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Artisan Partners

224 hedge funds and large institutions have $1.1B invested in Artisan Partners in 2020 Q1 according to their latest regulatory filings, with 43 funds opening new positions, 87 increasing their positions, 69 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

430% more call options, than puts

Call options by funds: $1.61M | Put options by funds: $304K

30% more first-time investments, than exits

New positions opened: 43 | Existing positions closed: 33

26% more repeat investments, than reductions

Existing positions increased: 87 | Existing positions reduced: 69

4% more funds holding

Funds holding: 216224 (+8)

0.94% more ownership

Funds ownership: 87.18%88.13% (+0.94%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

31% less capital invested

Capital invested by funds: $1.58B → $1.1B (-$481M)

Holders
224
Holders Change
+8
Holders Change %
+3.7%
% of All Funds
4.94%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
43
Increased
87
Reduced
69
Closed
33
Calls
$1.61M
Puts
$304K
Net Calls
+$1.31M
Net Calls Change
+$116K
Name Holding Trade Value Shares
Change
Change in
Stake
Jennison Associates
101
Jennison Associates
New York
$958K +$858K +28,629 +179%
BNP Paribas Financial Markets
102
BNP Paribas Financial Markets
France
$948K +$975K +32,522 +281%
RFC
103
Regions Financial Corp
Alabama
$916K -$48K -1,600 -4%
Morgan Stanley
104
Morgan Stanley
New York
$905K -$2.15M -71,672 -63%
GIP
105
Greatmark Investment Partners
Georgia
$882K -$130K -4,350 -10%
Legal & General Group
106
Legal & General Group
United Kingdom
$869K +$456K +15,202 +60%
GIM
107
Greenwich Investment Management
Connecticut
$819K -$616K -20,535 -35%
Principal Financial Group
108
Principal Financial Group
Iowa
$819K -$166K -5,538 -13%
SG Americas Securities
109
SG Americas Securities
New York
$814K +$949K +31,666 +510%
CAM
110
ClariVest Asset Management
California
$811K +$1.13M +37,771 New
American Century Companies
111
American Century Companies
Missouri
$806K -$15.4M -514,041 -93%
CIC
112
Cornercap Investment Counsel
Georgia
$790K +$60.7K +2,024 +6%
ZCM
113
Ziegler Capital Management
Illinois
$764K +$1.07M +35,539 New
Manulife (Manufacturers Life Insurance)
114
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$702K +$52.8K +1,761 +6%
HSBC Holdings
115
HSBC Holdings
United Kingdom
$686K -$154K -5,140 -14%
Citigroup
116
Citigroup
New York
$684K +$635K +21,190 +199%
MAM
117
Martingale Asset Management
Massachusetts
$683K +$720K +24,028 +312%
CSS
118
Cubist Systematic Strategies
Connecticut
$664K -$1.22M -40,659 -57%
SO
119
STRS Ohio
Ohio
$651K
Barrow, Hanley, Mewhinney & Strauss
120
Barrow, Hanley, Mewhinney & Strauss
Texas
$644K -$3.44M -114,782 -79%
HI
121
Human Investing
Oregon
$614K +$851K +28,390 +14,195%
ACI
122
AMP Capital Investors
Australia
$544K +$747K +24,932 New
DTL
123
Dynamic Technology Lab
Singapore
$544K +$759K +25,308 New
Robeco Institutional Asset Management
124
Robeco Institutional Asset Management
Netherlands
$540K +$145K +4,823 +24%
MC
125
Maverick Capital
Texas
$518K +$723K +24,112 New

APAM Hedge Fund Activity: Q1 2020 in Review

224 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Artisan Partners (APAM) for Q1 2020, worth a combined $1.1B — down 31% from $1.58B a quarter earlier.

Buyers outnumbered sellers: 43 funds opened new APAM positions and 33 closed out — a net gain of 10 holders — while 87 added to existing stakes and 69 trimmed.

The largest buyer was Federated Hermes, adding an estimated $31.4M. The largest seller was Citadel Advisors, cutting an estimated $18.1M.

  • 224 institutional investors held Artisan Partners (APAM) as of Q1 2020, up from 216 in Q4 2019.
  • Funds reported $1.1B of Artisan Partners stock for Q1 2020, down 31% quarter-over-quarter.
  • 43 funds opened new Artisan Partners positions in Q1 2020 and 33 closed out, a net change of +10 holders.
  • The largest Artisan Partners buyer in Q1 2020 was Federated Hermes, an estimated $31.4M added.
  • The largest Artisan Partners seller in Q1 2020 was Citadel Advisors, an estimated $18.1M sold.

Based on aggregated 13F filings for Q1 2020.