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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 %
BTI
276
Blue Trust Inc
Georgia
$13K +$13K +346 New
RCM
277
Raleigh Capital Management
North Carolina
$11.1K +$793 +18 +8%
AP
278
Aspect Partners
Virginia
$11K +$11K +250 New
Fifth Third Bancorp
279
Fifth Third Bancorp
Ohio
$9.63K +$5.83K +132 +153%
LC
280
Lindbrook Capital
California
$8.62K -$442 -10 -5%
QL
281
Quarry LP
New York
$8.04K +$8.04K +182 New
VNA
282
Valley National Advisers
Pennsylvania
$8K – – –
GWM
283
Geneos Wealth Management
Colorado
$6.87K +$89 +2 +1%
WTC
284
WhitTier Trust Company
Nevada
$6.41K – – –
GCM
285
Gables Capital Management
Florida
$6.05K – – –
ST
286
Smithfield Trust
Pennsylvania
$6K – – –
FFA
287
Farther Finance Advisors
California
$5.88K +$353 +8 +6%
BIA
288
Bell Investment Advisors
California
$5.44K – – –
Mitsubishi UFJ Asset Management
289
Mitsubishi UFJ Asset Management
Japan
$5.12K – – –
FFO
290
Fortitude Family Office
Arizona
$5.04K +$5.04K +114 New
FFA
291
Frazier Financial Advisors
Ohio
$4.82K +$4.82K +109 New
RCM
292
Richardson Capital Management
Wisconsin
$4.77K +$4.77K +108 New
TCWA
293
Turtle Creek Wealth Advisors
Texas
$3.98K +$3.98K +90 New
GWS
294
Glassman Wealth Services
Virginia
$3.62K -$177 -4 -5%
IGWM
295
ICA Group Wealth Management
Colorado
$3.43K +$3.43K +78 New
CJ
296
Caitlin John
Michigan
$3.35K +$3.35K +76 New
Bessemer Group
297
Bessemer Group
New Jersey
$3K -$90 -2 -3%
RFG
298
RFP Financial Group
Georgia
$2.87K – – –
Russell Investments Group
299
Russell Investments Group
United Kingdom
$2.57K – – –
FHA
300
First Horizon Advisors
Tennessee
$2.56K -$530 -12 -17%
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