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Artisan Partners

300 hedge funds and large institutions have $2.34B invested in Artisan Partners in 2023 Q3 according to their latest regulatory filings, with 49 funds opening new positions, 91 increasing their positions, 111 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

131% more call options, than puts

Call options by funds: $11.4M | Put options by funds: $4.92M

75% more first-time investments, than exits

New positions opened: 49 | Existing positions closed: 28

7% more funds holding

Funds holding: 281300 (+19)

4.54% less ownership

Funds ownership: 95.5%90.96% (-4.5%)

8% less capital invested

Capital invested by funds: $2.54B → $2.34B (-$203M)

18% less repeat investments, than reductions

Existing positions increased: 91 | Existing positions reduced: 111

Holders
300
Holders Change
+19
Holders Change %
+6.76%
% of All Funds
4.76%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
49
Increased
91
Reduced
111
Closed
28
Calls
$11.4M
Puts
$4.92M
Net Calls
+$6.43M
Net Calls Change
+$41K
Name Holding Trade Value Shares
Change
Change in
Stake
N
26
Nuveen
North Carolina
$16.7M -$17.1M -441,024 -50%
Barclays
27
Barclays
United Kingdom
$16.4M +$6.24M +160,825 +58%
Principal Financial Group
28
Principal Financial Group
Iowa
$13.7M -$875K -22,573 -6%
Invesco
29
Invesco
Georgia
$13.5M +$3.26M +83,998 +30%
New York State Common Retirement Fund
30
New York State Common Retirement Fund
New York
$13.1M
EIP
31
Epoch Investment Partners
New York
$13M +$1.25M +32,284 +10%
BNP Paribas Asset Management
32
BNP Paribas Asset Management
France
$12.2M -$906K -23,379 -7%
HA
33
Heartland Advisors
Wisconsin
$11.8M -$19.7K -509 -0.2%
SI
34
Sprott Inc
Ontario, Canada
$11.2M
Bank of America
35
Bank of America
North Carolina
$9.66M +$3.57M +92,185 +56%
Ameriprise
36
Ameriprise
Minnesota
$9.61M -$950K -24,501 -9%
Man Group
37
Man Group
United Kingdom
$8.07M -$3.26M -84,162 Closed
RhumbLine Advisers
38
RhumbLine Advisers
Massachusetts
$7.44M -$353K -9,106 -4%
Legal & General Group
39
Legal & General Group
United Kingdom
$7.27M -$11.9K -307 -0.2%
Axa
40
Axa
France
$6.72M +$6.97M +179,700 New
Stifel Financial
41
Stifel Financial
Missouri
$6.64M +$1.51M +38,951 +28%
American Century Companies
42
American Century Companies
Missouri
$5.64M +$231K +5,954 +4%
Swiss National Bank
43
Swiss National Bank
Switzerland
$5.63M +$101K +2,600 +2%
SIA
44
Soltis Investment Advisors
Utah
$5.63M -$190K -4,894 -3%
FNF
45
Fidelity National Financial
Florida
$5.61M
BCA
46
Bernzott Capital Advisors
California
$5.61M -$6.75M -173,981 -54%
CS
47
Credit Suisse
Switzerland
$5.33M -$28.2K -727 -0.5%
JP Morgan Chase
48
JP Morgan Chase
New York
$5.13M -$17.3M -446,681 -77%
PFC
49
Phocas Financial Corp
California
$5M -$3.8K -98 -0.1%
Natixis Advisors
50
Natixis Advisors
Massachusetts
$4.69M -$349 -9 -0%

APAM Hedge Fund Activity: Q3 2023 in Review

300 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Artisan Partners (APAM) for Q3 2023, worth a combined $2.34B — down 8% from $2.54B a quarter earlier.

Buyers outnumbered sellers: 49 funds opened new APAM positions and 28 closed out — a net gain of 21 holders — while 91 added to existing stakes and 111 trimmed.

The largest buyer was BlackRock, adding an estimated $65.3M. The largest seller was Clarkston Capital Partners, cutting an estimated $61M.

  • 300 institutional investors held Artisan Partners (APAM) as of Q3 2023, up from 281 in Q2 2023.
  • Funds reported $2.34B of Artisan Partners stock for Q3 2023, down 8% quarter-over-quarter.
  • 49 funds opened new Artisan Partners positions in Q3 2023 and 28 closed out, a net change of +21 holders.
  • The largest Artisan Partners buyer in Q3 2023 was BlackRock, an estimated $65.3M added.
  • The largest Artisan Partners seller in Q3 2023 was Clarkston Capital Partners, an estimated $61M sold.

Based on aggregated 13F filings for Q3 2023.