ATRICURE INC ATRC
COM · Common Stock · CUSIP 04963C209 · ISIN US04963C2098
Company in Sharonville, United States
- SectorHealth care
- IndustrySurgical & Medical Instruments & Apparatus
- HeadquartersMason, OH
- Founded2000
- Websiteatricure.com
- FilingsSEC EDGAR
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($2.2m this quarter). Holder counts are more reliable. Shares outstanding: 48.9m as of 2025-02-11, from the company's own SEC filing; the percentage can still exceed 100%: lent-out shares are counted by the lender and the buyer, and some reports overlap without saying so. Implied quarter-end price ≈ $30.57. Options: 5 managers hold calls ($1.2m notional), 2 hold puts ($137.5k).
Trends to Q4 2024
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 214 |
| Q4 2022 | 211 |
| Q1 2023 | 225 |
| Q2 2023 | 224 |
| Q3 2023 | 232 |
| Q4 2023 | 234 |
| Q1 2024 | 225 |
| Q2 2024 | 199 |
| Q3 2024 | 203 |
| Q4 2024 | 214 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q1 2023 | 132 | 78 |
| Q2 2023 | 110 | 99 |
| Q3 2023 | 122 | 99 |
| Q4 2023 | 133 | 103 |
| Q1 2024 | 114 | 120 |
| Q2 2024 | 125 | 103 |
| Q3 2024 | 95 | 113 |
| Q4 2024 | 101 | 96 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q1 2024 | $2.9m | $4.5m | 1.53 |
| Q2 2024 | $2.9m | $1.8m | 0.63 |
| Q3 2024 | $824.0k | $201.9k | 0.25 |
| Q4 2024 | $1.2m | $137.5k | 0.11 |
Biggest buyers
| GOLDMAN SACHS GROUP INC | Added | +431.2k |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | New | +300.0k |
| KENNEDY CAPITAL MANAGEMENT LLC | Added | +172.6k |
| MARSHALL WACE, LLP | Added | +167.5k |
| OBERWEIS ASSET MANAGEMENT INC/ | New | +151.5k |
| DIMENSIONAL FUND ADVISORS LP | Added | +136.0k |
| First Light Asset Management, LLC | Added | +103.7k |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | Added | +100.2k |
| UBS Group AG | Added | +99.6k |
| Hood River Capital Management LLC | Added | +93.1k |
Biggest sellers
| Divisadero Street Capital Management, LP | Reduced | -1.1m |
| WELLINGTON MANAGEMENT GROUP LLP | Reduced | -889.4k |
| EMERALD ADVISERS, LLC | Reduced | -300.7k |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | Sold out | -267.6k |
| Champlain Investment Partners, LLC | Reduced | -262.1k |
| EMERALD MUTUAL FUND ADVISERS TRUST | Reduced | -230.1k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | Reduced | -211.3k |
| BANK OF AMERICA CORP /DE/ | Reduced | -208.7k |
| WASATCH ADVISORS LP | Reduced | -161.9k |
| Nuveen Asset Management, LLC | Reduced | -149.6k |
Biggest calls
| GROUP ONE TRADING LLC | Reduced | $458.4k15.0k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | New | $412.6k13.5k shares |
| CITADEL ADVISORS LLC | Added | $375.9k12.3k shares |
| SIMPLEX TRADING, LLC | Reduced | $3.0k100 shares |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | Unchanged | $00 shares |
Biggest puts
| CITADEL ADVISORS LLC | Reduced | $137.5k4.5k shares |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | Unchanged | $00 shares |
Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.
Major shareholders (over 5%)
Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.
| Holder | Stake |
|---|---|
| BlackRock, Inc. 13G · institution +7.6 pts · filed 2026-10-05 | 15.4% |
| WELLINGTON MANAGEMENT GROUP LLP 13G · institution -1.2 pts · filed 2026-05-15 | 6.8% |
| Hood River Capital Management LLC 13G · institution +0.2 pts · filed 2026-02-17 | 6.2% |
| VANGUARD PORTFOLIO MANAGEMENT LLC 13G · institution new · filed 2026-04-28 | 5.5% |
| ALLIANCEBERNSTEIN L.P. 13G · institution filed 2026-08-14 | 5.5% |
| VANGUARD CAPITAL MANAGEMENT LLC 13G · institution new · filed 2026-04-29 | 5.1% |
Fell to 5% or below in the last year: VANGUARD GROUP INC (0.0%, 2026-03-26; now reported by VANGUARD PORTFOLIO MANAGEMENT LLC), MACQUARIE GROUP LTD (4.6%, 2025-11-13)
Insider purchases and sales in Q4 2024
Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.
