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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
TPSF
76
Texas Permanent School Fund
Texas
$2.75M +$38.2K +890 +2%
ECM
77
ExodusPoint Capital Management
New York
$2.68M +$2.51M +58,560 New
Qube Research & Technologies (QRT)
78
Qube Research & Technologies (QRT)
United Kingdom
$2.63M +$2.47M +57,468 New
MWM
79
Moran Wealth Management
Florida
$2.6M +$943K +21,947 +63%
OA
80
Operose Advisors
Wisconsin
$2.56M +$29.2K +681 +1%
DIA
81
Dana Investment Advisors
Wisconsin
$2.53M -$114K -2,650 -5%
State of Tennessee, Department of Treasury
82
State of Tennessee, Department of Treasury
Tennessee
$2.5M +$401K +9,336 +21%
BCI
83
Brinker Capital Investments
Pennsylvania
$2.48M -$621K -14,467 -21%
OPS
84
Orion Portfolio Solutions
Nebraska
$2.48M -$621K -14,467 -21%
LPL Financial
85
LPL Financial
California
$2.46M +$2.06M +47,910 +813%
Citigroup
86
Citigroup
New York
$2.44M +$365K +8,490 +19%
Comerica Bank
87
Comerica Bank
Texas
$2.43M -$59.5K -1,385 -3%
Rockefeller Capital Management
88
Rockefeller Capital Management
New York
$2.31M +$183K +4,266 +9%
VOYA Investment Management
89
VOYA Investment Management
Georgia
$2.28M +$226K +5,269 +12%
BNP Paribas Financial Markets
90
BNP Paribas Financial Markets
France
$2.28M +$151K +3,522 +8%
VAS
91
Vestmark Advisory Solutions
Massachusetts
$2.23M -$8.72K -203 -0.4%
Arrowstreet Capital
92
Arrowstreet Capital
Massachusetts
$2.16M +$1.73M +40,366 +600%
RIA
93
Regal Investment Advisors
Michigan
$2.14M -$1.62M -37,740 -45%
ZIM
94
Zacks Investment Management
Illinois
$2.12M +$284K +6,620 +17%
NW
95
NewEdge Wealth
Pennsylvania
$2.08M +$22.1K +514 +1%
T. Rowe Price Associates
96
T. Rowe Price Associates
Maryland
$2.04M +$96.2K +2,239 +5%
SIA
97
Sit Investment Associates
Minnesota
$2M
HSBC Holdings
98
HSBC Holdings
United Kingdom
$1.97M -$1.57M -36,480 -46%
Mirae Asset Global Investments
99
Mirae Asset Global Investments
South Korea
$1.93M +$572K +13,328 +36%
SOADOR
100
State of Alaska Department of Revenue
Alaska
$1.91M -$14.6K -339 -0.8%

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.