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Artisan Partners
APAM

Overview Fund Activity

254 hedge funds and large institutions have $2.04B invested in Artisan Partners in 2020 Q3 according to their latest regulatory filings, with 51 funds opening new positions, 69 increasing their positions, 101 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
254
Holders Change
+25
Holders Change %
+10.92%
% of All Funds
5.14%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.08%
New
51
Increased
69
Reduced
101
Closed
24
Calls
$2.5M
Puts
$1.63M
Net Calls
+$870K
Net Calls Change
-$165K

Top Buyers

1
Federated Hermes
1
Federated Hermes
Pennsylvania
$70.5M
2
BCA
2
Bernzott Capital Advisors
California
$54.3M
3
JAM
3
Jupiter Asset Management
United Kingdom
$14.8M
4
Alyeska Investment Group
4
Alyeska Investment Group
Illinois
$10.4M
5
Invesco
5
Invesco
Georgia
$19.2M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$36.1M
2
Renaissance Technologies
2
Renaissance Technologies
New York
$103M
3
SSA
3
Schonfeld Strategic Advisors
New York
$0
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$215M
5
VOYA Investment Management
5
VOYA Investment Management
Georgia
$875K
Name Holding Trade Value Shares
Change 		Shares
Change %
IA
226
IFP Advisors
Florida
$30K – – –
Carson Wealth (CWM LLC)
227
Carson Wealth (CWM LLC)
Nebraska
$22K – – –
FHC
228
First Horizon Corporation
Tennessee
$20K +$20K +519 New
Fifth Third Bancorp
229
Fifth Third Bancorp
Ohio
$19K – – –
OIA
230
Optimum Investment Advisors
Illinois
$19K – – –
GCM
231
Gables Capital Management
Florida
$16K – – –
CMBA
232
C.M. Bidwell & Associates
Hawaii
$16K +$16K +405 New
PCG
233
Private Capital Group
Connecticut
$11K – – –
Millennium Management
234
Millennium Management
New York
$10.8K +$2.23K +57,134 +26%
PFWA
235
Paces Ferry Wealth Advisors
Georgia
$9K +$9K +236 New
RIA
236
RPG Investment Advisory
California
$8K – – –
S
237
SignatureFD
Georgia
$7K +$995 +26 +17%
BCA
238
Berman Capital Advisors
Georgia
$6K – – –
Northwestern Mutual Wealth Management
239
Northwestern Mutual Wealth Management
Wisconsin
$6K +$6K +154 New
LF
240
Lee Financial
Texas
$5K – – –
Fidelity Investments
241
Fidelity Investments
Massachusetts
$5K +$4.96K +138 +13,800%
AF
242
Advisornet Financial
Minnesota
$4K +$1.88K +47 +89%
SIAS
243
Shine Investment Advisory Services
Colorado
$3K -$1.73K -46 -37%
FRA
244
Front Row Advisors
California
$3K -$268 -5 -8%
LC
245
Lindbrook Capital
California
$3K – – –
PFS
246
Prospera Financial Services
Texas
$3K +$3K +75 New
GWS
247
Glassman Wealth Services
Virginia
$2K – – –
SL
248
Savior LLC
Massachusetts
$2K – – –
ETC
249
Exchange Traded Concepts
Oklahoma
$2K +$2K +62 New
FFA
250
Founders Financial Alliance
North Carolina
$2K +$2K +64 New
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10
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