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Artisan Partners

342 hedge funds and large institutions have $2.71B invested in Artisan Partners in 2024 Q3 according to their latest regulatory filings, with 44 funds opening new positions, 136 increasing their positions, 107 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

861% more call options, than puts

Call options by funds: $7.99M | Put options by funds: $831K

42% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 31

27% more repeat investments, than reductions

Existing positions increased: 136 | Existing positions reduced: 107

8% more capital invested

Capital invested by funds: $2.52B → $2.71B (+$195M)

3% more funds holding

Funds holding: 332342 (+10)

2.24% more ownership

Funds ownership: 87.45%89.69% (+2.2%)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
342
Holders Change
+10
Holders Change %
+3.01%
% of All Funds
4.91%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
44
Increased
136
Reduced
107
Closed
31
Calls
$7.99M
Puts
$831K
Net Calls
+$7.16M
Net Calls Change
+$2.68M
Name Holding Trade Value Shares
Change
Change in
Stake
UB
301
UMB Bank
Missouri
$11K +$4.17K +101 +66%
AP
302
Aspect Partners
Virginia
$10.8K
LC
303
Lindbrook Capital
California
$8.06K
VNA
304
Valley National Advisers
Pennsylvania
$8K
Bessemer Group
305
Bessemer Group
New Jersey
$8K +$4.91K +119 +178%
CIBC Private Wealth Group
306
CIBC Private Wealth Group
Georgia
$6.93K
FHA
307
First Horizon Advisors
Tennessee
$6.15K +$1.49K +36 +34%
GCM
308
Gables Capital Management
Florida
$5.93K
FFA
309
Frazier Financial Advisors
Ohio
$5.8K -$7.92K -192 -59%
BIA
310
Bell Investment Advisors
California
$5.33K -$8.67K -210 -63%
PFC
311
Phocas Financial Corp
California
$5.29K -$314K -7,616 -6%
Mitsubishi UFJ Asset Management
312
Mitsubishi UFJ Asset Management
Japan
$5.24K
FFO
313
Fortitude Family Office
Arizona
$5.2K +$248 +6 +5%
LI
314
LRI Investments
Florida
$4.85K
RCM
315
Richardson Capital Management
Wisconsin
$4.68K
MPWT
316
MassMutual Private Wealth & Trust
Connecticut
$4.68K +$2.97K +72 +200%
CJ
317
Caitlin John
Michigan
$3.75K +$83 +2 +3%
CFO
318
CVA Family Office
Colorado
$2.99K
PWMG
319
Private Wealth Management Group
New Jersey
$2.9K +$2.06K +50 +294%
FPF
320
First Pacific Financial
Washington
$2.86K -$2.85K -69 -51%
RIL
321
Rothschild Investment LLC
Illinois
$2.82K +$1.44K +35 +117%
SCM
322
Sterling Capital Management
North Carolina
$2.73K +$2.6K +63 New
Lazard Asset Management
323
Lazard Asset Management
New York
$2K +$2.35K +57 New
FMII
324
Farmers & Merchants Investments Inc
Nebraska
$1.95K
VCM
325
Versant Capital Management
Arizona
$1.47K +$908 +22 +183%