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Artisan Partners
APAM

Overview Fund Activity

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
Holders
260
Holders Change
-9
Holders Change %
-3.35%
% of All Funds
4.5%
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

Top Buyers

1
Janus Henderson Group
1
Janus Henderson Group
United Kingdom
$22.4M
2
Morgan Stanley
2
Morgan Stanley
New York
$20.6M
3
WA
3
Wasatch Advisors
Utah
$36.5M
4
Millennium Management
4
Millennium Management
New York
$9.89M
5
RJA
5
Raymond James & Associates
Florida
$18.7M

Top Sellers

1
Boston Partners
1
Boston Partners
Massachusetts
$12.3M
2
BlackRock
2
BlackRock
New York
$124M
3
BCA
3
Bernzott Capital Advisors
California
$16.6M
4
Balyasny Asset Management
4
Balyasny Asset Management
Illinois
$1.5M
5
Macquarie Group
5
Macquarie Group
Australia
$58.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
AIP
226
Almanack Investment Partners
Pennsylvania
$7K +$7K +250 New
CFD
227
Creative Financial Designs
Indiana
$7K +$7K +262 New
PHK
228
Point72 Hong Kong
Hong Kong
$6K +$6K +218 New
VNA
229
Valley National Advisers
Pennsylvania
$5K – – –
RCM
230
Raleigh Capital Management
North Carolina
$5K – – –
WFA
231
Wipfli Financial Advisors
Wisconsin
$5K +$5K +168 New
IWP
232
IAG Wealth Partners
Wisconsin
$5K +$5K +200 New
ST
233
Smithfield Trust
Pennsylvania
$4K – – –
LF
234
Lee Financial
Texas
$4K – – –
GCM
235
Gables Capital Management
Florida
$4K – – –
KFP
236
KB Financial Partners
New Jersey
$4K – – –
WTC
237
WhitTier Trust Company
Nevada
$4K – – –
Northwestern Mutual Wealth Management
238
Northwestern Mutual Wealth Management
Wisconsin
$4K +$4K +138 New
BIA
239
Bell Investment Advisors
California
$3K -$656 -21 -18%
PTC
240
Private Trust Company
Ohio
$3K – – –
RA
241
Rise Advisors
New York
$3K +$57 +2 +2%
BFEC
242
Benjamin F. Edwards & Company
Missouri
$3K +$50 +2 +2%
LC
243
Lindbrook Capital
California
$3K +$656 +21 +28%
HCP
244
Hexagon Capital Partners
Arkansas
$3K +$1.19K +48 +66%
UB
245
UMB Bank
Missouri
$2K -$46.4K -1,323 -96%
FRA
246
Front Row Advisors
California
$2K -$143 -4 -7%
GWS
247
Glassman Wealth Services
Virginia
$2K -$32 -1 -2%
PA
248
Parallel Advisors
California
$1K -$1.24K -46 -55%
AF
249
Allworth Financial
California
$1K +$923 +36 +1,200%
HWMA
250
Heritage Wealth Management (Arizona)
Arizona
$1K +$1K +39 New
8 9
10
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