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AtriCure

233 hedge funds and large institutions have $1.7B invested in AtriCure in 2023 Q4 according to their latest regulatory filings, with 40 funds opening new positions, 102 increasing their positions, 70 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

5,314% more call options, than puts

Call options by funds: $3.46M | Put options by funds: $64K

46% more repeat investments, than reductions

Existing positions increased: 102 | Existing positions reduced: 70

21% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 33

4.75% more ownership

Funds ownership: 95.85%100.6% (+4.8%)

1% more funds holding

Funds holding: 230233 (+3)

14% less capital invested

Capital invested by funds: $1.99B → $1.7B (-$287M)

75% less funds holding in top 10

Funds holding in top 10: 41 (-3)

Holders
233
Holders Change
+3
Holders Change %
+1.3%
% of All Funds
3.4%
Holding in Top 10
1
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-75%
% of All Funds
0.01%
New
40
Increased
102
Reduced
70
Closed
33
Calls
$3.46M
Puts
$64K
Net Calls
+$3.4M
Net Calls Change
+$3.39M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$170M +$2.83M +76,146 +2%
BlackRock
2
BlackRock
New York
$150M +$8.75M +235,245 +6%
AllianceBernstein
3
AllianceBernstein
Tennessee
$121M +$6.2M +166,827 +5%
CIP
4
Champlain Investment Partners
Vermont
$75.1M +$9.44M +253,855 +14%
Macquarie Group
5
Macquarie Group
Australia
$51.7M -$326K -8,775 -0.6%
FLAM
6
First Light Asset Management
Minnesota
$48.2M -$5.21M -139,964 -9%
Wellington Management Group
7
Wellington Management Group
Massachusetts
$47.4M +$3.56M +95,824 +8%
State Street
8
State Street
Massachusetts
$43M +$2.12M +56,896 +5%
Invesco
9
Invesco
Georgia
$41.5M +$4.74M +127,579 +12%
FAM
10
Fred Alger Management
New York
$41.2M -$10.5M -281,756 -20%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$36.9M +$1.72M +46,117 +5%
N
12
Nuveen
North Carolina
$36.5M +$134K +3,608 +0.4%
Dimensional Fund Advisors
13
Dimensional Fund Advisors
Texas
$35.7M +$341K +9,176 +0.9%
CS
14
Credit Suisse
Switzerland
$35.3M -$1.49M -39,942 -4%
Morgan Stanley
15
Morgan Stanley
New York
$35.3M +$27.4M +736,857 +292%
TCM
16
TimesSquare Capital Management
New York
$34.8M +$2.65M +71,275 +8%
Fiera Capital (Canada)
17
Fiera Capital (Canada)
Quebec, Canada
$31.5M +$7.21M +193,769 +28%
HRCM
18
Hood River Capital Management
Florida
$30M -$232K -6,240 -0.7%
Loomis, Sayles & Company
19
Loomis, Sayles & Company
Massachusetts
$29.8M -$982K -26,408 -3%
BG
20
Bellevue Group
Switzerland
$29.2M +$2.62M +70,323 +9%
GKIM
21
GW&K Investment Management
Massachusetts
$28.7M -$2.28M -61,418 -7%
Neuberger Berman Group
22
Neuberger Berman Group
New York
$27.1M -$178K -4,796 -0.6%
WA
23
Wasatch Advisors
Utah
$18.6M -$1.61M -43,410 -8%
Northern Trust
24
Northern Trust
Illinois
$16.6M -$5.53M -148,682 -24%
BNP Paribas Asset Management
25
BNP Paribas Asset Management
France
$16.3M -$1.44M -38,711 -8%

ATRC Hedge Fund Activity: Q4 2023 in Review

233 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in AtriCure (ATRC) for Q4 2023, worth a combined $1.7B — down 14% from $1.99B a quarter earlier.

Buyers outnumbered sellers: 40 funds opened new ATRC positions and 33 closed out — a net gain of 7 holders — while 102 added to existing stakes and 70 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $27.4M. The largest seller was Granite Investment Partners, exiting entirely with an estimated $17.3M sold.

  • 233 institutional investors held AtriCure (ATRC) as of Q4 2023, up from 230 in Q3 2023.
  • Funds reported $1.7B of AtriCure stock for Q4 2023, down 14% quarter-over-quarter.
  • 40 funds opened new AtriCure positions in Q4 2023 and 33 closed out, a net change of +7 holders.
  • The largest AtriCure buyer in Q4 2023 was Morgan Stanley, an estimated $27.4M added.
  • The largest AtriCure seller in Q4 2023 was Granite Investment Partners, an estimated $17.3M sold.

Based on aggregated 13F filings for Q4 2023.