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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
HHC
51
Hutchin Hill Capital
New York
$2.58M +$2.54M +51,000 New
California State Teachers Retirement System (CalSTRS)
52
California State Teachers Retirement System (CalSTRS)
California
$2.58M +$10.8K +217 +0.4%
California Public Employees Retirement System
53
California Public Employees Retirement System
California
$2.4M +$314K +6,300 +15%
AIC
54
Aurora Investment Counsel
Georgia
$2.38M +$471K +9,440 +25%
SB
55
Suntrust Banks
Georgia
$2.38M -$628K -12,588 -21%
Los Angeles Capital Management
56
Los Angeles Capital Management
California
$2.16M +$1.73M +34,670 +433%
Charles Schwab
57
Charles Schwab
California
$2.15M +$134K +2,681 +7%
First Trust Advisors
58
First Trust Advisors
Illinois
$2.01M +$1.99M +39,867 New
UBS Group
59
UBS Group
Switzerland
$2.01M +$1.98M +39,767 New
CS
60
Credit Suisse
Switzerland
$1.75M -$121K -2,427 -7%
Swiss National Bank
61
Swiss National Bank
Switzerland
$1.69M +$185K +3,700 +12%
State Board of Administration of Florida Retirement System
62
State Board of Administration of Florida Retirement System
Florida
$1.62M +$8.78K +176 +0.6%
Stifel Financial
63
Stifel Financial
Missouri
$1.52M -$126K -2,534 -8%
RFC
64
Regions Financial Corp
Alabama
$1.47M +$890K +17,834 +160%
WRF
65
Waddell & Reed Financial
Kansas
$1.39M +$1.37M +27,490 New
SCM
66
Stevens Capital Management
Pennsylvania
$1.38M +$1.36M +27,327 New
PI
67
Placemark Investments
Illinois
$1.37M -$511K -10,242 -27%
MC
68
Menta Capital
California
$1.11M +$1.1M +22,005 New
State of Wisconsin Investment Board
69
State of Wisconsin Investment Board
Wisconsin
$1.08M +$60.9K +1,220 +6%
SEI Investments
70
SEI Investments
Pennsylvania
$1.02M +$1.01M +20,179 New
BP
71
BBR Partners
New York
$1.01M – – –
RhumbLine Advisers
72
RhumbLine Advisers
Massachusetts
$996K – – –
ACI
73
Advance Capital I
Michigan
$925K +$913K +18,300 New
TA
74
Teachers Advisors
New York
$924K +$42.9K +861 +5%
FA
75
FDx Advisors
Illinois
$912K +$81K +1,624 +10%
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.