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Artisan Partners
APAM

Overview Fund Activity

313 hedge funds and large institutions have $2.75B invested in Artisan Partners in 2023 Q4 according to their latest regulatory filings, with 52 funds opening new positions, 95 increasing their positions, 121 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
313
Holders Change
+13
Holders Change %
+4.33%
% of All Funds
4.59%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
52
Increased
95
Reduced
121
Closed
34
Calls
$14.8M
Puts
$9.05M
Net Calls
+$5.77M
Net Calls Change
-$667K

Top Buyers

1
BlackRock
1
BlackRock
New York
$476M
2
Morgan Stanley
2
Morgan Stanley
New York
$159M
3
WA
3
Wasatch Advisors
Utah
$69.9M
4
Deutsche Bank
4
Deutsche Bank
Germany
$11.5M
5
VNIM
5
Vaughan Nelson Investment Management
Texas
$41.3M

Top Sellers

1
CCP
1
Clarkston Capital Partners
Michigan
$0
2
Goldman Sachs
2
Goldman Sachs
New York
$6.81M
3
Assenagon Asset Management
3
Assenagon Asset Management
Luxembourg
$0
4
Bank of New York Mellon
4
Bank of New York Mellon
New York
$27.7M
5
Janus Henderson Group
5
Janus Henderson Group
United Kingdom
$25.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
DA
176
Duality Advisers
Florida
$453K +$203K +4,585 +81%
AIA
177
Affinity Investment Advisors
California
$448K -$328K -7,420 -42%
CWP
178
Curated Wealth Partners
California
$436K – – –
FHB
179
First Hawaiian Bank
Hawaii
$435K -$83.5K -1,890 -16%
MOS
180
MGO One Seven
Ohio
$430K +$91.5K +2,070 +27%
VA
181
Vident Advisory
Georgia
$429K +$78.7K +1,781 +22%
MAM
182
Morse Asset Management
Connecticut
$421K +$103K +2,330 +32%
Bank of Montreal
183
Bank of Montreal
Ontario, Canada
$420K +$48.5K +1,070 +13%
PA
184
Parallel Advisors
California
$407K -$14.2K -322 -3%
SGAM
185
Smith Group Asset Management
Texas
$403K +$403K +9,131 New
GAM
186
Guinness Asset Management
United Kingdom
$401K -$31.3K -708 -7%
WG
187
Winton Group
United Kingdom
$398K +$123K +2,775 +44%
AIM
188
ARGA Investment Management
Connecticut
$393K – – –
ECM
189
Everence Capital Management
Indiana
$391K +$122K +2,760 +45%
Public Employees Retirement Association of Colorado
190
Public Employees Retirement Association of Colorado
Colorado
$384K – – –
QPW
191
Quantum Private Wealth
Florida
$374K -$3.18K -72 -0.8%
MAM
192
Madison Asset Management
Wisconsin
$362K -$19.1K -433 -5%
Pictet Asset Management
193
Pictet Asset Management
Switzerland
$362K +$29.6K +670 +9%
Teacher Retirement System of Texas
194
Teacher Retirement System of Texas
Texas
$358K -$477K -10,821 -57%
RJT
195
Raymond James Trust
Florida
$350K -$317K -7,181 -48%
CG
196
Caprock Group
Idaho
$349K – – –
RFN
197
RDA Financial Network
Iowa
$345K -$21.6K -490 -6%
Commonwealth Equity Services
198
Commonwealth Equity Services
Massachusetts
$339K -$18.5K -420 -5%
HF
199
HRT Financial
New York
$339K +$339K +7,686 New
SPIA
200
Steward Partners Investment Advisory
New York
$331K +$30K +680 +10%
6 7
8
9 10