We are live on ! Find out more
APAM icon

Artisan Partners

281 hedge funds and large institutions have $2.54B invested in Artisan Partners in 2023 Q2 according to their latest regulatory filings, with 55 funds opening new positions, 110 increasing their positions, 65 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

118% more call options, than puts

Call options by funds: $11.8M | Put options by funds: $5.41M

69% more repeat investments, than reductions

Existing positions increased: 110 | Existing positions reduced: 65

67% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 33

38% more capital invested

Capital invested by funds: $1.84B → $2.54B (+$698M)

10.74% more ownership

Funds ownership: 84.76%95.5% (+11%)

8% more funds holding

Funds holding: 259281 (+22)

Holders
281
Holders Change
+22
Holders Change %
+8.49%
% of All Funds
4.41%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
55
Increased
110
Reduced
65
Closed
33
Calls
$11.8M
Puts
$5.41M
Net Calls
+$6.39M
Net Calls Change
+$483K
Name Holding Trade Value Shares
Change
Change in
Stake
RIA
76
Regal Investment Advisors
Michigan
$2.52M -$77.9K -2,257 -3%
UBS AM
77
UBS AM
Illinois
$2.51M
Canada Pension Plan Investment Board
78
Canada Pension Plan Investment Board
Ontario, Canada
$2.37M +$2.09M +60,400 New
TPSF
79
Texas Permanent School Fund
Texas
$2.37M +$2.08M +60,266 New
IP
80
Isthmus Partners
Wisconsin
$2.33M -$12.1K -350 -0.6%
DIA
81
Dana Investment Advisors
Wisconsin
$2.27M -$10.4K -300 -0.5%
TPWM
82
Twelve Points Wealth Management
Massachusetts
$2.23M +$129K +3,740 +7%
RPSA
83
Richard P. Slaughter Associates
Texas
$2.19M +$59.6K +1,725 +3%
OA
84
Operose Advisors
Wisconsin
$2.14M +$14.1K +409 +0.8%
NW
85
NewEdge Wealth
Pennsylvania
$2.08M -$8.15K -236 -0.4%
VAS
86
Vestmark Advisory Solutions
Massachusetts
$2.08M -$8.15K -236 -0.4%
SIA
87
Sit Investment Associates
Minnesota
$2.08M
Osaic Holdings
88
Osaic Holdings
Arizona
$2M +$1.35K +39 +0.1%
Envestnet Asset Management
89
Envestnet Asset Management
Illinois
$1.97M +$11.7K +339 +0.7%
Citigroup
90
Citigroup
New York
$1.94M +$1.6M +46,479 +1,646%
VI
91
Vestcor Inc
New Brunswick, Canada
$1.82M -$2.73M -79,184 -63%
Royal Bank of Canada
92
Royal Bank of Canada
Ontario, Canada
$1.8M -$1.91M -55,254 -55%
SOADOR
93
State of Alaska Department of Revenue
Alaska
$1.77M +$1.56M +45,042 New
ACP
94
Aviance Capital Partners
Florida
$1.77M -$2.66K -77 -0.2%
Holocene Advisors
95
Holocene Advisors
New York
$1.72M
MAP
96
Moody Aldrich Partners
Massachusetts
$1.71M
State of Tennessee, Department of Treasury
97
State of Tennessee, Department of Treasury
Tennessee
$1.7M +$1.12M +32,431 +300%
SPC
98
Sigma Planning Corp
Michigan
$1.68M +$65.1K +1,886 +5%
HWAM
99
Hennion & Walsh Asset Management
New Jersey
$1.66M +$122K +3,542 +9%
ZIM
100
Zacks Investment Management
Illinois
$1.58M +$125K +3,618 +10%

APAM Hedge Fund Activity: Q2 2023 in Review

281 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Artisan Partners (APAM) for Q2 2023, worth a combined $2.54B — up 38% from $1.84B a quarter earlier.

Buyers outnumbered sellers: 55 funds opened new APAM positions and 33 closed out — a net gain of 22 holders — while 110 added to existing stakes and 65 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $70.4M. The largest seller was Macquarie Group, exiting entirely with an estimated $55.6M sold.

  • 281 institutional investors held Artisan Partners (APAM) as of Q2 2023, up from 259 in Q1 2023.
  • Funds reported $2.54B of Artisan Partners stock for Q2 2023, up 38% quarter-over-quarter.
  • 55 funds opened new Artisan Partners positions in Q2 2023 and 33 closed out, a net change of +22 holders.
  • The largest Artisan Partners buyer in Q2 2023 was Goldman Sachs, an estimated $70.4M added.
  • The largest Artisan Partners seller in Q2 2023 was Macquarie Group, an estimated $55.6M sold.

Based on aggregated 13F filings for Q2 2023.