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AtriCure

160 hedge funds and large institutions have $924M invested in AtriCure in 2019 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 67 increasing their positions, 40 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

3,068% more call options, than puts

Call options by funds: $887K | Put options by funds: $28K

93% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 14

68% more repeat investments, than reductions

Existing positions increased: 67 | Existing positions reduced: 40

9% more funds holding

Funds holding: 147160 (+13)

0.14% less ownership

Funds ownership: 89.45%89.31% (-0.14%)

12% less capital invested

Capital invested by funds: $1.05B → $924M (-$130M)

50% less funds holding in top 10

Funds holding in top 10: 63 (-3)

Holders
160
Holders Change
+13
Holders Change %
+8.84%
% of All Funds
3.46%
Holding in Top 10
3
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-50%
% of All Funds
0.06%
New
27
Increased
67
Reduced
40
Closed
14
Calls
$887K
Puts
$28K
Net Calls
+$859K
Net Calls Change
-$6.43M
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$155M +$360K +11,861 +0.2%
BlackRock
2
BlackRock
New York
$79.2M -$3.66M -120,460 -4%
Wellington Management Group
3
Wellington Management Group
Massachusetts
$69.7M -$3.8M -125,179 -5%
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$58.5M +$66.1K +2,175 +0.1%
Vanguard Group
5
Vanguard Group
Pennsylvania
$49M +$783K +25,776 +1%
State Street
6
State Street
Massachusetts
$25.6M +$1.2M +39,540 +4%
FLAM
7
First Light Asset Management
Minnesota
$24.5M -$1.56M -51,490 -5%
Loomis, Sayles & Company
8
Loomis, Sayles & Company
Massachusetts
$24.4M -$522K -17,194 -2%
Neuberger Berman Group
9
Neuberger Berman Group
New York
$19.6M +$231K +7,597 +1%
PCM
10
Peregrine Capital Management
Minnesota
$19.5M +$1.58M +52,022 +8%
Millennium Management
11
Millennium Management
New York
$16.6M -$7.81M -257,002 -29%
WA
12
Wasatch Advisors
Utah
$15.1M +$5.06M +166,578 +42%
Manulife (Manufacturers Life Insurance)
13
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$13.2M +$284K +9,348 +2%
Northern Trust
14
Northern Trust
Illinois
$13.2M +$77.5K +2,551 +0.5%
GKIM
15
GW&K Investment Management
Massachusetts
$13M -$936K -30,812 -6%
EA
16
Emerald Advisers
Pennsylvania
$12.8M +$326K +10,720 +2%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$12.7M +$1.63M +53,680 +13%
HEC
18
Hudson Executive Capital
New York
$12M -$26.8M -881,511 -66%
BNP Paribas Asset Management
19
BNP Paribas Asset Management
France
$11.7M +$3.3M +108,788 +33%
EMFAT
20
Emerald Mutual Fund Advisers Trust
Pennsylvania
$11.6M
Geode Capital Management
21
Geode Capital Management
Massachusetts
$11.6M +$1.03M +34,026 +9%
TA
22
Tamarack Advisers
California
$11.4M -$5.32M -175,000 -29%
HRCM
23
Hood River Capital Management
Florida
$10.5M +$9.87M +324,890 +474%
SAM
24
Sectoral Asset Management
Quebec, Canada
$10.5M +$1.14M +37,395 +11%
RA
25
Royce & Associates
New York
$10.1M +$1.08M +35,700 +10%

ATRC Hedge Fund Activity: Q1 2019 in Review

160 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in AtriCure (ATRC) for Q1 2019, worth a combined $924M — down 12% from $1.05B a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new ATRC positions and 14 closed out — a net gain of 13 holders — while 67 added to existing stakes and 40 trimmed.

The largest buyer was Hood River Capital Management, adding an estimated $9.87M. The largest seller was Hudson Executive Capital, cutting an estimated $26.8M.

  • 160 institutional investors held AtriCure (ATRC) as of Q1 2019, up from 147 in Q4 2018.
  • Funds reported $924M of AtriCure stock for Q1 2019, down 12% quarter-over-quarter.
  • 27 funds opened new AtriCure positions in Q1 2019 and 14 closed out, a net change of +13 holders.
  • The largest AtriCure buyer in Q1 2019 was Hood River Capital Management, an estimated $9.87M added.
  • The largest AtriCure seller in Q1 2019 was Hudson Executive Capital, an estimated $26.8M sold.

Based on aggregated 13F filings for Q1 2019.