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Artisan Partners

217 hedge funds and large institutions have $1.91B invested in Artisan Partners in 2017 Q4 according to their latest regulatory filings, with 53 funds opening new positions, 77 increasing their positions, 63 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

141% more first-time investments, than exits

New positions opened: 53 | Existing positions closed: 22

22% more repeat investments, than reductions

Existing positions increased: 77 | Existing positions reduced: 63

21% more capital invested

Capital invested by funds: $1.58B → $1.91B (+$331M)

16% more funds holding

Funds holding: 187217 (+30)

0.73% less ownership

Funds ownership: 97.49%96.76% (-0.73%)

63% less call options, than puts

Call options by funds: $290K | Put options by funds: $790K

Holders
217
Holders Change
+30
Holders Change %
+16.04%
% of All Funds
4.92%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
53
Increased
77
Reduced
63
Closed
22
Calls
$290K
Puts
$790K
Net Calls
-$500K
Net Calls Change
-$1.4M
Name Holding Trade Value Shares
Change
Change in
Stake
ZB
176
Zions Bancorporation
Utah
$83K +$15.4K +415 +25%
Zurich Cantonal Bank
177
Zurich Cantonal Bank
Switzerland
$83K +$20.1K +542 +35%
JIM
178
Jupiter Investment Management
United Kingdom
$73K
MAM
179
Meeder Asset Management
Ohio
$71K +$26.1K +705 +66%
Public Employees Retirement Association of Colorado
180
Public Employees Retirement Association of Colorado
Colorado
$70K +$65.5K +1,765 New
AssetMark Inc
181
AssetMark Inc
California
$69K +$62.3K +1,680 +2,585%
Bank of Montreal
182
Bank of Montreal
Ontario, Canada
$66K -$101K -2,720 -62%
US Bancorp
183
US Bancorp
Minnesota
$58K +$35K +944 +177%
II
184
Inspire Investing
Idaho
$57K +$53.6K +1,446 New
PHK
185
Point72 Hong Kong
Hong Kong
$45K +$8.31K +224 +24%
VFA
186
Valeo Financial Advisors
Indiana
$44K
QCG
187
Quadrant Capital Group
Ohio
$42K
DCM
188
Delpha Capital Management
New York
$35K +$33.3K +898 New
AIS
189
AlphaOne Investment Services
Pennsylvania
$34K +$5.56K +150 +21%
AF
190
Advisornet Financial
Minnesota
$28K +$26K +700 New
SWM
191
SeaCrest Wealth Management
New York
$26K +$24.3K +656 New
GWM
192
Geneos Wealth Management
Colorado
$24K +$23K +620 New
WAM
193
Wealthspire Advisors (Maryland)
Maryland
$22K
CIBC Private Wealth Group
194
CIBC Private Wealth Group
Georgia
$20K +$18.5K +499 New
LTFS
195
Ladenburg Thalmann Financial Services
Florida
$16K -$185 -5 -1%
SWP
196
Stratos Wealth Partners
Ohio
$15K +$14.5K +392 New
TL
197
TrueWealth LLC
Georgia
$13K +$12.5K +338 New
TRCT
198
Tower Research Capital (TRC)
New York
$12K -$162K -4,367 -94%
IA
199
IFP Advisors
Florida
$11K -$11.1K -300 -52%
PCP
200
Proficio Capital Partners
Massachusetts
$9K -$74 -2 -0.9%

APAM Hedge Fund Activity: Q4 2017 in Review

217 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Artisan Partners (APAM) for Q4 2017, worth a combined $1.91B — up 21% from $1.58B a quarter earlier.

Buyers outnumbered sellers: 53 funds opened new APAM positions and 22 closed out — a net gain of 31 holders — while 77 added to existing stakes and 63 trimmed.

The largest buyer was Loomis, Sayles & Company, adding an estimated $19.5M. The largest seller was TimesSquare Capital Management, exiting entirely with an estimated $37.5M sold.

  • 217 institutional investors held Artisan Partners (APAM) as of Q4 2017, up from 187 in Q3 2017.
  • Funds reported $1.91B of Artisan Partners stock for Q4 2017, up 21% quarter-over-quarter.
  • 53 funds opened new Artisan Partners positions in Q4 2017 and 22 closed out, a net change of +31 holders.
  • The largest Artisan Partners buyer in Q4 2017 was Loomis, Sayles & Company, an estimated $19.5M added.
  • The largest Artisan Partners seller in Q4 2017 was TimesSquare Capital Management, an estimated $37.5M sold.

Based on aggregated 13F filings for Q4 2017.