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Artisan Partners

332 hedge funds and large institutions have $2.79B invested in Artisan Partners in 2024 Q1 according to their latest regulatory filings, with 55 funds opening new positions, 121 increasing their positions, 101 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

174% more call options, than puts

Call options by funds: $10.4M | Put options by funds: $3.8M

62% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 34

20% more repeat investments, than reductions

Existing positions increased: 121 | Existing positions reduced: 101

6% more funds holding

Funds holding: 313332 (+19)

2% more capital invested

Capital invested by funds: $2.75B → $2.79B (+$43.3M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

2.17% less ownership

Funds ownership: 90.85%88.69% (-2.2%)

Holders
332
Holders Change
+19
Holders Change %
+6.07%
% of All Funds
4.78%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
55
Increased
121
Reduced
101
Closed
34
Calls
$10.4M
Puts
$3.8M
Net Calls
+$6.62M
Net Calls Change
+$849K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$484M -$8.41M -195,935 -2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$351M -$8.65M -201,365 -3%
Kayne Anderson Rudnick Investment Management
3
Kayne Anderson Rudnick Investment Management
California
$296M -$3.56M -82,854 -1%
State Street
4
State Street
Massachusetts
$120M +$1.85M +43,159 +2%
Charles Schwab
5
Charles Schwab
California
$112M +$22M +512,347 +26%
Morgan Stanley
6
Morgan Stanley
New York
$89.2M -$70.9M -1,651,109 -46%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$71.7M +$3.17M +73,898 +5%
Fisher Asset Management
8
Fisher Asset Management
Washington
$71.5M -$428K -9,968 -0.6%
Dimensional Fund Advisors
9
Dimensional Fund Advisors
Texas
$70.6M +$175K +4,076 +0.3%
CCM
10
Channing Capital Management
Illinois
$62.8M +$2.29M +53,402 +4%
WA
11
Wasatch Advisors
Utah
$61.3M -$10.4M -241,524 -15%
VNIM
12
Vaughan Nelson Investment Management
Texas
$61M +$17.1M +397,424 +43%
Capital World Investors
13
Capital World Investors
California
$58.4M
RA
14
Royce & Associates
New York
$50M -$2.42M -56,368 -5%
Invesco
15
Invesco
Georgia
$49.5M +$29M +675,598 +166%
Federated Hermes
16
Federated Hermes
Pennsylvania
$44.4M -$17.6K -410 -0%
Victory Capital Management
17
Victory Capital Management
Texas
$41.4M -$13.1M -304,635 -25%
Northern Trust
18
Northern Trust
Illinois
$37.6M -$74.2K -1,728 -0.2%
Wells Fargo
19
Wells Fargo
California
$36.1M -$344K -8,005 -1%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$24.9M -$3.6M -83,830 -13%
CIC
21
Crawford Investment Counsel
Georgia
$23.6M -$620K -14,437 -3%
N
22
Nuveen
North Carolina
$22.6M +$184K +4,287 +0.9%
Janus Henderson Group
23
Janus Henderson Group
United Kingdom
$20.3M -$5.31M -123,533 -22%
Barclays
24
Barclays
United Kingdom
$19M +$1.23M +28,587 +7%
RJA
25
Raymond James & Associates
Florida
$18.5M -$762K -17,745 -4%

APAM Hedge Fund Activity: Q1 2024 in Review

332 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Artisan Partners (APAM) for Q1 2024, worth a combined $2.79B — up 1.6% from $2.75B a quarter earlier.

Buyers outnumbered sellers: 55 funds opened new APAM positions and 34 closed out — a net gain of 21 holders — while 121 added to existing stakes and 101 trimmed.

The largest buyer was Invesco, adding an estimated $29M. The largest seller was Morgan Stanley, cutting an estimated $70.9M.

  • 332 institutional investors held Artisan Partners (APAM) as of Q1 2024, up from 313 in Q4 2023.
  • Funds reported $2.79B of Artisan Partners stock for Q1 2024, up 1.6% quarter-over-quarter.
  • 55 funds opened new Artisan Partners positions in Q1 2024 and 34 closed out, a net change of +21 holders.
  • The largest Artisan Partners buyer in Q1 2024 was Invesco, an estimated $29M added.
  • The largest Artisan Partners seller in Q1 2024 was Morgan Stanley, an estimated $70.9M sold.

Based on aggregated 13F filings for Q1 2024.