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Artisan Partners

259 hedge funds and large institutions have $1.84B invested in Artisan Partners in 2023 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 105 increasing their positions, 66 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

144% more call options, than puts

Call options by funds: $10M | Put options by funds: $4.1M

59% more repeat investments, than reductions

Existing positions increased: 105 | Existing positions reduced: 66

10% more capital invested

Capital invested by funds: $1.67B → $1.84B (+$174M)

0.24% more ownership

Funds ownership: 84.52%84.76% (+0.24%)

5% less funds holding

Funds holding: 272259 (-13)

20% less first-time investments, than exits

New positions opened: 40 | Existing positions closed: 50

Holders
259
Holders Change
-13
Holders Change %
-4.78%
% of All Funds
4.13%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
40
Increased
105
Reduced
66
Closed
50
Calls
$10M
Puts
$4.1M
Net Calls
+$5.91M
Net Calls Change
+$3.46M
Name Holding Trade Value Shares
Change
Change in
Stake
BMSSC
101
B. Metzler seel. Sohn & Co
Germany
$1.28M +$215K +6,397 +19%
HWAM
102
Hennion & Walsh Asset Management
New Jersey
$1.24M +$217K +6,471 +20%
T. Rowe Price Associates
103
T. Rowe Price Associates
Maryland
$1.22M +$36.3K +1,083 +3%
ZIM
104
Zacks Investment Management
Illinois
$1.17M +$1.23M +36,693 New
PP
105
PDT Partners
New York
$1.1M +$1.16M +34,536 New
Nisa Investment Advisors
106
Nisa Investment Advisors
Missouri
$1.08M +$329K +9,810 +41%
LPL Financial
107
LPL Financial
California
$1.07M +$57.4K +1,711 +5%
CSS
108
Cubist Systematic Strategies
Connecticut
$1.06M -$2.83M -84,484 -72%
MIM
109
MetLife Investment Management
New Jersey
$1.02M
Fidelity International
110
Fidelity International
Bermuda
$1.02M
AIG
111
American International Group
New York
$928K +$19.4K +578 +2%
RJFSA
112
Raymond James Financial Services Advisors
Florida
$914K +$572K +17,066 +148%
SO
113
STRS Ohio
Ohio
$905K +$20.1K +600 +2%
Rockefeller Capital Management
114
Rockefeller Capital Management
New York
$886K +$241K +7,170 +35%
Mirae Asset Global Investments
115
Mirae Asset Global Investments
South Korea
$839K +$24K +715 +3%
JCIA
116
Jackson Creek Investment Advisors
Colorado
$815K +$855K +25,500 New
MC
117
McMorgan & Co
California
$777K -$892K -26,585 -52%
Manulife (Manufacturers Life Insurance)
118
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$776K +$3.79K +113 +0.5%
Mercer Global Advisors
119
Mercer Global Advisors
Colorado
$767K +$38.3K +1,141 +5%
IA
120
Inspire Advisors
Idaho
$727K +$163K +4,850 +27%
Ensign Peak Advisors
121
Ensign Peak Advisors
Utah
$718K +$179K +5,350 +31%
VOYA Investment Management
122
VOYA Investment Management
Georgia
$714K -$5.33K -159 -0.7%
CAPTRUST Financial Advisors
123
CAPTRUST Financial Advisors
North Carolina
$667K +$146K +4,356 +26%
OA
124
Oak Associates
Ohio
$655K
ASRS
125
Arizona State Retirement System
Arizona
$629K +$22K +655 +3%