Officers and directors buying vs selling
Number of people, by quarter (10% owners not included)
Numbers
| Quarter | Buying | Bought | Selling | Sold | Sold under a plan |
|---|---|---|---|---|---|
| Q1 2023 | 0 | — | 0 | — | — |
| Q2 2023 | 0 | — | 3 | $501.9k | $264.9k |
| Q3 2023 | 0 | — | 1 | $195.1k | $195.1k |
| Q4 2023 | 0 | — | 1 | $43.0k | $43.0k |
| Q1 2024 | 0 | — | 2 | $423.2k | $423.2k |
| Q2 2024 | 1 | $111.2k | 1 | $81.7k | $81.7k |
| Q3 2024 | 0 | — | 1 | $84.2k | — |
| Q4 2024 | 0 | — | 0 | — | — |
None reported in Q4 2024.
Holders, Q4 2024
| Manager | Shares | Change |
|---|---|---|
| VANGUARD GROUP INC 0.00% of their portfolio | 4.7m $142.2m | Reduced -6.6k |
| BlackRock, Inc. 0.00% of their portfolio | 4.3m $131.8m | Added +5.4k |
| ALLIANCEBERNSTEIN L.P. 0.04% of their portfolio | 3.8m $117.2m | Reduced -137.0k |
| Hood River Capital Management LLC 1.32% of their portfolio | 2.9m $89.3m | Added +93.1k |
| Champlain Investment Partners, LLC 0.49% of their portfolio | 2.5m $77.3m | Reduced -262.1k |
| MACQUARIE GROUP LTD 0.09% of their portfolio | 2.4m $72.6m | Reduced -9.6k |
| First Light Asset Management, LLC 5.76% of their portfolio | 2.0m $60.2m | Added +103.7k |
| STATE STREET CORP 0.00% of their portfolio | 1.3m $41.2m | Added +2.0k |
| GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio | 1.2m $35.2m | Reduced -1.6k |
| Nuveen Asset Management, LLC 0.01% of their portfolio | 1.0m $31.7m | Reduced -149.6k |
| GW&K Investment Management, LLC 0.26% of their portfolio | 1.0m $30.6m | Reduced -18.5k |
| FMR LLC 0.00% of their portfolio | 981.5k $30.0m | Added +8.1k |
| NEUBERGER BERMAN GROUP LLC 0.02% of their portfolio | 939.2k $28.7m | Reduced -2.9k |
| GOLDMAN SACHS GROUP INC 0.01% of their portfolio | 853.7k $26.1m | Added +431.2k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.01% of their portfolio | 811.4k $24.8m | Reduced -211.3k |
| KENNEDY CAPITAL MANAGEMENT LLC 0.51% of their portfolio | 752.6k $23.0m | Added +172.6k |
| DIMENSIONAL FUND ADVISORS LP 0.01% of their portfolio | 700.2k $21.4m | Added +136.0k |
| WELLINGTON MANAGEMENT GROUP LLP 0.00% of their portfolio | 654.5k $20.0m | Reduced -889.4k |
| DAFNA Capital Management LLC 4.98% of their portfolio | 641.7k $19.6m | Unchanged |
| TWO SIGMA ADVISERS, LP 0.05% of their portfolio | 639.4k $19.5m | Reduced -24.7k |
| MARSHALL WACE, LLP 0.02% of their portfolio | 619.2k $18.9m | Added +167.5k |
| TWO SIGMA INVESTMENTS, LP 0.04% of their portfolio | 611.0k $18.7m | Reduced -106.8k |
| WASATCH ADVISORS LP 0.09% of their portfolio | 607.4k $18.6m | Reduced -161.9k |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.05% of their portfolio | 600.8k $18.4m | Added +100.2k |
| NORTHERN TRUST CORP 0.00% of their portfolio | 483.6k $14.8m | Added +50.2k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio | 399.4k $12.2m | Added +4.8k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 390.8k $11.9m | Reduced -208.7k |
| MORGAN STANLEY 0.00% of their portfolio | 383.4k $11.7m | Reduced -446 |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 365.2k $11.2m | Reduced -145.1k |
