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Artisan Partners

332 hedge funds and large institutions have $2.52B invested in Artisan Partners in 2024 Q2 according to their latest regulatory filings, with 43 funds opening new positions, 134 increasing their positions, 91 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

204% more call options, than puts

Call options by funds: $6.67M | Put options by funds: $2.19M

47% more repeat investments, than reductions

Existing positions increased: 134 | Existing positions reduced: 91

5% more first-time investments, than exits

New positions opened: 43 | Existing positions closed: 41

0% more funds holding

Funds holding: 332332 (0)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

1.24% less ownership

Funds ownership: 88.69%87.45% (-1.2%)

10% less capital invested

Capital invested by funds: $2.79B → $2.52B (-$278M)

Holders
332
Holders Change
Holders Change %
0%
% of All Funds
4.79%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
43
Increased
134
Reduced
91
Closed
41
Calls
$6.67M
Puts
$2.19M
Net Calls
+$4.48M
Net Calls Change
-$2.14M
Name Holding Trade Value Shares
Change
Change in
Stake
QCG
276
Quadrant Capital Group
Ohio
$23K -$4.19K -97 -15%
LFA
277
Legend Financial Advisors
Pennsylvania
$20.6K
AWM
278
Avior Wealth Management
Nebraska
$20.3K -$561 -13 -3%
EWA
279
EverSource Wealth Advisors
Alabama
$15.1K +$949 +22 +7%
CIM
280
Contravisory Investment Management
Massachusetts
$14.2K
BIA
281
Bell Investment Advisors
California
$13.7K +$1.51K +35 +12%
FFA
282
Frazier Financial Advisors
Ohio
$13.5K +$2.98K +69 +27%
FCT
283
First Community Trust
Iowa
$12.4K
RA
284
Rise Advisors
New York
$11.6K +$173 +4 +1%
Fifth Third Bancorp
285
Fifth Third Bancorp
Ohio
$11K +$5.61K +130 +95%
GWM
286
Geneos Wealth Management
Colorado
$11K +$4.62K +107 +67%
AP
287
Aspect Partners
Virginia
$10.3K
VNA
288
Valley National Advisers
Pennsylvania
$8K
LC
289
Lindbrook Capital
California
$7.68K -$388 -9 -5%
Russell Investments Group
290
Russell Investments Group
United Kingdom
$7.14K +$3.93K +91 +111%
CIBC Private Wealth Group
291
CIBC Private Wealth Group
Georgia
$6.28K
UB
292
UMB Bank
Missouri
$6.27K +$2.07K +48 +46%
WTC
293
WhitTier Trust Company
Nevada
$5.98K
GCM
294
Gables Capital Management
Florida
$5.65K
FPF
295
First Pacific Financial
Washington
$5.57K +$5.83K +135 New
PFC
296
Phocas Financial Corp
California
$5.36K -$106K -2,455 -2%
ST
297
Smithfield Trust
Pennsylvania
$5K
Mitsubishi UFJ Asset Management
298
Mitsubishi UFJ Asset Management
Japan
$4.99K
CC
299
Cypress Capital
Tennessee
$4.95K +$5.18K +120 New
CFB
300
Cullen/Frost Bankers
Texas
$4.92K +$5.14K +119 New