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AtriCure

86 hedge funds and large institutions have $293M invested in AtriCure in 2013 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 23 increasing their positions, 36 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 26 (+4)

78% more capital invested

Capital invested by funds: $165M → $293M (+$128M)

70% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 10

9% more funds holding

Funds holding: 7986 (+7)

36% less repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 36

Holders
86
Holders Change
+7
Holders Change %
+8.86%
% of All Funds
2.5%
Holding in Top 10
6
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+200%
% of All Funds
0.17%
New
17
Increased
23
Reduced
36
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Adage Capital Partners
1
Adage Capital Partners
Massachusetts
$22.6M -$1.08M -74,396 -6%
TAM
2
THB Asset Management
Connecticut
$19.9M -$408K -28,066 -3%
CAM
3
Cortina Asset Management
Wisconsin
$16M -$1.18M -81,310 -9%
TCM
4
Tamarack Capital Management
California
$15.7M -$849K -58,400 -6%
WA
5
Wasatch Advisors
Utah
$15.6M -$672K -46,246 -5%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$14.9M +$4.92M +338,701 +73%
NC
7
Northpointe Capital
Michigan
$13.5M -$2.23M -153,465 -18%
FLAM
8
First Light Asset Management
Minnesota
$11.2M +$8.71M +599,048 New
BFA
9
BlackRock Fund Advisors
California
$10.6M -$360K -24,754 -4%
Vanguard Group
10
Vanguard Group
Pennsylvania
$9.73M +$203K +13,959 +3%
DCM
11
DAFNA Capital Management
California
$8.53M -$305K -21,000 -4%
BC
12
Broadfin Capital
New York
$8.17M -$3.49M -240,048 -35%
Wellington Management Group
13
Wellington Management Group
Massachusetts
$7.95M -$2.13M -146,285 -26%
BIT
14
BlackRock Institutional Trust
California
$7.68M +$2.12M +145,556 +55%
Deutsche Bank
15
Deutsche Bank
Germany
$7.08M -$2.64M -181,352 -32%
Wells Fargo
16
Wells Fargo
California
$6.71M -$972K -66,872 -16%
CM
17
Castleark Management
Illinois
$6.32M +$4.92M +338,536 New
Northern Trust
18
Northern Trust
Illinois
$5.49M +$140K +9,612 +3%
State Street
19
State Street
Massachusetts
$5.48M +$416K +28,583 +11%
EI
20
EAM Investors
California
$4.57M +$967K +66,524 +37%
MHP
21
Manatuck Hill Partners
Connecticut
$4.29M -$1.02M -70,000 -23%
Massachusetts Financial Services
22
Massachusetts Financial Services
Massachusetts
$4.15M +$127K +8,730 +4%
Millennium Management
23
Millennium Management
New York
$4.05M +$2.54M +174,919 +417%
CCM
24
Catapult Capital Management
New York
$4.02M +$727K +50,000 +30%
PCM
25
Perkins Capital Management
Minnesota
$3.58M +$605K +41,635 +28%

ATRC Hedge Fund Activity: Q4 2013 in Review

86 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in AtriCure (ATRC) for Q4 2013, worth a combined $293M — up 78% from $165M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new ATRC positions and 10 closed out — a net gain of 7 holders — while 23 added to existing stakes and 36 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $4.92M. The largest seller was Kopp Investment Advisors, cutting an estimated $4.63M.

  • 86 institutional investors held AtriCure (ATRC) as of Q4 2013, up from 79 in Q3 2013.
  • Funds reported $293M of AtriCure stock for Q4 2013, up 78% quarter-over-quarter.
  • 17 funds opened new AtriCure positions in Q4 2013 and 10 closed out, a net change of +7 holders.
  • The largest AtriCure buyer in Q4 2013 was Fidelity Investments, an estimated $4.92M added.
  • The largest AtriCure seller in Q4 2013 was Kopp Investment Advisors, an estimated $4.63M sold.

Based on aggregated 13F filings for Q4 2013.