Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Artivion Inc (AORT)

202 + Investors. Track Smart Money conviction in AORT. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -30
Streak
2Q ▼
Buyers last Q
49%

Smart Money Signals — AORT

Based on 204 hedge funds · latest filing: 2026 Q2 · updated quarterly

📉

Selling streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, more hedge funds reduced or closed their AORT positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
📊

High ownership — 85% of 3.0Y peak

85% of all-time peak
204 funds currently hold this stock — 85% of the 3.0-year high of 239 funds (reached 2025 Q4). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
📶

Steady growth — +9% more funds vs a year ago

fund count last 6Q
+17 new funds entered over the past year (+9% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟠

More sellers than buyers — 49% buying

120 buying125 selling
Last quarter: 125 funds reduced or exited vs 120 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.
➡️

Steady new buyers — ~38 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 47 → 40 → 35 → 38. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

59% of holders stayed for 2+ years

■ 59% conviction (2yr+) ■ 19% medium ■ 22% new
121 out of 204 hedge funds have held AORT for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
💎

Buying through price weakness — shares +6%, value -33%

Value
-33%
Shares
+5%
Last quarter: funds added +6% more shares while total portfolio value only changed -33%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
📊

Peak discovery — momentum slowing

30 → 47 → 40 → 35 → 38 new funds/Q
New funds entering each quarter: 47 → 40 → 35 → 38. AORT is well-known in the hedge fund world, but fresh entries are gradually declining. The explosive phase of institutional discovery is likely behind us.
🏛️

Veteran-anchored — 62% veterans vs 25% newcomers

■ 62% veterans ■ 14% 1-2yr ■ 25% new
Entry-cohort mix of 204 holders: 126 (62%) are 2+ year veterans, 28 entered 1–2 years ago, and 50 (25%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 54% AUM from top-100 funds

54% from top-100 AUM funds
45 of 204 holders are among the 100 largest funds by AUM, controlling 54% of total institutional value in AORT. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
2.9
out of 10
Low Exit Risk
Exit risk score 2.9/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — AORT

In 2026 Q2, 120 hedge funds were net buyers of AORT (38 opened a new position, 82 added to an existing one), while 125 reduced or exited (57 trimmed, 68 sold completely) — a 49% buyer ratio, indicating roughly balanced activity. Net selling has persisted for two consecutive quarters. 54% of total institutional value in AORT is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: -30 funds (more exits than new entries). Total institutional holders: 204.

Hedge Fund Ownership: AORT

How many hedge funds hold AORT — quarterly history vs. share price
Quarterly hedge fund ownership of AORT vs. share price

Market Analysis: AORT

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: AORT

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Loading signal freshness…
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

10 top-rated funds 0 high-conviction
Consensus
4.5
/ 10
breadth
×
Elite
1.4
/ 10
conviction
Hedge Fund Positioning: AORT
202 + Investors

Track Smart Money conviction in AORT. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 202 234 -13.68%
13F Shares 46M 44M 3.09%
Total Value $1.01B $1.59B -36.46%
New Positions 38 35 +3
Increased Positions 81 94 -13
Closed Positions 70 40 +30
Reduced Positions 57 64 -7
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: AORT

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Financial Highlights

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Institutional Holders (2026 Q2)

202 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in AORT. Verified SEC 13F-HR filings.

QUARTER:
Top 25 AORT holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Juniper Investment Company, LLC 12.02% 2,019,885 $45.4M
2 Yarger Wealth Strategies, LLC 5.49% 634,223 $15.3M
3 Ophir Asset Management Pty Ltd 3.33% 1,800,008 $40.4M
4 Summit Creek Advisors LLC 0.92% 120,354 $2.7M
5 Conestoga Capital Advisors, LLC 0.79% 1,623,700 $36.5M
6 Perceptive Advisors LLC 0.59% 1,737,290 $39.0M
7 Parkman Healthcare Partners LLC 0.32% 138,940 $3.1M
8 Soleus Capital Management, L.P. 0.30% 388,000 $8.7M
9 Connors Investor Services Inc 0.23% 120,180 $2.7M
10 Diker Management LLC 0.23% 13,500 $303K
11 Sio Capital Management, LLC 0.18% 48,481 $1.1M
12 Silvercrest Asset Management Group LLC 0.15% 1,024,091 $23.0M
13 Kennedy Capital Management LLC 0.12% 294,231 $6.6M
14 Royce & Associates LP 0.12% 639,282 $14.4M
15 Nomura Asset Management International INC. 0.11% 3,184,974 $71.6M
16 Orbimed Advisors LLC 0.07% 175,000 $3.9M
17 Atlatl Advisers LLC 0.04% 6,920 $155K
18 Fred Alger Management, LLC 0.03% 463,111 $10.4M
19 Penn Capital Management Company, LLC 0.03% 21,793 $490K
20 XTX Topco Ltd 0.03% 96,747 $2.2M
21 Dark Forest Capital Management LP 0.03% 17,896 $402K
22 Aquatic Capital Management LLC 0.02% 31,721 $713K
23 Sterling Capital Management LLC 0.02% 48,906 $1.1M
24 Boothbay Fund Management, LLC 0.01% 44,972 $1.0M
25 First Eagle Investment Management, LLC 0.01% 346,573 $7.8M
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Artivion Inc (AORT)

What does the Smart Money Trend signal show for AORT?

Selling streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds reduced or closed their AORT positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for AORT?

More sellers than buyers — 49% buying: Last quarter: 125 funds reduced or exited vs 120 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

What is the fund quality score for AORT holders?

Elite ownership — 54% AUM from top-100 funds: 45 of 204 holders are among the 100 largest funds by AUM, controlling 54% of total institutional value in AORT. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held AORT?

59% of holders stayed for 2+ years: 121 out of 204 hedge funds have held AORT for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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