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Artisan Partners
APAM

Overview Fund Activity

313 hedge funds and large institutions have $2.75B invested in Artisan Partners in 2023 Q4 according to their latest regulatory filings, with 52 funds opening new positions, 95 increasing their positions, 121 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
313
Holders Change
+13
Holders Change %
+4.33%
% of All Funds
4.59%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
52
Increased
95
Reduced
121
Closed
34
Calls
$14.8M
Puts
$9.05M
Net Calls
+$5.77M
Net Calls Change
-$667K

Top Buyers

1
BlackRock
BlackRock
New York
$476M
2
Morgan Stanley
Morgan Stanley
New York
$159M
3
WA
Wasatch Advisors
Utah
$69.9M
4
Deutsche Bank
Deutsche Bank
Germany
$11.5M
5
VNIM
Vaughan Nelson Investment Management
Texas
$41.3M

Top Sellers

1
CCP
Clarkston Capital Partners
Michigan
$0
2
Goldman Sachs
Goldman Sachs
New York
$6.81M
3
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
$0
4
Bank of New York Mellon
Bank of New York Mellon
New York
$27.7M
5
Janus Henderson Group
Janus Henderson Group
United Kingdom
$25.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
CWM
251
Cranbrook Wealth Management
Michigan
$44.2K – – –
MSWM
252
McGlone Suttner Wealth Management
Wisconsin
$36.9K +$36.9K +834 New
EBA
253
Eagle Bay Advisors
New York
$34.9K -$663 -15 -2%
Nomura Asset Management
254
Nomura Asset Management
Japan
$34K – – –
CBT
255
CoreFirst Bank & Trust
Kansas
$33.8K -$11.5K -260 -25%
SA
256
Scarborough Advisors
Maryland
$33.6K +$33.6K +760 New
HI
257
Harbour Investments
Wisconsin
$32K -$27K -612 -46%
PS
258
Principal Securities
Iowa
$31.2K +$31.2K +707 New
C
259
Covestor
United Kingdom
$29K +$28.8K +659 +13,180%
HCP
260
Hexagon Capital Partners
Arkansas
$28.9K +$8.92K +202 +45%
HPC
261
HM Payson & Co
Maine
$28.6K – – –
QCG
262
Quadrant Capital Group
Ohio
$28.4K +$11.7K +265 +70%
CFD
263
Creative Financial Designs
Indiana
$28.1K +$3.31K +75 +13%
Carson Wealth (CWM LLC)
264
Carson Wealth (CWM LLC)
Nebraska
$28K -$1.84K -41 -6%
ASN
265
Advisory Services Network
Georgia
$27.9K +$27.9K +631 New
AF
266
Allworth Financial
California
$27K +$23.7K +537 +716%
AWM
267
Avior Wealth Management
Nebraska
$26.9K – – –
SS
268
Sunbelt Securities
Texas
$24.2K +$309 +7 +1%
LFA
269
Legend Financial Advisors
Pennsylvania
$22.1K – – –
WT
270
Whittier Trust
California
$21.8K -$20.4K -462 -48%
NA
271
NewEdge Advisors
Louisiana
$16.4K +$16.4K +371 New
CIM
272
Contravisory Investment Management
Massachusetts
$15.2K -$4.33K -98 -22%
GI
273
GAMMA Investing
California
$15K +$15K +358 New
FCT
274
First Community Trust
Iowa
$13.3K – – –
BFEC
275
Benjamin F. Edwards & Company
Missouri
$13K +$7.53K +176 +138%
9 10
11
12 13