We are live on ! Find out more
APAM icon

Artisan Partners

260 hedge funds and large institutions have $1.53B invested in Artisan Partners in 2022 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 95 increasing their positions, 83 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

188% more call options, than puts

Call options by funds: $8.04M | Put options by funds: $2.79M

14% more repeat investments, than reductions

Existing positions increased: 95 | Existing positions reduced: 83

3.02% more ownership

Funds ownership: 80.99%84.02% (+3%)

3% less funds holding

Funds holding: 269260 (-9)

13% less first-time investments, than exits

New positions opened: 39 | Existing positions closed: 45

22% less capital invested

Capital invested by funds: $1.95B → $1.53B (-$420M)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
260
Holders Change
-9
Holders Change %
-3.35%
% of All Funds
4.48%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
39
Increased
95
Reduced
83
Closed
45
Calls
$8.04M
Puts
$2.79M
Net Calls
+$5.25M
Net Calls Change
-$520K
Name Holding Trade Value Shares
Change
Change in
Stake
AIP
226
Almanack Investment Partners
Pennsylvania
$7K +$8.79K +250 New
CFD
227
Creative Financial Designs
Indiana
$7K +$9.21K +262 New
PHK
228
Point72 Hong Kong
Hong Kong
$6K +$7.67K +218 New
RCM
229
Raleigh Capital Management
North Carolina
$5K
VNA
230
Valley National Advisers
Pennsylvania
$5K
WFA
231
Wipfli Financial Advisors
Wisconsin
$5K +$5.91K +168 New
IWP
232
IAG Wealth Partners
Wisconsin
$5K +$7.03K +200 New
GCM
233
Gables Capital Management
Florida
$4K
KFP
234
KB Financial Partners
New Jersey
$4K
LF
235
Lee Financial
Texas
$4K
ST
236
Smithfield Trust
Pennsylvania
$4K
WTC
237
WhitTier Trust Company
Nevada
$4K
Northwestern Mutual Wealth Management
238
Northwestern Mutual Wealth Management
Wisconsin
$4K +$4.85K +138 New
BIA
239
Bell Investment Advisors
California
$3K -$738 -21 -18%
PTC
240
Private Trust Company
Ohio
$3K
BFEC
241
Benjamin F. Edwards & Company
Missouri
$3K +$70 +2 +2%
RA
242
Rise Advisors
New York
$3K +$70 +2 +2%
LC
243
Lindbrook Capital
California
$3K +$738 +21 +28%
HCP
244
Hexagon Capital Partners
Arkansas
$3K +$1.69K +48 +66%
UB
245
UMB Bank
Missouri
$2K -$46.5K -1,323 -96%
FRA
246
Front Row Advisors
California
$2K -$141 -4 -7%
GWS
247
Glassman Wealth Services
Virginia
$2K -$35 -1 -2%
PA
248
Parallel Advisors
California
$1K -$1.62K -46 -55%
AF
249
Allworth Financial
California
$1K +$1.27K +36 +1,200%
HWMA
250
Heritage Wealth Management (Arizona)
Arizona
$1K +$1.37K +39 New