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Artisan Partners

180 hedge funds and large institutions have $1.33B invested in Artisan Partners in 2017 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 76 increasing their positions, 55 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

72% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 18

38% more repeat investments, than reductions

Existing positions increased: 76 | Existing positions reduced: 55

3% more funds holding

Funds holding: 174180 (+6)

2% more capital invested

Capital invested by funds: $1.3B → $1.33B (+$31.1M)

5.39% less ownership

Funds ownership: 104.09%98.7% (-5.4%)

89% less call options, than puts

Call options by funds: $34K | Put options by funds: $303K

Holders
180
Holders Change
+6
Holders Change %
+3.45%
% of All Funds
4.48%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
31
Increased
76
Reduced
55
Closed
18
Calls
$34K
Puts
$303K
Net Calls
-$269K
Net Calls Change
-$262K
Name Holding Trade Value Shares
Change
Change in
Stake
BTW
26
Boston Trust Walden
Massachusetts
$14.9M -$577K -20,116 -4%
Capital World Investors
27
Capital World Investors
California
$14.5M +$15.1M +525,000 New
Schroder Investment Management Group
28
Schroder Investment Management Group
United Kingdom
$14M -$7.99M -278,460 -35%
Balyasny Asset Management
29
Balyasny Asset Management
Illinois
$13.8M +$11.8M +411,349 +459%
BCA
30
Bernzott Capital Advisors
California
$12.2M -$1.26M -44,054 -9%
Northern Trust
31
Northern Trust
Illinois
$10.5M +$268K +9,359 +3%
Geode Capital Management
32
Geode Capital Management
Massachusetts
$9.51M +$2.34M +81,558 +31%
SI
33
Sapience Investments
California
$9.44M +$5.23M +182,211 +114%
BGIM
34
Brandywine Global Investment Management
Pennsylvania
$9.42M -$632K -22,026 -6%
O
35
OppenheimerFunds
New York
$8.44M -$228K -7,960 -3%
Invesco
36
Invesco
Georgia
$8.24M +$2.55M +88,739 +42%
SEI Investments
37
SEI Investments
Pennsylvania
$8.14M +$648K +22,600 +8%
Fiera Capital (Canada)
38
Fiera Capital (Canada)
Quebec, Canada
$7.99M -$368K -12,817 -4%
GXMC
39
Global X Management Company
New York
$7.88M +$900K +31,362 +12%
WA
40
Wasatch Advisors
Utah
$7.72M +$773K +26,959 +11%
Millennium Management
41
Millennium Management
New York
$7.4M +$7.19M +250,784 +1,442%
GKIM
42
GW&K Investment Management
Massachusetts
$6.51M -$186K -6,500 -3%
LCM
43
Laurion Capital Management
New York
$6.11M +$6.35M +221,330 New
VOYA Investment Management
44
VOYA Investment Management
Georgia
$5.87M +$8.95K +312 +0.1%
SCA
45
Secor Capital Advisors
New York
$5.63M +$5.85M +203,930 New
Russell Investments Group
46
Russell Investments Group
United Kingdom
$5.62M +$1.28M +44,536 +28%
SI
47
Sprott Inc
Ontario, Canada
$5.24M +$746K +26,000 +16%
Ameriprise
48
Ameriprise
Minnesota
$4.81M +$1.99M +69,500 +66%
Nordea Investment Management
49
Nordea Investment Management
Sweden
$4.25M -$696K -24,250 -14%
RJA
50
Raymond James & Associates
Florida
$4.07M +$443K +15,452 +12%

APAM Hedge Fund Activity: Q1 2017 in Review

180 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Artisan Partners (APAM) for Q1 2017, worth a combined $1.33B — up 2.4% from $1.3B a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new APAM positions and 18 closed out — a net gain of 13 holders — while 76 added to existing stakes and 55 trimmed.

The largest buyer was BlackRock, adding an estimated $49M. The largest seller was Nicholas Company, exiting entirely with an estimated $12.5M sold.

  • 180 institutional investors held Artisan Partners (APAM) as of Q1 2017, up from 174 in Q4 2016.
  • Funds reported $1.33B of Artisan Partners stock for Q1 2017, up 2.4% quarter-over-quarter.
  • 31 funds opened new Artisan Partners positions in Q1 2017 and 18 closed out, a net change of +13 holders.
  • The largest Artisan Partners buyer in Q1 2017 was BlackRock, an estimated $49M added.
  • The largest Artisan Partners seller in Q1 2017 was Nicholas Company, an estimated $12.5M sold.

Based on aggregated 13F filings for Q1 2017.