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AtriCure

191 hedge funds and large institutions have $2.92B invested in AtriCure in 2021 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 52 increasing their positions, 75 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

980% more call options, than puts

Call options by funds: $5.03M | Put options by funds: $466K

19% more capital invested

Capital invested by funds: $2.45B → $2.92B (+$470M)

0.1% more ownership

Funds ownership: 97.75%97.85% (+0.1%)

4% less funds holding

Funds holding: 198191 (-7)

13% less first-time investments, than exits

New positions opened: 33 | Existing positions closed: 38

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

31% less repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 75

Holders
191
Holders Change
-7
Holders Change %
-3.54%
% of All Funds
3.35%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.07%
New
33
Increased
52
Reduced
75
Closed
38
Calls
$5.03M
Puts
$466K
Net Calls
+$4.57M
Net Calls Change
+$4.33M
Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
176
Carson Wealth (CWM LLC)
Nebraska
$3K
GGHC
177
Gilder Gagnon Howe & Co
New York
$3K
ACM
178
Allred Capital Management
Texas
$2.95K +$2.77K +45 New
IFAM
179
Institutional & Family Asset Management
Colorado
$2K -$985 -16 -38%
SFS
180
Sowell Financial Services
Arkansas
$2K
GWSG
181
GPS Wealth Strategies Group
Colorado
$2K +$1.91K +31 New
TWA
182
TCI Wealth Advisors
Arizona
$2K +$1.97K +32 New
AIG
183
American International Group
New York
$1.67K +$4.13K +67 +0.3%
WPA
184
West Paces Advisors
Georgia
$1.64K
MAM
185
Meeder Asset Management
Ohio
$1K
EFSCE
186
Enterprise Financial Services Corp (EFSC)
Missouri
$1K +$1.05K +17 New
AIC
187
Ameritas Investment Company
Nebraska
$590 +$554 +9 New
Nisa Investment Advisors
188
Nisa Investment Advisors
Missouri
$105
O
189
OrbiMed
New York
-$68.4M -1,228,189 Closed
APM
190
Avidity Partners Management
Texas
-$24.9M -446,600 Closed
Marshall Wace
191
Marshall Wace
United Kingdom
-$12.3M -220,737 Closed
Balyasny Asset Management
192
Balyasny Asset Management
Illinois
-$8.71M -156,524 Closed
MWNA
193
Marshall Wace North America
New York
-$5.49M -98,531 Closed
Bank Julius Baer & Co
194
Bank Julius Baer & Co
Switzerland
-$5.04M -90,444 Closed
Adage Capital Partners
195
Adage Capital Partners
Massachusetts
-$2.78M -50,000 Closed
Canada Pension Plan Investment Board
196
Canada Pension Plan Investment Board
Ontario, Canada
-$2.67M -48,000 Closed
KOCAA
197
Knights of Columbus Asset Advisors
Connecticut
-$2.58M -46,263 Closed
Assenagon Asset Management
198
Assenagon Asset Management
Luxembourg
-$1.7M -30,497 Closed
Ameriprise
199
Ameriprise
Minnesota
-$1.62M -29,143 Closed
Squarepoint
200
Squarepoint
New York
-$1.48M -26,622 Closed

ATRC Hedge Fund Activity: Q1 2021 in Review

191 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in AtriCure (ATRC) for Q1 2021, worth a combined $2.92B — up 19% from $2.45B a quarter earlier.

Sellers outnumbered buyers: 38 funds closed out of ATRC and 33 opened new positions — a net loss of 5 holders — while 75 trimmed existing stakes and 52 added.

The largest buyer was AllianceBernstein, adding an estimated $147M. The largest seller was OrbiMed, exiting entirely with an estimated $68.4M sold.

  • 191 institutional investors held AtriCure (ATRC) as of Q1 2021, down from 198 in Q4 2020.
  • Funds reported $2.92B of AtriCure stock for Q1 2021, up 19% quarter-over-quarter.
  • 33 funds opened new AtriCure positions in Q1 2021 and 38 closed out, a net change of -5 holders.
  • The largest AtriCure buyer in Q1 2021 was AllianceBernstein, an estimated $147M added.
  • The largest AtriCure seller in Q1 2021 was OrbiMed, an estimated $68.4M sold.

Based on aggregated 13F filings for Q1 2021.