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Artisan Partners

332 hedge funds and large institutions have $2.79B invested in Artisan Partners in 2024 Q1 according to their latest regulatory filings, with 55 funds opening new positions, 121 increasing their positions, 101 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

174% more call options, than puts

Call options by funds: $10.4M | Put options by funds: $3.8M

62% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 34

20% more repeat investments, than reductions

Existing positions increased: 121 | Existing positions reduced: 101

6% more funds holding

Funds holding: 313332 (+19)

2% more capital invested

Capital invested by funds: $2.75B → $2.79B (+$43.3M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

2.17% less ownership

Funds ownership: 90.85%88.69% (-2.2%)

Holders
332
Holders Change
+19
Holders Change %
+6.07%
% of All Funds
4.78%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
55
Increased
121
Reduced
101
Closed
34
Calls
$10.4M
Puts
$3.8M
Net Calls
+$6.62M
Net Calls Change
+$849K
Name Holding Trade Value Shares
Change
Change in
Stake
State Board of Administration of Florida Retirement System
176
State Board of Administration of Florida Retirement System
Florida
$517K -$883K -20,571 -56%
DA
177
Drake & Associates
Wisconsin
$513K -$13.4K -313 -3%
RFG
178
Range Financial Group
Oregon
$504K +$473K +11,009 New
Cambridge Investment Research Advisors
179
Cambridge Investment Research Advisors
Iowa
$492K +$462K +10,757 New
Bank of Montreal
180
Bank of Montreal
Ontario, Canada
$472K +$43.1K +1,004 +11%
MAM
181
Morse Asset Management
Connecticut
$464K +$26K +605 +6%
RJFSA
182
Raymond James Financial Services Advisors
Florida
$462K +$236K +5,504 +120%
Fidelity Investments
183
Fidelity Investments
Massachusetts
$460K +$186K +4,335 +76%
PCM
184
Prelude Capital Management
New York
$422K +$396K +9,215 New
PA
185
Parallel Advisors
California
$418K -$3.56K -83 -0.9%
SGAM
186
Smith Group Asset Management
Texas
$418K
AIM
187
ARGA Investment Management
Connecticut
$407K
VI
188
Versor Investments
New York
$404K -$125K -2,900 -25%
RFN
189
RDA Financial Network
Iowa
$394K +$33.8K +788 +10%
NC
190
Napatree Capital
Rhode Island
$390K +$409K +9,533 New
Public Employees Retirement Association of Colorado
191
Public Employees Retirement Association of Colorado
Colorado
$388K -$9.32K -217 -2%
QPW
192
Quantum Private Wealth
Florida
$387K
OR
193
Olympiad Research
Connecticut
$386K +$362K +8,426 New
BI
194
Bramshill Investments
Florida
$379K +$356K +8,287 New
GAM
195
Guinness Asset Management
United Kingdom
$378K -$34.9K -812 -9%
MAM
196
Madison Asset Management
Wisconsin
$375K
Pictet Asset Management
197
Pictet Asset Management
Switzerland
$375K
CG
198
Caprock Group
Idaho
$364K +$2.62K +61 +0.8%
ET
199
Entropy Technologies
New York
$356K +$18.8K +438 +6%
I
200
InceptionR
California
$356K +$65.8K +1,533 +25%

APAM Hedge Fund Activity: Q1 2024 in Review

332 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Artisan Partners (APAM) for Q1 2024, worth a combined $2.79B — up 1.6% from $2.75B a quarter earlier.

Buyers outnumbered sellers: 55 funds opened new APAM positions and 34 closed out — a net gain of 21 holders — while 121 added to existing stakes and 101 trimmed.

The largest buyer was Invesco, adding an estimated $29M. The largest seller was Morgan Stanley, cutting an estimated $70.9M.

  • 332 institutional investors held Artisan Partners (APAM) as of Q1 2024, up from 313 in Q4 2023.
  • Funds reported $2.79B of Artisan Partners stock for Q1 2024, up 1.6% quarter-over-quarter.
  • 55 funds opened new Artisan Partners positions in Q1 2024 and 34 closed out, a net change of +21 holders.
  • The largest Artisan Partners buyer in Q1 2024 was Invesco, an estimated $29M added.
  • The largest Artisan Partners seller in Q1 2024 was Morgan Stanley, an estimated $70.9M sold.

Based on aggregated 13F filings for Q1 2024.