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ATRI

Atrion Corp
ATRI

Delisted

ATRI was delisted on the 20th of August, 2024.

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114 hedge funds and large institutions have $583M invested in Atrion Corp in 2024 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 37 increasing their positions, 35 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more capital invested

Capital invested by funds: $440M → $583M (+$143M)

10% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 20

2% more funds holding

Funds holding: 112 → 114 (+2)

6% more repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 35

Holders
114
Holders Change
+2
Holders Change %
+1.79%
% of All Funds
1.64%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
22
Increased
37
Reduced
35
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$18.3M
2
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
+$8.73M
3
JP Morgan Chase
JP Morgan Chase
New York
+$6.08M
4
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
+$3.16M
5
Northern Trust
Northern Trust
Illinois
+$3.01M

Top Sellers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
-$4.27M
2
PMAM
Penn Mutual Asset Management
Pennsylvania
-$1.57M
3
Franklin Resources
Franklin Resources
California
-$1.54M
4
Neuberger Berman Group
Neuberger Berman Group
New York
-$1.47M
5
ProShare Advisors
ProShare Advisors
Maryland
-$1.16M
Name Holding Trade Value Shares
Change 		Change in
Stake
Ohio Public Employees Retirement System (OPERS)
26
Ohio Public Employees Retirement System (OPERS)
Ohio
$2.3M +$1.86M +4,959 New
Stifel Financial
27
Stifel Financial
Missouri
$1.96M +$517K +1,379 +48%
Creative Planning
28
Creative Planning
Kansas
$1.92M +$33.8K +90 +2%
CS
29
Credit Suisse
Switzerland
$1.82M +$6.75K +18 +0.5%
Envestnet Asset Management
30
Envestnet Asset Management
Illinois
$1.82M +$722K +1,925 +96%
Swiss National Bank
31
Swiss National Bank
Switzerland
$1.3M – – –
RFC
32
Regions Financial Corp
Alabama
$1.17M -$9.38K -25 -1%
M&T Bank
33
M&T Bank
New York
$1.12M +$58.1K +155 +7%
IIA
34
ICW Investment Advisors
Arizona
$1.11M -$750 -2 -0.1%
UBS Group
35
UBS Group
Switzerland
$1.1M -$216K -577 -19%
LWANC
36
Laurel Wealth Advisors (North Carolina)
North Carolina
$1.1M – – –
Victory Capital Management
37
Victory Capital Management
Texas
$1.09M -$2.25K -6 -0.3%
Invesco
38
Invesco
Georgia
$1.02M +$308K +820 +60%
Royal Bank of Canada
39
Royal Bank of Canada
Ontario, Canada
$922K -$25.5K -68 -3%
AllianceBernstein
40
AllianceBernstein
Tennessee
$879K – – –
SEI Investments
41
SEI Investments
Pennsylvania
$822K +$249K +663 +60%
Millennium Management
42
Millennium Management
New York
$808K +$654K +1,743 New
Legal & General Group
43
Legal & General Group
United Kingdom
$669K +$14.6K +39 +3%
MAM
44
Martingale Asset Management
Massachusetts
$668K – – –
Barclays
45
Barclays
United Kingdom
$658K -$344K -917 -39%
RA
46
Royce & Associates
New York
$652K -$734K -1,956 -58%
California State Teachers Retirement System (CalSTRS)
47
California State Teachers Retirement System (CalSTRS)
California
$651K -$28.5K -76 -5%
UBS AM
48
UBS AM
Illinois
$639K – – –
PWM
49
PBMares Wealth Management
Virginia
$626K – – –
Pathstone Holdings
50
Pathstone Holdings
New Jersey
$621K +$37.5K +100 +8%
1
2
3 4 5

ATRI Hedge Fund Activity: Q1 2024 in Review

114 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Atrion Corp (ATRI) for Q1 2024, worth a combined $583M — up 33% from $440M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new ATRI positions and 20 closed out — a net gain of 2 holders — while 37 added to existing stakes and 35 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $18.3M. The largest seller was BlackRock, cutting an estimated $4.27M.

  • 114 institutional investors held Atrion Corp (ATRI) as of Q1 2024, up from 112 in Q4 2023.
  • Funds reported $583M of Atrion Corp stock for Q1 2024, up 33% quarter-over-quarter.
  • 22 funds opened new Atrion Corp positions in Q1 2024 and 20 closed out, a net change of +2 holders.
  • The largest Atrion Corp buyer in Q1 2024 was Morgan Stanley, an estimated $18.3M added.
  • The largest Atrion Corp seller in Q1 2024 was BlackRock, an estimated $4.27M sold.

Based on aggregated 13F filings for Q1 2024.