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Artisan Partners
APAM

Overview Fund Activity

313 hedge funds and large institutions have $2.75B invested in Artisan Partners in 2023 Q4 according to their latest regulatory filings, with 52 funds opening new positions, 95 increasing their positions, 121 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
313
Holders Change
+13
Holders Change %
+4.33%
% of All Funds
4.59%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
52
Increased
95
Reduced
121
Closed
34
Calls
$14.8M
Puts
$9.05M
Net Calls
+$5.77M
Net Calls Change
-$667K

Top Buyers

1
BlackRock
1
BlackRock
New York
$476M
2
Morgan Stanley
2
Morgan Stanley
New York
$159M
3
WA
3
Wasatch Advisors
Utah
$69.9M
4
Deutsche Bank
4
Deutsche Bank
Germany
$11.5M
5
VNIM
5
Vaughan Nelson Investment Management
Texas
$41.3M

Top Sellers

1
CCP
1
Clarkston Capital Partners
Michigan
$0
2
Goldman Sachs
2
Goldman Sachs
New York
$6.81M
3
Assenagon Asset Management
3
Assenagon Asset Management
Luxembourg
$0
4
Bank of New York Mellon
4
Bank of New York Mellon
New York
$27.7M
5
Janus Henderson Group
5
Janus Henderson Group
United Kingdom
$25.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
AFP
201
Ausdal Financial Partners
Iowa
$329K – – –
ET
202
Entropy Technologies
New York
$325K +$325K +7,350 New
MFWP
203
Mosaic Family Wealth Partners
Missouri
$321K -$486 -11 -0.2%
OC
204
Oppenheimer & Co
New York
$320K +$320K +7,253 New
National Bank of Canada
205
National Bank of Canada
Quebec, Canada
$314K -$27.3K -621 -8%
Creative Planning
206
Creative Planning
Kansas
$308K +$44.2K +1,000 +17%
DADC
207
D.A. Davidson & Co
Montana
$303K – – –
NC
208
NinePointTwo Capital
California
$303K – – –
AA
209
AlphaMark Advisors
Kentucky
$298K +$11.5K +261 +4%
Arrowstreet Capital
210
Arrowstreet Capital
Massachusetts
$297K +$297K +6,730 New
MIA
211
MeadowBrook Investment Advisors
Michigan
$289K +$289K +6,538 New
State of Wisconsin Investment Board
212
State of Wisconsin Investment Board
Wisconsin
$287K -$457K -10,337 -61%
AIP
213
Ameritas Investment Partners
Nebraska
$281K +$11.3K +255 +4%
I
214
InceptionR
California
$276K +$276K +6,245 New
KWM
215
Kolinsky Wealth Management
New Jersey
$264K -$9.15K -207 -3%
LPL Financial
216
LPL Financial
California
$260K -$38K -861 -13%
IA
217
IFG Advisory
Georgia
$253K +$9.85K +223 +4%
Fidelity Investments
218
Fidelity Investments
Massachusetts
$253K +$64.9K +1,470 +35%
ACA
219
Aptus Capital Advisors
Alabama
$253K – – –
GWANC
220
Guardian Wealth Advisors (North Carolina)
North Carolina
$253K – – –
RWMG
221
Redwood Wealth Management Group
New Jersey
$251K -$13.2K -299 -5%
M&T Bank
222
M&T Bank
New York
$240K -$16.1K -364 -6%
Allspring Global Investments
223
Allspring Global Investments
North Carolina
$239K -$66.7K -1,510 -22%
JF
224
Jump Financial
Illinois
$239K +$239K +5,400 New
Baird Financial Group
225
Baird Financial Group
Wisconsin
$237K -$16.7K -378 -7%
7 8
9
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