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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
FHA
176
First Horizon Advisors
Tennessee
$103K +$55.2K +717 +92%
FMT
177
First Mercantile Trust
Tennessee
$100K -$44.3K -576 -29%
SOW
178
State of Wyoming
Wyoming
$100K +$28K +364 +34%
GWM
179
Geneos Wealth Management
Colorado
$84K +$5.31K +69 +6%
PHK
180
Point72 Hong Kong
Hong Kong
$82K -$308 -4 -0.3%
Group One Trading
181
Group One Trading
Illinois
$79K -$7.08K -92 -7%
AssetMark Inc
182
AssetMark Inc
California
$70K
HIA
183
Harbor Investment Advisory
Maryland
$66K +$6.93K +90 +11%
CM
184
Caption Management
Oklahoma
$49K +$53.9K +700 New
AS
185
Altshuler Shaham
Israel
$46K -$62.3K -809 -55%
PCH
186
Polar Capital Holdings
United Kingdom
$35.9K +$15.7M +203,720 +65%
MCM
187
Manchester Capital Management
Vermont
$35K +$36.4K +473 +1,351%
First Manhattan
188
First Manhattan
New York
$34K
APA
189
American Portfolios Advisors
New York
$25.2K +$3.92K +51 +16%
SWM
190
Spire Wealth Management
Virginia
$24K -$234K -3,035 -90%
QCG
191
Quadrant Capital Group
Ohio
$24K +$462 +6 +2%
HWM
192
HighMark Wealth Management
Minnesota
$23K -$154 -2 -0.6%
CA
193
Clearstead Advisors
Ohio
$23K +$25.1K +326 New
CTC
194
Central Trust Company
Missouri
$21K
FCA
195
FinTrust Capital Advisors
South Carolina
$20K
EW
196
Evoke Wealth
California
$17K
GRP
197
Global Retirement Partners
California
$17K
Simplex Trading
198
Simplex Trading
Illinois
$6K
TWA
199
TCI Wealth Advisors
Arizona
$6K
TC
200
Truvestments Capital
Florida
$6K

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.