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AtriCure

224 hedge funds and large institutions have $1.86B invested in AtriCure in 2023 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 94 increasing their positions, 58 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 21

62% more repeat investments, than reductions

Existing positions increased: 94 | Existing positions reduced: 58

6% more funds holding

Funds holding: 211224 (+13)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.66% less ownership

Funds ownership: 96.71%96.05% (-0.66%)

7% less capital invested

Capital invested by funds: $1.99B → $1.86B (-$134M)

Holders
224
Holders Change
+13
Holders Change %
+6.16%
% of All Funds
3.57%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
36
Increased
94
Reduced
58
Closed
21
Calls
$517K
Puts
Net Calls
+$517K
Net Calls Change
+$221K
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$188M +$5.93M +143,002 +3%
BlackRock
2
BlackRock
New York
$160M +$5M +120,525 +3%
AllianceBernstein
3
AllianceBernstein
Tennessee
$129M -$18.4M -442,222 -12%
CIP
4
Champlain Investment Partners
Vermont
$78.4M -$1.98M -47,645 -2%
FAM
5
Fred Alger Management
New York
$62.6M -$10.1M -244,094 -14%
Wellington Management Group
6
Wellington Management Group
Massachusetts
$61.5M -$5.24M -126,222 -8%
FLAM
7
First Light Asset Management
Minnesota
$60.5M +$272K +6,543 +0.5%
Invesco
8
Invesco
Georgia
$58.9M -$80.7M -1,945,206 -58%
Macquarie Group
9
Macquarie Group
Australia
$58.4M +$1.38M +33,348 +2%
Millennium Management
10
Millennium Management
New York
$49.5M +$14.6M +352,342 +42%
CS
11
Credit Suisse
Switzerland
$47.1M +$233K +5,627 +0.5%
State Street
12
State Street
Massachusetts
$47M +$3.11M +74,842 +7%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$37.4M +$1.53M +36,976 +4%
Loomis, Sayles & Company
14
Loomis, Sayles & Company
Massachusetts
$37.1M +$310K +7,466 +0.8%
GKIM
15
GW&K Investment Management
Massachusetts
$36.1M +$182K +4,374 +0.5%
Dimensional Fund Advisors
16
Dimensional Fund Advisors
Texas
$35.5M +$10.5M +253,419 +42%
TCM
17
TimesSquare Capital Management
New York
$32.2M -$7.56M -182,175 -19%
Neuberger Berman Group
18
Neuberger Berman Group
New York
$31.2M +$8.47M +204,175 +37%
N
19
Nuveen
North Carolina
$28.8M +$6.72M +161,939 +30%
Fiera Capital (Canada)
20
Fiera Capital (Canada)
Quebec, Canada
$28.6M -$104K -2,502 -0.4%
BG
21
Bellevue Group
Switzerland
$26.8M +$129K +3,113 +0.5%
BNP Paribas Asset Management
22
BNP Paribas Asset Management
France
$26.1M +$1.1M +26,617 +4%
Northern Trust
23
Northern Trust
Illinois
$25.2M -$106K -2,564 -0.4%
WA
24
Wasatch Advisors
Utah
$25.2M +$7.19M +173,354 +40%
Marshall Wace
25
Marshall Wace
United Kingdom
$22.9M +$22.9M +551,872 New

ATRC Hedge Fund Activity: Q1 2023 in Review

224 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in AtriCure (ATRC) for Q1 2023, worth a combined $1.86B — down 6.7% from $1.99B a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new ATRC positions and 21 closed out — a net gain of 15 holders — while 94 added to existing stakes and 58 trimmed.

The largest buyer was Marshall Wace, opening a new position worth an estimated $22.9M. The largest seller was Invesco, cutting an estimated $80.7M.

  • 224 institutional investors held AtriCure (ATRC) as of Q1 2023, up from 211 in Q4 2022.
  • Funds reported $1.86B of AtriCure stock for Q1 2023, down 6.7% quarter-over-quarter.
  • 36 funds opened new AtriCure positions in Q1 2023 and 21 closed out, a net change of +15 holders.
  • The largest AtriCure buyer in Q1 2023 was Marshall Wace, an estimated $22.9M added.
  • The largest AtriCure seller in Q1 2023 was Invesco, an estimated $80.7M sold.

Based on aggregated 13F filings for Q1 2023.