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Artisan Partners

216 hedge funds and large institutions have $1.59B invested in Artisan Partners in 2018 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 69 increasing their positions, 74 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more call options, than puts

Call options by funds: $433K | Put options by funds: $253K

17% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 24

10% more capital invested

Capital invested by funds: $1.45B → $1.59B (+$141M)

1% more funds holding

Funds holding: 213216 (+3)

0.2% more ownership

Funds ownership: 90.72%90.93% (+0.2%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

7% less repeat investments, than reductions

Existing positions increased: 69 | Existing positions reduced: 74

Holders
216
Holders Change
+3
Holders Change %
+1.41%
% of All Funds
4.94%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
28
Increased
69
Reduced
74
Closed
24
Calls
$433K
Puts
$253K
Net Calls
+$180K
Net Calls Change
-$14K
Name Holding Trade Value Shares
Change
Change in
Stake
Barclays
101
Barclays
United Kingdom
$743K +$632K +19,390 +551%
IIM
102
Ironwood Investment Management
Massachusetts
$706K -$33 -1 -0%
MIM
103
MetLife Investment Management
New Jersey
$684K
PC
104
Pecaut & Co
Iowa
$680K -$16.3K -500 -2%
DCM
105
Dupont Capital Management
Delaware
$661K
BUB
106
BBVA USA Bancshares
Texas
$640K +$45.8K +1,406 +8%
ASN
107
Advisory Services Network
Georgia
$618K -$4.46K -137 -0.7%
VOYA Investment Management
108
VOYA Investment Management
Georgia
$589K
HighTower Advisors
109
HighTower Advisors
Illinois
$543K +$75.9K +2,328 +16%
Legal & General Group
110
Legal & General Group
United Kingdom
$516K +$196 +6 +0%
BNP Paribas Financial Markets
111
BNP Paribas Financial Markets
France
$509K -$139K -4,255 -21%
MLICM
112
Metropolitan Life Insurance Company (MetLife)
New York
$500K
GH
113
GAM Holding
Switzerland
$485K +$31.2K +957 +7%
JMPWA
114
JP Morgan Private Wealth Advisors
California
$476K -$9.03K -277 -2%
Diamond Hill Capital Management
115
Diamond Hill Capital Management
Ohio
$461K +$463K +14,221 New
State Board of Administration of Florida Retirement System
116
State Board of Administration of Florida Retirement System
Florida
$456K
AIMCA
117
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$437K +$440K +13,500 New
FA
118
FDx Advisors
Illinois
$436K +$118K +3,628 +37%
BF
119
BOK Financial
Oklahoma
$432K +$26.4K +809 +6%
Zurich Cantonal Bank
120
Zurich Cantonal Bank
Switzerland
$428K +$19K +582 +5%
HSBC Holdings
121
HSBC Holdings
United Kingdom
$427K -$16.6K -508 -4%
BC
122
Brinker Capital
Pennsylvania
$396K +$22.7K +696 +6%
OAM
123
Oppenheimer Asset Management
New York
$394K +$6.19K +190 +2%
Nomura Asset Management
124
Nomura Asset Management
Japan
$389K
AWM
125
Avior Wealth Management
Nebraska
$358K

APAM Hedge Fund Activity: Q3 2018 in Review

216 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Artisan Partners (APAM) for Q3 2018, worth a combined $1.59B — up 9.7% from $1.45B a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new APAM positions and 24 closed out — a net gain of 4 holders — while 69 added to existing stakes and 74 trimmed.

The largest buyer was Clarkston Capital Partners, opening a new position worth an estimated $21.4M. The largest seller was Brown Brothers Harriman & Co, cutting an estimated $24.1M.

  • 216 institutional investors held Artisan Partners (APAM) as of Q3 2018, up from 213 in Q2 2018.
  • Funds reported $1.59B of Artisan Partners stock for Q3 2018, up 9.7% quarter-over-quarter.
  • 28 funds opened new Artisan Partners positions in Q3 2018 and 24 closed out, a net change of +4 holders.
  • The largest Artisan Partners buyer in Q3 2018 was Clarkston Capital Partners, an estimated $21.4M added.
  • The largest Artisan Partners seller in Q3 2018 was Brown Brothers Harriman & Co, an estimated $24.1M sold.

Based on aggregated 13F filings for Q3 2018.