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Artisan Partners

259 hedge funds and large institutions have $1.84B invested in Artisan Partners in 2023 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 105 increasing their positions, 66 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

144% more call options, than puts

Call options by funds: $10M | Put options by funds: $4.1M

59% more repeat investments, than reductions

Existing positions increased: 105 | Existing positions reduced: 66

10% more capital invested

Capital invested by funds: $1.67B → $1.84B (+$174M)

0.24% more ownership

Funds ownership: 84.52%84.76% (+0.24%)

5% less funds holding

Funds holding: 272259 (-13)

20% less first-time investments, than exits

New positions opened: 40 | Existing positions closed: 50

Holders
259
Holders Change
-13
Holders Change %
-4.78%
% of All Funds
4.13%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
40
Increased
105
Reduced
66
Closed
50
Calls
$10M
Puts
$4.1M
Net Calls
+$5.91M
Net Calls Change
+$3.46M
Name Holding Trade Value Shares
Change
Change in
Stake
DIA
76
Dana Investment Advisors
Wisconsin
$1.86M +$3.92K +117 +0.2%
Marshall Wace
77
Marshall Wace
United Kingdom
$1.76M -$2.59M -77,213 -58%
Ameriprise
78
Ameriprise
Minnesota
$1.76M +$225K +6,722 +14%
OA
79
Operose Advisors
Wisconsin
$1.73M +$339K +10,100 +23%
RPSA
80
Richard P. Slaughter Associates
Texas
$1.72M -$83.8K -2,498 -4%
VAS
81
Vestmark Advisory Solutions
Massachusetts
$1.7M -$50.7K -1,511 -3%
NW
82
NewEdge Wealth
Pennsylvania
$1.7M -$64.6K -1,926 -4%
TPWM
83
Twelve Points Wealth Management
Massachusetts
$1.7M +$402K +11,983 +29%
SIA
84
Sit Investment Associates
Minnesota
$1.69M
Osaic Holdings
85
Osaic Holdings
Arizona
$1.62M +$12.9K +386 +0.8%
Envestnet Asset Management
86
Envestnet Asset Management
Illinois
$1.59M -$1.18M -35,201 -41%
GCM
87
Graham Capital Management
Connecticut
$1.59M -$247K -7,370 -13%
Two Sigma Advisers
88
Two Sigma Advisers
New York
$1.59M -$161K -4,800 -9%
Fidelity Investments
89
Fidelity Investments
Massachusetts
$1.57M -$16.2K -484 -1%
PMAM
90
Penn Mutual Asset Management
Pennsylvania
$1.52M
Schroder Investment Management Group
91
Schroder Investment Management Group
United Kingdom
$1.5M -$883K -26,312 -36%
BNP Paribas Financial Markets
92
BNP Paribas Financial Markets
France
$1.49M +$670K +19,962 +75%
BCI
93
Brinker Capital Investments
Pennsylvania
$1.48M +$201K +5,982 +15%
OPS
94
Orion Portfolio Solutions
Nebraska
$1.48M +$1.15M +34,344 +286%
ACP
95
Aviance Capital Partners
Florida
$1.44M +$87.3K +2,604 +6%
Holocene Advisors
96
Holocene Advisors
New York
$1.4M -$197K -5,858 -12%
MAP
97
Moody Aldrich Partners
Massachusetts
$1.39M
Deutsche Bank
98
Deutsche Bank
Germany
$1.37M +$383K +11,413 +36%
SPC
99
Sigma Planning Corp
Michigan
$1.3M +$30.3K +903 +2%
RGI
100
River Global Investors
United Kingdom
$1.29M -$40.9K -1,220 -3%