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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
JWA
326
JFS Wealth Advisors
Pennsylvania
$1.43K +$41 +1 +3%
SWM
327
Spire Wealth Management
Virginia
$1.3K
CA
328
CoreCap Advisors
Michigan
$1.17K +$495 +12 +80%
HWM
329
Hemington Wealth Management
Virginia
$1K +$949 +23 New
OP
330
ORG Partners
Indiana
$886
FCA
331
FinTrust Capital Advisors
South Carolina
$650
SIC
332
SJS Investment Consulting
Ohio
$477
CPA
333
Capital Performance Advisors
California
$433 +$413 +10 New
DPW
334
DiNuzzo Private Wealth
Pennsylvania
$304
MFG
335
Mendota Financial Group
Wisconsin
$304 +$289 +7 New
PFBT
336
Parkside Financial Bank & Trust
Missouri
$260 -$165 -4 -40%
AF
337
Advisornet Financial
Minnesota
$260 +$248 +6 New
BGAI
338
Bruce G. Allen Investments
Colorado
$173 +$165 +4 New
CA
339
Claris Advisors
Missouri
$130 +$124 +3 New
TFM
340
TFC Financial Management
Massachusetts
$44
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
ZIM
344
Zacks Investment Management
Illinois
-$1.92M -46,441 Closed
Capital Fund Management (CFM)
345
Capital Fund Management (CFM)
France
-$1.04M -25,118 Closed
UM
346
UniSuper Management
Australia
-$662K -16,029 Closed
OC
347
Oppenheimer & Co
New York
-$528K -12,798 Closed
Connor, Clark & Lunn Investment Management (CC&L)
348
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
-$498K -12,071 Closed
MAM
349
Martingale Asset Management
Massachusetts
-$460K -11,150 Closed
Citadel Advisors
350
Citadel Advisors
Florida
-$365K -8,836 Closed