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Artisan Partners
APAM

Overview Fund Activity

332 hedge funds and large institutions have $2.79B invested in Artisan Partners in 2024 Q1 according to their latest regulatory filings, with 55 funds opening new positions, 121 increasing their positions, 101 reducing their positions, and 34 closing their positions.

Holders
332
Holders Change
+19
Holders Change %
+6.07%
% of All Funds
4.81%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
55
Increased
121
Reduced
101
Closed
34
Calls
$10.4M
Puts
$3.8M
Net Calls
+$6.62M
Net Calls Change
+$849K

Top Buyers

1
Invesco
1
Invesco
Georgia
$49.5M
2
Charles Schwab
2
Charles Schwab
California
$112M
3
VNIM
3
Vaughan Nelson Investment Management
Texas
$61M
4
JAM
4
Jupiter Asset Management
United Kingdom
$9.91M
5
EP
5
Edgestream Partners
New Jersey
$7.29M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$89.2M
2
Victory Capital Management
2
Victory Capital Management
Texas
$41.4M
3
WA
3
Wasatch Advisors
Utah
$61.3M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$351M
5
BlackRock
5
BlackRock
New York
$484M
Name Market Value Shares Shares
Change 		Shares
Change %
DWM
251
Dogwood Wealth Management
Kansas
$109K 2,386 +572 +32%
SIS
252
Sound Income Strategies
Florida
$94.4K 2,064 +329 +19%
KBC Group
253
KBC Group
Belgium
$83K 1,805 – –
S
254
SignatureFD
Georgia
$75.3K 1,646 -170 -9%
CFGS
255
Concourse Financial Group Securities
Alabama
$68K 1,485 – –
W
256
WealthCollab
Washington
$67.1K 1,467 – –
GRP
257
Global Retirement Partners
California
$64.1K 1,401 – –
PTC
258
Private Trust Company
Ohio
$60.7K 1,326 +134 +11%
HPC
259
HM Payson & Co
Maine
$60.6K 1,324 +676 +104%
HCP
260
Hexagon Capital Partners
Arkansas
$49.4K 1,080 +426 +65%
BFEC
261
Benjamin F. Edwards & Company
Missouri
$48K 1,054 +750 +247%
CWM
262
Cranbrook Wealth Management
Michigan
$45.8K 1,000 – –
BWP
263
Baldwin Wealth Partners
Massachusetts
$45.8K 1,000 – –
PS
264
Principal Securities
Iowa
$42.9K 937 +230 +33%
AGWCA
265
Annis Gardner Whiting Capital Advisors
Florida
$37.2K 812 +812 New
EBA
266
Eagle Bay Advisors
New York
$36.2K 790 – –
SA
267
Scarborough Advisors
Maryland
$35.4K 772 +12 +2%
Nomura Asset Management
268
Nomura Asset Management
Japan
$35.2K 770 – –
CBT
269
CoreFirst Bank & Trust
Kansas
$35K 765 – –
HI
270
Harbour Investments
Wisconsin
$33.7K 735 +11 +2%
MA
271
MCF Advisors
Kentucky
$31K 677 +677 New
C
272
Covestor
United Kingdom
$30K 666 +2 +0.3%
Carson Wealth (CWM LLC)
273
Carson Wealth (CWM LLC)
Nebraska
$30K 652 +27 +4%
QCG
274
Quadrant Capital Group
Ohio
$29.9K 654 +12 +2%
CFD
275
Creative Financial Designs
Indiana
$29.6K 647 +10 +2%
9 10
11
12 13