Artisan Partners
APAM
224 hedge funds and large institutions have $1.1B invested in Artisan Partners in 2020 Q1 according to their latest regulatory filings, with 43 funds opening new positions, 87 increasing their positions, 69 reducing their positions, and 33 closing their positions.
430% more call options, than puts
Call options by funds: $1.61M | Put options by funds: $304K
30% more first-time investments, than exits
New positions opened: 43 | Existing positions closed: 33
26% more repeat investments, than reductions
Existing positions increased: 87 | Existing positions reduced: 69
4% more funds holding
Funds holding: 216 → 224 (+8)
0.94% more ownership
Funds ownership: 87.18% → 88.13% (+0.94%)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
31% less capital invested
Capital invested by funds: $1.58B → $1.1B (-$481M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Federated Hermes
Pittsburgh,
Pennsylvania
|
+$31.4M |
| 2 |
CCP
Clarkston Capital Partners
Rochester,
Michigan
|
+$26.7M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
+$11.9M |
| 4 |
KAH
Kathryn A. Hall
|
+$8.97M |
| 5 |
VOYA Investment Management
Atlanta,
Georgia
|
+$7.68M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$18.1M |
| 2 |
American Century Companies
Kansas City,
Missouri
|
-$15.4M |
| 3 |
Mirae Asset Global Investments
Seoul,
South Korea
|
-$11.3M |
| 4 |
N
Nuveen
Charlotte,
North Carolina
|
-$7.36M |
| 5 |
Man Group
London,
United Kingdom
|
-$7.26M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
JSC
251
Jackson Square Capital
San Francisco,
California
| – | -$1K | -45 | Closed |
|
|
CI
252
Cordant Inc
Portland,
Oregon
| – | -$1K | -38 | Closed |
|
|
GEA
253
Glen Eagle Advisors
Kingston,
New Jersey
| – | -$420 | -13 | Closed |
|
254
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| – | +$450 | +15 | New |
|
|
BCA
255
Berman Capital Advisors
Atlanta,
Georgia
| – | +$959 | +32 | New |
|
APAM Hedge Fund Activity: Q1 2020 in Review
224 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Artisan Partners (APAM) for Q1 2020, worth a combined $1.1B — down 31% from $1.58B a quarter earlier.
Buyers outnumbered sellers: 43 funds opened new APAM positions and 33 closed out — a net gain of 10 holders — while 87 added to existing stakes and 69 trimmed.
The largest buyer was Federated Hermes, adding an estimated $31.4M. The largest seller was Citadel Advisors, cutting an estimated $18.1M.
- 224 institutional investors held Artisan Partners (APAM) as of Q1 2020, up from 216 in Q4 2019.
- Funds reported $1.1B of Artisan Partners stock for Q1 2020, down 31% quarter-over-quarter.
- 43 funds opened new Artisan Partners positions in Q1 2020 and 33 closed out, a net change of +10 holders.
- The largest Artisan Partners buyer in Q1 2020 was Federated Hermes, an estimated $31.4M added.
- The largest Artisan Partners seller in Q1 2020 was Citadel Advisors, an estimated $18.1M sold.
Based on aggregated 13F filings for Q1 2020.