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AtriCure

223 hedge funds and large institutions have $2.22B invested in AtriCure in 2023 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 88 increasing their positions, 74 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

4,767% more call options, than puts

Call options by funds: $730K | Put options by funds: $15K

200% more funds holding in top 10

Funds holding in top 10: 13 (+2)

19% more capital invested

Capital invested by funds: $1.86B → $2.22B (+$362M)

19% more repeat investments, than reductions

Existing positions increased: 88 | Existing positions reduced: 74

0% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 24

0% less funds holding

Funds holding: 224223 (-1)

0.71% less ownership

Funds ownership: 96.05%95.33% (-0.71%)

Holders
223
Holders Change
-1
Holders Change %
-0.45%
% of All Funds
3.5%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.05%
New
24
Increased
88
Reduced
74
Closed
24
Calls
$730K
Puts
$15K
Net Calls
+$715K
Net Calls Change
+$198K
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$229M +$5.24M +113,635 +3%
BlackRock
2
BlackRock
New York
$193M +$2.7M +58,501 +2%
AllianceBernstein
3
AllianceBernstein
Tennessee
$158M +$3.99M +86,485 +3%
CIP
4
Champlain Investment Partners
Vermont
$89.4M -$3.77M -81,710 -4%
FAM
5
Fred Alger Management
New York
$72.3M -$2.12M -45,926 -3%
FLAM
6
First Light Asset Management
Minnesota
$72.1M +$119K +2,578 +0.2%
Macquarie Group
7
Macquarie Group
Australia
$69.1M -$445K -9,652 -0.7%
Millennium Management
8
Millennium Management
New York
$68.3M +$8.77M +190,257 +16%
Wellington Management Group
9
Wellington Management Group
Massachusetts
$63.8M -$8.8M -190,847 -13%
Invesco
10
Invesco
Georgia
$59.5M -$9.99M -216,648 -15%
State Street
11
State Street
Massachusetts
$57.4M +$1.29M +28,010 +2%
CS
12
Credit Suisse
Switzerland
$55.9M -$205K -4,456 -0.4%
N
13
Nuveen
North Carolina
$48.4M +$13.2M +286,481 +41%
Geode Capital Management
14
Geode Capital Management
Massachusetts
$46.8M +$2.11M +45,877 +5%
Dimensional Fund Advisors
15
Dimensional Fund Advisors
Texas
$45.1M +$2.65M +57,528 +7%
Loomis, Sayles & Company
16
Loomis, Sayles & Company
Massachusetts
$43.8M -$378K -8,203 -0.9%
GKIM
17
GW&K Investment Management
Massachusetts
$42.5M -$442K -9,584 -1%
Neuberger Berman Group
18
Neuberger Berman Group
New York
$37.6M +$326K +7,072 +0.9%
BG
19
Bellevue Group
Switzerland
$37M +$4.67M +101,391 +16%
Fiera Capital (Canada)
20
Fiera Capital (Canada)
Quebec, Canada
$33.2M -$722K -15,672 -2%
TCM
21
TimesSquare Capital Management
New York
$32.1M -$5.88M -127,675 -16%
Northern Trust
22
Northern Trust
Illinois
$30.2M +$190K +4,116 +0.7%
WA
23
Wasatch Advisors
Utah
$30M +$9.03K +196 +0%
EA
24
Emerald Advisers
Pennsylvania
$24.6M -$410K -8,889 -2%
BNP Paribas Asset Management
25
BNP Paribas Asset Management
France
$23.8M -$6.83M -148,124 -24%

ATRC Hedge Fund Activity: Q2 2023 in Review

223 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in AtriCure (ATRC) for Q2 2023, worth a combined $2.22B — up 19% from $1.86B a quarter earlier.

Fund positioning in ATRC was balanced in Q2 2023: 24 funds opened new positions, 24 closed out, 88 added to existing stakes and 74 trimmed.

The largest buyer was Nuveen, adding an estimated $13.2M. The largest seller was Invesco, cutting an estimated $9.99M.

  • 223 institutional investors held AtriCure (ATRC) as of Q2 2023, down from 224 in Q1 2023.
  • Funds reported $2.22B of AtriCure stock for Q2 2023, up 19% quarter-over-quarter.
  • 24 funds opened new AtriCure positions in Q2 2023 and 24 closed out, a net change of 0 holders.
  • The largest AtriCure buyer in Q2 2023 was Nuveen, an estimated $13.2M added.
  • The largest AtriCure seller in Q2 2023 was Invesco, an estimated $9.99M sold.

Based on aggregated 13F filings for Q2 2023.