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Artisan Partners

332 hedge funds and large institutions have $2.79B invested in Artisan Partners in 2024 Q1 according to their latest regulatory filings, with 55 funds opening new positions, 121 increasing their positions, 101 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

174% more call options, than puts

Call options by funds: $10.4M | Put options by funds: $3.8M

62% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 34

20% more repeat investments, than reductions

Existing positions increased: 121 | Existing positions reduced: 101

6% more funds holding

Funds holding: 313332 (+19)

2% more capital invested

Capital invested by funds: $2.75B → $2.79B (+$43.3M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

2.17% less ownership

Funds ownership: 90.85%88.69% (-2.2%)

Holders
332
Holders Change
+19
Holders Change %
+6.07%
% of All Funds
4.78%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
55
Increased
121
Reduced
101
Closed
34
Calls
$10.4M
Puts
$3.8M
Net Calls
+$6.62M
Net Calls Change
+$849K
Name Holding Trade Value Shares
Change
Change in
Stake
BNP Paribas Asset Management
26
BNP Paribas Asset Management
France
$18.3M +$1.83M +42,522 +12%
SI
27
Sprott Inc
Ontario, Canada
$17.3M +$3.74M +87,040 +30%
HA
28
Heartland Advisors
Wisconsin
$17M +$178K +4,156 +1%
Principal Financial Group
29
Principal Financial Group
Iowa
$16.3M +$29.2K +680 +0.2%
New York State Common Retirement Fund
30
New York State Common Retirement Fund
New York
$16.1M +$112K +2,615 +0.7%
Natixis Advisors
31
Natixis Advisors
Massachusetts
$12.6M +$4.62M +107,581 +64%
EIP
32
Epoch Investment Partners
New York
$12M -$2.03M -47,157 -15%
Ameriprise
33
Ameriprise
Minnesota
$10.9M -$360K -8,378 -3%
JAM
34
Jupiter Asset Management
United Kingdom
$9.91M +$9.3M +216,457 New
Legal & General Group
35
Legal & General Group
United Kingdom
$9.02M +$71.2K +1,658 +0.8%
RhumbLine Advisers
36
RhumbLine Advisers
Massachusetts
$8.78M -$29.8K -695 -0.4%
EP
37
Edgestream Partners
New Jersey
$7.29M +$6.84M +159,208 New
CS
38
Credit Suisse
Switzerland
$6.86M -$24.5K -571 -0.4%
Goldman Sachs
39
Goldman Sachs
New York
$6.58M -$443K -10,322 -7%
Deutsche Bank
40
Deutsche Bank
Germany
$6.47M -$5.11M -119,085 -46%
Public Sector Pension Investment Board (PSP Investments)
41
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$6.44M -$64K -1,490 -1%
Bank of America
42
Bank of America
North Carolina
$6.31M -$3.6M -83,824 -38%
Swiss National Bank
43
Swiss National Bank
Switzerland
$6.17M
JP Morgan Chase
44
JP Morgan Chase
New York
$6.05M -$775K -18,049 -12%
Thrivent Financial for Lutherans
45
Thrivent Financial for Lutherans
Minnesota
$6M +$1.38M +32,061 +32%
Norges Bank
46
Norges Bank
Norway
$5.98M
American Century Companies
47
American Century Companies
Missouri
$5.94M +$50.9K +1,185 +0.9%
BCA
48
Bernzott Capital Advisors
California
$5.93M -$622K -14,474 -10%
HBCM
49
Heron Bay Capital Management
Michigan
$5.86M +$132K +3,078 +2%
Stifel Financial
50
Stifel Financial
Missouri
$5.72M -$2.52M -58,673 -32%

APAM Hedge Fund Activity: Q1 2024 in Review

332 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Artisan Partners (APAM) for Q1 2024, worth a combined $2.79B — up 1.6% from $2.75B a quarter earlier.

Buyers outnumbered sellers: 55 funds opened new APAM positions and 34 closed out — a net gain of 21 holders — while 121 added to existing stakes and 101 trimmed.

The largest buyer was Invesco, adding an estimated $29M. The largest seller was Morgan Stanley, cutting an estimated $70.9M.

  • 332 institutional investors held Artisan Partners (APAM) as of Q1 2024, up from 313 in Q4 2023.
  • Funds reported $2.79B of Artisan Partners stock for Q1 2024, up 1.6% quarter-over-quarter.
  • 55 funds opened new Artisan Partners positions in Q1 2024 and 34 closed out, a net change of +21 holders.
  • The largest Artisan Partners buyer in Q1 2024 was Invesco, an estimated $29M added.
  • The largest Artisan Partners seller in Q1 2024 was Morgan Stanley, an estimated $70.9M sold.

Based on aggregated 13F filings for Q1 2024.