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Artisan Partners
APAM

300 hedge funds and large institutions have $2.34B invested in Artisan Partners in 2023 Q3 according to their latest regulatory filings, with 49 funds opening new positions, 91 increasing their positions, 111 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

131% more call options, than puts

Call options by funds: $11.4M | Put options by funds: $4.92M

75% more first-time investments, than exits

New positions opened: 49 | Existing positions closed: 28

7% more funds holding

Funds holding: 281 → 300 (+19)

4.54% less ownership

Funds ownership: 95.5% → 90.96% (-4.5%)

8% less capital invested

Capital invested by funds: $2.54B → $2.34B (-$203M)

18% less repeat investments, than reductions

Existing positions increased: 91 | Existing positions reduced: 111

Holders
300
Holders Change
+19
Holders Change %
+6.76%
% of All Funds
4.76%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
49
Increased
91
Reduced
111
Closed
28
Calls
$11.4M
Puts
$4.92M
Net Calls
+$6.43M
Net Calls Change
+$41K

Top Buyers

1
BlackRock
BlackRock
New York
+$65.3M
2
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
+$29.1M
3
Axa
Axa
France
+$6.97M
4
Barclays
Barclays
United Kingdom
+$6.24M
5
State Street
State Street
Massachusetts
+$4.75M

Top Sellers

1
CCP
Clarkston Capital Partners
Michigan
-$61M
2
Deutsche Bank
Deutsche Bank
Germany
-$29M
3
Goldman Sachs
Goldman Sachs
New York
-$27.3M
4
Neuberger Berman Group
Neuberger Berman Group
New York
-$26.6M
5
Comerica Bank
Comerica Bank
Texas
-$24.5M
Name Holding Trade Value Shares
Change 		Change in
Stake
SPC
101
Sigma Planning Corp
Michigan
$1.51M -$93.4K -2,410 -6%
IMRF
102
Illinois Municipal Retirement Fund
Illinois
$1.51M +$1.56M +40,259 New
Citadel Advisors
103
Citadel Advisors
Florida
$1.5M +$1.56M +40,170 New
ACP
104
Aviance Capital Partners
Florida
$1.44M -$257K -6,640 -15%
GCP
105
GSA Capital Partners
United Kingdom
$1.41M +$1.46M +37,622 New
State Board of Administration of Florida Retirement System
106
State Board of Administration of Florida Retirement System
Florida
$1.38M +$3.88K +100 +0.3%
Two Sigma Advisers
107
Two Sigma Advisers
New York
$1.36M -$89.2K -2,300 -6%
DFCM
108
Dark Forest Capital Management
Puerto Rico
$1.36M +$558K +14,394 +66%
LSERS
109
Louisiana State Employees Retirement System
Louisiana
$1.3M -$42.6K -1,100 -3%
Mirae Asset Global Investments
110
Mirae Asset Global Investments
South Korea
$1.3M +$129K +3,334 +11%
GIP
111
Greatmark Investment Partners
Georgia
$1.3M -$13.6K -350 -1%
AIG
112
American International Group
New York
$1.28M +$26.2K +676 +2%
YCM
113
Yousif Capital Management
Michigan
$1.27M -$89.2K -2,301 -6%
BMSSC
114
B. Metzler seel. Sohn & Co
Germany
$1.25M -$1.79M -46,270 -58%
Rockefeller Capital Management
115
Rockefeller Capital Management
New York
$1.23M +$89.8K +2,316 +8%
Envestnet Asset Management
116
Envestnet Asset Management
Illinois
$1.23M -$671K -17,302 -34%
Franklin Resources
117
Franklin Resources
California
$1.22M -$19.6K -505 -2%
OSAM
118
O'Shaughnessy Asset Management
Connecticut
$1.21M +$1.25M +32,295 New
MIM
119
MetLife Investment Management
New Jersey
$1.19M – – –
SG Americas Securities
120
SG Americas Securities
New York
$1.19M +$1.23M +31,815 New
New York State Teachers Retirement System (NYSTRS)
121
New York State Teachers Retirement System (NYSTRS)
New York
$1.18M +$265K +6,843 +28%
MC
122
McMorgan & Co
California
$1.17M +$200K +5,146 +20%
Deutsche Bank
123
Deutsche Bank
Germany
$1.17M -$29M -749,048 -96%
Nisa Investment Advisors
124
Nisa Investment Advisors
Missouri
$1.17M +$213K +5,500 +21%
Manulife (Manufacturers Life Insurance)
125
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.14M +$220K +5,669 +23%
3 4
5
6 7

APAM Hedge Fund Activity: Q3 2023 in Review

300 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Artisan Partners (APAM) for Q3 2023, worth a combined $2.34B — down 8% from $2.54B a quarter earlier.

Buyers outnumbered sellers: 49 funds opened new APAM positions and 28 closed out — a net gain of 21 holders — while 91 added to existing stakes and 111 trimmed.

The largest buyer was BlackRock, adding an estimated $65.3M. The largest seller was Clarkston Capital Partners, cutting an estimated $61M.

  • 300 institutional investors held Artisan Partners (APAM) as of Q3 2023, up from 281 in Q2 2023.
  • Funds reported $2.34B of Artisan Partners stock for Q3 2023, down 8% quarter-over-quarter.
  • 49 funds opened new Artisan Partners positions in Q3 2023 and 28 closed out, a net change of +21 holders.
  • The largest Artisan Partners buyer in Q3 2023 was BlackRock, an estimated $65.3M added.
  • The largest Artisan Partners seller in Q3 2023 was Clarkston Capital Partners, an estimated $61M sold.

Based on aggregated 13F filings for Q3 2023.