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Gartner
IT

Overview Fund Activity

375 hedge funds and large institutions have $7.35B invested in Gartner in 2016 Q2 according to their latest regulatory filings, with 58 funds opening new positions, 149 increasing their positions, 111 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
375
Holders Change
+39
Holders Change %
+11.61%
% of All Funds
10.02%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
58
Increased
149
Reduced
111
Closed
16
Calls
$1.22M
Puts
$1.85M
Net Calls
-$636K
Net Calls Change
-$281K

Top Buyers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$87.1M
2
Fiera Capital (Canada)
2
Fiera Capital (Canada)
Quebec, Canada
$40.5M
3
VOYA Investment Management
3
VOYA Investment Management
Georgia
$44M
4
Polen Capital Management
4
Polen Capital Management
Florida
$300M
5
BFA
5
BlackRock Fund Advisors
California
$384M

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$426M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$206M
3
Artisan Partners
3
Artisan Partners
Wisconsin
$194M
4
BAMCO Inc
4
BAMCO Inc
New York
$756M
5
Fidelity International
5
Fidelity International
Bermuda
$14.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
AIM
251
Assured Investment Management
New York
$649K +$649K +6,663 New
PM
252
Parametrica Management
Hong Kong
$642K +$642K +6,592 New
BCM
253
Bayesian Capital Management
New York
$641K +$641K +6,581 New
BUB
254
BBVA USA Bancshares
Texas
$639K +$38.6K +397 +6%
Axa
255
Axa
France
$604K – – –
US Bancorp
256
US Bancorp
Minnesota
$602K -$25.3K -260 -4%
PI
257
PineBridge Investments
New York
$591K +$234K +2,402 +66%
SMDAM
258
Sumitomo Mitsui DS Asset Management
Japan
$587K +$8.36K +86 +1%
Teacher Retirement System of Texas
259
Teacher Retirement System of Texas
Texas
$576K +$136K +1,398 +31%
CIBC Asset Management
260
CIBC Asset Management
Ontario, Canada
$522K +$5.65K +58 +1%
PAM
261
Panagora Asset Management
Massachusetts
$510K – – –
EVM
262
Eaton Vance Management
Massachusetts
$498K +$498K +5,114 New
LS
263
Livforsakringsbolaget Skandia
Sweden
$497K – – –
DIA
264
Denver Investment Advisors
Colorado
$489K +$3.8K +39 +0.8%
FT
265
Fiduciary Trust
Massachusetts
$466K – – –
RFC
266
Regions Financial Corp
Alabama
$463K -$57.1K -587 -11%
GAM
267
Gotham Asset Management
New York
$462K +$110K +1,125 +31%
CA
268
Cornerstone Advisory
Maryland
$453K – – –
HI
269
HBK Investments
Texas
$448K +$448K +4,600 New
SAA
270
Southeast Asset Advisors
Georgia
$442K +$442K +4,535 New
PAM
271
Princeton Alpha Management
New Jersey
$438K -$1.07M -11,004 -71%
CB
272
Commerce Bank
Missouri
$433K -$22.3K -229 -5%
CIM
273
Calvert Investment Management
Maryland
$402K +$27K +277 +7%
WAM
274
World Asset Management
Michigan
$396K +$2.82K +29 +0.7%
TAM
275
Tocqueville Asset Management
New York
$390K -$19.5K -200 -5%
9 10
11
12 13