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Artisan Partners

254 hedge funds and large institutions have $2.04B invested in Artisan Partners in 2020 Q3 according to their latest regulatory filings, with 51 funds opening new positions, 69 increasing their positions, 101 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

113% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 24

100% more funds holding in top 10

Funds holding in top 10: 24 (+2)

54% more call options, than puts

Call options by funds: $2.5M | Put options by funds: $1.63M

19% more capital invested

Capital invested by funds: $1.71B → $2.04B (+$331M)

11% more funds holding

Funds holding: 229254 (+25)

1.44% less ownership

Funds ownership: 87.41%85.97% (-1.4%)

32% less repeat investments, than reductions

Existing positions increased: 69 | Existing positions reduced: 101

Holders
254
Holders Change
+25
Holders Change %
+10.92%
% of All Funds
5.13%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.08%
New
51
Increased
69
Reduced
101
Closed
24
Calls
$2.5M
Puts
$1.63M
Net Calls
+$870K
Net Calls Change
-$165K
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$215M -$7.13M -194,612 -3%
BlackRock
2
BlackRock
New York
$158M -$685K -18,677 -0.5%
Kayne Anderson Rudnick Investment Management
3
Kayne Anderson Rudnick Investment Management
California
$149M +$3.22M +87,822 +2%
CCP
4
Clarkston Capital Partners
Michigan
$121M -$2.88M -78,662 -2%
Renaissance Technologies
5
Renaissance Technologies
New York
$103M -$23.3M -635,200 -19%
Federated Hermes
6
Federated Hermes
Pennsylvania
$70.5M +$22.2M +605,118 +50%
Neuberger Berman Group
7
Neuberger Berman Group
New York
$57.6M -$827K -22,570 -2%
Fisher Asset Management
8
Fisher Asset Management
Washington
$55.4M -$1.54M -42,027 -3%
BCA
9
Bernzott Capital Advisors
California
$54.3M +$17.8M +485,294 +54%
Dimensional Fund Advisors
10
Dimensional Fund Advisors
Texas
$52.5M -$1.12M -30,635 -2%
State Street
11
State Street
Massachusetts
$46.6M -$1.48M -40,289 -3%
ACM
12
Atlanta Capital Management
Georgia
$42.5M -$143K -3,900 -0.4%
CCM
13
Channing Capital Management
Illinois
$38M -$5.45M -148,580 -13%
WA
14
Wasatch Advisors
Utah
$37.1M +$3.49M +95,238 +11%
Allianz Asset Management
15
Allianz Asset Management
Germany
$37M +$1.58M +43,157 +5%
Geode Capital Management
16
Geode Capital Management
Massachusetts
$36.9M -$333K -9,086 -1%
Wells Fargo
17
Wells Fargo
California
$36.1M -$23.7M -645,498 -41%
Northern Trust
18
Northern Trust
Illinois
$31.8M -$1.94M -52,793 -6%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$31.2M +$775K +21,154 +3%
Wellington Management Group
20
Wellington Management Group
Massachusetts
$30M +$4.7M +128,272 +20%
Capital World Investors
21
Capital World Investors
California
$27.5M
RA
22
Royce & Associates
New York
$24.9M -$2.78M -75,863 -11%
Norges Bank
23
Norges Bank
Norway
$24.5M -$5.31M -144,925 -19%
RJA
24
Raymond James & Associates
Florida
$22.7M -$729K -19,885 -3%
N
25
Nuveen
North Carolina
$21.6M +$256K +6,989 +1%