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Artisan Partners
APAM

269 hedge funds and large institutions have $1.95B invested in Artisan Partners in 2022 Q2 according to their latest regulatory filings, with 42 funds opening new positions, 96 increasing their positions, 84 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

128% more call options, than puts

Call options by funds: $10.3M | Put options by funds: $4.51M

20% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 35

14% more repeat investments, than reductions

Existing positions increased: 96 | Existing positions reduced: 84

1.91% more ownership

Funds ownership: 79.08% → 80.99% (+1.9%)

1% less funds holding

Funds holding: 271 → 269 (-2)

1% less capital invested

Capital invested by funds: $1.97B → $1.95B (-$28.7M)

Holders
269
Holders Change
-2
Holders Change %
-0.74%
% of All Funds
4.53%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
42
Increased
96
Reduced
84
Closed
35
Calls
$10.3M
Puts
$4.51M
Net Calls
+$5.77M
Net Calls Change
+$6.08M

Top Buyers

1
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
+$110M
2
RA
Royce & Associates
New York
+$8.02M
3
Wells Fargo
Wells Fargo
California
+$7.29M
4
CCM
Channing Capital Management
Illinois
+$6.23M
5
Fisher Asset Management
Fisher Asset Management
Washington
+$5.82M

Top Sellers

1
Federated Hermes
Federated Hermes
Pennsylvania
-$30.1M
2
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
-$9.81M
3
Voloridge Investment Management
Voloridge Investment Management
Florida
-$7.42M
4
BlackRock
BlackRock
New York
-$6.81M
5
Renaissance Technologies
Renaissance Technologies
New York
-$5.05M
Name Holding Trade Value Shares
Change 		Change in
Stake
HCP
251
Hexagon Capital Partners
Arkansas
$3K +$2.65K +73 New
HS
252
Horan Securities
United States
$3K +$2.76K +76 New
TCOV
253
Trust Company of Vermont
Vermont
$3K +$3.02K +83 New
GWS
254
Glassman Wealth Services
Virginia
$2K -$837 -23 -26%
TCWA
255
Ten Capital Wealth Advisors
Washington
$2K – – –
FRA
256
Front Row Advisors
California
$2K +$255 +7 +13%
NICM
257
Neo Ivy Capital Management
New York
$2K +$2.55K +70 New
FHA
258
First Horizon Advisors
Tennessee
$1K -$15.5K -427 -97%
C
259
Covestor
United Kingdom
$1K -$327 -9 -26%
CWM
260
Curi Wealth Management
North Carolina
$1K – – –
TFS
261
TrustCore Financial Services
Tennessee
$1K – – –
PMFA
262
Plante Moran Financial Advisors
Michigan
$1K +$509 +14 New
UWM
263
Urban Wealth Management
California
$1K +$618 +17 New
JWA
264
JFS Wealth Advisors
Pennsylvania
$1K +$655 +18 +90%
SC
265
Schubert & Co
Texas
$1K +$800 +22 +314%
SFG
266
Steward Financial Group
Texas
$1K +$1.2K +33 New
Verition Fund Management
267
Verition Fund Management
Connecticut
– -$2.35M -59,850 Closed
GC
268
Globeflex Capital
California
– -$2.31M -58,797 Closed
Allianz Asset Management
269
Allianz Asset Management
Germany
– -$1.89M -47,901 Closed
OSIA
270
O'Shares Investment Advisers
Massachusetts
– -$1.23M -31,269 Closed
Tudor Investment Corp
271
Tudor Investment Corp
Connecticut
– -$1.21M -30,759 Closed
AG
272
Algert Global
California
– -$1.2M -30,440 Closed
PAM
273
Panagora Asset Management
Massachusetts
– -$851K -21,639 Closed
KWM
274
Kingsview Wealth Management
Oregon
– -$704K -17,887 Closed
Capital Fund Management (CFM)
275
Capital Fund Management (CFM)
France
– -$673K -17,106 Closed
9 10
11
12 13

APAM Hedge Fund Activity: Q2 2022 in Review

269 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Artisan Partners (APAM) for Q2 2022, worth a combined $1.95B — down 1.5% from $1.97B a quarter earlier.

Buyers outnumbered sellers: 42 funds opened new APAM positions and 35 closed out — a net gain of 7 holders — while 96 added to existing stakes and 84 trimmed.

The largest buyer was Kayne Anderson Rudnick Investment Management, adding an estimated $110M. The largest seller was Federated Hermes, cutting an estimated $30.1M.

  • 269 institutional investors held Artisan Partners (APAM) as of Q2 2022, down from 271 in Q1 2022.
  • Funds reported $1.95B of Artisan Partners stock for Q2 2022, down 1.5% quarter-over-quarter.
  • 42 funds opened new Artisan Partners positions in Q2 2022 and 35 closed out, a net change of +7 holders.
  • The largest Artisan Partners buyer in Q2 2022 was Kayne Anderson Rudnick Investment Management, an estimated $110M added.
  • The largest Artisan Partners seller in Q2 2022 was Federated Hermes, an estimated $30.1M sold.

Based on aggregated 13F filings for Q2 2022.