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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
Axa
51
Axa
France
$5.72M -$2.1M -49,003 -28%
Royal Bank of Canada
52
Royal Bank of Canada
Ontario, Canada
$5.36M -$1.1M -25,536 -18%
Man Group
53
Man Group
United Kingdom
$4.98M -$1.59M -37,095 -25%
IAN
54
Integrated Advisors Network
Texas
$4.84M +$699K +16,284 +18%
SIA
55
Soltis Investment Advisors
Utah
$4.66M -$1.67M -38,856 -28%
RFC
56
Regions Financial Corp
Alabama
$4.61M +$13.1K +304 +0.3%
UBS AM
57
UBS AM
Illinois
$4.52M +$474K +11,026 +13%
SEI Investments
58
SEI Investments
Pennsylvania
$4.3M +$778K +18,107 +24%
UBS Group
59
UBS Group
Switzerland
$4.27M -$231K -5,369 -5%
SA
60
Sage Advisors
Colorado
$4.25M +$14.5K +337 +0.4%
MPM
61
Meritage Portfolio Management
Kansas
$4.21M +$3.95M +91,959 New
OSAM
62
O'Shaughnessy Asset Management
Connecticut
$4.15M +$2.11M +49,189 +118%
AA
63
ALPS Advisors
Colorado
$3.97M +$844K +19,657 +29%
IP
64
Isthmus Partners
Wisconsin
$3.88M +$991K +23,065 +37%
Prudential Financial
65
Prudential Financial
New Jersey
$3.73M +$102K +2,381 +3%
Ohio Public Employees Retirement System (OPERS)
66
Ohio Public Employees Retirement System (OPERS)
Ohio
$3.59M -$403K -9,382 -11%
AllianceBernstein
67
AllianceBernstein
Tennessee
$3.43M -$573K -13,344 -15%
Los Angeles Capital Management
68
Los Angeles Capital Management
California
$3.27M +$3.07M +71,526 New
RBC
69
Romano Brothers & Co
Illinois
$3.25M -$10.3K -239 -0.3%
California State Teachers Retirement System (CalSTRS)
70
California State Teachers Retirement System (CalSTRS)
California
$3.13M -$120K -2,801 -4%
Holocene Advisors
71
Holocene Advisors
New York
$3.12M +$2.06M +47,917 +236%
Canada Life
72
Canada Life
Manitoba, Canada
$3.03M +$133K +3,106 +5%
State of New Jersey Common Pension Fund D
73
State of New Jersey Common Pension Fund D
New Jersey
$2.99M
TPWM
74
Twelve Points Wealth Management
Massachusetts
$2.82M +$87.8K +2,044 +3%
Asset Management One
75
Asset Management One
Japan
$2.82M -$351K -8,168 -12%

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.