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Artisan Partners

308 hedge funds and large institutions have $2.78B invested in Artisan Partners in 2021 Q2 according to their latest regulatory filings, with 38 funds opening new positions, 123 increasing their positions, 98 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

26% more repeat investments, than reductions

Existing positions increased: 123 | Existing positions reduced: 98

0.22% less ownership

Funds ownership: 85.83%85.61% (-0.22%)

4% less capital invested

Capital invested by funds: $2.9B → $2.78B (-$116M)

8% less call options, than puts

Call options by funds: $6.73M | Put options by funds: $7.32M

4% less funds holding

Funds holding: 322308 (-14)

21% less first-time investments, than exits

New positions opened: 38 | Existing positions closed: 48

Holders
308
Holders Change
-14
Holders Change %
-4.35%
% of All Funds
5.36%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.07%
New
38
Increased
123
Reduced
98
Closed
48
Calls
$6.73M
Puts
$7.32M
Net Calls
-$581K
Net Calls Change
-$1.54M
Name Holding Trade Value Shares
Change
Change in
Stake
WCA
201
Westover Capital Advisors
Delaware
$389K +$79.8K +1,519 +25%
Teacher Retirement System of Texas
202
Teacher Retirement System of Texas
Texas
$381K +$60K +1,142 +18%
Victory Capital Management
203
Victory Capital Management
Texas
$375K -$7.36K -140 -2%
HSBC Holdings
204
HSBC Holdings
United Kingdom
$371K -$719K -13,679 -65%
GC
205
Guggenheim Capital
Illinois
$370K +$383K +7,281 New
JMPWA
206
JP Morgan Private Wealth Advisors
California
$368K +$147K +2,789 +63%
Prudential Financial
207
Prudential Financial
New Jersey
$362K -$19.6K -373 -5%
MAM
208
Martingale Asset Management
Massachusetts
$358K -$1.07M -20,308 -74%
BRWA
209
B. Riley Wealth Advisors
Florida
$354K -$183K -3,476 -33%
Canada Life
210
Canada Life
Manitoba, Canada
$347K -$15.1K -288 -4%
OC
211
Oppenheimer & Co
New York
$345K +$357K +6,787 New
SEC
212
Seven Eight Capital
New York
$335K +$347K +6,600 New
Jane Street
213
Jane Street
New York
$324K -$238K -4,532 -42%
ACI
214
AMP Capital Investors
Australia
$307K +$15.6K +296 +5%
SW
215
SVB Wealth
Massachusetts
$307K +$52.1K +991 +20%
BAM
216
Belpointe Asset Management
Nevada
$296K +$107K +2,033 +54%
SCA
217
Snowden Capital Advisors
New York
$295K +$25.9K +492 +9%
Rockefeller Capital Management
218
Rockefeller Capital Management
New York
$294K +$39.3K +748 +15%
CWP
219
Curated Wealth Partners
California
$293K +$20.4K +388 +7%
Zurich Cantonal Bank
220
Zurich Cantonal Bank
Switzerland
$286K -$49.3K -938 -14%
KAS
221
Kestra Advisory Services
Texas
$284K +$294K +5,591 New
HWAM
222
Hennion & Walsh Asset Management
New Jersey
$268K +$277K +5,278 New
ASN
223
Advisory Services Network
Georgia
$264K -$95.1K -1,809 -26%
ACA
224
Aptus Capital Advisors
Alabama
$264K
APA
225
American Portfolios Advisors
New York
$253K +$8.93K +170 +4%

APAM Hedge Fund Activity: Q2 2021 in Review

308 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Artisan Partners (APAM) for Q2 2021, worth a combined $2.78B — down 4% from $2.9B a quarter earlier.

Sellers outnumbered buyers: 48 funds closed out of APAM and 38 opened new positions — a net loss of 10 holders — while 98 trimmed existing stakes and 123 added.

The largest buyer was Macquarie Group, adding an estimated $97.8M. The largest seller was Renaissance Technologies, cutting an estimated $50.4M.

  • 308 institutional investors held Artisan Partners (APAM) as of Q2 2021, down from 322 in Q1 2021.
  • Funds reported $2.78B of Artisan Partners stock for Q2 2021, down 4% quarter-over-quarter.
  • 38 funds opened new Artisan Partners positions in Q2 2021 and 48 closed out, a net change of -10 holders.
  • The largest Artisan Partners buyer in Q2 2021 was Macquarie Group, an estimated $97.8M added.
  • The largest Artisan Partners seller in Q2 2021 was Renaissance Technologies, an estimated $50.4M sold.

Based on aggregated 13F filings for Q2 2021.