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Artisan Partners
APAM

143 hedge funds and large institutions have $1.68B invested in Artisan Partners in 2014 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 53 increasing their positions, 45 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

18% more repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 45

10% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 30

1% more funds holding

Funds holding: 142 → 143 (+1)

0% more capital invested

Capital invested by funds: $1.68B → $1.68B (+$2.34M)

1.77% less ownership

Funds ownership: 99.2% → 97.43% (-1.8%)

45% less call options, than puts

Call options by funds: $424K | Put options by funds: $768K

Holders
143
Holders Change
+1
Holders Change %
+0.7%
% of All Funds
3.81%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.05%
New
33
Increased
53
Reduced
45
Closed
30
Calls
$424K
Puts
$768K
Net Calls
-$344K
Net Calls Change
-$1.57M

Top Buyers

1
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
+$105M
2
RA
Royce & Associates
New York
+$56.9M
3
FCM
Frontier Capital Management
Massachusetts
+$19.5M
4
Wells Fargo
Wells Fargo
California
+$17.3M
5
TAM
Tiverton Asset Management
Delaware
+$14.7M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$95.5M
2
Invesco
Invesco
Georgia
-$25.5M
3
ZCI
Zevenbergen Capital Investments
Washington
-$22.4M
4
EAM
Eagle Asset Management
Florida
-$14.5M
5
AllianceBernstein
AllianceBernstein
Tennessee
-$11.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
JCM
26
Junto Capital Management
New York
$16.6M +$16.4M +329,150 New
TAM
27
Tiverton Asset Management
Delaware
$14.8M +$14.7M +293,800 New
Deutsche Bank
28
Deutsche Bank
Germany
$14.8M +$5.19M +104,040 +55%
NC
29
Nicholas Company
Wisconsin
$13.9M +$374K +7,500 +3%
CC
30
Curian Capital
Colorado
$12.4M +$197K +3,947 +2%
Renaissance Technologies
31
Renaissance Technologies
New York
$12.1M +$1.56M +31,200 +15%
BFA
32
BlackRock Fund Advisors
California
$11.2M +$1.83M +36,687 +20%
Norges Bank
33
Norges Bank
Norway
$10.4M – – –
Bank of New York Mellon
34
Bank of New York Mellon
New York
$9.96M +$4.12M +82,506 +72%
Goldman Sachs
35
Goldman Sachs
New York
$9.32M +$2.09M +41,974 +29%
Northern Trust
36
Northern Trust
Illinois
$8.54M -$258K -5,166 -3%
Geode Capital Management
37
Geode Capital Management
Massachusetts
$7.94M -$1.47M -29,498 -16%
AllianceBernstein
38
AllianceBernstein
Tennessee
$6.21M -$11.2M -225,188 -65%
Citadel Advisors
39
Citadel Advisors
Florida
$5.98M +$2.21M +44,314 +60%
RFC
40
Russell Frank Company
Washington
$4.72M +$4.59K +92 +0.1%
TCIM
41
TIAA CREF Investment Management
New York
$4.38M -$6.83M -136,845 -61%
RJA
42
Raymond James & Associates
Florida
$4.01M +$524K +10,510 +15%
Ameriprise
43
Ameriprise
Minnesota
$3.82M -$262K -5,244 -6%
PPA
44
Parametric Portfolio Associates
Washington
$3.71M +$380K +7,621 +12%
BTS
45
BB&T Securities
Virginia
$3.55M +$351K +7,035 New
Dimensional Fund Advisors
46
Dimensional Fund Advisors
Texas
$3.5M +$3.26M +65,375 +1,646%
PI
47
Putnam Investments
Massachusetts
$3.43M -$59.9K -1,200 -2%
Millennium Management
48
Millennium Management
New York
$3.31M +$227K +4,556 +7%
Ohio Public Employees Retirement System (OPERS)
49
Ohio Public Employees Retirement System (OPERS)
Ohio
$2.92M +$105K +2,105 +4%
AP
50
AHL Partners
United Kingdom
$2.84M -$555K -11,135 -17%
1
2
3 4 5

APAM Hedge Fund Activity: Q4 2014 in Review

143 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in Artisan Partners (APAM) for Q4 2014, worth a combined $1.68B — up 0.14% from $1.68B a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new APAM positions and 30 closed out — a net gain of 3 holders — while 53 added to existing stakes and 45 trimmed.

The largest buyer was Kayne Anderson Rudnick Investment Management, adding an estimated $105M. The largest seller was Wellington Management Group, exiting entirely with an estimated $95.5M sold.

  • 143 institutional investors held Artisan Partners (APAM) as of Q4 2014, up from 142 in Q3 2014.
  • Funds reported $1.68B of Artisan Partners stock for Q4 2014, up 0.14% quarter-over-quarter.
  • 33 funds opened new Artisan Partners positions in Q4 2014 and 30 closed out, a net change of +3 holders.
  • The largest Artisan Partners buyer in Q4 2014 was Kayne Anderson Rudnick Investment Management, an estimated $105M added.
  • The largest Artisan Partners seller in Q4 2014 was Wellington Management Group, an estimated $95.5M sold.

Based on aggregated 13F filings for Q4 2014.