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Artisan Partners

259 hedge funds and large institutions have $1.84B invested in Artisan Partners in 2023 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 105 increasing their positions, 66 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

144% more call options, than puts

Call options by funds: $10M | Put options by funds: $4.1M

59% more repeat investments, than reductions

Existing positions increased: 105 | Existing positions reduced: 66

10% more capital invested

Capital invested by funds: $1.67B → $1.84B (+$174M)

0.24% more ownership

Funds ownership: 84.52%84.76% (+0.24%)

5% less funds holding

Funds holding: 272259 (-13)

20% less first-time investments, than exits

New positions opened: 40 | Existing positions closed: 50

Holders
259
Holders Change
-13
Holders Change %
-4.78%
% of All Funds
4.13%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
40
Increased
105
Reduced
66
Closed
50
Calls
$10M
Puts
$4.1M
Net Calls
+$5.91M
Net Calls Change
+$3.46M
Name Holding Trade Value Shares
Change
Change in
Stake
CIC
26
Crawford Investment Counsel
Georgia
$17.3M +$2.38M +70,908 +15%
New York State Common Retirement Fund
27
New York State Common Retirement Fund
New York
$14.3M +$950K +28,333 +7%
BNP Paribas Asset Management
28
BNP Paribas Asset Management
France
$13.1M +$279K +8,315 +2%
BCA
29
Bernzott Capital Advisors
California
$11.1M -$8.22M -245,023 -41%
EIP
30
Epoch Investment Partners
New York
$10M -$28.3M -842,277 -73%
Goldman Sachs
31
Goldman Sachs
New York
$9.79M +$1.81M +54,098 +21%
SI
32
Sprott Inc
Ontario, Canada
$9.59M -$168K -5,000 -2%
Invesco
33
Invesco
Georgia
$8.25M -$1.31M -39,171 -13%
First Trust Advisors
34
First Trust Advisors
Illinois
$7.64M +$1.09M +32,453 +16%
Bank of America
35
Bank of America
North Carolina
$7.63M +$1.47M +43,883 +23%
Hotchkis & Wiley Capital Management
36
Hotchkis & Wiley Capital Management
California
$7.51M +$180K +5,370 +2%
Millennium Management
37
Millennium Management
New York
$6.26M +$5.07M +151,003 +337%
SIA
38
Soltis Investment Advisors
Utah
$5.95M +$823K +24,522 +15%
FNF
39
Fidelity National Financial
Florida
$4.8M
Stifel Financial
40
Stifel Financial
Missouri
$4.69M +$1.06M +31,715 +28%
Swiss National Bank
41
Swiss National Bank
Switzerland
$4.69M -$543K -16,200 -10%
CS
42
Credit Suisse
Switzerland
$4.33M +$185K +5,515 +4%
American Century Companies
43
American Century Companies
Missouri
$4.31M +$3.1M +92,387 +201%
JP Morgan Chase
44
JP Morgan Chase
New York
$4.24M +$723K +21,540 +19%
Norges Bank
45
Norges Bank
Norway
$4.18M
VI
46
Vestcor Inc
New Brunswick, Canada
$4.01M +$2.63M +78,337 +166%
Renaissance Technologies
47
Renaissance Technologies
New York
$3.98M -$916K -27,300 -18%
Natixis Advisors
48
Natixis Advisors
Massachusetts
$3.54M -$303K -9,039 -8%
RFC
49
Regions Financial Corp
Alabama
$3.44M +$65.1K +1,940 +2%
Royal Bank of Canada
50
Royal Bank of Canada
Ontario, Canada
$3.23M +$994K +29,634 +42%