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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
1
BlackRock
New York
$476M
2
Morgan Stanley
2
Morgan Stanley
New York
$159M
3
WA
3
Wasatch Advisors
Utah
$69.9M
4
Deutsche Bank
4
Deutsche Bank
Germany
$11.5M
5
VNIM
5
Vaughan Nelson Investment Management
Texas
$41.3M

Top Sellers

1
CCP
1
Clarkston Capital Partners
Michigan
$0
2
Goldman Sachs
2
Goldman Sachs
New York
$6.81M
3
Assenagon Asset Management
3
Assenagon Asset Management
Luxembourg
$0
4
Bank of New York Mellon
4
Bank of New York Mellon
New York
$27.7M
5
Janus Henderson Group
5
Janus Henderson Group
United Kingdom
$25.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
IWA
301
IBEX Wealth Advisors
New Jersey
$2.55K -$2.36M -53,820 -100%
VCM
302
Versant Capital Management
Arizona
$2.43K -$5.92K -134 -71%
FMII
303
Farmers & Merchants Investments Inc
Nebraska
$1.99K – – –
JWA
304
JFS Wealth Advisors
Pennsylvania
$1.41K -$44 -1 -3%
SWM
305
Spire Wealth Management
Virginia
$1.26K +$167 +4 +15%
GKIM
306
GW&K Investment Management
Massachusetts
$1K – – –
PWMG
307
Private Wealth Management Group
New Jersey
$752 +$752 +17 New
EWA
308
EverSource Wealth Advisors
Alabama
$707 +$707 +16 New
FCA
309
FinTrust Capital Advisors
South Carolina
$663 +$663 +15 New
SIC
310
SJS Investment Consulting
Ohio
$486 -$88 -2 -15%
PFBT
311
Parkside Financial Bank & Trust
Missouri
$266 -$1.15K -26 -81%
DPW
312
DiNuzzo Private Wealth
Pennsylvania
$221 +$221 +5 New
FGAM
313
Financial Gravity Asset Management
Texas
$42 +$42 +1 New
CCP
314
Clarkston Capital Partners
Michigan
– -$71.2M -1,903,348 Closed
Assenagon Asset Management
315
Assenagon Asset Management
Luxembourg
– -$28.1M -751,379 Closed
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
316
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
– -$3.13M -83,600 Closed
MPM
317
Meritage Portfolio Management
Kansas
– -$2.81M -75,142 Closed
GCP
318
GSA Capital Partners
United Kingdom
– -$1.41M -37,622 Closed
DFCM
319
Dark Forest Capital Management
Puerto Rico
– -$1.36M -36,261 Closed
SG Americas Securities
320
SG Americas Securities
New York
– -$1.19M -31,815 Closed
MAM
321
Martingale Asset Management
Massachusetts
– -$940K -25,115 Closed
EP
322
Edgestream Partners
New Jersey
– -$888K -23,743 Closed
GCM
323
Graham Capital Management
Connecticut
– -$737K -19,706 Closed
N
324
Numerai
California
– -$530K -14,156 Closed
WB
325
WesBanco Bank
West Virginia
– -$504K -13,467 Closed
10 11 12
13
14