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Artisan Partners
APAM

Overview Fund Activity

341 hedge funds and large institutions have $2.7B 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 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
341
Holders Change
+8
Holders Change %
+2.4%
% of All Funds
4.93%
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
33
Calls
$7.99M
Puts
$831K
Net Calls
+$7.16M
Net Calls Change
+$2.68M

Top Buyers

1
WA
1
Wasatch Advisors
Utah
$78.5M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$347M
3
Victory Capital Management
3
Victory Capital Management
Texas
$48.6M
4
Charles Schwab
4
Charles Schwab
California
$115M
5
Voloridge Investment Management
5
Voloridge Investment Management
Florida
$5.92M

Top Sellers

1
Invesco
1
Invesco
Georgia
$20.6M
2
Federated Hermes
2
Federated Hermes
Pennsylvania
$34.5M
3
JAM
3
Jupiter Asset Management
United Kingdom
$4.83M
4
HA
4
Heartland Advisors
Wisconsin
$8.12M
5
Assenagon Asset Management
5
Assenagon Asset Management
Luxembourg
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
AP
301
Aspect Partners
Virginia
$10.8K – – –
LC
302
Lindbrook Capital
California
$8.06K – – –
VNA
303
Valley National Advisers
Pennsylvania
$8K – – –
Bessemer Group
304
Bessemer Group
New Jersey
$8K +$5.12K +119 +178%
CIBC Private Wealth Group
305
CIBC Private Wealth Group
Georgia
$6.93K – – –
FHA
306
First Horizon Advisors
Tennessee
$6.15K +$1.56K +36 +34%
GCM
307
Gables Capital Management
Florida
$5.94K – – –
FFA
308
Frazier Financial Advisors
Ohio
$5.81K -$8.32K -192 -59%
BIA
309
Bell Investment Advisors
California
$5.33K -$9.1K -210 -63%
PFC
310
Phocas Financial Corp
California
$5.29K -$330 -7,616 -6%
Mitsubishi UFJ Asset Management
311
Mitsubishi UFJ Asset Management
Japan
$5.24K – – –
FFO
312
Fortitude Family Office
Arizona
$5.2K +$260 +6 +5%
LI
313
LRI Investments
Florida
$4.85K – – –
RCM
314
Richardson Capital Management
Wisconsin
$4.68K – – –
MPWT
315
MassMutual Private Wealth & Trust
Connecticut
$4.68K +$3.12K +72 +200%
CJ
316
Caitlin John
Michigan
$3.75K +$94 +2 +3%
CFO
317
CVA Family Office
Colorado
$2.99K – – –
PWMG
318
Private Wealth Management Group
New Jersey
$2.9K +$2.17K +50 +294%
FPF
319
First Pacific Financial
Washington
$2.86K -$2.99K -69 -51%
RIL
320
Rothschild Investment LLC
Illinois
$2.82K +$1.52K +35 +117%
SCM
321
Sterling Capital Management
North Carolina
$2.73K +$2.73K +63 New
Lazard Asset Management
322
Lazard Asset Management
New York
$2K +$2K +57 New
FMII
323
Farmers & Merchants Investments Inc
Nebraska
$1.95K – – –
VCM
324
Versant Capital Management
Arizona
$1.47K +$953 +22 +183%
JWA
325
JFS Wealth Advisors
Pennsylvania
$1.43K +$43 +1 +3%
11 12
13
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