenbrough & Co
Virginia
$213K +$234K +7,000 New
SEC
169
Seven Eight Capital
New York
$202K -$205K -6,116 -48%
Public Employees Retirement Association of Colorado
170
Public Employees Retirement Association of Colorado
Colorado
$188K -$22.6K -674 -10%
PA
171
Parallel Advisors
California
$173K +$971 +29 +0.5%
PNC Financial Services Group
172
PNC Financial Services Group
Pennsylvania
$164K -$25.6K -764 -12%
AIP
173
Ameritas Investment Partners
Nebraska
$141K
A
174
AlphaQuest
New York
$129K +$45.2K +1,348 +47%
VIA
175
Virtus Investment Advisers
Connecticut
$128K

ATRC Hedge Fund Activity: Q1 2024 in Review

224 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in AtriCure (ATRC) for Q1 2024, worth a combined $1.51B — down 11% from $1.7B a quarter earlier.

Sellers outnumbered buyers: 40 funds closed out of ATRC and 33 opened new positions — a net loss of 7 holders — while 82 trimmed existing stakes and 83 added.

The largest buyer was Fidelity Investments, adding an estimated $80.4M. The largest seller was Invesco, cutting an estimated $37.5M.

  • 224 institutional investors held AtriCure (ATRC) as of Q1 2024, down from 233 in Q4 2023.
  • Funds reported $1.51B of AtriCure stock for Q1 2024, down 11% quarter-over-quarter.
  • 33 funds opened new AtriCure positions in Q1 2024 and 40 closed out, a net change of -7 holders.
  • The largest AtriCure buyer in Q1 2024 was Fidelity Investments, an estimated $80.4M added.
  • The largest AtriCure seller in Q1 2024 was Invesco, an estimated $37.5M sold.

Based on aggregated 13F filings for Q1 2024.