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Artisan Partners
APAM

Overview Fund Activity

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
Holders
259
Holders Change
-13
Holders Change %
-4.78%
% of All Funds
4.15%
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

Top Buyers

1
Charles Schwab
1
Charles Schwab
California
$55.9M
2
Kayne Anderson Rudnick Investment Management
2
Kayne Anderson Rudnick Investment Management
California
$220M
3
BlackRock
3
BlackRock
New York
$160M
4
WA
4
Wasatch Advisors
Utah
$57.1M
5
Janus Henderson Group
5
Janus Henderson Group
United Kingdom
$26.6M

Top Sellers

1
EIP
1
Epoch Investment Partners
New York
$10M
2
TD Asset Management
2
TD Asset Management
Ontario, Canada
$0
3
GKIM
3
GW&K Investment Management
Massachusetts
$16K
4
Macquarie Group
4
Macquarie Group
Australia
$55.6M
5
BCA
5
Bernzott Capital Advisors
California
$11.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
XT
151
XTX Topco
Cayman Islands
$327K +$327K +10,216 New
VPIM
152
Vanguard Personalized Indexing Management
California
$323K +$323K +10,113 New
MOS
153
MGO One Seven
Ohio
$323K -$25.8K -807 -7%
BBHC
154
Brown Brothers Harriman & Co
New York
$320K +$3.2K +100 +1%
CWP
155
Curated Wealth Partners
California
$316K – – –
RFN
156
RDA Financial Network
Iowa
$294K -$3.77K -118 -1%
MAM
157
Martingale Asset Management
Massachusetts
$291K +$291K +9,100 New
US Bancorp
158
US Bancorp
Minnesota
$287K -$2.05K -64 -0.7%
AIM
159
ARGA Investment Management
Connecticut
$284K – – –
AT
160
Arden Trust
Delaware
$283K +$283K +8,838 New
Mariner
161
Mariner
Kansas
$280K -$31.6K -988 -10%
MAM
162
Madison Asset Management
Wisconsin
$279K -$84.2K -2,632 -23%
BAM
163
Belpointe Asset Management
Nevada
$278K +$6.52K +204 +2%
Public Employees Retirement Association of Colorado
164
Public Employees Retirement Association of Colorado
Colorado
$278K – – –
State of Wisconsin Investment Board
165
State of Wisconsin Investment Board
Wisconsin
$273K -$718K -22,451 -72%
QPW
166
Quantum Private Wealth
Florida
$273K – – –
CAN
167
Cetera Advisor Networks
California
$267K +$267K +8,336 New
Cerity Partners
168
Cerity Partners
New York
$266K +$266K +8,370 New
CG
169
Caprock Group
Idaho
$252K +$252K +7,867 New
National Bank of Canada
170
National Bank of Canada
Quebec, Canada
$249K +$34.6K +1,081 +16%
M&T Bank
171
M&T Bank
New York
$249K -$130K -4,058 -34%
AB
172
Amalgamated Bank
New York
$248K -$40.3K -1,262 -14%
Teacher Retirement System of Texas
173
Teacher Retirement System of Texas
Texas
$242K -$1.28K -40 -0.5%
VI
174
Versor Investments
New York
$242K -$129K -4,048 -35%
PAMS
175
Pictet Asset Management (Switzerland)
Switzerland
$241K – – –
5 6
7
8 9