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Artisan Partners

281 hedge funds and large institutions have $2.54B invested in Artisan Partners in 2023 Q2 according to their latest regulatory filings, with 55 funds opening new positions, 110 increasing their positions, 65 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

118% more call options, than puts

Call options by funds: $11.8M | Put options by funds: $5.41M

69% more repeat investments, than reductions

Existing positions increased: 110 | Existing positions reduced: 65

67% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 33

38% more capital invested

Capital invested by funds: $1.84B → $2.54B (+$698M)

10.74% more ownership

Funds ownership: 84.76%95.5% (+11%)

8% more funds holding

Funds holding: 259281 (+22)

Holders
281
Holders Change
+22
Holders Change %
+8.49%
% of All Funds
4.41%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
55
Increased
110
Reduced
65
Closed
33
Calls
$11.8M
Puts
$5.41M
Net Calls
+$6.39M
Net Calls Change
+$483K
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$310M +$40.9M +1,185,092 +18%
Kayne Anderson Rudnick Investment Management
2
Kayne Anderson Rudnick Investment Management
California
$267M -$2.77M -80,108 -1%
BlackRock
3
BlackRock
New York
$245M +$43.1M +1,248,940 +25%
CCP
4
Clarkston Capital Partners
Michigan
$137M +$341K +9,884 +0.3%
State Street
5
State Street
Massachusetts
$95.6M +$35M +1,013,773 +71%
Goldman Sachs
6
Goldman Sachs
New York
$92.2M +$70.4M +2,038,663 +666%
Morgan Stanley
7
Morgan Stanley
New York
$74.9M +$5.39M +156,247 +9%
Charles Schwab
8
Charles Schwab
California
$72.2M +$2.97M +86,077 +5%
Fisher Asset Management
9
Fisher Asset Management
Washington
$70.1M +$1.44M +41,824 +2%
WA
10
Wasatch Advisors
Utah
$63.6M -$5.81M -168,381 -9%
Victory Capital Management
11
Victory Capital Management
Texas
$61M +$4.32K +125 +0%
Dimensional Fund Advisors
12
Dimensional Fund Advisors
Texas
$59.5M +$10.5M +304,816 +25%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$53.8M +$2.23M +64,685 +5%
CCM
14
Channing Capital Management
Illinois
$53.1M -$13.6M -393,836 -23%
Capital World Investors
15
Capital World Investors
California
$50.2M +$19.7M +572,000 +81%
RA
16
Royce & Associates
New York
$45.4M -$5.17M -149,865 -11%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$43.9M +$10.8M +312,407 +39%
Janus Henderson Group
18
Janus Henderson Group
United Kingdom
$38.8M +$5.35M +154,989 +19%
Federated Hermes
19
Federated Hermes
Pennsylvania
$37.9M +$1.32M +38,174 +4%
N
20
Nuveen
North Carolina
$34.9M +$4.08M +118,039 +15%
Wells Fargo
21
Wells Fargo
California
$33.6M +$511K +14,792 +2%
Northern Trust
22
Northern Trust
Illinois
$32.6M +$2.24M +64,790 +8%
Deutsche Bank
23
Deutsche Bank
Germany
$30.7M +$25.5M +737,636 +1,728%
RJA
24
Raymond James & Associates
Florida
$28.6M +$410K +11,884 +2%
VNIM
25
Vaughan Nelson Investment Management
Texas
$27.8M +$1.09M +31,681 +5%