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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
FFO
301
Fortitude Family Office
Arizona
$4.71K
RCM
302
Richardson Capital Management
Wisconsin
$4.46K
FHA
303
First Horizon Advisors
Tennessee
$4.37K
LI
304
LRI Investments
Florida
$4.18K
CJ
305
Caitlin John
Michigan
$3.23K +$43 +1 +1%
Bessemer Group
306
Bessemer Group
New Jersey
$3K
CFO
307
CVA Family Office
Colorado
$2.85K +$2.98K +69 New
SAM
308
Smartleaf Asset Management
Massachusetts
$2.72K +$2.89K +67 New
CA
309
Continuum Advisory
Idaho
$2.23K
FMII
310
Farmers & Merchants Investments Inc
Nebraska
$1.86K
RFG
311
RFP Financial Group
Georgia
$1.61K
MPWT
312
MassMutual Private Wealth & Trust
Connecticut
$1.49K -$129 -3 -8%
JWA
313
JFS Wealth Advisors
Pennsylvania
$1.32K
SWM
314
Spire Wealth Management
Virginia
$1.24K
RIL
315
Rothschild Investment LLC
Illinois
$1.24K +$1.08K +25 +500%
IC
316
Innealta Capital
Texas
$1.2K +$1.25K +29 New
AFWM
317
Abich Financial Wealth Management
Virginia
$1.03K +$1.08K +25 New
OP
318
ORG Partners
Indiana
$822
Northwestern Mutual Wealth Management
319
Northwestern Mutual Wealth Management
Wisconsin
$784 +$302 +7 +58%
PWMG
320
Private Wealth Management Group
New Jersey
$702
FCA
321
FinTrust Capital Advisors
South Carolina
$620
CA
322
CoreCap Advisors
Michigan
$619 +$647 +15 New
VCM
323
Versant Capital Management
Arizona
$495 -$1.86K -43 -78%
SIC
324
SJS Investment Consulting
Ohio
$454
NA
325
NewEdge Advisors
Louisiana
$454 +$43 +1 +10%