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AtriCure

211 hedge funds and large institutions have $1.99B invested in AtriCure in 2022 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 73 increasing their positions, 80 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

22% more call options, than puts

Call options by funds: $1.63M | Put options by funds: $1.33M

16% more capital invested

Capital invested by funds: $1.72B → $1.99B (+$271M)

0.53% more ownership

Funds ownership: 96.18%96.71% (+0.53%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

7% less first-time investments, than exits

New positions opened: 25 | Existing positions closed: 27

9% less repeat investments, than reductions

Existing positions increased: 73 | Existing positions reduced: 80

1% less funds holding

Funds holding: 214211 (-3)

Holders
211
Holders Change
-3
Holders Change %
-1.4%
% of All Funds
3.39%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
25
Increased
73
Reduced
80
Closed
27
Calls
$1.63M
Puts
$1.33M
Net Calls
+$296K
Net Calls Change
-$528K
Name Holding Trade Value Shares
Change
Change in
Stake
SOW
176
State of Wyoming
Wyoming
$32.9K +$4.76K +114 +18%
Nisa Investment Advisors
177
Nisa Investment Advisors
Missouri
$32K
NA
178
NewEdge Advisors
Louisiana
$30.2K +$28.4K +681 New
Dimensional Fund Advisors
179
Dimensional Fund Advisors
Texas
$26.7K -$3.9M -93,427 -13%
Simplex Trading
180
Simplex Trading
Illinois
$22K -$27.5K -658 -57%
PPC
181
Park Place Capital
Alabama
$18K +$17K +407 New
HNB
182
Huntington National Bank
Ohio
$16.6K -$1.13K -27 -7%
BBHC
183
Brown Brothers Harriman & Co
New York
$15.2K -$10.7K -255 -43%
PTC
184
Private Trust Company
Ohio
$14K +$84 +2 +0.6%
QCG
185
Quadrant Capital Group
Ohio
$13.5K -$10.3K -246 -45%
CTC
186
Central Trust Company
Missouri
$13.2K
GRP
187
Global Retirement Partners
California
$12.1K +$1.34K +32 +13%
Carson Wealth (CWM LLC)
188
Carson Wealth (CWM LLC)
Nebraska
$8K +$7.14K +171 +900%
BAM
189
Belpointe Asset Management
Nevada
$4.79K +$4.51K +108 New
PI
190
PineBridge Investments
New York
$4.44K
TC
191
Truvestments Capital
Florida
$4.04K -$1.46K -35 -28%
MCM
192
Manchester Capital Management
Vermont
$3.9K +$2.21K +53 +151%
BIA
193
Bell Investment Advisors
California
$3.24K -$627 -15 -17%
FCA
194
FinTrust Capital Advisors
South Carolina
$3.15K -$13.8K -330 -82%
MWC
195
MBM Wealth Consultants
Missouri
$3K +$3.05K +73 New
S
196
SignatureFD
Georgia
$2.26K -$4.26K -102 -67%
AA
197
AlphaMark Advisors
Kentucky
$2K
HWMA
198
Heritage Wealth Management (Arizona)
Arizona
$1.95K +$919 +22 +100%
WPA
199
West Paces Advisors
Georgia
$1.11K
AAP
200
Arax Advisory Partners
Colorado
$1.02K

ATRC Hedge Fund Activity: Q4 2022 in Review

211 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in AtriCure (ATRC) for Q4 2022, worth a combined $1.99B — up 16% from $1.72B a quarter earlier.

Sellers outnumbered buyers: 27 funds closed out of ATRC and 25 opened new positions — a net loss of 2 holders — while 80 trimmed existing stakes and 73 added.

The largest buyer was Wellington Management Group, adding an estimated $55.2M. The largest seller was Fred Alger Management, cutting an estimated $23.9M.

  • 211 institutional investors held AtriCure (ATRC) as of Q4 2022, down from 214 in Q3 2022.
  • Funds reported $1.99B of AtriCure stock for Q4 2022, up 16% quarter-over-quarter.
  • 25 funds opened new AtriCure positions in Q4 2022 and 27 closed out, a net change of -2 holders.
  • The largest AtriCure buyer in Q4 2022 was Wellington Management Group, an estimated $55.2M added.
  • The largest AtriCure seller in Q4 2022 was Fred Alger Management, an estimated $23.9M sold.

Based on aggregated 13F filings for Q4 2022.