| MILLENNIUM MANAGEMENT LLC 0.01% of their portfolio | 347.8k $10.6m | Reduced -6.3k |
| ADAGE CAPITAL PARTNERS GP, L.L.C. 0.02% of their portfolio | 300.0k $9.2m | New |
| Amundi 0.00% of their portfolio | 270.5k $9.1m | Reduced -31.4k |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC 0.03% of their portfolio | 260.4k $8.0m | Reduced -129.3k |
| Bank of New York Mellon Corp 0.00% of their portfolio | 258.3k $7.9m | Added +6.8k |
| Grandeur Peak Global Advisors, LLC 0.66% of their portfolio | 242.8k $7.4m | Reduced -86.5k |
| STATE OF WISCONSIN INVESTMENT BOARD 0.02% of their portfolio | 220.6k $6.7m | Added +11.0k |
| Divisadero Street Capital Management, LP 0.81% of their portfolio | 213.0k $6.5m | Reduced -1.1m |
| PANAGORA ASSET MANAGEMENT INC 0.03% of their portfolio | 206.9k $6.3m | Reduced -92.0k |
| CITADEL ADVISORS LLC 0.01% of their portfolio | 195.0k $6.0m | Added +36.2k |
| WCM INVESTMENT MANAGEMENT, LLC 0.01% of their portfolio | 191.8k $5.8m | Reduced -23.8k |
| Connor, Clark & Lunn Investment Management Ltd. 0.03% of their portfolio | 181.7k $5.6m | Reduced -4.1k |
| NICHOLAS COMPANY, INC. 0.09% of their portfolio | 177.5k $5.4m | Unchanged |
| RENAISSANCE TECHNOLOGIES LLC 0.01% of their portfolio | 163.9k $5.0m | Added +65.8k |
| Russell Investments Group, Ltd. 0.01% of their portfolio | 156.6k $4.8m | Added +12.2k |
| OBERWEIS ASSET MANAGEMENT INC/ 0.22% of their portfolio | 151.5k $4.6m | New |
| UBS Group AG 0.00% of their portfolio | 144.2k $4.4m | Added +99.6k |
| Assenagon Asset Management S.A. 0.01% of their portfolio | 139.1k $4.3m | Reduced -90.0k |
| RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio | 121.6k $3.7m | First filing |
| NORGES BANK 0.00% of their portfolio | 111.9k $3.4m | Reduced -46.5k |
| Calamos Advisors LLC 0.02% of their portfolio | 110.7k $3.4m | Added +24.1k |
| PARADIGM CAPITAL MANAGEMENT INC/NY 0.15% of their portfolio | 107.3k $3.3m | Unchanged |
| SEI INVESTMENTS CO 0.00% of their portfolio | 107.3k $3.3m | Added +6.2k |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC 0.05% of their portfolio | 104.1k $3.2m | First filing |
| Allianz Asset Management GmbH 0.00% of their portfolio | 100.0k $3.1m | Added +12.5k |
| Trexquant Investment LP 0.04% of their portfolio | 98.2k $3.0m | Added +20.9k |
| BNP PARIBAS FINANCIAL MARKETS 0.00% of their portfolio | 97.3k $3.0m | Added +84.8k |
| ALGERT GLOBAL LLC 0.07% of their portfolio | 96.2k $2.9m | Added +8.8k |
| Advisors Capital Management, LLC 0.05% of their portfolio | 96.1k $2.9m | Added +7.1k |
| Swiss National Bank 0.00% of their portfolio | 95.8k $2.9m | Added +700 |
| EMERALD ADVISERS, LLC 0.11% of their portfolio | 89.1k $2.7m | Reduced -300.7k |
| BARCLAYS PLC 0.00% of their portfolio | 86.5k $2.6m | Reduced -42.7k |
| SIT INVESTMENT ASSOCIATES INC 0.06% of their portfolio | 86.0k $2.6m | Unchanged |
| HighMark Wealth Management LLC 1.47% of their portfolio | 83.7k $2.6m | Added +13.5k |
| AQR CAPITAL MANAGEMENT LLC 0.00% of their portfolio | 82.8k $2.5m | Added +7.5k |
