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Artisan Partners
APAM

Overview Fund Activity

333 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, 92 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
333
Holders Change
+1
Holders Change %
+0.3%
% of All Funds
4.84%
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
92
Closed
40
Calls
$6.67M
Puts
$2.19M
Net Calls
+$4.48M
Net Calls Change
-$2.14M

Top Buyers

1
Millennium Management
1
Millennium Management
New York
$10.7M
2
Kayne Anderson Rudnick Investment Management
2
Kayne Anderson Rudnick Investment Management
California
$273M
3
Geode Capital Management
3
Geode Capital Management
Massachusetts
$69.9M
4
BlackRock
4
BlackRock
New York
$441M
5
UBS AM
5
UBS AM
Illinois
$8.91M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$61.3M
2
Janus Henderson Group
2
Janus Henderson Group
United Kingdom
$1.33M
3
EIP
3
Epoch Investment Partners
New York
$2.01M
4
BCA
4
Bernzott Capital Advisors
California
$0
5
Invesco
5
Invesco
Georgia
$39.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
NA
326
NewEdge Advisors
Louisiana
$454 +$41 +1 +10%
PFBT
327
Parkside Financial Bank & Trust
Missouri
$413 +$165 +4 +67%
ECM
328
Everence Capital Management
Indiana
$362 – – –
WWP
329
WR Wealth Planners
Missouri
$330 – – –
DPW
330
DiNuzzo Private Wealth
Pennsylvania
$289 +$41 +1 +17%
TFM
331
TFC Financial Management
Massachusetts
$42 +$42 +1 New
LFG
332
Larson Financial Group
Missouri
$41 +$41 +1 New
BCA
333
Bernzott Capital Advisors
California
– -$5.93M -129,649 Closed
IAN
334
Integrated Advisors Network
Texas
– -$4.84M -105,700 Closed
ECM
335
ExodusPoint Capital Management
New York
– -$2.68M -58,560 Closed
Arrowstreet Capital
336
Arrowstreet Capital
Massachusetts
– -$2.16M -47,096 Closed
RIA
337
Regal Investment Advisors
Michigan
– -$2.14M -46,673 Closed
AIG
338
American International Group
New York
– -$1.53M -33,481 Closed
MC
339
McMorgan & Co
California
– -$1.53M -33,348 Closed
RGI
340
River Global Investors
United Kingdom
– -$1.19M -25,955 Closed
Cerity Partners
341
Cerity Partners
New York
– -$724K -15,818 Closed
NC
342
NewSquare Capital
Pennsylvania
– -$693K -15,140 Closed
RFG
343
Range Financial Group
Oregon
– -$504K -11,009 Closed
Cambridge Investment Research Advisors
344
Cambridge Investment Research Advisors
Iowa
– -$492K -10,757 Closed
MAM
345
Madison Asset Management
Wisconsin
– -$375K -8,200 Closed
ET
346
Entropy Technologies
New York
– -$356K -7,788 Closed
MOS
347
MGO One Seven
Ohio
– -$326K -7,125 Closed
Verition Fund Management
348
Verition Fund Management
Connecticut
– -$323K -7,061 Closed
AA
349
AlphaMark Advisors
Kentucky
– -$315K -6,892 Closed
DAS
350
Diversify Advisory Services
Utah
– -$299K -6,579 Closed
11 12 13
14
15