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Artisan Partners
APAM

Overview Fund Activity

332 hedge funds and large institutions have $2.79B invested in Artisan Partners in 2024 Q1 according to their latest regulatory filings, with 55 funds opening new positions, 121 increasing their positions, 101 reducing their positions, and 34 closing their positions.

Holders
332
Holders Change
+19
Holders Change %
+6.07%
% of All Funds
4.81%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
55
Increased
121
Reduced
101
Closed
34
Calls
$10.4M
Puts
$3.8M
Net Calls
+$6.62M
Net Calls Change
+$849K

Top Buyers

1
Invesco
1
Invesco
Georgia
$49.5M
2
Charles Schwab
2
Charles Schwab
California
$112M
3
VNIM
3
Vaughan Nelson Investment Management
Texas
$61M
4
JAM
4
Jupiter Asset Management
United Kingdom
$9.91M
5
EP
5
Edgestream Partners
New Jersey
$7.29M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$89.2M
2
Victory Capital Management
2
Victory Capital Management
Texas
$41.4M
3
WA
3
Wasatch Advisors
Utah
$61.3M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$351M
5
BlackRock
5
BlackRock
New York
$484M
Name Market Value Shares Shares
Change 		Shares
Change %
ST
301
Smithfield Trust
Pennsylvania
$6K 132 – –
Mitsubishi UFJ Asset Management
302
Mitsubishi UFJ Asset Management
Japan
$5.54K 121 – –
FFO
303
Fortitude Family Office
Arizona
$5.22K 114 – –
RCM
304
Richardson Capital Management
Wisconsin
$4.94K 108 – –
FHA
305
First Horizon Advisors
Tennessee
$4.85K 106 +48 +83%
UB
306
UMB Bank
Missouri
$4.76K 104 +104 New
LI
307
LRI Investments
Florida
$4.64K 101 +101 New
Russell Investments Group
308
Russell Investments Group
United Kingdom
$3.75K 82 +24 +41%
CMBA
309
C.M. Bidwell & Associates
Hawaii
$3.75K 82 +82 New
CJ
310
Caitlin John
Michigan
$3.53K 77 +1 +1%
Bessemer Group
311
Bessemer Group
New Jersey
$3K 67 – –
VCM
312
Versant Capital Management
Arizona
$2.52K 55 – –
CA
313
Continuum Advisory
Idaho
$2.42K 54 +54 New
FMII
314
Farmers & Merchants Investments Inc
Nebraska
$2.06K 45 – –
RFG
315
RFP Financial Group
Georgia
$1.79K 39 -26 -40%
MPWT
316
MassMutual Private Wealth & Trust
Connecticut
$1.79K 39 +39 New
JWA
317
JFS Wealth Advisors
Pennsylvania
$1.47K 32 – –
SWM
318
Spire Wealth Management
Virginia
$1.37K 30 – –
OP
319
ORG Partners
Indiana
$930 20 +20 New
PWMG
320
Private Wealth Management Group
New Jersey
$779 17 – –
FCA
321
FinTrust Capital Advisors
South Carolina
$687 15 – –
TSMHT
322
Thurston Springer Miller Herd & Titak
Indiana
$640 14 +14 New
Northwestern Mutual Wealth Management
323
Northwestern Mutual Wealth Management
Wisconsin
$550 12 +12 New
SIC
324
SJS Investment Consulting
Ohio
$504 11 – –
NA
325
NewEdge Advisors
Louisiana
$469 10 -361 -97%
11 12
13
14 15