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Artisan Partners

217 hedge funds and large institutions have $1.91B invested in Artisan Partners in 2017 Q4 according to their latest regulatory filings, with 53 funds opening new positions, 77 increasing their positions, 63 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

141% more first-time investments, than exits

New positions opened: 53 | Existing positions closed: 22

22% more repeat investments, than reductions

Existing positions increased: 77 | Existing positions reduced: 63

21% more capital invested

Capital invested by funds: $1.58B → $1.91B (+$331M)

16% more funds holding

Funds holding: 187217 (+30)

0.73% less ownership

Funds ownership: 97.49%96.76% (-0.73%)

63% less call options, than puts

Call options by funds: $290K | Put options by funds: $790K

Holders
217
Holders Change
+30
Holders Change %
+16.04%
% of All Funds
4.92%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
53
Increased
77
Reduced
63
Closed
22
Calls
$290K
Puts
$790K
Net Calls
-$500K
Net Calls Change
-$1.4M
Name Holding Trade Value Shares
Change
Change in
Stake
Kayne Anderson Rudnick Investment Management
1
Kayne Anderson Rudnick Investment Management
California
$181M +$5.42M +146,120 +3%
Vanguard Group
2
Vanguard Group
Pennsylvania
$162M +$2.78M +74,885 +2%
BlackRock
3
BlackRock
New York
$116M +$1.79M +48,159 +2%
ACM
4
Atlanta Capital Management
Georgia
$97.6M +$3.45M +92,895 +4%
Wells Fargo
5
Wells Fargo
California
$85.7M +$1.6M +43,223 +2%
Neuberger Berman Group
6
Neuberger Berman Group
New York
$80.4M -$4.64M -124,991 -6%
CCM
7
Channing Capital Management
Illinois
$80.3M +$10.5M +284,025 +16%
BBHC
8
Brown Brothers Harriman & Co
New York
$74.9M -$12.2M -328,700 -15%
Fisher Asset Management
9
Fisher Asset Management
Washington
$70.9M -$123K -3,324 -0.2%
BAM
10
Burgundy Asset Management
Ontario, Canada
$59.9M +$344K +9,286 +0.6%
Fuller & Thaler Asset Management
11
Fuller & Thaler Asset Management
California
$59.5M +$76.2K +2,055 +0.1%
Dimensional Fund Advisors
12
Dimensional Fund Advisors
Texas
$41.6M +$729K +19,656 +2%
State Street
13
State Street
Massachusetts
$41.1M +$148K +4,003 +0.4%
RA
14
Royce & Associates
New York
$33.6M -$5.75M -155,095 -15%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$28.5M -$1.16M -31,238 -4%
Capital World Investors
16
Capital World Investors
California
$27.8M
Northern Trust
17
Northern Trust
Illinois
$27.1M -$1.18M -31,725 -4%
Norges Bank
18
Norges Bank
Norway
$26.4M +$10.7M +288,204 +76%
BCA
19
Bernzott Capital Advisors
California
$25.4M +$3.35M +90,325 +16%
FCM
20
Frontier Capital Management
Massachusetts
$24.9M -$393K -10,603 -2%
Geode Capital Management
21
Geode Capital Management
Massachusetts
$22.9M +$3.35M +90,201 +18%
Bank of America
22
Bank of America
North Carolina
$21.9M -$8.99M -242,429 -30%
EIP
23
Epoch Investment Partners
New York
$21.8M -$1.85M -49,927 -8%
Loomis, Sayles & Company
24
Loomis, Sayles & Company
Massachusetts
$20.9M +$19.5M +526,691 +45,999%
Millennium Management
25
Millennium Management
New York
$20.2M -$7M -188,764 -27%

APAM Hedge Fund Activity: Q4 2017 in Review

217 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Artisan Partners (APAM) for Q4 2017, worth a combined $1.91B — up 21% from $1.58B a quarter earlier.

Buyers outnumbered sellers: 53 funds opened new APAM positions and 22 closed out — a net gain of 31 holders — while 77 added to existing stakes and 63 trimmed.

The largest buyer was Loomis, Sayles & Company, adding an estimated $19.5M. The largest seller was TimesSquare Capital Management, exiting entirely with an estimated $37.5M sold.

  • 217 institutional investors held Artisan Partners (APAM) as of Q4 2017, up from 187 in Q3 2017.
  • Funds reported $1.91B of Artisan Partners stock for Q4 2017, up 21% quarter-over-quarter.
  • 53 funds opened new Artisan Partners positions in Q4 2017 and 22 closed out, a net change of +31 holders.
  • The largest Artisan Partners buyer in Q4 2017 was Loomis, Sayles & Company, an estimated $19.5M added.
  • The largest Artisan Partners seller in Q4 2017 was TimesSquare Capital Management, an estimated $37.5M sold.

Based on aggregated 13F filings for Q4 2017.