Artisan Partners
APAM
259 hedge funds and large institutions have $1.84B invested in Artisan Partners in 2023 Q1 according to their latest regulatory filings, with 41 funds opening new positions, 104 increasing their positions, 66 reducing their positions, and 49 closing their positions.
144% more call options, than puts
Call options by funds: $10M | Put options by funds: $4.1M
58% more repeat investments, than reductions
Existing positions increased: 104 | Existing positions reduced: 66
10% more capital invested
Capital invested by funds: $1.67B → $1.84B (+$174M)
1.96% more ownership
Funds ownership: 82.8% → 84.76% (+2%)
4% less funds holding
Funds holding: 270 → 259 (-11)
16% less first-time investments, than exits
New positions opened: 41 | Existing positions closed: 49
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Charles Schwab
San Francisco,
California
|
+$34M |
| 2 |
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
|
+$12.8M |
| 3 |
BlackRock
New York
|
+$10.9M |
| 4 |
WA
Wasatch Advisors
Salt Lake City,
Utah
|
+$10.3M |
| 5 |
Janus Henderson Group
London,
|
+$10.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EIP
Epoch Investment Partners
New York
|
-$28.3M |
| 2 |
TD Asset Management
Toronto,
Ontario, Canada
|
-$22.3M |
| 3 |
GKIM
GW&K Investment Management
Boston,
Massachusetts
|
-$15.4M |
| 4 |
Macquarie Group
Sydney, NSW 2000,
Australia
|
-$8.93M |
| 5 |
BCA
Bernzott Capital Advisors
Camarillo,
California
|
-$8.22M |
APAM Hedge Fund Activity: Q1 2023 in Review
259 of the 6,283 institutional investors tracked by Wall St. Rank reported a position in Artisan Partners (APAM) for Q1 2023, worth a combined $1.84B — up 10% from $1.67B a quarter earlier.
Sellers outnumbered buyers: 49 funds closed out of APAM and 41 opened new positions — a net loss of 8 holders — while 66 trimmed existing stakes and 104 added.
The largest buyer was Charles Schwab, adding an estimated $34M. The largest seller was Epoch Investment Partners, cutting an estimated $28.3M.
- 259 institutional investors held Artisan Partners (APAM) as of Q1 2023, down from 270 in Q4 2022.
- Funds reported $1.84B of Artisan Partners stock for Q1 2023, up 10% quarter-over-quarter.
- 41 funds opened new Artisan Partners positions in Q1 2023 and 49 closed out, a net change of -8 holders.
- The largest Artisan Partners buyer in Q1 2023 was Charles Schwab, an estimated $34M added.
- The largest Artisan Partners seller in Q1 2023 was Epoch Investment Partners, an estimated $28.3M sold.
Based on aggregated 13F filings for Q1 2023.