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Artisan Partners

332 hedge funds and large institutions have $2.52B invested in Artisan Partners in 2024 Q2 according to their latest regulatory filings, with 43 funds opening new positions, 134 increasing their positions, 91 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

204% more call options, than puts

Call options by funds: $6.67M | Put options by funds: $2.19M

47% more repeat investments, than reductions

Existing positions increased: 134 | Existing positions reduced: 91

5% more first-time investments, than exits

New positions opened: 43 | Existing positions closed: 41

0% more funds holding

Funds holding: 332332 (0)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

1.24% less ownership

Funds ownership: 88.69%87.45% (-1.2%)

10% less capital invested

Capital invested by funds: $2.79B → $2.52B (-$278M)

Holders
332
Holders Change
Holders Change %
0%
% of All Funds
4.79%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
43
Increased
134
Reduced
91
Closed
41
Calls
$6.67M
Puts
$2.19M
Net Calls
+$4.48M
Net Calls Change
-$2.14M
Name Holding Trade Value Shares
Change
Change in
Stake
BAM
226
Belpointe Asset Management
Nevada
$251K +$37.5K +870 +17%
NFG
227
Nations Financial Group
Iowa
$250K +$2.94K +68 +1%
HSBC Holdings
228
HSBC Holdings
United Kingdom
$238K -$1.61M -37,401 -87%
RWMG
229
Redwood Wealth Management Group
New Jersey
$230K +$432 +10 +0.2%
TCM
230
Teza Capital Management
Illinois
$226K +$236K +5,479 New
ACA
231
Aptus Capital Advisors
Alabama
$221K +$906 +21 +0.4%
GWANC
232
Guardian Wealth Advisors (North Carolina)
North Carolina
$218K
RJFSA
233
Raymond James Financial Services Advisors
Florida
$215K -$210K -4,868 -48%
TW
234
Trajan Wealth
Arizona
$206K -$14.1K -326 -6%
WIA
235
World Investment Advisors
California
$204K
Baird Financial Group
236
Baird Financial Group
Wisconsin
$201K
DWM
237
Dogwood Wealth Management
Kansas
$196K +$102K +2,373 +99%
PNC Financial Services Group
238
PNC Financial Services Group
Pennsylvania
$179K +$5.18K +120 +3%
US Bancorp
239
US Bancorp
Minnesota
$152K -$6.82K -158 -4%
Walleye Capital
240
Walleye Capital
New York
$150K +$157K +3,634 New
MAM
241
Meeder Asset Management
Ohio
$105K +$110K +2,539 New
NC
242
nVerses Capital
Florida
$103K +$108K +2,500 New
NS
243
NBC Securities
Alabama
$98K
SOW
244
State of Wyoming
Wyoming
$80.9K -$82.5K -1,912 -49%
SIS
245
Sound Income Strategies
Florida
$76.7K -$8.89K -206 -10%
BFEC
246
Benjamin F. Edwards & Company
Missouri
$76K +$34.4K +797 +76%
KBC Group
247
KBC Group
Belgium
$74K
BTI
248
Blue Trust Inc
Georgia
$71.5K +$67.5K +1,563 New
S
249
SignatureFD
Georgia
$67.9K
GRP
250
Global Retirement Partners
California
$67.4K +$10K +232 +17%