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Artisan Partners
APAM

Overview Fund Activity

272 hedge funds and large institutions have $1.67B invested in Artisan Partners in 2022 Q4 according to their latest regulatory filings, with 44 funds opening new positions, 108 increasing their positions, 78 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
272
Holders Change
+12
Holders Change %
+4.62%
% of All Funds
4.39%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
44
Increased
108
Reduced
78
Closed
28
Calls
$6.12M
Puts
$3.67M
Net Calls
+$2.45M
Net Calls Change
-$2.8M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$54M
2
CCP
2
Clarkston Capital Partners
Michigan
$101M
3
Victory Capital Management
3
Victory Capital Management
Texas
$45.2M
4
RA
4
Royce & Associates
New York
$36.5M
5
Nuveen Asset Management
5
Nuveen Asset Management
Illinois
$19M

Top Sellers

1
Fayez Sarofim & Co
1
Fayez Sarofim & Co
Texas
$0
2
Boston Partners
2
Boston Partners
Massachusetts
$0
3
Federated Hermes
3
Federated Hermes
Pennsylvania
$27.5M
4
Millennium Management
4
Millennium Management
New York
$1.33M
5
Janus Henderson Group
5
Janus Henderson Group
United Kingdom
$15.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
CBT
201
CoreFirst Bank & Trust
Kansas
$78K – – –
IA
202
IFP Advisors
Florida
$73K -$7.25K -219 -9%
HNB
203
Huntington National Bank
Ohio
$67.5K +$89 +3 +0.1%
TRCT
204
Tower Research Capital (TRC)
New York
$67K +$23.5K +789 +54%
OWA
205
One Wealth Advisors
California
$62K +$62K +2,087 New
HFM
206
Harvest Fund Management
China
$47K – – –
GRP
207
Global Retirement Partners
California
$46.2K +$38K +1,281 +469%
CFGS
208
Concourse Financial Group Securities
Alabama
$44.1K – – –
S
209
SignatureFD
Georgia
$42.8K +$25.2K +849 +144%
ASN
210
Advisory Services Network
Georgia
$42.6K +$42.6K +1,434 New
HI
211
Harbour Investments
Wisconsin
$38.4K +$683 +23 +2%
Lazard Asset Management
212
Lazard Asset Management
New York
$37K – – –
C
213
Covestor
United Kingdom
$37K +$12.5K +426 +51%
Carson Wealth (CWM LLC)
214
Carson Wealth (CWM LLC)
Nebraska
$37K +$14.2K +478 +62%
MCC
215
Money Concepts Capital
Florida
$35.3K -$3.56K -120 -9%
Dimensional Fund Advisors
216
Dimensional Fund Advisors
Texas
$34.6K +$106 +3,576 +0.3%
NA
217
NewEdge Advisors
Louisiana
$31.8K +$31.8K +1,070 New
CWM
218
Cranbrook Wealth Management
Michigan
$29.7K – – –
LFA
219
Legend Financial Advisors
Pennsylvania
$29.7K – – –
BWP
220
Baldwin Wealth Partners
Massachusetts
$29.7K – – –
RTL
221
Red Tortoise LLC
Georgia
$28.2K +$28.2K +950 New
SOW
222
State of Wyoming
Wyoming
$26.1K +$26.1K +878 New
EBA
223
Eagle Bay Advisors
New York
$24.4K – – –
TWA
224
TCI Wealth Advisors
Arizona
$20.3K +$20.2K +679 +22,633%
CFD
225
Creative Financial Designs
Indiana
$16.7K +$8.91K +300 +115%
7 8
9
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