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Artisan Partners
APAM

Overview Fund Activity

341 hedge funds and large institutions have $2.7B invested in Artisan Partners in 2024 Q3 according to their latest regulatory filings, with 44 funds opening new positions, 136 increasing their positions, 107 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
341
Holders Change
+8
Holders Change %
+2.4%
% of All Funds
4.93%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
44
Increased
136
Reduced
107
Closed
33
Calls
$7.99M
Puts
$831K
Net Calls
+$7.16M
Net Calls Change
+$2.68M

Top Buyers

1
WA
1
Wasatch Advisors
Utah
$78.5M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$347M
3
Victory Capital Management
3
Victory Capital Management
Texas
$48.6M
4
Charles Schwab
4
Charles Schwab
California
$115M
5
Voloridge Investment Management
5
Voloridge Investment Management
Florida
$5.92M

Top Sellers

1
Invesco
1
Invesco
Georgia
$20.6M
2
Federated Hermes
2
Federated Hermes
Pennsylvania
$34.5M
3
JAM
3
Jupiter Asset Management
United Kingdom
$4.83M
4
HA
4
Heartland Advisors
Wisconsin
$8.12M
5
Assenagon Asset Management
5
Assenagon Asset Management
Luxembourg
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Pictet Asset Management
201
Pictet Asset Management
Switzerland
$355K – – –
AA
202
AlphaMark Advisors
Kentucky
$353K +$353K +8,150 New
QPW
203
Quantum Private Wealth
Florida
$348K – – –
SSA
204
Schonfeld Strategic Advisors
New York
$346K -$2.08M -48,119 -86%
CG
205
Caprock Group
Idaho
$343K -$14.8K -342 -4%
MIA
206
MeadowBrook Investment Advisors
Michigan
$336K +$5.63K +130 +2%
Envestnet Portfolio Solutions
207
Envestnet Portfolio Solutions
Illinois
$334K +$334K +7,706 New
Creative Planning
208
Creative Planning
Kansas
$333K -$20K -461 -6%
MWPCG
209
Measured Wealth Private Client Group
New Hampshire
$332K -$306K -7,063 -48%
TCM
210
Teza Capital Management
Illinois
$331K +$93.3K +2,153 +39%
AFP
211
Ausdal Financial Partners
Iowa
$325K +$2.43K +56 +0.8%
SEC
212
Seven Eight Capital
New York
$323K +$323K +7,460 New
National Bank of Canada
213
National Bank of Canada
Quebec, Canada
$321K -$6.2K -143 -2%
CWP
214
Curated Wealth Partners
California
$320K – – –
JFGIW
215
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$316K -$206K -4,745 -39%
MFWP
216
Mosaic Family Wealth Partners
Missouri
$315K – – –
PCM
217
Prelude Capital Management
New York
$311K -$66.9K -1,545 -18%
OR
218
Olympiad Research
Connecticut
$311K -$45.1K -1,042 -13%
SPIA
219
Steward Partners Investment Advisory
New York
$310K +$23.5K +542 +8%
AG
220
Algert Global
California
$301K – – –
DADC
221
D.A. Davidson & Co
Montana
$297K – – –
GAM
222
Guinness Asset Management
United Kingdom
$296K -$33.8K -781 -10%
Susquehanna International Group
223
Susquehanna International Group
Pennsylvania
$296K +$296K +6,841 New
RJT
224
Raymond James Trust
Florida
$293K -$31.7K -731 -10%
NFG
225
Nations Financial Group
Iowa
$280K +$17.6K +406 +7%
7 8
9
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