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Artisan Partners

259 hedge funds and large institutions have $1.84B invested in Artisan Partners in 2023 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 105 increasing their positions, 66 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

144% more call options, than puts

Call options by funds: $10M | Put options by funds: $4.1M

59% more repeat investments, than reductions

Existing positions increased: 105 | Existing positions reduced: 66

10% more capital invested

Capital invested by funds: $1.67B → $1.84B (+$174M)

0.24% more ownership

Funds ownership: 84.52%84.76% (+0.24%)

5% less funds holding

Funds holding: 272259 (-13)

20% less first-time investments, than exits

New positions opened: 40 | Existing positions closed: 50

Holders
259
Holders Change
-13
Holders Change %
-4.78%
% of All Funds
4.13%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
40
Increased
105
Reduced
66
Closed
50
Calls
$10M
Puts
$4.1M
Net Calls
+$5.91M
Net Calls Change
+$3.46M
Name Holding Trade Value Shares
Change
Change in
Stake
ASN
201
Advisory Services Network
Georgia
$46.8K +$1.01K +30 +2%
NA
202
NewEdge Advisors
Louisiana
$45.5K +$11.8K +352 +33%
S
203
SignatureFD
Georgia
$44.4K -$1.74K -52 -4%
Bessemer Group
204
Bessemer Group
New Jersey
$44K +$46.2K +1,378 New
HI
205
Harbour Investments
Wisconsin
$41.7K +$369 +11 +0.9%
BWP
206
Baldwin Wealth Partners
Massachusetts
$32K
CWM
207
Cranbrook Wealth Management
Michigan
$32K
WT
208
Whittier Trust
California
$30.5K +$17.3K +515 +117%
C
209
Covestor
United Kingdom
$29K -$12.1K -360 -29%
SOW
210
State of Wyoming
Wyoming
$26.8K -$1.31K -39 -4%
EBA
211
Eagle Bay Advisors
New York
$26.3K
Carson Wealth (CWM LLC)
212
Carson Wealth (CWM LLC)
Nebraska
$26K -$14.8K -440 -35%
TWA
213
TCI Wealth Advisors
Arizona
$21.8K -$34 -1 -0.1%
AAS
214
Ameritas Advisory Services
Nebraska
$21.6K +$20.7K +616 New
HPC
215
HM Payson & Co
Maine
$20.7K +$21.7K +648 New
AWM
216
Avior Wealth Management
Nebraska
$19.4K +$20.4K +608 New
CFD
217
Creative Financial Designs
Indiana
$18K
IA
218
IFP Advisors
Florida
$16.9K -$56.7K -1,691 -77%
GKIM
219
GW&K Investment Management
Massachusetts
$16K -$15.4M -460,129 -100%
LFA
220
Legend Financial Advisors
Pennsylvania
$16K -$16.8K -500 -50%
QCG
221
Quadrant Capital Group
Ohio
$15.2K +$5.84K +174 +58%
Nomura Asset Management
222
Nomura Asset Management
Japan
$12.5K
SS
223
Sunbelt Securities
Texas
$11.8K +$12.6K +377 New
HCP
224
Hexagon Capital Partners
Arkansas
$11.3K +$4.9K +146 +70%
Fifth Third Bancorp
225
Fifth Third Bancorp
Ohio
$10.7K +$11.2K +334 New