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AtriCure

100 hedge funds and large institutions have $551M invested in AtriCure in 2016 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 40 increasing their positions, 34 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

84.64% more ownership

Funds ownership: 0%84.64% (+85%)

33% more capital invested

Capital invested by funds: $415M → $551M (+$136M)

20% more funds holding in top 10

Funds holding in top 10: 56 (+1)

18% more repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 34

8% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 12

0% more funds holding

Funds holding: 100100 (0)

Holders
100
Holders Change
Holders Change %
0%
% of All Funds
2.5%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.15%
New
13
Increased
40
Reduced
34
Closed
12
Calls
$239K
Puts
Net Calls
+$239K
Net Calls Change
-$161K
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$94.3M -$2.91M -160,438 -3%
Wellington Management Group
2
Wellington Management Group
Massachusetts
$61.4M -$4.62M -254,902 -8%
CCM
3
Consonance Capital Management
New York
$52.2M +$44.1M +2,434,428 +1,050%
Victory Capital Management
4
Victory Capital Management
Texas
$26M +$1.19M +65,898 +5%
Vanguard Group
5
Vanguard Group
Pennsylvania
$25.8M +$566K +31,209 +2%
BFA
6
BlackRock Fund Advisors
California
$22.2M +$4.63M +255,215 +29%
HEC
7
Hudson Executive Capital
New York
$21.2M +$10.3M +567,420 +110%
FLAM
8
First Light Asset Management
Minnesota
$18.4M +$166K +9,136 +1%
PCM
9
Peregrine Capital Management
Minnesota
$17.7M -$2.22M -122,347 -12%
BIT
10
BlackRock Institutional Trust
California
$16.2M +$1.24M +68,232 +9%
CAM
11
Cortina Asset Management
Wisconsin
$12.2M -$639K -35,279 -5%
EA
12
Emerald Advisers
Pennsylvania
$11.4M +$2.22M +122,304 +27%
State Street
13
State Street
Massachusetts
$10.9M +$1.01M +55,938 +11%
DCM
14
DAFNA Capital Management
California
$10.2M -$181K -10,000 -2%
EMFAT
15
Emerald Mutual Fund Advisers Trust
Pennsylvania
$9.49M -$453K -25,000 -5%
WA
16
Wasatch Advisors
Utah
$9.3M -$507K -28,000 -6%
Loomis, Sayles & Company
17
Loomis, Sayles & Company
Massachusetts
$8.7M +$8.06M +444,653 New
William Blair Investment Management
18
William Blair Investment Management
Illinois
$8.59M -$4.6M -253,791 -37%
Northern Trust
19
Northern Trust
Illinois
$8.27M +$380K +20,981 +5%
RA
20
Royce & Associates
New York
$6.44M -$834K -46,000 -12%
Deutsche Bank
21
Deutsche Bank
Germany
$6M +$284K +15,696 +5%
PCM
22
Portolan Capital Management
Massachusetts
$5.82M +$873K +48,174 +19%
Geode Capital Management
23
Geode Capital Management
Massachusetts
$4.79M +$626K +34,559 +16%
RCP
24
Rothschild Capital Partners
New York
$4.7M
BG
25
Bollard Group
Massachusetts
$3.91M +$544K +30,000 +18%

ATRC Hedge Fund Activity: Q4 2016 in Review

100 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in AtriCure (ATRC) for Q4 2016, worth a combined $551M — up 33% from $415M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new ATRC positions and 12 closed out — a net gain of 1 holder — while 40 added to existing stakes and 34 trimmed.

The largest buyer was Consonance Capital Management, adding an estimated $44.1M. The largest seller was Massachusetts Financial Services, exiting entirely with an estimated $7.98M sold.

  • 100 institutional investors held AtriCure (ATRC) as of Q4 2016, unchanged from Q3 2016.
  • Funds reported $551M of AtriCure stock for Q4 2016, up 33% quarter-over-quarter.
  • 13 funds opened new AtriCure positions in Q4 2016 and 12 closed out, a net change of +1 holder.
  • The largest AtriCure buyer in Q4 2016 was Consonance Capital Management, an estimated $44.1M added.
  • The largest AtriCure seller in Q4 2016 was Massachusetts Financial Services, an estimated $7.98M sold.

Based on aggregated 13F filings for Q4 2016.