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Artisan Partners

342 hedge funds and large institutions have $2.71B invested in Artisan Partners in 2024 Q3 according to their latest regulatory filings, with 44 funds opening new positions, 136 increasing their positions, 107 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

861% more call options, than puts

Call options by funds: $7.99M | Put options by funds: $831K

42% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 31

27% more repeat investments, than reductions

Existing positions increased: 136 | Existing positions reduced: 107

8% more capital invested

Capital invested by funds: $2.52B → $2.71B (+$195M)

3% more funds holding

Funds holding: 332342 (+10)

2.24% more ownership

Funds ownership: 87.45%89.69% (+2.2%)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
342
Holders Change
+10
Holders Change %
+3.01%
% of All Funds
4.91%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
44
Increased
136
Reduced
107
Closed
31
Calls
$7.99M
Puts
$831K
Net Calls
+$7.16M
Net Calls Change
+$2.68M
Name Holding Trade Value Shares
Change
Change in
Stake
US Bancorp
251
US Bancorp
Minnesota
$102K -$54.6K -1,324 -36%
NS
252
NBC Securities
Alabama
$102K
BTI
253
Blue Trust Inc
Georgia
$98.5K +$34K +823 +53%
KBC Group
254
KBC Group
Belgium
$96K +$17K +413 +23%
Jones Financial Companies
255
Jones Financial Companies
Missouri
$94.1K +$90K +2,180 New
SIS
256
Sound Income Strategies
Florida
$79.2K -$1.2K -29 -2%
S
257
SignatureFD
Georgia
$69.9K -$1.36K -33 -2%
GRP
258
Global Retirement Partners
California
$69.2K -$1.49K -36 -2%
HNB
259
Huntington National Bank
Ohio
$68.1K +$8.67K +210 +15%
CFGS
260
Concourse Financial Group Securities
Alabama
$64.3K
W
261
WealthCollab
Washington
$63.6K -$1.65K -40 -3%
PTC
262
Private Trust Company
Ohio
$57.4K
HPC
263
HM Payson & Co
Maine
$57.4K
FFA
264
Farther Finance Advisors
California
$56.7K +$5.94K +144 +12%
PS
265
Principal Securities
Iowa
$53.8K +$7.02K +170 +16%
WTC
266
WhitTier Trust Company
Nevada
$52.5K +$44K +1,067 +736%
SOW
267
State of Wyoming
Wyoming
$51.7K -$31.6K -766 -39%
GI
268
GAMMA Investing
California
$48.9K +$14.6K +353 +46%
HCP
269
Hexagon Capital Partners
Arkansas
$43.5K +$12.2K +296 +42%
BWP
270
Baldwin Wealth Partners
Massachusetts
$43.3K
CWM
271
Cranbrook Wealth Management
Michigan
$43.3K
IA
272
IFP Advisors
Florida
$42.9K +$40.9K +991 New
MA
273
MCF Advisors
Kentucky
$39K +$9.2K +223 +33%
Carson Wealth (CWM LLC)
274
Carson Wealth (CWM LLC)
Nebraska
$36K +$11K +267 +47%
CFD
275
Creative Financial Designs
Indiana
$35.5K +$6.77K +164 +25%