We are live on ! Find out more
APAM icon

Artisan Partners

308 hedge funds and large institutions have $2.78B invested in Artisan Partners in 2021 Q2 according to their latest regulatory filings, with 38 funds opening new positions, 123 increasing their positions, 98 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

26% more repeat investments, than reductions

Existing positions increased: 123 | Existing positions reduced: 98

0.22% less ownership

Funds ownership: 85.83%85.61% (-0.22%)

4% less capital invested

Capital invested by funds: $2.9B → $2.78B (-$116M)

8% less call options, than puts

Call options by funds: $6.73M | Put options by funds: $7.32M

4% less funds holding

Funds holding: 322308 (-14)

21% less first-time investments, than exits

New positions opened: 38 | Existing positions closed: 48

Holders
308
Holders Change
-14
Holders Change %
-4.35%
% of All Funds
5.36%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.07%
New
38
Increased
123
Reduced
98
Closed
48
Calls
$6.73M
Puts
$7.32M
Net Calls
-$581K
Net Calls Change
-$1.54M
Name Holding Trade Value Shares
Change
Change in
Stake
SIA
276
SkyView Investment Advisors
New Jersey
$20K
PFGIA
277
Patriot Financial Group Insurance Agency
Massachusetts
$17K +$16K +305 +1,220%
PCG
278
Private Capital Group
Connecticut
$14K
WWMSC
279
Wagner Wealth Management (South Carolina)
South Carolina
$13K
SGAM
280
Smith Group Asset Management
Texas
$12K
IPW
281
IronBridge Private Wealth
Texas
$10K
CFGS
282
Concourse Financial Group Securities
Alabama
$10K +$2.1K +40 +25%
Bessemer Group
283
Bessemer Group
New Jersey
$9K
EVM
284
Eaton Vance Management
Massachusetts
$9K
SIC
285
Salem Investment Counselors
North Carolina
$9K
BCA
286
Berman Capital Advisors
Georgia
$8K
S
287
SignatureFD
Georgia
$8K +$2.84K +54 +56%
MCM
288
MV Capital Management
Maryland
$8K +$7.88K +150 New
BU
289
BBVA USA
Alabama
$8K +$8.15K +155 New
GCM
290
Gables Capital Management
Florida
$7K
LF
291
Lee Financial
Texas
$7K
AWA
292
Arkadios Wealth Advisors
Georgia
$6K +$6.57K +125 New
GWM
293
Geneos Wealth Management
Colorado
$6K +$6.57K +125 New
BWA
294
BDO Wealth Advisors
Florida
$5K
LC
295
Lindbrook Capital
California
$4K
FRA
296
Front Row Advisors
California
$3K -$158 -3 -5%
GWS
297
Glassman Wealth Services
Virginia
$3K
NFG
298
Next Financial Group
Texas
$3K
TWA
299
TCI Wealth Advisors
Arizona
$3K +$158 +3 +6%
SL
300
Savior LLC
Massachusetts
$2K

APAM Hedge Fund Activity: Q2 2021 in Review

308 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Artisan Partners (APAM) for Q2 2021, worth a combined $2.78B — down 4% from $2.9B a quarter earlier.

Sellers outnumbered buyers: 48 funds closed out of APAM and 38 opened new positions — a net loss of 10 holders — while 98 trimmed existing stakes and 123 added.

The largest buyer was Macquarie Group, adding an estimated $97.8M. The largest seller was Renaissance Technologies, cutting an estimated $50.4M.

  • 308 institutional investors held Artisan Partners (APAM) as of Q2 2021, down from 322 in Q1 2021.
  • Funds reported $2.78B of Artisan Partners stock for Q2 2021, down 4% quarter-over-quarter.
  • 38 funds opened new Artisan Partners positions in Q2 2021 and 48 closed out, a net change of -10 holders.
  • The largest Artisan Partners buyer in Q2 2021 was Macquarie Group, an estimated $97.8M added.
  • The largest Artisan Partners seller in Q2 2021 was Renaissance Technologies, an estimated $50.4M sold.

Based on aggregated 13F filings for Q2 2021.