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Artisan Partners

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.

New
Increased
Maintained
Reduced
Closed

174% more call options, than puts

Call options by funds: $10.4M | Put options by funds: $3.8M

62% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 34

20% more repeat investments, than reductions

Existing positions increased: 121 | Existing positions reduced: 101

6% more funds holding

Funds holding: 313332 (+19)

2% more capital invested

Capital invested by funds: $2.75B → $2.79B (+$43.3M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

2.17% less ownership

Funds ownership: 90.85%88.69% (-2.2%)

Holders
332
Holders Change
+19
Holders Change %
+6.07%
% of All Funds
4.78%
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
Name Holding Trade Value Shares
Change
Change in
Stake
ST
301
Smithfield Trust
Pennsylvania
$6K
Mitsubishi UFJ Asset Management
302
Mitsubishi UFJ Asset Management
Japan
$5.54K
FFO
303
Fortitude Family Office
Arizona
$5.22K
RCM
304
Richardson Capital Management
Wisconsin
$4.94K
FHA
305
First Horizon Advisors
Tennessee
$4.85K +$2.06K +48 +83%
UB
306
UMB Bank
Missouri
$4.76K +$4.47K +104 New
LI
307
LRI Investments
Florida
$4.64K +$4.34K +101 New
Russell Investments Group
308
Russell Investments Group
United Kingdom
$3.75K +$1.03K +24 +41%
CMBA
309
C.M. Bidwell & Associates
Hawaii
$3.75K +$3.52K +82 New
CJ
310
Caitlin John
Michigan
$3.53K +$43 +1 +1%
Bessemer Group
311
Bessemer Group
New Jersey
$3K
VCM
312
Versant Capital Management
Arizona
$2.52K
CA
313
Continuum Advisory
Idaho
$2.42K +$2.32K +54 New
FMII
314
Farmers & Merchants Investments Inc
Nebraska
$2.06K
RFG
315
RFP Financial Group
Georgia
$1.78K -$1.12K -26 -40%
MPWT
316
MassMutual Private Wealth & Trust
Connecticut
$1.78K +$1.68K +39 New
JWA
317
JFS Wealth Advisors
Pennsylvania
$1.47K
SWM
318
Spire Wealth Management
Virginia
$1.37K
OP
319
ORG Partners
Indiana
$930 +$859 +20 New
PWMG
320
Private Wealth Management Group
New Jersey
$779
FCA
321
FinTrust Capital Advisors
South Carolina
$687
TSMHT
322
Thurston Springer Miller Herd & Titak
Indiana
$640 +$601 +14 New
Northwestern Mutual Wealth Management
323
Northwestern Mutual Wealth Management
Wisconsin
$550 +$515 +12 New
SIC
324
SJS Investment Consulting
Ohio
$504
NA
325
NewEdge Advisors
Louisiana
$469 -$15.5K -361 -97%

APAM Hedge Fund Activity: Q1 2024 in Review

332 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Artisan Partners (APAM) for Q1 2024, worth a combined $2.79B — up 1.6% from $2.75B a quarter earlier.

Buyers outnumbered sellers: 55 funds opened new APAM positions and 34 closed out — a net gain of 21 holders — while 121 added to existing stakes and 101 trimmed.

The largest buyer was Invesco, adding an estimated $29M. The largest seller was Morgan Stanley, cutting an estimated $70.9M.

  • 332 institutional investors held Artisan Partners (APAM) as of Q1 2024, up from 313 in Q4 2023.
  • Funds reported $2.79B of Artisan Partners stock for Q1 2024, up 1.6% quarter-over-quarter.
  • 55 funds opened new Artisan Partners positions in Q1 2024 and 34 closed out, a net change of +21 holders.
  • The largest Artisan Partners buyer in Q1 2024 was Invesco, an estimated $29M added.
  • The largest Artisan Partners seller in Q1 2024 was Morgan Stanley, an estimated $70.9M sold.

Based on aggregated 13F filings for Q1 2024.