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AtriCure

224 hedge funds and large institutions have $1.51B invested in AtriCure in 2024 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 83 increasing their positions, 82 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

3.75% more ownership

Funds ownership: 100.6%104.35% (+3.8%)

1% more repeat investments, than reductions

Existing positions increased: 83 | Existing positions reduced: 82

4% less funds holding

Funds holding: 233224 (-9)

11% less capital invested

Capital invested by funds: $1.7B → $1.51B (-$193M)

18% less first-time investments, than exits

New positions opened: 33 | Existing positions closed: 40

35% less call options, than puts

Call options by funds: $2.93M | Put options by funds: $4.48M

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
224
Holders Change
-9
Holders Change %
-3.86%
% of All Funds
3.23%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
33
Increased
83
Reduced
82
Closed
40
Calls
$2.93M
Puts
$4.48M
Net Calls
-$1.55M
Net Calls Change
-$4.95M
Name Holding Trade Value Shares
Change
Change in
Stake
SSG
201
Summit Securities Group
New York
$6K +$6.97K +208 New
MG
202
Mather Group
Illinois
$5.89K +$5.53K +165 New
Mitsubishi UFJ Asset Management
203
Mitsubishi UFJ Asset Management
Japan
$5.84K
QL
204
Quarry LP
New York
$5.08K +$5.59K +167 New
PTC
205
Private Trust Company
Ohio
$4.62K -$3.85K -115 -43%
CIBC Private Wealth Group
206
CIBC Private Wealth Group
Georgia
$3.72K +$4.29K +128 New
PPC
207
Park Place Capital
Alabama
$3.53K +$1.04K +31 +36%
FDCDDQ
208
Federation des caisses Desjardins du Quebec
Quebec, Canada
$3.04K
Carson Wealth (CWM LLC)
209
Carson Wealth (CWM LLC)
Nebraska
$3K -$2.21K -66 -42%
BIA
210
Bell Investment Advisors
California
$2.89K -$938 -28 -23%
TC
211
Truvestments Capital
Florida
$1.64K
CTC
212
Central Trust Company
Missouri
$1.06K
GWSG
213
GPS Wealth Strategies Group
Colorado
$943
WPA
214
West Paces Advisors
Georgia
$761
FCA
215
FinTrust Capital Advisors
South Carolina
$730
FFA
216
Farther Finance Advisors
California
$727 -$2.65K -79 -76%
AF
217
Allworth Financial
California
$670
CA
218
Continuum Advisory
Idaho
$528 +$804 +24 New
Northwestern Mutual Wealth Management
219
Northwestern Mutual Wealth Management
Wisconsin
$213 +$234 +7 New
VCM
220
Versant Capital Management
Arizona
$213 +$234 +7 New
S
221
SignatureFD
Georgia
$183 -$4.69K -140 -96%
RIL
222
Rothschild Investment LLC
Illinois
$152 +$167 +5 New
AAP
223
Arax Advisory Partners
Colorado
$122
HRCM
224
Hood River Capital Management
Florida
-$30M -841,102 Closed
SCM
225
Soleus Capital Management
Connecticut
-$14M -392,195 Closed

ATRC Hedge Fund Activity: Q1 2024 in Review

224 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in AtriCure (ATRC) for Q1 2024, worth a combined $1.51B — down 11% from $1.7B a quarter earlier.

Sellers outnumbered buyers: 40 funds closed out of ATRC and 33 opened new positions — a net loss of 7 holders — while 82 trimmed existing stakes and 83 added.

The largest buyer was Fidelity Investments, adding an estimated $80.4M. The largest seller was Invesco, cutting an estimated $37.5M.

  • 224 institutional investors held AtriCure (ATRC) as of Q1 2024, down from 233 in Q4 2023.
  • Funds reported $1.51B of AtriCure stock for Q1 2024, down 11% quarter-over-quarter.
  • 33 funds opened new AtriCure positions in Q1 2024 and 40 closed out, a net change of -7 holders.
  • The largest AtriCure buyer in Q1 2024 was Fidelity Investments, an estimated $80.4M added.
  • The largest AtriCure seller in Q1 2024 was Invesco, an estimated $37.5M sold.

Based on aggregated 13F filings for Q1 2024.