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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
Russell Investments Group
176
Russell Investments Group
United Kingdom
$46K -$74.5K -2,285 -61%
MAM
177
Meeder Asset Management
Ohio
$46K
ZB
178
Zions Bancorporation
Utah
$41K
WAM
179
Wealthspire Advisors (Maryland)
Maryland
$37K
QCG
180
Quadrant Capital Group
Ohio
$34K
VFA
181
Valeo Financial Advisors
Indiana
$31K
IA
182
IFP Advisors
Florida
$30K +$391 +12 +1%
FQ
183
First Quadrant
California
$30K +$30.3K +930 New
WCAMG
184
Woodard & Company Asset Management Group
North Carolina
$29K
AIS
185
AlphaOne Investment Services
Pennsylvania
$25K
CBT
186
Capital Bank & Trust
California
$25K +$24.7K +758 New
LTFS
187
Ladenburg Thalmann Financial Services
Florida
$24K +$14.9K +458 +170%
SWM
188
SeaCrest Wealth Management
New York
$23K
S
189
SignatureFD
Georgia
$22K -$4.33K -133 -16%
HMS
190
Hanseatic Management Services
New Mexico
$22K -$2.09K -64 -8%
US Bancorp
191
US Bancorp
Minnesota
$22K +$358 +11 +2%
CGT
192
Capital Guardian Trust
California
$22K +$22.4K +687 New
NIT
193
NumerixS Investment Technologies
British Columbia, Canada
$20K +$19.6K +600 New
TFA
194
Toth Financial Advisory
Virginia
$18K
Fidelity Investments
195
Fidelity Investments
Massachusetts
$16K +$15.8K +486 New
RCAG
196
Rehmann Capital Advisory Group
Michigan
$15.3K -$3.29K -101 -18%
Fifth Third Bancorp
197
Fifth Third Bancorp
Ohio
$14K
TL
198
TrueWealth LLC
Georgia
$11K
Northwestern Mutual Wealth Management
199
Northwestern Mutual Wealth Management
Wisconsin
$11K +$10.9K +334 New
FHA
200
First Horizon Advisors
Tennessee
$10K

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.