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Artisan Partners
APAM

Overview Fund Activity

332 hedge funds and large institutions have $2.79B invested in Artisan Partners in 2024 Q1 according to their latest regulatory filings, with 55 funds opening new positions, 121 increasing their positions, 101 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
332
Holders Change
+19
Holders Change %
+6.07%
% of All Funds
4.81%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
55
Increased
121
Reduced
101
Closed
34
Calls
$10.4M
Puts
$3.8M
Net Calls
+$6.62M
Net Calls Change
+$849K

Top Buyers

1
Invesco
1
Invesco
Georgia
$49.5M
2
Charles Schwab
2
Charles Schwab
California
$112M
3
VNIM
3
Vaughan Nelson Investment Management
Texas
$61M
4
JAM
4
Jupiter Asset Management
United Kingdom
$9.91M
5
EP
5
Edgestream Partners
New Jersey
$7.29M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$89.2M
2
Victory Capital Management
2
Victory Capital Management
Texas
$41.4M
3
WA
3
Wasatch Advisors
Utah
$61.3M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$351M
5
BlackRock
5
BlackRock
New York
$484M
Name Holding Trade Value Shares
Change 		Shares
Change %
CCIA
201
Campbell & Co Investment Adviser
Maryland
$349K -$906K -19,804 -72%
AFP
202
Ausdal Financial Partners
Iowa
$341K – – –
RJT
203
Raymond James Trust
Florida
$336K -$26.6K -582 -7%
National Bank of Canada
204
National Bank of Canada
Quebec, Canada
$334K +$19.4K +440 +6%
MFWP
205
Mosaic Family Wealth Partners
Missouri
$332K – – –
OC
206
Oppenheimer & Co
New York
$329K -$2.84K -62 -0.9%
MOS
207
MGO One Seven
Ohio
$326K -$119K -2,607 -27%
Verition Fund Management
208
Verition Fund Management
Connecticut
$323K +$104K +2,274 +48%
AA
209
AlphaMark Advisors
Kentucky
$315K +$7.13K +156 +2%
DADC
210
D.A. Davidson & Co
Montana
$314K – – –
MIA
211
MeadowBrook Investment Advisors
Michigan
$311K +$11.4K +250 +4%
SPIA
212
Steward Partners Investment Advisory
New York
$303K -$39.7K -868 -12%
KAS
213
Kestra Advisory Services
Texas
$300K +$300K +6,550 New
DAS
214
Diversify Advisory Services
Utah
$299K +$299K +6,579 New
AIP
215
Ameritas Investment Partners
Nebraska
$291K – – –
BF
216
BOK Financial
Oklahoma
$290K +$290K +6,371 New
KWM
217
Kolinsky Wealth Management
New Jersey
$279K +$4.85K +106 +2%
NFG
218
Nations Financial Group
Iowa
$274K +$274K +5,987 New
Allspring Global Investments
219
Allspring Global Investments
North Carolina
$270K +$22.8K +498 +9%
Squarepoint
220
Squarepoint
New York
$259K -$1.98M -43,222 -88%
RWMG
221
Redwood Wealth Management Group
New Jersey
$254K -$5.13K -112 -2%
TRCT
222
Tower Research Capital (TRC)
New York
$254K +$190K +4,148 +298%
M&T Bank
223
M&T Bank
New York
$253K +$3.8K +83 +2%
SFI
224
Susquehanna Fundamental Investments
Pennsylvania
$247K +$247K +5,400 New
Susquehanna International Group
225
Susquehanna International Group
Pennsylvania
$245K -$1.14M -24,971 -82%
7 8
9
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