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Artisan Partners

216 hedge funds and large institutions have $1.58B invested in Artisan Partners in 2019 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 73 increasing their positions, 71 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

7,450% more call options, than puts

Call options by funds: $1.21M | Put options by funds: $16K

39% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 23

14% more capital invested

Capital invested by funds: $1.38B → $1.58B (+$199M)

1% more funds holding

Funds holding: 213216 (+3)

3% more repeat investments, than reductions

Existing positions increased: 73 | Existing positions reduced: 71

0.18% more ownership

Funds ownership: 87.01%87.18% (+0.18%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

Holders
216
Holders Change
+3
Holders Change %
+1.41%
% of All Funds
4.26%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
32
Increased
73
Reduced
71
Closed
23
Calls
$1.21M
Puts
$16K
Net Calls
+$1.19M
Net Calls Change
+$438K
Name Holding Trade Value Shares
Change
Change in
Stake
LCP
76
Legacy Capital Partners
Wisconsin
$2.08M -$2.89K -100 -0.2%
AG
77
Advisor Group
Arizona
$2.02M -$41.7K -1,445 -2%
Barclays
78
Barclays
United Kingdom
$1.91M +$683K +23,669 +67%
GIM
79
Greenwich Investment Management
Connecticut
$1.9M -$45.9K -1,590 -3%
AIMCA
80
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$1.89M -$1.19M -41,100 -41%
Ohio Public Employees Retirement System (OPERS)
81
Ohio Public Employees Retirement System (OPERS)
Ohio
$1.82M -$414K -14,325 -20%
Truist Financial
82
Truist Financial
North Carolina
$1.76M +$1.57M +54,483 New
Envestnet Asset Management
83
Envestnet Asset Management
Illinois
$1.69M -$14.7K -508 -1%
HA
84
Heartland Advisors
Wisconsin
$1.67M +$1.49M +51,662 New
Holocene Advisors
85
Holocene Advisors
New York
$1.57M +$493K +17,060 +54%
UBS AM
86
UBS AM
Illinois
$1.57M -$264K -9,145 -16%
Nisa Investment Advisors
87
Nisa Investment Advisors
Missouri
$1.51M +$54.9K +1,900 +4%
GIP
88
Greatmark Investment Partners
Georgia
$1.47M +$83.7K +2,900 +7%
Stifel Financial
89
Stifel Financial
Missouri
$1.44M +$175K +6,055 +16%
RFC
90
Regions Financial Corp
Alabama
$1.43M +$70.5K +2,441 +6%
Principal Financial Group
91
Principal Financial Group
Iowa
$1.41M -$456K -15,788 -27%
HSBC Holdings
92
HSBC Holdings
United Kingdom
$1.21M +$557K +19,282 +109%
Thrivent Financial for Lutherans
93
Thrivent Financial for Lutherans
Minnesota
$1.17M +$127K +4,391 +14%
Deutsche Bank
94
Deutsche Bank
Germany
$1.14M +$236K +8,190 +30%
Lord, Abbett & Co
95
Lord, Abbett & Co
New Jersey
$1.14M -$14.6K -504 -1%
CS
96
Credit Suisse
Switzerland
$1.12M -$232K -8,037 -19%
AG
97
Aperio Group
California
$1.12M +$44.2K +1,530 +5%
CIC
98
Cornercap Investment Counsel
Georgia
$1.12M -$3.9K -135 -0.4%
Canada Pension Plan Investment Board
99
Canada Pension Plan Investment Board
Ontario, Canada
$1.02M +$913K +31,600 New
AIG
100
American International Group
New York
$1.01M -$7.59K -263 -0.8%

APAM Hedge Fund Activity: Q4 2019 in Review

216 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Artisan Partners (APAM) for Q4 2019, worth a combined $1.58B — up 14% from $1.38B a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new APAM positions and 23 closed out — a net gain of 9 holders — while 73 added to existing stakes and 71 trimmed.

The largest buyer was Renaissance Technologies, adding an estimated $12.5M. The largest seller was American Century Companies, cutting an estimated $12.3M.

  • 216 institutional investors held Artisan Partners (APAM) as of Q4 2019, up from 213 in Q3 2019.
  • Funds reported $1.58B of Artisan Partners stock for Q4 2019, up 14% quarter-over-quarter.
  • 32 funds opened new Artisan Partners positions in Q4 2019 and 23 closed out, a net change of +9 holders.
  • The largest Artisan Partners buyer in Q4 2019 was Renaissance Technologies, an estimated $12.5M added.
  • The largest Artisan Partners seller in Q4 2019 was American Century Companies, an estimated $12.3M sold.

Based on aggregated 13F filings for Q4 2019.