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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
CPIG
201
Chicago Partners Investment Group
Illinois
$9K
PCG
202
Private Capital Group
Connecticut
$8K
PCP
203
Proficio Capital Partners
Massachusetts
$7K
IFAM
204
Institutional & Family Asset Management
Colorado
$6K
FHB
205
First Hawaiian Bank
Hawaii
$6K +$5.57K +171 New
LF
206
Lee Financial
Texas
$5K -$4.46K -137 -49%
WSTAM
207
Wilbanks Smith & Thomas Asset Management
Virginia
$5K +$4.59K +141 New
CAPTRUST Financial Advisors
208
CAPTRUST Financial Advisors
North Carolina
$4K -$2.9K -89 -41%
SIAS
209
Shine Investment Advisory Services
Colorado
$4K
HR
210
Howe & Rusling
New York
$3K
CFGS
211
Concourse Financial Group Securities
Alabama
$3K +$2.64K +81 New
MYIA
212
Mount Yale Investment Advisors
Colorado
$2K
CHC
213
City Holding Co
West Virginia
$1K
MIM
214
Macroview Investment Management
Maryland
$1K +$1.3K +40 New
TPWA
215
TRUE Private Wealth Advisors
Oregon
$486 +$489 +15 New
FRA
216
Front Row Advisors
California
$2
American Century Companies
217
American Century Companies
Missouri
-$2.26M -75,013 Closed
Millennium Management
218
Millennium Management
New York
-$2.11M -69,879 Closed
Wellington Management Group
219
Wellington Management Group
Massachusetts
-$1.64M -54,319 Closed
PI
220
Putnam Investments
Massachusetts
-$1.46M -48,300 Closed
BCM
221
BlueCrest Capital Management
Jersey
-$981K -32,523 Closed
BAM
222
Burgundy Asset Management
Ontario, Canada
-$871K -28,900 Closed
JIM
223
Jupiter Investment Management
United Kingdom
-$710K -23,555 Closed
Envestnet Asset Management
224
Envestnet Asset Management
Illinois
-$407K -13,474 Closed
VRS
225
Virginia Retirement Systems
Virginia
-$356K -11,800 Closed

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.