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AtriCure

213 hedge funds and large institutions have $2.98B invested in AtriCure in 2021 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 69 increasing their positions, 84 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

24% more call options, than puts

Call options by funds: $1.87M | Put options by funds: $1.51M

18% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 22

0% more funds holding

Funds holding: 212213 (+1)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

2.6% less ownership

Funds ownership: 97.11%94.51% (-2.6%)

15% less capital invested

Capital invested by funds: $3.49B → $2.98B (-$507M)

18% less repeat investments, than reductions

Existing positions increased: 69 | Existing positions reduced: 84

Holders
213
Holders Change
+1
Holders Change %
+0.47%
% of All Funds
3.73%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
26
Increased
69
Reduced
84
Closed
22
Calls
$1.87M
Puts
$1.51M
Net Calls
+$361K
Net Calls Change
-$1.42M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$291M -$869K -11,287 -0.3%
BlackRock
2
BlackRock
New York
$254M -$744K -9,664 -0.3%
FAM
3
Fred Alger Management
New York
$233M +$950K +12,344 +0.4%
AllianceBernstein
4
AllianceBernstein
Tennessee
$202M +$6.16M +80,022 +3%
Invesco
5
Invesco
Georgia
$158M -$2.38M -30,907 -1%
T. Rowe Price Associates
6
T. Rowe Price Associates
Maryland
$140M -$11.9M -155,097 -7%
CIP
7
Champlain Investment Partners
Vermont
$84.9M -$26.2M -340,715 -22%
CS
8
Credit Suisse
Switzerland
$79.2M -$11.1M -144,111 -11%
Macquarie Group
9
Macquarie Group
Australia
$76.1M +$4.45M +57,777 +6%
State Street
10
State Street
Massachusetts
$69.9M -$39.9K -518 -0.1%
TCM
11
TimesSquare Capital Management
New York
$66.1M -$8.57M -111,390 -10%
Loomis, Sayles & Company
12
Loomis, Sayles & Company
Massachusetts
$61.7M -$1.06M -13,775 -2%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$56.7M -$453K -5,882 -0.7%
EAM
14
Eagle Asset Management
Florida
$56.4M -$3.48M -45,178 -5%
GKIM
15
GW&K Investment Management
Massachusetts
$54.8M -$340K -4,420 -0.6%
Fiera Capital (Canada)
16
Fiera Capital (Canada)
Quebec, Canada
$53.2M -$887K -11,525 -1%
Dimensional Fund Advisors
17
Dimensional Fund Advisors
Texas
$47.2M +$6.8M +88,370 +15%
Artisan Partners
18
Artisan Partners
Wisconsin
$46M +$2.37M +30,820 +5%
FLAM
19
First Light Asset Management
Minnesota
$45M -$9.66M -125,583 -16%
Bank of America
20
Bank of America
North Carolina
$35.5M +$1.22M +15,832 +3%
Citadel Advisors
21
Citadel Advisors
Florida
$34.8M -$25.3M -328,120 -40%
Neuberger Berman Group
22
Neuberger Berman Group
New York
$34.4M -$648K -8,420 -2%
Northern Trust
23
Northern Trust
Illinois
$34M -$1.22M -15,918 -3%
EMFAT
24
Emerald Mutual Fund Advisers Trust
Pennsylvania
$33.9M -$4.03M -52,394 -10%
PVI
25
Pura Vida Investments
New York
$33.3M -$6.62M -86,077 -15%

ATRC Hedge Fund Activity: Q3 2021 in Review

213 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in AtriCure (ATRC) for Q3 2021, worth a combined $2.98B — down 15% from $3.49B a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new ATRC positions and 22 closed out — a net gain of 4 holders — while 69 added to existing stakes and 84 trimmed.

The largest buyer was Balyasny Asset Management, opening a new position worth an estimated $24.3M. The largest seller was Fidelity Investments, cutting an estimated $46.9M.

  • 213 institutional investors held AtriCure (ATRC) as of Q3 2021, up from 212 in Q2 2021.
  • Funds reported $2.98B of AtriCure stock for Q3 2021, down 15% quarter-over-quarter.
  • 26 funds opened new AtriCure positions in Q3 2021 and 22 closed out, a net change of +4 holders.
  • The largest AtriCure buyer in Q3 2021 was Balyasny Asset Management, an estimated $24.3M added.
  • The largest AtriCure seller in Q3 2021 was Fidelity Investments, an estimated $46.9M sold.

Based on aggregated 13F filings for Q3 2021.