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Artisan Partners

213 hedge funds and large institutions have $1.26B invested in Artisan Partners in 2019 Q1 according to their latest regulatory filings, with 43 funds opening new positions, 79 increasing their positions, 62 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

59% more first-time investments, than exits

New positions opened: 43 | Existing positions closed: 27

27% more repeat investments, than reductions

Existing positions increased: 79 | Existing positions reduced: 62

17% more capital invested

Capital invested by funds: $1.07B → $1.26B (+$182M)

8% more funds holding

Funds holding: 198213 (+15)

2.32% more ownership

Funds ownership: 90.39%92.71% (+2.3%)

93% less call options, than puts

Call options by funds: $1.94M | Put options by funds: $25.9M

Holders
213
Holders Change
+15
Holders Change %
+7.58%
% of All Funds
4.61%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
43
Increased
79
Reduced
62
Closed
27
Calls
$1.94M
Puts
$25.9M
Net Calls
-$23.9M
Net Calls Change
-$24.4M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$125M +$4.09M +167,300 +4%
BlackRock
2
BlackRock
New York
$90.2M -$2.34M -95,842 -3%
Kayne Anderson Rudnick Investment Management
3
Kayne Anderson Rudnick Investment Management
California
$89.8M -$9.77M -399,737 -10%
Renaissance Technologies
4
Renaissance Technologies
New York
$59M +$27.5M +1,124,997 +92%
Wells Fargo
5
Wells Fargo
California
$57.9M +$1.84M +75,415 +3%
CCP
6
Clarkston Capital Partners
Michigan
$53.4M +$1.81M +73,875 +4%
Neuberger Berman Group
7
Neuberger Berman Group
New York
$42.5M -$1.09M -44,415 -3%
Fisher Asset Management
8
Fisher Asset Management
Washington
$40.6M -$2.72M -111,147 -6%
CCM
9
Channing Capital Management
Illinois
$38.4M -$1.44M -58,857 -4%
Dimensional Fund Advisors
10
Dimensional Fund Advisors
Texas
$32.6M +$2.74M +111,960 +9%
Fuller & Thaler Asset Management
11
Fuller & Thaler Asset Management
California
$31.7M -$7.78M -318,442 -20%
RA
12
Royce & Associates
New York
$25.9M -$2.01M -82,279 -7%
Goldman Sachs
13
Goldman Sachs
New York
$25.1M +$16.3M +665,646 +201%
State Street
14
State Street
Massachusetts
$24.7M +$338K +13,812 +1%
BCA
15
Bernzott Capital Advisors
California
$21M +$357K +14,600 +2%
Marshall Wace
16
Marshall Wace
United Kingdom
$19.5M +$4.32M +176,717 +30%
Northern Trust
17
Northern Trust
Illinois
$19M -$346K -14,147 -2%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$18.7M +$302K +12,358 +2%
EIP
19
Epoch Investment Partners
New York
$18.6M -$4.25M -174,014 -19%
ACM
20
Atlanta Capital Management
Georgia
$18.5M +$822K +33,624 +5%
Geode Capital Management
21
Geode Capital Management
Massachusetts
$18M +$840K +34,367 +5%
Capital World Investors
22
Capital World Investors
California
$17.7M
Norges Bank
23
Norges Bank
Norway
$16.8M
TA
24
Teachers Advisors
New York
$16M +$1.43M +58,665 +10%
RJA
25
Raymond James & Associates
Florida
$14.1M +$1.55M +63,549 +13%

APAM Hedge Fund Activity: Q1 2019 in Review

213 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Artisan Partners (APAM) for Q1 2019, worth a combined $1.26B — up 17% from $1.07B a quarter earlier.

Buyers outnumbered sellers: 43 funds opened new APAM positions and 27 closed out — a net gain of 16 holders — while 79 added to existing stakes and 62 trimmed.

The largest buyer was Renaissance Technologies, adding an estimated $27.5M. The largest seller was Brown Brothers Harriman & Co, cutting an estimated $23.5M.

  • 213 institutional investors held Artisan Partners (APAM) as of Q1 2019, up from 198 in Q4 2018.
  • Funds reported $1.26B of Artisan Partners stock for Q1 2019, up 17% quarter-over-quarter.
  • 43 funds opened new Artisan Partners positions in Q1 2019 and 27 closed out, a net change of +16 holders.
  • The largest Artisan Partners buyer in Q1 2019 was Renaissance Technologies, an estimated $27.5M added.
  • The largest Artisan Partners seller in Q1 2019 was Brown Brothers Harriman & Co, an estimated $23.5M sold.

Based on aggregated 13F filings for Q1 2019.