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AtriCure

191 hedge funds and large institutions have $2.92B invested in AtriCure in 2021 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 52 increasing their positions, 75 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

980% more call options, than puts

Call options by funds: $5.03M | Put options by funds: $466K

19% more capital invested

Capital invested by funds: $2.45B → $2.92B (+$470M)

0.1% more ownership

Funds ownership: 97.75%97.85% (+0.1%)

4% less funds holding

Funds holding: 198191 (-7)

13% less first-time investments, than exits

New positions opened: 33 | Existing positions closed: 38

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

31% less repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 75

Holders
191
Holders Change
-7
Holders Change %
-3.54%
% of All Funds
3.35%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.07%
New
33
Increased
52
Reduced
75
Closed
38
Calls
$5.03M
Puts
$466K
Net Calls
+$4.57M
Net Calls Change
+$4.33M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$255M +$7.85M +127,539 +3%
Vanguard Group
2
Vanguard Group
Pennsylvania
$221M +$58.9M +956,111 +40%
FAM
3
Fred Alger Management
New York
$209M +$20.5M +332,895 +12%
AllianceBernstein
4
AllianceBernstein
Tennessee
$160M +$147M +2,381,637 +3,792%
Invesco
5
Invesco
Georgia
$156M +$7.97M +129,432 +6%
T. Rowe Price Associates
6
T. Rowe Price Associates
Maryland
$148M -$4.05M -65,805 -3%
CIP
7
Champlain Investment Partners
Vermont
$143M +$2.44M +39,560 +2%
CS
8
Credit Suisse
Switzerland
$89.8M +$19.2M +312,042 +29%
TCM
9
TimesSquare Capital Management
New York
$87.1M -$4.83M -78,379 -6%
Fidelity Investments
10
Fidelity Investments
Massachusetts
$78.3M -$43.5M -706,327 -37%
EAM
11
Eagle Asset Management
Florida
$68.7M +$7.27M +117,979 +12%
State Street
12
State Street
Massachusetts
$64.8M -$4.11M -66,798 -6%
Loomis, Sayles & Company
13
Loomis, Sayles & Company
Massachusetts
$60.3M -$164K -2,658 -0.3%
GKIM
14
GW&K Investment Management
Massachusetts
$56.6M +$13.6K +221 +0%
FLAM
15
First Light Asset Management
Minnesota
$54.3M +$1.15M +18,692 +2%
Fiera Capital (Canada)
16
Fiera Capital (Canada)
Quebec, Canada
$52.3M -$745K -12,097 -1%
Geode Capital Management
17
Geode Capital Management
Massachusetts
$50.9M +$5.29M +85,827 +12%
Macquarie Group
18
Macquarie Group
Australia
$49.9M +$17.3M +281,075 +58%
Artisan Partners
19
Artisan Partners
Wisconsin
$41.8M +$39.3M +638,157 New
Neuberger Berman Group
20
Neuberger Berman Group
New York
$41.6M -$4.41M -71,582 -10%
PVI
21
Pura Vida Investments
New York
$40.4M -$6.14M -99,699 -14%
EMFAT
22
Emerald Mutual Fund Advisers Trust
Pennsylvania
$35.4M +$1.34M +21,820 +4%
Citadel Advisors
23
Citadel Advisors
Florida
$34.1M +$15.6M +253,698 +95%
Northern Trust
24
Northern Trust
Illinois
$33.8M -$2.44M -39,644 -7%
PCH
25
Polar Capital Holdings
United Kingdom
$33.3M +$5.91M +96,010 +23%

ATRC Hedge Fund Activity: Q1 2021 in Review

191 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in AtriCure (ATRC) for Q1 2021, worth a combined $2.92B — up 19% from $2.45B a quarter earlier.

Sellers outnumbered buyers: 38 funds closed out of ATRC and 33 opened new positions — a net loss of 5 holders — while 75 trimmed existing stakes and 52 added.

The largest buyer was AllianceBernstein, adding an estimated $147M. The largest seller was OrbiMed, exiting entirely with an estimated $68.4M sold.

  • 191 institutional investors held AtriCure (ATRC) as of Q1 2021, down from 198 in Q4 2020.
  • Funds reported $2.92B of AtriCure stock for Q1 2021, up 19% quarter-over-quarter.
  • 33 funds opened new AtriCure positions in Q1 2021 and 38 closed out, a net change of -5 holders.
  • The largest AtriCure buyer in Q1 2021 was AllianceBernstein, an estimated $147M added.
  • The largest AtriCure seller in Q1 2021 was OrbiMed, an estimated $68.4M sold.

Based on aggregated 13F filings for Q1 2021.