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AtriCure

223 hedge funds and large institutions have $2.22B invested in AtriCure in 2023 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 88 increasing their positions, 74 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

4,767% more call options, than puts

Call options by funds: $730K | Put options by funds: $15K

200% more funds holding in top 10

Funds holding in top 10: 13 (+2)

19% more capital invested

Capital invested by funds: $1.86B → $2.22B (+$362M)

19% more repeat investments, than reductions

Existing positions increased: 88 | Existing positions reduced: 74

0% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 24

0% less funds holding

Funds holding: 224223 (-1)

0.71% less ownership

Funds ownership: 96.05%95.33% (-0.71%)

Holders
223
Holders Change
-1
Holders Change %
-0.45%
% of All Funds
3.5%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.05%
New
24
Increased
88
Reduced
74
Closed
24
Calls
$730K
Puts
$15K
Net Calls
+$715K
Net Calls Change
+$198K
Name Holding Trade Value Shares
Change
Change in
Stake
QCG
201
Quadrant Capital Group
Ohio
$14.1K +$461 +10 +4%
AF
202
Allworth Financial
California
$8.34K -$4.61K -100 -37%
FDCC
203
Foster Dykema Cabot & Co
Massachusetts
$7K +$6.31K +137 New
PI
204
PineBridge Investments
New York
$4.94K
BWM
205
Baystate Wealth Management
Massachusetts
$4.84K
BIA
206
Bell Investment Advisors
California
$3.6K +$553 +12 +20%
HIM
207
Hillsdale Investment Management
Ontario, Canada
$3.46K +$3.23K +70 New
FCA
208
FinTrust Capital Advisors
South Carolina
$3.15K
Carson Wealth (CWM LLC)
209
Carson Wealth (CWM LLC)
Nebraska
$3K +$2.72K +59 +590%
TC
210
Truvestments Capital
Florida
$2.67K
S
211
SignatureFD
Georgia
$2.32K +$599 +13 +38%
AA
212
AlphaMark Advisors
Kentucky
$2K
MCM
213
Manchester Capital Management
Vermont
$1.73K -$2.44K -53 -60%
GWSG
214
GPS Wealth Strategies Group
Colorado
$1.53K
WPA
215
West Paces Advisors
Georgia
$1.23K
AAP
216
Arax Advisory Partners
Colorado
$1.14K
GRP
217
Global Retirement Partners
California
$1.14K -$11.7K -253 -92%
LC
218
Lindbrook Capital
California
$592
GI
219
Gradient Investments
Minnesota
$592 +$553 +12 New
2L
220
25 LLC
Missouri
$534 +$461 +10 New
Comerica Bank
221
Comerica Bank
Texas
$96 +$742K +16,099 New
DI
222
Disciplined Investments
Oklahoma
$49
PCM
223
Peregrine Capital Management
Minnesota
-$6.7M -161,646 Closed
HF
224
HRT Financial
New York
-$3.27M -78,800 Closed
PVI
225
Pura Vida Investments
New York
-$2.33M -56,219 Closed

ATRC Hedge Fund Activity: Q2 2023 in Review

223 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in AtriCure (ATRC) for Q2 2023, worth a combined $2.22B — up 19% from $1.86B a quarter earlier.

Fund positioning in ATRC was balanced in Q2 2023: 24 funds opened new positions, 24 closed out, 88 added to existing stakes and 74 trimmed.

The largest buyer was Nuveen, adding an estimated $13.2M. The largest seller was Invesco, cutting an estimated $9.99M.

  • 223 institutional investors held AtriCure (ATRC) as of Q2 2023, down from 224 in Q1 2023.
  • Funds reported $2.22B of AtriCure stock for Q2 2023, up 19% quarter-over-quarter.
  • 24 funds opened new AtriCure positions in Q2 2023 and 24 closed out, a net change of 0 holders.
  • The largest AtriCure buyer in Q2 2023 was Nuveen, an estimated $13.2M added.
  • The largest AtriCure seller in Q2 2023 was Invesco, an estimated $9.99M sold.

Based on aggregated 13F filings for Q2 2023.