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Artisan Partners

313 hedge funds and large institutions have $2.75B invested in Artisan Partners in 2023 Q4 according to their latest regulatory filings, with 52 funds opening new positions, 95 increasing their positions, 121 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

64% more call options, than puts

Call options by funds: $14.8M | Put options by funds: $9.05M

53% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 34

18% more capital invested

Capital invested by funds: $2.34B → $2.75B (+$411M)

4% more funds holding

Funds holding: 300313 (+13)

0.1% less ownership

Funds ownership: 90.96%90.85% (-0.1%)

21% less repeat investments, than reductions

Existing positions increased: 95 | Existing positions reduced: 121

Holders
313
Holders Change
+13
Holders Change %
+4.33%
% of All Funds
4.56%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
52
Increased
95
Reduced
121
Closed
34
Calls
$14.8M
Puts
$9.05M
Net Calls
+$5.77M
Net Calls Change
-$667K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$476M +$107M +2,846,268 +36%
Vanguard Group
2
Vanguard Group
Pennsylvania
$348M +$2.84M +75,304 +1%
Kayne Anderson Rudnick Investment Management
3
Kayne Anderson Rudnick Investment Management
California
$289M -$6.97M -184,750 -3%
Morgan Stanley
4
Morgan Stanley
New York
$159M +$70.2M +1,861,673 +107%
State Street
5
State Street
Massachusetts
$114M +$1.13M +30,052 +1%
Charles Schwab
6
Charles Schwab
California
$85.4M +$490K +12,977 +0.7%
WA
7
Wasatch Advisors
Utah
$69.9M +$12M +318,355 +25%
Fisher Asset Management
8
Fisher Asset Management
Washington
$69.5M -$8.51M -225,524 -13%
Dimensional Fund Advisors
9
Dimensional Fund Advisors
Texas
$68M -$79K -2,093 -0.1%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$65.9M +$2.52M +66,719 +5%
CCM
11
Channing Capital Management
Illinois
$58.3M +$16.6K +441 +0%
Capital World Investors
12
Capital World Investors
California
$56.4M
Victory Capital Management
13
Victory Capital Management
Texas
$53.4M -$10.9M -288,552 -19%
RA
14
Royce & Associates
New York
$50.7M -$323K -8,568 -0.7%
Federated Hermes
15
Federated Hermes
Pennsylvania
$42.9M -$1.46M -38,624 -4%
VNIM
16
Vaughan Nelson Investment Management
Texas
$41.3M +$8M +211,965 +29%
Northern Trust
17
Northern Trust
Illinois
$36.4M -$8.22K -218 -0%
Wells Fargo
18
Wells Fargo
California
$35.2M -$1.57M -41,609 -5%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$27.7M -$18.4M -488,303 -44%
Janus Henderson Group
20
Janus Henderson Group
United Kingdom
$25.1M -$14.4M -381,334 -40%
CIC
21
Crawford Investment Counsel
Georgia
$23.4M -$180K -4,777 -0.9%
N
22
Nuveen
North Carolina
$21.6M +$1.56M +41,230 +9%
RJA
23
Raymond James & Associates
Florida
$18.6M -$6.91M -183,080 -30%
Invesco
24
Invesco
Georgia
$17.9M +$1.7M +45,136 +12%
HA
25
Heartland Advisors
Wisconsin
$17.6M +$3.04M +80,549 +28%