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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 %
SWM
326
Spire Wealth Management
Virginia
$1.3K – – –
CA
327
CoreCap Advisors
Michigan
$1.17K +$520 +12 +80%
HWM
328
Hemington Wealth Management
Virginia
$1K +$1K +23 New
OP
329
ORG Partners
Indiana
$886 – – –
FCA
330
FinTrust Capital Advisors
South Carolina
$650 – – –
SIC
331
SJS Investment Consulting
Ohio
$477 – – –
CPA
332
Capital Performance Advisors
California
$433 +$433 +10 New
DPW
333
DiNuzzo Private Wealth
Pennsylvania
$304 – – –
MFG
334
Mendota Financial Group
Wisconsin
$304 +$304 +7 New
PFBT
335
Parkside Financial Bank & Trust
Missouri
$260 -$173 -4 -40%
AF
336
Advisornet Financial
Minnesota
$260 +$260 +6 New
BGAI
337
Bruce G. Allen Investments
Colorado
$173 +$173 +4 New
CA
338
Claris Advisors
Missouri
$130 +$130 +3 New
TFM
339
TFC Financial Management
Massachusetts
$44 – – –
Norges Bank
340
Norges Bank
Norway
– -$5.39M -130,714 Closed
Assenagon Asset Management
341
Assenagon Asset Management
Luxembourg
– -$4.53M -109,797 Closed
SA
342
Sage Advisors
Colorado
– -$3.88M -94,046 Closed
IWA
343
IBEX Wealth Advisors
New Jersey
– -$3.19M -77,231 Closed
TPSF
344
Texas Permanent School Fund
Texas
– -$2.12M -51,344 Closed
ZIM
345
Zacks Investment Management
Illinois
– -$1.92M -46,441 Closed
Capital Fund Management (CFM)
346
Capital Fund Management (CFM)
France
– -$1.04M -25,118 Closed
UM
347
UniSuper Management
Australia
– -$662K -16,029 Closed
OC
348
Oppenheimer & Co
New York
– -$528K -12,798 Closed
Connor, Clark & Lunn Investment Management (CC&L)
349
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
– -$498K -12,071 Closed
MAM
350
Martingale Asset Management
Massachusetts
– -$460K -11,150 Closed
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