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Artisan Partners
APAM

Overview Fund Activity

332 hedge funds and large institutions have $2.79B invested in Artisan Partners in 2024 Q1 according to their latest regulatory filings, with 55 funds opening new positions, 121 increasing their positions, 101 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
332
Holders Change
+19
Holders Change %
+6.07%
% of All Funds
4.81%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
55
Increased
121
Reduced
101
Closed
34
Calls
$10.4M
Puts
$3.8M
Net Calls
+$6.62M
Net Calls Change
+$849K

Top Buyers

1
Invesco
1
Invesco
Georgia
$49.5M
2
Charles Schwab
2
Charles Schwab
California
$112M
3
VNIM
3
Vaughan Nelson Investment Management
Texas
$61M
4
JAM
4
Jupiter Asset Management
United Kingdom
$9.91M
5
EP
5
Edgestream Partners
New Jersey
$7.29M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$89.2M
2
Victory Capital Management
2
Victory Capital Management
Texas
$41.4M
3
WA
3
Wasatch Advisors
Utah
$61.3M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$351M
5
BlackRock
5
BlackRock
New York
$484M
Name Holding Trade Value Shares
Change 		Shares
Change %
ACA
226
Aptus Capital Advisors
Alabama
$244K -$17.8K -389 -7%
TW
227
Trajan Wealth
Arizona
$244K +$244K +5,323 New
GWANC
228
Guardian Wealth Advisors (North Carolina)
North Carolina
$242K -$19.9K -435 -8%
BAM
229
Belpointe Asset Management
Nevada
$238K +$238K +5,205 New
JWS
230
Juncture Wealth Strategies
Arizona
$233K -$435K -9,500 -65%
SPC
231
Sigma Planning Corp
Michigan
$232K -$746K -16,295 -76%
WIA
232
World Investment Advisors
California
$226K +$226K +4,945 New
Lido Advisors
233
Lido Advisors
California
$226K +$18.6K +407 +9%
BRWA
234
B. Riley Wealth Advisors
Florida
$223K +$223K +5,958 New
Baird Financial Group
235
Baird Financial Group
Wisconsin
$223K -$22.5K -492 -9%
SG Americas Securities
236
SG Americas Securities
New York
$222K +$222K +4,859 New
TI
237
Tidal Investments
Wisconsin
$215K +$215K +4,702 New
OAM
238
Origin Asset Management
United Kingdom
$211K +$211K +4,600 New
SW
239
Simplicity Wealth
New Jersey
$209K +$209K +4,560 New
BFG
240
Bleakley Financial Group
New Jersey
$209K +$209K +4,560 New
XT
241
XTX Topco
Cayman Islands
$204K +$204K +4,467 New
SPA
242
Sherbrooke Park Advisers
New York
$200K +$200K +4,373 New
PNC Financial Services Group
243
PNC Financial Services Group
Pennsylvania
$193K -$3.85K -84 -2%
Amundi
244
Amundi
France
$190K +$16.9K +400 +10%
SOW
245
State of Wyoming
Wyoming
$177K +$177K +3,872 New
US Bancorp
246
US Bancorp
Minnesota
$176K – – –
CI Investments Inc
247
CI Investments Inc
Ontario, Canada
$151K +$151K +3,297 New
MLICM
248
Metropolitan Life Insurance Company (MetLife)
New York
$146K -$15.7K -344 -10%
HNB
249
Huntington National Bank
Ohio
$126K +$15.3K +334 +14%
NS
250
NBC Securities
Alabama
$118K – – –
8 9
10
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