Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Atricure Inc (ATRC)

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

Fetching live quote...
Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -11
Streak
1Q ▼
Buyers last Q
52%

Smart Money Signals — ATRC

Based on 219 hedge funds · latest filing: 2026 Q1 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds reduced or closed their ATRC positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
🏔️

At the ownership peak (95% of max)

95% of all-time peak
219 hedge funds hold ATRC right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
〰️

Stable — ownership unchanged year-over-year

fund count last 6Q
The number of hedge funds holding ATRC is almost the same as a year ago (+2 funds, +1% change). No significant rush to buy or sell — institutional backing is holding steady.
🟡

Slight buying edge — 52% buying

116 buying109 selling
Last quarter: 116 funds bought or added vs 109 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
➡️

Steady new buyers — ~33 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 18 → 33 → 38 → 33. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

66% of holders stayed for 2+ years

66% conviction (2yr+) 21% medium 13% new
145 out of 219 hedge funds have held ATRC 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 +3%, value -26%

Value
-26%
Shares
+2%
Last quarter: funds added +3% more shares while total portfolio value only changed -26%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
📈

Growing discovery — still being found

38 → 18 → 33 → 38 → 33 new funds/Q
New funds entering each quarter: 18 → 33 → 38 → 33. A growing number of institutions are discovering ATRC each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Deep conviction — 73% of holders stayed 2+ years

73% veterans 9% 1-2yr 18% new
Of 220 current holders: 161 (73%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
🏆

Elite ownership — 40% AUM from top-100 funds

40% from top-100 AUM funds
49 of 219 holders are among the 100 largest funds by AUM, controlling 40% of total institutional value in ATRC. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.2
out of 10
Low Exit Risk
Exit risk score 3.2/10 — 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 — ATRC

In 2026 Q1, 116 hedge funds were net buyers of ATRC (33 opened a new position, 83 added to an existing one), while 109 reduced or exited (65 trimmed, 44 sold completely) — a 52% buyer ratio, indicating a slight buying edge. 40% of total institutional value in ATRC is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: -11 funds (more exits than new entries). Total institutional holders: 219.

Hedge Fund Ownership: ATRC

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

Market Analysis: ATRC

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: ATRC

-- --

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

Is It Too Late to Buy Atricure Inc (ATRC) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much ATRC has moved relative to its sector benchmark (XLV) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 78d ago
ATRC
-4.8%
XLV
+3.2%

ATRC outperformed XLV by -8.0% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 33d ago
ATRC
-3.4%
XLV
+4.3%

Since the filing became public, ATRC outperformed XLV by -7.7% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

20 top-rated funds 1 high-conviction
Consensus
5.7
/ 10
breadth
×
Elite
1.8
/ 10
conviction
Hedge Fund Positioning: ATRC
217 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 217 230 -5.65%
13F Shares 50M 49M 2.73%
Total Value $1.43B $1.93B -25.96%
New Positions 31 38 -7
Increased Positions 83 92 -9
Closed Positions 44 26 +18
Reduced Positions 64 71 -7
Total Calls 1 1 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: ATRC

View More

Valuation Measures Data as of: --

Market Cap --
Enterprise Value --
Trailing P/E --
Forward P/E --
PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
Levered Free Cash Flow (ttm) --

Institutional Holders (2026 Q1)

217 + investors

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

QUARTER:
Top 25 ATRC holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 DAFNA Capital Management LLC 3.88% 597,431 $17.0M
2 Grandeur Peak Global Advisors, LLC 2.55% 381,902 $10.9M
3 First Light Asset Management, LLC 1.87% 729,521 $20.8M
4 Divisadero Street Capital Management, LP 1.38% 1,159,955 $33.1M
5 HighMark Wealth Management LLC 0.97% 83,720 $2.4M
6 Hood River Capital Management LLC 0.89% 3,117,545 $88.9M
7 Knott David M Jr 0.87% 51,400 $1.5M
8 Perkins Capital Management Inc 0.70% 26,100 $745K
9 Riverwater Partners LLC 0.67% 70,506 $2.0M
10 Osterweis Capital Management Inc 0.51% 349,645 $10.0M
11 Kennedy Capital Management LLC 0.50% 834,155 $23.8M
12 Champlain Investment Partners, LLC 0.35% 971,111 $27.7M
13 Emerald Investment Advisers, LLC 0.18% 71,492 $2.0M
14 EntryPoint Capital, LLC 0.17% 19,881 $567K
15 Astra Wealth Partners LLC 0.14% 8,048 $230K
16 Paradigm Capital Management Inc/Ny 0.13% 123,100 $3.5M
17 Oak Harvest Investment Services 0.13% 45,000 $1.3M
18 Nicholas Company, INC. 0.11% 204,595 $5.8M
19 Nomura Asset Management International INC. 0.09% 1,804,927 $51.5M
20 Marks Group Wealth Management, Inc 0.08% 28,973 $827K
21 Dynamic Technology Lab Private Ltd 0.08% 17,076 $487K
22 Advisors Capital Management, LLC 0.06% 182,314 $5.2M
23 Wasatch Advisors LP 0.05% 253,931 $7.2M
24 First Bank & Trust 0.04% 9,282 $265K
25 Mirabella Financial Services LLP 0.04% 15,731 $449K
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 — Atricure Inc (ATRC)

What does the Smart Money Trend signal show for ATRC?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their ATRC 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 ATRC?

Slight buying edge — 52% buying: Last quarter: 116 funds bought or added vs 109 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for ATRC holders?

Elite ownership — 40% AUM from top-100 funds: 49 of 219 holders are among the 100 largest funds by AUM, controlling 40% of total institutional value in ATRC. 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 ATRC?

66% of holders stayed for 2+ years: 145 out of 219 hedge funds have held ATRC 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.

Is it too late to buy Atricure Inc (ATRC) following the 2026 Q1 hedge fund 13F filings?

As of today, ATRC has moved -3.4% since the 2026 Q1 13F filing date (May 15, 2026), compared to +4.3% for the XLV sector ETF — an outperformance of -7.7%. Since the quarter end (March 31, 2026), ATRC has gained -4.8% vs +3.2% for XLV. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

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.

Full history →