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Artisan Partners

180 hedge funds and large institutions have $1.33B invested in Artisan Partners in 2017 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 76 increasing their positions, 55 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

72% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 18

38% more repeat investments, than reductions

Existing positions increased: 76 | Existing positions reduced: 55

3% more funds holding

Funds holding: 174180 (+6)

2% more capital invested

Capital invested by funds: $1.3B → $1.33B (+$31.1M)

5.39% less ownership

Funds ownership: 104.09%98.7% (-5.4%)

89% less call options, than puts

Call options by funds: $34K | Put options by funds: $303K

Holders
180
Holders Change
+6
Holders Change %
+3.45%
% of All Funds
4.48%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
31
Increased
76
Reduced
55
Closed
18
Calls
$34K
Puts
$303K
Net Calls
-$269K
Net Calls Change
-$262K
Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Asset Management
101
Envestnet Asset Management
Illinois
$600K +$8.49K +296 +1%
OAM
102
Oppenheimer Asset Management
New York
$587K +$609K +21,245 New
FA
103
FDx Advisors
Illinois
$570K -$77.3K -2,694 -12%
FRM
104
Fox Run Management
Connecticut
$569K +$591K +20,600 New
Victory Capital Management
105
Victory Capital Management
Texas
$558K +$216K +7,535 +59%
AllianceBernstein
106
AllianceBernstein
Tennessee
$550K +$1.43K +50 +0.3%
CSS
107
Cubist Systematic Strategies
Connecticut
$511K +$531K +18,507 New
BUB
108
BBVA USA Bancshares
Texas
$499K +$67.6K +2,355 +15%
BNP Paribas Financial Markets
109
BNP Paribas Financial Markets
France
$491K -$27.2K -947 -5%
Nisa Investment Advisors
110
Nisa Investment Advisors
Missouri
$462K -$451K -15,725 -48%
BAMCO Inc
111
BAMCO Inc
New York
$438K -$794K -27,663 -64%
Prudential Financial
112
Prudential Financial
New Jersey
$437K +$454K +15,824 New
Legal & General Group
113
Legal & General Group
United Kingdom
$434K +$310K +10,811 +221%
BF
114
BOK Financial
Oklahoma
$423K -$4.28K -149 -1%
LA
115
Lucus Advisors
New York
$411K +$428K +14,908 New
JMPWA
116
JP Morgan Private Wealth Advisors
California
$409K +$49.9K +1,738 +13%
BC
117
Brinker Capital
Pennsylvania
$401K +$417K +14,532 New
American Century Companies
118
American Century Companies
Missouri
$375K -$342K -11,904 -47%
HC
119
Henshaw Capital
Massachusetts
$372K
Nomura Asset Management
120
Nomura Asset Management
Japan
$367K +$382K +13,300 New
HIM
121
Hillsdale Investment Management
Ontario, Canada
$353K +$367K +12,800 New
CG
122
Cutler Group
California
$351K +$365K +12,725 New
SCM
123
Stevens Capital Management
Pennsylvania
$349K +$363K +12,650 New
OC
124
Oppenheimer & Co
New York
$334K +$30K +1,044 +9%
Squarepoint
125
Squarepoint
New York
$323K -$241K -8,400 -42%

APAM Hedge Fund Activity: Q1 2017 in Review

180 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Artisan Partners (APAM) for Q1 2017, worth a combined $1.33B — up 2.4% from $1.3B a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new APAM positions and 18 closed out — a net gain of 13 holders — while 76 added to existing stakes and 55 trimmed.

The largest buyer was BlackRock, adding an estimated $49M. The largest seller was Nicholas Company, exiting entirely with an estimated $12.5M sold.

  • 180 institutional investors held Artisan Partners (APAM) as of Q1 2017, up from 174 in Q4 2016.
  • Funds reported $1.33B of Artisan Partners stock for Q1 2017, up 2.4% quarter-over-quarter.
  • 31 funds opened new Artisan Partners positions in Q1 2017 and 18 closed out, a net change of +13 holders.
  • The largest Artisan Partners buyer in Q1 2017 was BlackRock, an estimated $49M added.
  • The largest Artisan Partners seller in Q1 2017 was Nicholas Company, an estimated $12.5M sold.

Based on aggregated 13F filings for Q1 2017.