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Artesian Resources

89 hedge funds and large institutions have $143M invested in Artesian Resources in 2019 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 33 increasing their positions, 24 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 24

3% less capital invested

Capital invested by funds: $147M → $143M (-$3.82M)

1.5% less ownership

Funds ownership: 47.24%45.73% (-1.5%)

3% less funds holding

Funds holding: 9289 (-3)

25% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 8

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
89
Holders Change
-3
Holders Change %
-3.26%
% of All Funds
1.75%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
6
Increased
33
Reduced
24
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AG
76
Advisor Group
Arizona
$26K
EARNEST Partners
77
EARNEST Partners
Georgia
$26K
New York State Teachers Retirement System (NYSTRS)
78
New York State Teachers Retirement System (NYSTRS)
New York
$26K
AIP
79
Ameritas Investment Partners
Nebraska
$26K +$7.88K +213 +43%
M
80
MOTCO
Texas
$18K
CHAM
81
Clear Harbor Asset Management
Connecticut
$16.7K +$16.7K +450 New
APA
82
American Portfolios Advisors
New York
$15.3K
CWP
83
CFM Wealth Partners
Texas
$15K +$14.8K +400 New
MAM
84
Meeder Asset Management
Ohio
$11K
US Bancorp
85
US Bancorp
Minnesota
$10K -$18.5K -500 -65%
Canada Life
86
Canada Life
Manitoba, Canada
$5K +$5.07K +137 New
AAP
87
Arax Advisory Partners
Colorado
$4K -$4.96K -134 -54%
Fidelity Investments
88
Fidelity Investments
Massachusetts
$3K +$1.78K +48 +185%
TMAM
89
Tokio Marine Asset Management
Japan
-$252K -6,800 Closed
Arrowstreet Capital
90
Arrowstreet Capital
Massachusetts
-$226K -6,100 Closed
OWD
91
Osborn Williams & Donohoe
Ohio
-$222K -6,000 Closed
CAPTRUST Financial Advisors
92
CAPTRUST Financial Advisors
North Carolina
-$189K -5,120 Closed
IA
93
IFP Advisors
Florida
-$30K -800 Closed
SBL
94
Sargent Bickham Lagudis
Colorado
-$14K -370 Closed
TRCT
95
Tower Research Capital (TRC)
New York
-$6K -153 Closed
LWM
96
Lenox Wealth Management
Ohio
-$3K -100 Closed
EI
97
Ellevest Inc
New York
+$37 +1 New

ARTNA Hedge Fund Activity: Q4 2019 in Review

89 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Artesian Resources (ARTNA) for Q4 2019, worth a combined $143M — down 2.6% from $147M a quarter earlier.

Sellers outnumbered buyers: 8 funds closed out of ARTNA and 6 opened new positions — a net loss of 2 holders — while 24 trimmed existing stakes and 33 added.

The largest buyer was Bank of Montreal, adding an estimated $787K. The largest seller was First Manhattan, cutting an estimated $617K.

  • 89 institutional investors held Artesian Resources (ARTNA) as of Q4 2019, down from 92 in Q3 2019.
  • Funds reported $143M of Artesian Resources stock for Q4 2019, down 2.6% quarter-over-quarter.
  • 6 funds opened new Artesian Resources positions in Q4 2019 and 8 closed out, a net change of -2 holders.
  • The largest Artesian Resources buyer in Q4 2019 was Bank of Montreal, an estimated $787K added.
  • The largest Artesian Resources seller in Q4 2019 was First Manhattan, an estimated $617K sold.

Based on aggregated 13F filings for Q4 2019.