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AtriCure

109 hedge funds and large institutions have $552M invested in AtriCure in 2017 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 42 increasing their positions, 37 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 37

1.24% more ownership

Funds ownership: 86.49%87.73% (+1.2%)

4% less funds holding

Funds holding: 114109 (-5)

17% less capital invested

Capital invested by funds: $664M → $552M (-$113M)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

28% less first-time investments, than exits

New positions opened: 13 | Existing positions closed: 18

Holders
109
Holders Change
-5
Holders Change %
-4.39%
% of All Funds
2.47%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.07%
New
13
Increased
42
Reduced
37
Closed
18
Calls
$365K
Puts
Net Calls
+$365K
Net Calls Change
+$734K
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$94.3M +$396K +20,000 +0.4%
Wellington Management Group
2
Wellington Management Group
Massachusetts
$82.2M +$14.6M +735,715 +20%
BlackRock
3
BlackRock
New York
$49.8M +$9.79M +494,306 +22%
HEC
4
Hudson Executive Capital
New York
$36.6M +$2.98M +150,610 +8%
Vanguard Group
5
Vanguard Group
Pennsylvania
$27.2M +$432K +21,834 +1%
PCM
6
Peregrine Capital Management
Minnesota
$20.7M +$4.15M +209,666 +23%
FLAM
7
First Light Asset Management
Minnesota
$19.6M +$826K +41,711 +4%
Victory Capital Management
8
Victory Capital Management
Texas
$19.5M +$803K +40,550 +4%
Loomis, Sayles & Company
9
Loomis, Sayles & Company
Massachusetts
$15.1M -$150K -7,580 -0.9%
Neuberger Berman Group
10
Neuberger Berman Group
New York
$14.9M -$1.66M -83,772 -9%
Millennium Management
11
Millennium Management
New York
$13.4M -$6.96M -351,403 -32%
State Street
12
State Street
Massachusetts
$12.3M +$532K +26,845 +4%
EA
13
Emerald Advisers
Pennsylvania
$10.1M -$144K -7,290 -1%
EMFAT
14
Emerald Mutual Fund Advisers Trust
Pennsylvania
$8.92M -$200K -10,084 -2%
CAM
15
Cortina Asset Management
Wisconsin
$7.78M -$269K -13,607 -3%
WA
16
Wasatch Advisors
Utah
$7.7M -$38.8K -1,959 -0.5%
Northern Trust
17
Northern Trust
Illinois
$7.67M -$66K -3,331 -0.8%
DCM
18
DAFNA Capital Management
California
$7.1M +$99K +5,000 +1%
Citadel Advisors
19
Citadel Advisors
Florida
$6.91M +$873K +44,074 +13%
RA
20
Royce & Associates
New York
$5.3M +$210K +10,599 +4%
Geode Capital Management
21
Geode Capital Management
Massachusetts
$5.07M +$38.2K +1,930 +0.7%
Lord, Abbett & Co
22
Lord, Abbett & Co
New Jersey
$4.48M -$1.17M -59,260 -19%
Bank of America
23
Bank of America
North Carolina
$4.38M +$3.75M +189,364 +374%
AIS
24
AlphaOne Investment Services
Pennsylvania
$4.19M +$1.17M +59,200 +35%
Bank of New York Mellon
25
Bank of New York Mellon
New York
$3.69M -$13.8K -697 -0.3%

ATRC Hedge Fund Activity: Q4 2017 in Review

109 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in AtriCure (ATRC) for Q4 2017, worth a combined $552M — down 17% from $664M a quarter earlier.

Sellers outnumbered buyers: 18 funds closed out of ATRC and 13 opened new positions — a net loss of 5 holders — while 37 trimmed existing stakes and 42 added.

The largest buyer was Wellington Management Group, adding an estimated $14.6M. The largest seller was Millennium Management, cutting an estimated $6.96M.

  • 109 institutional investors held AtriCure (ATRC) as of Q4 2017, down from 114 in Q3 2017.
  • Funds reported $552M of AtriCure stock for Q4 2017, down 17% quarter-over-quarter.
  • 13 funds opened new AtriCure positions in Q4 2017 and 18 closed out, a net change of -5 holders.
  • The largest AtriCure buyer in Q4 2017 was Wellington Management Group, an estimated $14.6M added.
  • The largest AtriCure seller in Q4 2017 was Millennium Management, an estimated $6.96M sold.

Based on aggregated 13F filings for Q4 2017.