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Artisan Partners

283 hedge funds and large institutions have $2.7B invested in Artisan Partners in 2020 Q4 according to their latest regulatory filings, with 57 funds opening new positions, 89 increasing their positions, 102 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
283
Holders Change
+29
Holders Change %
+11.42%
% of All Funds
5.02%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.09%
New
57
Increased
89
Reduced
102
Closed
25
Calls
$4.95M
Puts
$2.11M
Net Calls
+$2.84M
Net Calls Change
+$1.97M
Name Holding Trade Value Shares
Change
Shares
Change %
VFA
251
Valeo Financial Advisors
Indiana
$59K
FF
252
FourThought Financial
Florida
$51K +$51K +1,030 New
OIA
253
Optimum Investment Advisors
Illinois
$50K +$25K +500 +100%
BWP
254
Baldwin Wealth Partners
Massachusetts
$50K +$50K +1,000 New
IA
255
IFP Advisors
Florida
$39K
SFO
256
Standard Family Office
South Dakota
$36K +$36K +717 New
WWM
257
Wolff Wiese Magana
California
$34K +$34K +667 New
D
258
Diversified
Delaware
$31K +$31K +790 New
Fidelity Investments
259
Fidelity Investments
Massachusetts
$28K +$21.1K +421 +303%
FCA
260
FinTrust Capital Advisors
South Carolina
$27K -$7.56K -151 -22%
FHC
261
First Horizon Corporation
Tennessee
$27K +$1.57K +32 +6%
Carson Wealth (CWM LLC)
262
Carson Wealth (CWM LLC)
Nebraska
$22K
PWA
263
Phoenix Wealth Advisors
North Carolina
$15K +$15K +300 New
PCG
264
Private Capital Group
Connecticut
$14K
ICP
265
Interchange Capital Partners
Pennsylvania
$14K +$14K +293 New
S
266
SignatureFD
Georgia
$9K
IPW
267
IronBridge Private Wealth
Texas
$9K +$9K +172 New
Northwestern Mutual Wealth Management
268
Northwestern Mutual Wealth Management
Wisconsin
$8K
BCA
269
Berman Capital Advisors
Georgia
$8K +$96 +2 +1%
LF
270
Lee Financial
Texas
$7K
AF
271
Advisornet Financial
Minnesota
$5K
BWA
272
BDO Wealth Advisors
Florida
$5K +$5K +100 New
SIA
273
SkyView Investment Advisors
New Jersey
$5K +$5K +101 New
LC
274
Lindbrook Capital
California
$4K
GWS
275
Glassman Wealth Services
Virginia
$3K