We are live on ! Find out more
ARTNA icon

Artesian Resources

88 hedge funds and large institutions have $185M invested in Artesian Resources in 2020 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 33 increasing their positions, 25 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

32% more repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 25

24% more capital invested

Capital invested by funds: $149M → $185M (+$36.3M)

2.45% more ownership

Funds ownership: 51.01%53.46% (+2.4%)

0% more funds holding

Funds holding: 8888 (0)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 6

Holders
88
Holders Change
Holders Change %
0%
% of All Funds
1.56%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
6
Increased
33
Reduced
25
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TA
26
Teton Advisors
New York
$1.33M
New York State Common Retirement Fund
27
New York State Common Retirement Fund
New York
$1.08M
PPA
28
Parametric Portfolio Associates
Washington
$1.04M +$75.9K +2,043 +8%
GF
29
Gabelli Funds
New York
$916K
IIC
30
Ironwood Investment Counsel
Arizona
$889K -$138K -3,699 -17%
Assenagon Asset Management
31
Assenagon Asset Management
Luxembourg
$845K +$847K +22,786 New
KFA
32
Krane Funds Advisors
New York
$805K +$228K +6,131 +39%
JP Morgan Chase
33
JP Morgan Chase
New York
$796K +$625K +16,813 +361%
MCM
34
Manchester Capital Management
Vermont
$786K +$11.2K +300 +1%
Charles Schwab
35
Charles Schwab
California
$768K
First Trust Advisors
36
First Trust Advisors
Illinois
$759K -$33.8K -910 -4%
DGHMC
37
Dalton, Greiner, Hartman, Maher & Co
New York
$701K -$1.97M -52,887 -74%
California Public Employees Retirement System
38
California Public Employees Retirement System
California
$666K -$11.2K -300 -2%
Bank of America
39
Bank of America
North Carolina
$650K +$199K +5,348 +44%
MSL
40
Mackay Shields LLC
New York
$600K -$48.3K -1,300 -7%
Los Angeles Capital Management
41
Los Angeles Capital Management
California
$559K -$69.1K -1,860 -11%
PAM
42
Panagora Asset Management
Massachusetts
$524K -$11K -296 -2%
RhumbLine Advisers
43
RhumbLine Advisers
Massachusetts
$518K +$60.4K +1,626 +13%
Creative Planning
44
Creative Planning
Kansas
$488K
Goldman Sachs
45
Goldman Sachs
New York
$487K +$269K +7,237 +123%
SO
46
STRS Ohio
Ohio
$459K +$37.2K +1,000 +9%
California State Teachers Retirement System (CalSTRS)
47
California State Teachers Retirement System (CalSTRS)
California
$454K
FIM
48
Fruth Investment Management
Texas
$400K -$3.72K -100 -0.9%
Legal & General Group
49
Legal & General Group
United Kingdom
$388K +$72.6K +1,954 +23%
EM
50
ELCO Management
New York
$379K +$65.1K +1,750 +21%

ARTNA Hedge Fund Activity: Q4 2020 in Review

88 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Artesian Resources (ARTNA) for Q4 2020, worth a combined $185M — up 24% from $149M a quarter earlier.

Fund positioning in ARTNA was balanced in Q4 2020: 6 funds opened new positions, 6 closed out, 33 added to existing stakes and 25 trimmed.

The largest buyer was Kestra Advisory Services, adding an estimated $5.21M. The largest seller was Wells Fargo, cutting an estimated $2.1M.

  • 88 institutional investors held Artesian Resources (ARTNA) as of Q4 2020, unchanged from Q3 2020.
  • Funds reported $185M of Artesian Resources stock for Q4 2020, up 24% quarter-over-quarter.
  • 6 funds opened new Artesian Resources positions in Q4 2020 and 6 closed out, a net change of 0 holders.
  • The largest Artesian Resources buyer in Q4 2020 was Kestra Advisory Services, an estimated $5.21M added.
  • The largest Artesian Resources seller in Q4 2020 was Wells Fargo, an estimated $2.1M sold.

Based on aggregated 13F filings for Q4 2020.