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Artisan Partners
APAM

143 hedge funds and large institutions have $1.68B invested in Artisan Partners in 2014 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 53 increasing their positions, 45 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

18% more repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 45

10% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 30

1% more funds holding

Funds holding: 142 → 143 (+1)

0% more capital invested

Capital invested by funds: $1.68B → $1.68B (+$2.34M)

1.77% less ownership

Funds ownership: 99.2% → 97.43% (-1.8%)

45% less call options, than puts

Call options by funds: $424K | Put options by funds: $768K

Holders
143
Holders Change
+1
Holders Change %
+0.7%
% of All Funds
3.81%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.05%
New
33
Increased
53
Reduced
45
Closed
30
Calls
$424K
Puts
$768K
Net Calls
-$344K
Net Calls Change
-$1.57M

Top Buyers

1
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
+$105M
2
RA
Royce & Associates
New York
+$56.9M
3
FCM
Frontier Capital Management
Massachusetts
+$19.5M
4
Wells Fargo
Wells Fargo
California
+$17.3M
5
TAM
Tiverton Asset Management
Delaware
+$14.7M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$95.5M
2
Invesco
Invesco
Georgia
-$25.5M
3
ZCI
Zevenbergen Capital Investments
Washington
-$22.4M
4
EAM
Eagle Asset Management
Florida
-$14.5M
5
AllianceBernstein
AllianceBernstein
Tennessee
-$11.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
BIM
151
Bogle Investment Management
Massachusetts
– -$2.13M -40,900 Closed
DCP
152
DSM Capital Partners
Florida
– -$949K -18,225 Closed
WA
153
Wasatch Advisors
Utah
– -$913K -17,539 Closed
Tudor Investment Corp
154
Tudor Investment Corp
Connecticut
– -$746K -14,331 Closed
FFA
155
First Foundation Advisors
California
– -$667K -12,815 Closed
AQR Capital Management
156
AQR Capital Management
Connecticut
– -$619K -11,900 Closed
DC
157
Deere & Company
Illinois
– -$493K -9,468 Closed
FMT
158
First Mercantile Trust
Tennessee
– -$474K -9,100 Closed
SCA
159
Secor Capital Advisors
New York
– -$294K -5,639 Closed
YMRC
160
Yorktown Management & Research Company
Virginia
– -$234K -4,500 Closed
PAM
161
Panagora Asset Management
Massachusetts
– -$200K -3,842 Closed
Point72 Asset Management
162
Point72 Asset Management
Connecticut
– -$156K -3,000 Closed
BJ
163
BlackRock Japan
Japan
– -$113K -2,178 Closed
CSS
164
Cubist Systematic Strategies
Connecticut
– -$103K -1,985 Closed
Daiwa Securities Group
165
Daiwa Securities Group
Japan
– -$90K -1,720 Closed
SFSIG
166
San Francisco Sentry Investment Group
California
– -$51K -985 Closed
Barclays
167
Barclays
United Kingdom
– -$40K -759 Closed
LWM
168
LBA Wealth Management
Florida
– -$6K -113 Closed
PHK
169
Point72 Hong Kong
Hong Kong
– -$5K -100 Closed
PTC
170
Private Trust Company
Ohio
– -$3K -50 Closed
Creative Planning
171
Creative Planning
Kansas
– -$2K -33 Closed
3 4 5 6
7

APAM Hedge Fund Activity: Q4 2014 in Review

143 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in Artisan Partners (APAM) for Q4 2014, worth a combined $1.68B — up 0.14% from $1.68B a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new APAM positions and 30 closed out — a net gain of 3 holders — while 53 added to existing stakes and 45 trimmed.

The largest buyer was Kayne Anderson Rudnick Investment Management, adding an estimated $105M. The largest seller was Wellington Management Group, exiting entirely with an estimated $95.5M sold.

  • 143 institutional investors held Artisan Partners (APAM) as of Q4 2014, up from 142 in Q3 2014.
  • Funds reported $1.68B of Artisan Partners stock for Q4 2014, up 0.14% quarter-over-quarter.
  • 33 funds opened new Artisan Partners positions in Q4 2014 and 30 closed out, a net change of +3 holders.
  • The largest Artisan Partners buyer in Q4 2014 was Kayne Anderson Rudnick Investment Management, an estimated $105M added.
  • The largest Artisan Partners seller in Q4 2014 was Wellington Management Group, an estimated $95.5M sold.

Based on aggregated 13F filings for Q4 2014.