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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
M&T Bank
151
M&T Bank
New York
$216K +$217K +6,649 New
WB
152
WesBanco Bank
West Virginia
$209K +$211K +6,460 New
IA
153
IFG Advisory
Georgia
$207K +$208K +6,397 New
MOS
154
MGO One Seven
Ohio
$207K +$209K +6,400 New
RJFSA
155
Raymond James Financial Services Advisors
Florida
$205K -$12.9K -397 -6%
SFI
156
Susquehanna Fundamental Investments
Pennsylvania
$205K +$207K +6,342 New
AG
157
Advisor Group
Arizona
$196K +$112K +3,450 +133%
State of Tennessee, Department of Treasury
158
State of Tennessee, Department of Treasury
Tennessee
$196K +$197K +6,034 New
PAM
159
Panagora Asset Management
Massachusetts
$183K
Citigroup
160
Citigroup
New York
$168K +$11.8K +362 +7%
OSAM
161
O'Shaughnessy Asset Management
Connecticut
$152K -$10.6K -326 -6%
GT
162
Glenmede Trust
Pennsylvania
$150K
New York State Teachers Retirement System (NYSTRS)
163
New York State Teachers Retirement System (NYSTRS)
New York
$136K +$6.52K +200 +5%
AIP
164
Ameritas Investment Partners
Nebraska
$127K
BAMCO Inc
165
BAMCO Inc
New York
$124K -$70.1K -2,151 -36%
OWA
166
One Wealth Advisors
California
$75K
OIA
167
Optimum Investment Advisors
Illinois
$71K
AssetMark Inc
168
AssetMark Inc
California
$71K +$1.56K +48 +2%
Bank of Montreal
169
Bank of Montreal
Ontario, Canada
$64K -$196 -6 -0.3%
HNB
170
Huntington National Bank
Ohio
$64K +$3.68K +113 +6%
EFSCE
171
Enterprise Financial Services Corp (EFSC)
Missouri
$63K
QT
172
Quantbot Technologies
New York
$62K +$63.2K +1,938 New
Parallax Volatility Advisers
173
Parallax Volatility Advisers
California
$59K -$1.6K -49 -3%
Public Employees Retirement Association of Colorado
174
Public Employees Retirement Association of Colorado
Colorado
$57K
SF
175
Synovus Financial
Georgia
$56K +$43.1K +1,323 +328%

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.