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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
HGWM
201
Harvest Group Wealth Management
Massachusetts
$710
SC
202
Schubert & Co
Texas
$444 +$167 +4 +67%
JWA
203
JFS Wealth Advisors
Pennsylvania
$399 +$125 +3 +50%
EI
204
Ellevest Inc
New York
$311 -$125 -3 -30%
CS
205
Comerica Securities
Michigan
$222 +$209 +5 New
SIC
206
SJS Investment Consulting
Ohio
$178 +$84 +2 +100%
DI
207
Disciplined Investments
Oklahoma
$133
AF
208
Advisornet Financial
Minnesota
$133 +$125 +3 New
TWA
209
TCI Wealth Advisors
Arizona
$44 -$4.09K -98 -99%
GIM
210
Granahan Investment Management
Massachusetts
-$7.1M -181,602 Closed
PVI
211
Pura Vida Investments
New York
-$5.98M -152,834 Closed
DCM
212
Driehaus Capital Management
Illinois
-$5.16M -131,955 Closed
LCM
213
Landscape Capital Management
New Jersey
-$1.96M -50,189 Closed
MAG
214
Millrace Asset Group
Pennsylvania
-$1.45M -37,051 Closed
E
215
Ergoteles
New York
-$1.1M -28,055 Closed
ACM
216
AlphaCrest Capital Management
New York
-$772K -19,752 Closed
GCP
217
GSA Capital Partners
United Kingdom
-$715K -18,286 Closed
CF
218
CNA Financial
Illinois
-$714K -18,270 Closed
FPAS
219
Focus Partners Advisor Solutions
Missouri
-$568K -14,524 Closed
Marshall Wace
220
Marshall Wace
United Kingdom
-$559K -14,282 Closed
UOC
221
UBS O'Connor
Illinois
-$481K -12,300 Closed
TI
222
Truepoint Inc
Ohio
-$391K -10,000 Closed
Walleye Capital
223
Walleye Capital
New York
-$344K -8,807 Closed
LBC
224
Lowe Brockenbrough & Co
Virginia
-$274K -7,000 Closed
RJA
225
Raymond James & Associates
Florida
-$240K -6,145 Closed

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.