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Artisan Partners
APAM

Overview Fund Activity

259 hedge funds and large institutions have $1.84B invested in Artisan Partners in 2023 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 105 increasing their positions, 66 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
259
Holders Change
-13
Holders Change %
-4.78%
% of All Funds
4.15%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
40
Increased
105
Reduced
66
Closed
50
Calls
$10M
Puts
$4.1M
Net Calls
+$5.91M
Net Calls Change
+$3.46M

Top Buyers

1
Charles Schwab
1
Charles Schwab
California
$55.9M
2
Kayne Anderson Rudnick Investment Management
2
Kayne Anderson Rudnick Investment Management
California
$220M
3
BlackRock
3
BlackRock
New York
$160M
4
WA
4
Wasatch Advisors
Utah
$57.1M
5
Janus Henderson Group
5
Janus Henderson Group
United Kingdom
$26.6M

Top Sellers

1
EIP
1
Epoch Investment Partners
New York
$10M
2
TD Asset Management
2
TD Asset Management
Ontario, Canada
$0
3
GKIM
3
GW&K Investment Management
Massachusetts
$16K
4
Macquarie Group
4
Macquarie Group
Australia
$55.6M
5
BCA
5
Bernzott Capital Advisors
California
$11.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
SFG
251
Steward Financial Group
Texas
$1K +$612 +30 +158%
JWA
252
JFS Wealth Advisors
Pennsylvania
$992 +$160 +5 +19%
VCM
253
Versant Capital Management
Arizona
$863 +$863 +27 New
EI
254
Ellevest Inc
New York
$736 – – –
SC
255
Schubert & Co
Texas
$640 +$128 +4 +25%
SIC
256
SJS Investment Consulting
Ohio
$384 +$32 +1 +9%
DI
257
Disciplined Investments
Oklahoma
$320 +$64 +2 +25%
AF
258
Advisornet Financial
Minnesota
$320 +$192 +6 +150%
Commonwealth Equity Services
259
Commonwealth Equity Services
Massachusetts
$277 +$15 +483 +6%
TD Asset Management
260
TD Asset Management
Ontario, Canada
– -$22.3M -752,431 Closed
SI
261
Sapience Investments
California
– -$5.18M -174,270 Closed
TC
262
TwinBeech Capital
New York
– -$3.97M -133,541 Closed
Jane Street
263
Jane Street
New York
– -$2.63M -88,433 Closed
BGIM
264
Brandywine Global Investment Management
Pennsylvania
– -$2.16M -72,602 Closed
GCP
265
GSA Capital Partners
United Kingdom
– -$1.65M -55,651 Closed
AAS
266
Annex Advisory Services
Wisconsin
– -$1.18M -39,601 Closed
E
267
Ergoteles
New York
– -$1.13M -38,029 Closed
DTL
268
Dynamic Technology Lab
Singapore
– -$1.08M -36,410 Closed
EGM
269
Engineers Gate Manager
New York
– -$1.04M -35,085 Closed
Truist Financial
270
Truist Financial
North Carolina
– -$1.01M -34,082 Closed
Squarepoint
271
Squarepoint
New York
– -$978K -32,919 Closed
CCIA
272
Campbell & Co Investment Adviser
Maryland
– -$918K -30,905 Closed
SSA
273
Schonfeld Strategic Advisors
New York
– -$841K -28,300 Closed
Connor, Clark & Lunn Investment Management (CC&L)
274
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
– -$831K -27,980 Closed
William Blair & Company
275
William Blair & Company
Illinois
– -$788K -26,538 Closed
9 10
11
12 13