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Artisan Partners
APAM

Overview Fund Activity

272 hedge funds and large institutions have $1.67B invested in Artisan Partners in 2022 Q4 according to their latest regulatory filings, with 44 funds opening new positions, 108 increasing their positions, 78 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
272
Holders Change
+12
Holders Change %
+4.62%
% of All Funds
4.39%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
44
Increased
108
Reduced
78
Closed
28
Calls
$6.12M
Puts
$3.67M
Net Calls
+$2.45M
Net Calls Change
-$2.8M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$54M
2
CCP
2
Clarkston Capital Partners
Michigan
$101M
3
Victory Capital Management
3
Victory Capital Management
Texas
$45.2M
4
RA
4
Royce & Associates
New York
$36.5M
5
Nuveen Asset Management
5
Nuveen Asset Management
Illinois
$19M

Top Sellers

1
Fayez Sarofim & Co
1
Fayez Sarofim & Co
Texas
$0
2
Boston Partners
2
Boston Partners
Massachusetts
$0
3
Federated Hermes
3
Federated Hermes
Pennsylvania
$27.5M
4
Millennium Management
4
Millennium Management
New York
$1.33M
5
Janus Henderson Group
5
Janus Henderson Group
United Kingdom
$15.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
GWS
251
Glassman Wealth Services
Virginia
$2.55K +$683 +23 +37%
HWMA
252
Heritage Wealth Management (Arizona)
Arizona
$2.32K +$1.16K +39 +100%
FHA
253
First Horizon Advisors
Tennessee
$2.08K +$2.08K +70 New
FRA
254
Front Row Advisors
California
$2K – – –
UB
255
UMB Bank
Missouri
$2K – – –
RFG
256
RFP Financial Group
Georgia
$1.93K +$1.93K +65 New
PFBT
257
Parkside Financial Bank & Trust
Missouri
$1.52K -$11.2K -378 -88%
CSPIA
258
Cary Street Partners Investment Advisory
Virginia
$1.49K +$1.49K +50 New
FA
259
Fiduciary Alliance
South Carolina
$1.1K +$1.1K +37 New
USCWA
260
U.S. Capital Wealth Advisors
Texas
$980 +$980 +33 New
AF
261
Allworth Financial
California
$950 -$208 -7 -18%
PWMG
262
Prestige Wealth Management Group
New Jersey
$802 +$802 +27 New
JWA
263
JFS Wealth Advisors
Pennsylvania
$772 +$297 +10 +63%
EI
264
Ellevest Inc
New York
$683 +$683 +23 New
CPG
265
Cornerstone Planning Group
New Jersey
$561 +$561 +16 New
SC
266
Schubert & Co
Texas
$475 +$178 +6 +60%
SIC
267
SJS Investment Consulting
Ohio
$327 -$238 -8 -42%
FGAM
268
Financial Gravity Asset Management
Texas
$281 +$281 +30 New
DI
269
Disciplined Investments
Oklahoma
$238 -$60 -2 -20%
AF
270
Advisornet Financial
Minnesota
$119 +$119 +4 New
Fayez Sarofim & Co
271
Fayez Sarofim & Co
Texas
– -$16.2M -600,000 Closed
Boston Partners
272
Boston Partners
Massachusetts
– -$12.3M -450,269 Closed
SFI
273
Susquehanna Fundamental Investments
Pennsylvania
– -$1.47M -54,451 Closed
TI
274
Tidal Investments
Wisconsin
– -$1.04M -38,707 Closed
ACM
275
AlphaCrest Capital Management
New York
– -$431K -16,001 Closed
8 9 10
11
12