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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
CAPTRUST Financial Advisors
201
CAPTRUST Financial Advisors
North Carolina
$9K +$8.01K +216 New
FHA
202
First Horizon Advisors
Tennessee
$8K +$3.12K +84 +75%
Northwestern Mutual Wealth Management
203
Northwestern Mutual Wealth Management
Wisconsin
$7K +$1.19K +32 +21%
LF
204
Lee Financial
Texas
$6K
Acadian Asset Management
205
Acadian Asset Management
Massachusetts
$5K -$3.3K -89 -41%
CHP
206
Cable Hill Partners
Oregon
$5K -$1.85K -50 -26%
SIAS
207
Shine Investment Advisory Services
Colorado
$5K
HR
208
Howe & Rusling
New York
$4K
WWMSC
209
Wagner Wealth Management (South Carolina)
South Carolina
$3K
STA
210
Summit Trail Advisors
New York
$3K +$2.41K +65 New
PGA
211
Premia Global Advisors
Florida
$3K +$3.3K +89 New
CHC
212
City Holding Co
West Virginia
$2K
FMA
213
FNY Managed Accounts
New York
$1K -$3.67K -99 -75%
CIM
214
Contravisory Investment Management
Massachusetts
$1K
WA
215
Winfield Associates
Ohio
$1K
BTIS
216
BB&T Investment Services
North Carolina
$1K +$1.08K +29 New
PCG
217
Private Capital Group
Connecticut
$11 +$6.34K +171 New
TCM
218
TimesSquare Capital Management
New York
-$37.5M -1,150,000 Closed
Balyasny Asset Management
219
Balyasny Asset Management
Illinois
-$9.37M -287,437 Closed
WA
220
Wasatch Advisors
Utah
-$6.08M -186,591 Closed
NFA
221
Nationwide Fund Advisors
Ohio
-$2.85M -87,344 Closed
BI
222
Bramshill Investments
Florida
-$2.54M -77,878 Closed
MC
223
Menta Capital
California
-$1.96M -60,054 Closed
AIMCA
224
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
-$1.89M -58,000 Closed
Citadel Advisors
225
Citadel Advisors
Florida
-$1.64M -44,322 Closed

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.