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AtriCure

188 hedge funds and large institutions have $1.89B invested in AtriCure in 2020 Q2 according to their latest regulatory filings, with 49 funds opening new positions, 70 increasing their positions, 50 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

227% more first-time investments, than exits

New positions opened: 49 | Existing positions closed: 15

56% more capital invested

Capital invested by funds: $1.21B → $1.89B (+$675M)

42% more call options, than puts

Call options by funds: $1.56M | Put options by funds: $1.1M

40% more repeat investments, than reductions

Existing positions increased: 70 | Existing positions reduced: 50

21% more funds holding

Funds holding: 155188 (+33)

5.24% more ownership

Funds ownership: 89.99%95.23% (+5.2%)

40% less funds holding in top 10

Funds holding in top 10: 53 (-2)

Holders
188
Holders Change
+33
Holders Change %
+21.29%
% of All Funds
3.85%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.06%
New
49
Increased
70
Reduced
50
Closed
15
Calls
$1.56M
Puts
$1.1M
Net Calls
+$464K
Net Calls Change
-$17.9M
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$214M +$53.3M +1,224,476 +35%
BlackRock
2
BlackRock
New York
$153M +$13M +299,024 +10%
FAM
3
Fred Alger Management
New York
$104M +$45.3M +1,040,121 +82%
Vanguard Group
4
Vanguard Group
Pennsylvania
$102M +$9.74M +223,748 +11%
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$100M +$19.8M +454,992 +26%
Invesco
6
Invesco
Georgia
$79.4M +$10.1M +230,889 +15%
CIP
7
Champlain Investment Partners
Vermont
$74.6M -$1.48M -33,990 -2%
O
8
OrbiMed
New York
$55.2M +$13.1M +300,000 +32%
TCM
9
TimesSquare Capital Management
New York
$52.8M +$51.2M +1,175,510 New
GGHC
10
Gilder Gagnon Howe & Co
New York
$46.4M +$45M +1,033,350 New
State Street
11
State Street
Massachusetts
$44.6M +$1.53M +35,137 +4%
GKIM
12
GW&K Investment Management
Massachusetts
$38.7M -$8.98M -206,147 -19%
WA
13
Wasatch Advisors
Utah
$36.3M +$2.56M +58,736 +8%
Neuberger Berman Group
14
Neuberger Berman Group
New York
$33.5M -$4.36M -100,073 -12%
Loomis, Sayles & Company
15
Loomis, Sayles & Company
Massachusetts
$32.3M +$2.71M +62,279 +10%
PVI
16
Pura Vida Investments
New York
$30.8M +$12.9M +296,279 +76%
Renaissance Technologies
17
Renaissance Technologies
New York
$30.3M +$6.05M +138,975 +26%
Geode Capital Management
18
Geode Capital Management
Massachusetts
$28M +$2.05M +47,060 +8%
N
19
Nuveen
North Carolina
$26.8M -$1.88M -43,094 -7%
Wellington Management Group
20
Wellington Management Group
Massachusetts
$26M -$63.1M -1,448,617 -71%
Northern Trust
21
Northern Trust
Illinois
$25.1M +$1.91M +43,927 +9%
FLAM
22
First Light Asset Management
Minnesota
$24.3M -$9.19M -211,056 -28%
PA
23
Perceptive Advisors
New York
$23.8M +$9.86M +226,549 +75%
EA
24
Emerald Advisers
Pennsylvania
$23.5M +$4.16M +95,661 +22%
EMFAT
25
Emerald Mutual Fund Advisers Trust
Pennsylvania
$21.4M +$2.63M +60,431 +15%

ATRC Hedge Fund Activity: Q2 2020 in Review

188 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in AtriCure (ATRC) for Q2 2020, worth a combined $1.89B — up 56% from $1.21B a quarter earlier.

Buyers outnumbered sellers: 49 funds opened new ATRC positions and 15 closed out — a net gain of 34 holders — while 70 added to existing stakes and 50 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $53.3M. The largest seller was Wellington Management Group, cutting an estimated $63.1M.

  • 188 institutional investors held AtriCure (ATRC) as of Q2 2020, up from 155 in Q1 2020.
  • Funds reported $1.89B of AtriCure stock for Q2 2020, up 56% quarter-over-quarter.
  • 49 funds opened new AtriCure positions in Q2 2020 and 15 closed out, a net change of +34 holders.
  • The largest AtriCure buyer in Q2 2020 was Fidelity Investments, an estimated $53.3M added.
  • The largest AtriCure seller in Q2 2020 was Wellington Management Group, an estimated $63.1M sold.

Based on aggregated 13F filings for Q2 2020.