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AtriCure

141 hedge funds and large institutions have $1.13B invested in AtriCure in 2019 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 54 increasing their positions, 45 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

30% more capital invested

Capital invested by funds: $872M → $1.13B (+$263M)

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

20% more repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 45

6% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 18

0% more funds holding

Funds holding: 141141 (0)

0.32% less ownership

Funds ownership: 88.56%88.24% (-0.32%)

31% less call options, than puts

Call options by funds: $474K | Put options by funds: $685K

Holders
141
Holders Change
Holders Change %
0%
% of All Funds
2.78%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.1%
New
19
Increased
54
Reduced
45
Closed
18
Calls
$474K
Puts
$685K
Net Calls
-$211K
Net Calls Change
+$1.1M
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$193M +$872K +30,630 +0.5%
BlackRock
2
BlackRock
New York
$108M +$633K +22,248 +0.7%
Wellington Management Group
3
Wellington Management Group
Massachusetts
$80.8M -$6.91M -242,838 -9%
Vanguard Group
4
Vanguard Group
Pennsylvania
$64.4M +$1.74M +61,299 +3%
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$58.7M +$97.5K +3,425 +0.2%
CIP
6
Champlain Investment Partners
Vermont
$40.6M +$16.3M +574,205 +85%
GKIM
7
GW&K Investment Management
Massachusetts
$38M +$5.15M +181,092 +18%
FLAM
8
First Light Asset Management
Minnesota
$36.2M +$199K +6,989 +0.6%
State Street
9
State Street
Massachusetts
$32M -$458K -16,093 -2%
TA
10
Tamarack Advisers
California
$27.9M +$285K +10,000 +1%
Neuberger Berman Group
11
Neuberger Berman Group
New York
$27.7M +$2.59M +91,059 +12%
PCM
12
Peregrine Capital Management
Minnesota
$24.8M -$1.27M -44,575 -6%
WA
13
Wasatch Advisors
Utah
$22.2M -$151K -5,294 -0.8%
BNP Paribas Asset Management
14
BNP Paribas Asset Management
France
$21.2M +$2.57M +90,287 +16%
Loomis, Sayles & Company
15
Loomis, Sayles & Company
Massachusetts
$17.7M -$12.2M -428,918 -44%
SAM
16
Sectoral Asset Management
Quebec, Canada
$17.4M +$2.46M +86,301 +19%
Geode Capital Management
17
Geode Capital Management
Massachusetts
$17.2M +$552K +19,405 +4%
Northern Trust
18
Northern Trust
Illinois
$16.5M -$1.27M -44,672 -8%
Millennium Management
19
Millennium Management
New York
$15.6M +$12.7M +444,611 +1,224%
EMFAT
20
Emerald Mutual Fund Advisers Trust
Pennsylvania
$14.1M
EA
21
Emerald Advisers
Pennsylvania
$13.9M -$327K -11,492 -3%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$13.4M -$3.66M -128,470 -24%
N
23
Nuveen
North Carolina
$13.4M -$201K -7,056 -2%
Invesco
24
Invesco
Georgia
$11.1M -$1.41M -49,629 -13%
Renaissance Technologies
25
Renaissance Technologies
New York
$10.5M +$3.29M +115,700 +56%

ATRC Hedge Fund Activity: Q4 2019 in Review

141 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in AtriCure (ATRC) for Q4 2019, worth a combined $1.13B — up 30% from $872M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new ATRC positions and 18 closed out — a net gain of 1 holder — while 54 added to existing stakes and 45 trimmed.

The largest buyer was Champlain Investment Partners, adding an estimated $16.3M. The largest seller was Loomis, Sayles & Company, cutting an estimated $12.2M.

  • 141 institutional investors held AtriCure (ATRC) as of Q4 2019, unchanged from Q3 2019.
  • Funds reported $1.13B of AtriCure stock for Q4 2019, up 30% quarter-over-quarter.
  • 19 funds opened new AtriCure positions in Q4 2019 and 18 closed out, a net change of +1 holder.
  • The largest AtriCure buyer in Q4 2019 was Champlain Investment Partners, an estimated $16.3M added.
  • The largest AtriCure seller in Q4 2019 was Loomis, Sayles & Company, an estimated $12.2M sold.

Based on aggregated 13F filings for Q4 2019.