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Artisan Partners
APAM

300 hedge funds and large institutions have $2.34B invested in Artisan Partners in 2023 Q3 according to their latest regulatory filings, with 49 funds opening new positions, 91 increasing their positions, 111 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

131% more call options, than puts

Call options by funds: $11.4M | Put options by funds: $4.92M

75% more first-time investments, than exits

New positions opened: 49 | Existing positions closed: 28

7% more funds holding

Funds holding: 281 → 300 (+19)

4.54% less ownership

Funds ownership: 95.5% → 90.96% (-4.5%)

8% less capital invested

Capital invested by funds: $2.54B → $2.34B (-$203M)

18% less repeat investments, than reductions

Existing positions increased: 91 | Existing positions reduced: 111

Holders
300
Holders Change
+19
Holders Change %
+6.76%
% of All Funds
4.76%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
49
Increased
91
Reduced
111
Closed
28
Calls
$11.4M
Puts
$4.92M
Net Calls
+$6.43M
Net Calls Change
+$41K

Top Buyers

1
BlackRock
BlackRock
New York
+$65.3M
2
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
+$29.1M
3
Axa
Axa
France
+$6.97M
4
Barclays
Barclays
United Kingdom
+$6.24M
5
State Street
State Street
Massachusetts
+$4.75M

Top Sellers

1
CCP
Clarkston Capital Partners
Michigan
-$61M
2
Deutsche Bank
Deutsche Bank
Germany
-$29M
3
Goldman Sachs
Goldman Sachs
New York
-$27.3M
4
Neuberger Berman Group
Neuberger Berman Group
New York
-$26.6M
5
Comerica Bank
Comerica Bank
Texas
-$24.5M
Name Holding Trade Value Shares
Change 		Change in
Stake
BlackRock
1
BlackRock
New York
$296M +$65.3M +1,683,680 +27%
Vanguard Group
2
Vanguard Group
Pennsylvania
$292M -$3.55M -91,628 -1%
Kayne Anderson Rudnick Investment Management
3
Kayne Anderson Rudnick Investment Management
California
$252M -$2.43M -62,642 -0.9%
State Street
4
State Street
Massachusetts
$95.6M +$4.75M +122,495 +5%
Charles Schwab
5
Charles Schwab
California
$71.9M +$3.31M +85,443 +5%
CCP
6
Clarkston Capital Partners
Michigan
$71.2M -$61M -1,572,163 -45%
Fisher Asset Management
7
Fisher Asset Management
Washington
$67.3M +$534K +13,761 +0.8%
Morgan Stanley
8
Morgan Stanley
New York
$65M -$6.56M -169,093 -9%
Goldman Sachs
9
Goldman Sachs
New York
$61.4M -$27.3M -703,911 -30%
Dimensional Fund Advisors
10
Dimensional Fund Advisors
Texas
$57.7M +$1.05M +27,188 +2%
Victory Capital Management
11
Victory Capital Management
Texas
$56M -$2.1M -54,123 -3%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$53.3M +$2.14M +55,090 +4%
CCM
13
Channing Capital Management
Illinois
$49.3M -$1.21M -31,278 -2%
Capital World Investors
14
Capital World Investors
California
$47.8M – – –
WA
15
Wasatch Advisors
Utah
$47.3M -$13.8M -354,999 -22%
RA
16
Royce & Associates
New York
$43.3M +$40K +1,031 +0.1%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$41.7M -$64.2K -1,657 -0.1%
Federated Hermes
18
Federated Hermes
Pennsylvania
$37.8M +$1.79M +46,179 +5%
Janus Henderson Group
19
Janus Henderson Group
United Kingdom
$35.5M -$1.46M -37,536 -4%
Wells Fargo
20
Wells Fargo
California
$31.4M -$606K -15,637 -2%
Northern Trust
21
Northern Trust
Illinois
$30.8M -$173K -4,451 -0.5%
Assenagon Asset Management
22
Assenagon Asset Management
Luxembourg
$28.1M +$29.1M +751,379 New
VNIM
23
Vaughan Nelson Investment Management
Texas
$27M +$604K +15,570 +2%
RJA
24
Raymond James & Associates
Florida
$22.6M -$4.74M -122,137 -17%
CIC
25
Crawford Investment Counsel
Georgia
$20M -$206K -5,312 -1%
1
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APAM Hedge Fund Activity: Q3 2023 in Review

300 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Artisan Partners (APAM) for Q3 2023, worth a combined $2.34B — down 8% from $2.54B a quarter earlier.

Buyers outnumbered sellers: 49 funds opened new APAM positions and 28 closed out — a net gain of 21 holders — while 91 added to existing stakes and 111 trimmed.

The largest buyer was BlackRock, adding an estimated $65.3M. The largest seller was Clarkston Capital Partners, cutting an estimated $61M.

  • 300 institutional investors held Artisan Partners (APAM) as of Q3 2023, up from 281 in Q2 2023.
  • Funds reported $2.34B of Artisan Partners stock for Q3 2023, down 8% quarter-over-quarter.
  • 49 funds opened new Artisan Partners positions in Q3 2023 and 28 closed out, a net change of +21 holders.
  • The largest Artisan Partners buyer in Q3 2023 was BlackRock, an estimated $65.3M added.
  • The largest Artisan Partners seller in Q3 2023 was Clarkston Capital Partners, an estimated $61M sold.

Based on aggregated 13F filings for Q3 2023.