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Artisan Partners

216 hedge funds and large institutions have $1.59B invested in Artisan Partners in 2018 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 69 increasing their positions, 74 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more call options, than puts

Call options by funds: $433K | Put options by funds: $253K

17% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 24

10% more capital invested

Capital invested by funds: $1.45B → $1.59B (+$141M)

1% more funds holding

Funds holding: 213216 (+3)

0.2% more ownership

Funds ownership: 90.72%90.93% (+0.2%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

7% less repeat investments, than reductions

Existing positions increased: 69 | Existing positions reduced: 74

Holders
216
Holders Change
+3
Holders Change %
+1.41%
% of All Funds
4.94%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
28
Increased
69
Reduced
74
Closed
24
Calls
$433K
Puts
$253K
Net Calls
+$180K
Net Calls Change
-$14K
Name Holding Trade Value Shares
Change
Change in
Stake
Kayne Anderson Rudnick Investment Management
1
Kayne Anderson Rudnick Investment Management
California
$178M +$10.7M +327,520 +6%
Vanguard Group
2
Vanguard Group
Pennsylvania
$149M +$2.66M +81,738 +2%
BlackRock
3
BlackRock
New York
$109M +$2.34M +71,695 +2%
Wells Fargo
4
Wells Fargo
California
$81.7M +$1.57M +48,241 +2%
ACM
5
Atlanta Capital Management
Georgia
$77.3M -$2.02M -62,019 -3%
CCM
6
Channing Capital Management
Illinois
$70.6M +$7.76M +238,100 +12%
Neuberger Berman Group
7
Neuberger Berman Group
New York
$58.3M -$2.16M -66,320 -4%
Fisher Asset Management
8
Fisher Asset Management
Washington
$55.7M -$795K -24,391 -1%
Fuller & Thaler Asset Management
9
Fuller & Thaler Asset Management
California
$46.7M -$1.09M -33,381 -2%
RA
10
Royce & Associates
New York
$36.6M -$1.51M -46,290 -4%
BBHC
11
Brown Brothers Harriman & Co
New York
$35.3M -$24.1M -740,369 -40%
Dimensional Fund Advisors
12
Dimensional Fund Advisors
Texas
$34.4M +$115K +3,534 +0.3%
State Street
13
State Street
Massachusetts
$33.4M +$394K +12,093 +1%
EIP
14
Epoch Investment Partners
New York
$28.9M +$94.1K +2,887 +0.3%
BCA
15
Bernzott Capital Advisors
California
$26.5M -$397K -12,185 -1%
Northern Trust
16
Northern Trust
Illinois
$24.7M +$973K +29,845 +4%
Geode Capital Management
17
Geode Capital Management
Massachusetts
$24.3M +$1.65M +50,672 +7%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$23.1M -$592K -18,166 -2%
Capital World Investors
19
Capital World Investors
California
$22.8M
Norges Bank
20
Norges Bank
Norway
$21.6M +$971K +29,806 +5%
CCP
21
Clarkston Capital Partners
Michigan
$21.3M +$21.4M +657,491 New
PNC Financial Services Group
22
PNC Financial Services Group
Pennsylvania
$20.6M -$828K -25,422 -4%
FCM
23
Frontier Capital Management
Massachusetts
$19.3M -$639K -19,608 -3%
TA
24
Teachers Advisors
New York
$18.6M +$880K +27,000 +5%
Renaissance Technologies
25
Renaissance Technologies
New York
$16.9M -$104K -3,200 -0.6%

APAM Hedge Fund Activity: Q3 2018 in Review

216 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Artisan Partners (APAM) for Q3 2018, worth a combined $1.59B — up 9.7% from $1.45B a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new APAM positions and 24 closed out — a net gain of 4 holders — while 69 added to existing stakes and 74 trimmed.

The largest buyer was Clarkston Capital Partners, opening a new position worth an estimated $21.4M. The largest seller was Brown Brothers Harriman & Co, cutting an estimated $24.1M.

  • 216 institutional investors held Artisan Partners (APAM) as of Q3 2018, up from 213 in Q2 2018.
  • Funds reported $1.59B of Artisan Partners stock for Q3 2018, up 9.7% quarter-over-quarter.
  • 28 funds opened new Artisan Partners positions in Q3 2018 and 24 closed out, a net change of +4 holders.
  • The largest Artisan Partners buyer in Q3 2018 was Clarkston Capital Partners, an estimated $21.4M added.
  • The largest Artisan Partners seller in Q3 2018 was Brown Brothers Harriman & Co, an estimated $24.1M sold.

Based on aggregated 13F filings for Q3 2018.