| RHUMBLINE ADVISERS 0.00% of their portfolio | 78.8k $2.4m | Added +8.1k |
| Balyasny Asset Management L.P. 0.01% of their portfolio | 76.2k $2.3m | Reduced -78.7k |
| GSA CAPITAL PARTNERS LLP 0.16% of their portfolio | 72.2k $2.2m | New |
| D. E. Shaw & Co., Inc. 0.00% of their portfolio | 67.5k $2.1m | Reduced -49.8k |
| NATIXIS 0.01% of their portfolio | 60.5k $1.8m | New |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 57.4k $1.8m | Reduced -37.9k |
| Squarepoint Ops LLC 0.00% of their portfolio | 55.5k $1.7m | Reduced -101.2k |
| Legal & General Group Plc 0.00% of their portfolio | 54.8k $1.7m | Added +5.0k |
| HRT FINANCIAL LP 0.01% of their portfolio | 48.6k $1.5m | Added +567 |
| ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio | 46.1k $1.4m | Reduced -2.1k |
| MACKENZIE FINANCIAL CORP 0.00% of their portfolio | 45.6k $1.2m | New |
| DEUTSCHE BANK AG\ 0.00% of their portfolio | 45.5k $1.4m | Reduced -102.9k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.00% of their portfolio | 45.4k $1.4m | Reduced -258 |
| Orion Porfolio Solutions, LLC 0.01% of their portfolio | 44.6k $1.4m | Added +4.0k |
| Orion Portfolio Solutions, LLC 0.01% of their portfolio | 44.6k $1.4m | Added +4.0k |
| Invesco Ltd. 0.00% of their portfolio | 43.6k $1.3m | Added +334 |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio | 43.6k $1.3m | Added +3.3k |
| BESSEMER GROUP INC 0.00% of their portfolio | 39.9k $1.2m | Reduced -1.7k |
| CITIGROUP INC 0.00% of their portfolio | 39.9k $1.2m | Added +5.4k |
| PDT Partners, LLC 0.11% of their portfolio | 39.3k $1.2m | Added +15.6k |
| FRANKLIN RESOURCES INC 0.00% of their portfolio | 38.0k $1.2m | Reduced -18.9k |
| DIVERSIFIED TRUST CO 0.03% of their portfolio | 36.6k $1.1m | Reduced -3.1k |
| CANADA PENSION PLAN INVESTMENT BOARD 0.00% of their portfolio | 35.1k $1.1m | Added +31.0k |
| Engineers Gate Manager LP 0.02% of their portfolio | 34.5k $1.1m | Reduced -26.7k |
| Focus Partners Wealth 0.00% of their portfolio | 32.6k $996.6k | New |
| Dynamic Technology Lab Private Ltd 0.16% of their portfolio | 32.3k $988.0k | New |
| B. Metzler seel. Sohn & Co. AG 0.01% of their portfolio | 31.4k $958.5k | Unchanged |
| PERKINS CAPITAL MANAGEMENT INC 0.82% of their portfolio | 30.4k $927.5k | Added +400 |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 0.00% of their portfolio | 30.0k $916.8k | Reduced -41.0k |
| G2 Investment Partners Management LLC 0.23% of their portfolio | 29.7k $907.4k | Added +2.0k |
| Jump Financial, LLC 0.02% of their portfolio | 28.9k $882.5k | Reduced -54.3k |
| MetLife Investment Management, LLC 0.00% of their portfolio | 28.7k $876.2k | Added +1.3k |
| HSBC HOLDINGS PLC 0.00% of their portfolio | 27.4k $832.7k | Added +3.8k |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% of their portfolio | 26.9k $822.6k | Added +1.0k |
| Decheng Capital LLC 0.18% of their portfolio | 26.8k $818.9k | Unchanged |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 0.00% of their portfolio | 26.7k $815.7k | New |