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AtriCure

224 hedge funds and large institutions have $1.86B invested in AtriCure in 2023 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 94 increasing their positions, 58 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 21

62% more repeat investments, than reductions

Existing positions increased: 94 | Existing positions reduced: 58

6% more funds holding

Funds holding: 211224 (+13)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.66% less ownership

Funds ownership: 96.71%96.05% (-0.66%)

7% less capital invested

Capital invested by funds: $1.99B → $1.86B (-$134M)

Holders
224
Holders Change
+13
Holders Change %
+6.16%
% of All Funds
3.57%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
36
Increased
94
Reduced
58
Closed
21
Calls
$517K
Puts
Net Calls
+$517K
Net Calls Change
+$221K
Name Holding Trade Value Shares
Change
Change in
Stake
QCG
201
Quadrant Capital Group
Ohio
$11.4K -$1.25K -30 -10%
AF
202
Allworth Financial
California
$11.2K +$11.2K +269 New
DFCM
203
Dark Forest Capital Management
Puerto Rico
$8.87K +$8.88K +214 New
HT
204
Headlands Technologies
Illinois
$5.26K +$5.27K +127 New
BAM
205
Belpointe Asset Management
Nevada
$4.48K
TWA
206
TCI Wealth Advisors
Arizona
$4.39K +$4.36K +105 +10,500%
PI
207
PineBridge Investments
New York
$4.14K
BWM
208
Baystate Wealth Management
Massachusetts
$4.06K +$4.07K +98 New
MCM
209
Manchester Capital Management
Vermont
$3.65K
FCA
210
FinTrust Capital Advisors
South Carolina
$3.15K
BIA
211
Bell Investment Advisors
California
$2.53K -$498 -12 -16%
TC
212
Truvestments Capital
Florida
$2.24K -$1.53K -37 -41%
S
213
SignatureFD
Georgia
$1.41K -$705 -17 -33%
GWSG
214
GPS Wealth Strategies Group
Colorado
$1.28K +$1.29K +31 New
WPA
215
West Paces Advisors
Georgia
$1.04K
AA
216
AlphaMark Advisors
Kentucky
$1K
AAP
217
Arax Advisory Partners
Colorado
$954
HGWM
218
Harvest Group Wealth Management
Massachusetts
$912 +$249 +6 +38%
LC
219
Lindbrook Capital
California
$497 +$498 +12 New
ASN
220
Advisory Services Network
Georgia
$166 +$166 +4 New
SC
221
Schubert & Co
Texas
$42 -$373 -9 -90%
DI
222
Disciplined Investments
Oklahoma
$41 -$83 -2 -67%
T. Rowe Price Investment Management
223
T. Rowe Price Investment Management
Maryland
-$53.2M -1,198,849 Closed
Adage Capital Partners
224
Adage Capital Partners
Massachusetts
-$8.88M -200,000 Closed
Allianz Asset Management
225
Allianz Asset Management
Germany
-$2.01M -45,187 Closed

ATRC Hedge Fund Activity: Q1 2023 in Review

224 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in AtriCure (ATRC) for Q1 2023, worth a combined $1.86B — down 6.7% from $1.99B a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new ATRC positions and 21 closed out — a net gain of 15 holders — while 94 added to existing stakes and 58 trimmed.

The largest buyer was Marshall Wace, opening a new position worth an estimated $22.9M. The largest seller was Invesco, cutting an estimated $80.7M.

  • 224 institutional investors held AtriCure (ATRC) as of Q1 2023, up from 211 in Q4 2022.
  • Funds reported $1.86B of AtriCure stock for Q1 2023, down 6.7% quarter-over-quarter.
  • 36 funds opened new AtriCure positions in Q1 2023 and 21 closed out, a net change of +15 holders.
  • The largest AtriCure buyer in Q1 2023 was Marshall Wace, an estimated $22.9M added.
  • The largest AtriCure seller in Q1 2023 was Invesco, an estimated $80.7M sold.

Based on aggregated 13F filings for Q1 2023.