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AtriCure

224 hedge funds and large institutions have $1.51B invested in AtriCure in 2024 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 83 increasing their positions, 82 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

3.75% more ownership

Funds ownership: 100.6%104.35% (+3.8%)

1% more repeat investments, than reductions

Existing positions increased: 83 | Existing positions reduced: 82

4% less funds holding

Funds holding: 233224 (-9)

11% less capital invested

Capital invested by funds: $1.7B → $1.51B (-$193M)

18% less first-time investments, than exits

New positions opened: 33 | Existing positions closed: 40

35% less call options, than puts

Call options by funds: $2.93M | Put options by funds: $4.48M

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
224
Holders Change
-9
Holders Change %
-3.86%
% of All Funds
3.23%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
33
Increased
83
Reduced
82
Closed
40
Calls
$2.93M
Puts
$4.48M
Net Calls
-$1.55M
Net Calls Change
-$4.95M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$145M -$437K -13,044 -0.3%
BlackRock
2
BlackRock
New York
$129M +$1.25M +37,171 +0.9%
AllianceBernstein
3
AllianceBernstein
Tennessee
$111M +$8.67M +258,705 +8%
CIP
4
Champlain Investment Partners
Vermont
$81.6M +$19.3M +575,605 +27%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$75.4M +$80.4M +2,401,389 +3,164%
Wellington Management Group
6
Wellington Management Group
Massachusetts
$49.9M +$10.4M +310,705 +23%
Macquarie Group
7
Macquarie Group
Australia
$43M -$1.22M -36,501 -3%
FLAM
8
First Light Asset Management
Minnesota
$42.1M +$1.12M +33,417 +2%
N
9
Nuveen
North Carolina
$41.8M +$11.8M +351,266 +34%
State Street
10
State Street
Massachusetts
$36.1M -$594K -17,742 -1%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$32.3M +$948K +28,315 +3%
CS
12
Credit Suisse
Switzerland
$30M -$182K -5,422 -0.5%
Dimensional Fund Advisors
13
Dimensional Fund Advisors
Texas
$29.8M -$694K -20,722 -2%
Morgan Stanley
14
Morgan Stanley
New York
$29.5M -$659K -19,663 -2%
Marshall Wace
15
Marshall Wace
United Kingdom
$29.2M +$17.6M +525,946 +121%
Fiera Capital (Canada)
16
Fiera Capital (Canada)
Quebec, Canada
$27.6M +$869K +25,949 +3%
TCM
17
TimesSquare Capital Management
New York
$26M -$4.07M -121,563 -12%
Loomis, Sayles & Company
18
Loomis, Sayles & Company
Massachusetts
$24.6M -$861K -25,705 -3%
GKIM
19
GW&K Investment Management
Massachusetts
$24.3M -$202K -6,039 -0.8%
Neuberger Berman Group
20
Neuberger Berman Group
New York
$24M +$963K +28,752 +4%
WA
21
Wasatch Advisors
Utah
$21.9M +$6.73M +200,799 +39%
Bank of America
22
Bank of America
North Carolina
$18.4M +$8.1M +241,781 +67%
FAM
23
Fred Alger Management
New York
$17M -$19.9M -595,488 -52%
JP Morgan Chase
24
JP Morgan Chase
New York
$14.3M +$3.84M +114,779 +32%
Northern Trust
25
Northern Trust
Illinois
$13.9M -$279K -8,344 -2%

ATRC Hedge Fund Activity: Q1 2024 in Review

224 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in AtriCure (ATRC) for Q1 2024, worth a combined $1.51B — down 11% from $1.7B a quarter earlier.

Sellers outnumbered buyers: 40 funds closed out of ATRC and 33 opened new positions — a net loss of 7 holders — while 82 trimmed existing stakes and 83 added.

The largest buyer was Fidelity Investments, adding an estimated $80.4M. The largest seller was Invesco, cutting an estimated $37.5M.

  • 224 institutional investors held AtriCure (ATRC) as of Q1 2024, down from 233 in Q4 2023.
  • Funds reported $1.51B of AtriCure stock for Q1 2024, down 11% quarter-over-quarter.
  • 33 funds opened new AtriCure positions in Q1 2024 and 40 closed out, a net change of -7 holders.
  • The largest AtriCure buyer in Q1 2024 was Fidelity Investments, an estimated $80.4M added.
  • The largest AtriCure seller in Q1 2024 was Invesco, an estimated $37.5M sold.

Based on aggregated 13F filings for Q1 2024.