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Gartner
IT

Overview Fund Activity

867 hedge funds and large institutions have $32B invested in Gartner in 2024 Q2 according to their latest regulatory filings, with 90 funds opening new positions, 329 increasing their positions, 309 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
867
Holders Change
-6
Holders Change %
-0.69%
% of All Funds
12.61%
Holding in Top 10
15
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-11.76%
% of All Funds
0.22%
New
90
Increased
329
Reduced
309
Closed
83
Calls
$28.5M
Puts
$16.3M
Net Calls
+$12.1M
Net Calls Change
-$6.62M

Top Buyers

1
SGA
Sustainable Growth Advisers
Connecticut
+$267M
2
Principal Financial Group
Principal Financial Group
Iowa
+$154M
3
BlackRock
BlackRock
New York
+$114M
4
Goldman Sachs
Goldman Sachs
New York
+$101M
5
Geode Capital Management
Geode Capital Management
Massachusetts
+$89.9M

Top Sellers

1
Franklin Resources
Franklin Resources
California
-$150M
2
AI
Axiom Investors
Connecticut
-$149M
3
Brown Advisory
Brown Advisory
Maryland
-$128M
4
Wellington Management Group
Wellington Management Group
Massachusetts
-$89.8M
5
GIM
Generation Investment Management
United Kingdom
-$82M
Name Holding Trade Value Shares
Change 		Shares
Change %
Janney Montgomery Scott
251
Janney Montgomery Scott
Pennsylvania
$4.96M -$107K -239 -2%
PP
252
Prudential plc
United Kingdom
$4.88M +$1.04M +2,312 +27%
State of Tennessee, Department of Treasury
253
State of Tennessee, Department of Treasury
Tennessee
$4.86M -$2.12M -4,717 -30%
AAIS
254
ABN AMRO Investment Solutions
$4.71M +$35.9K +80 +0.8%
CIBC Asset Management
255
CIBC Asset Management
Ontario, Canada
$4.7M -$171K -381 -4%
Janus Henderson Group
256
Janus Henderson Group
United Kingdom
$4.6M -$480K -1,070 -9%
FC
257
FORA Capital
Florida
$4.56M -$229K -511 -5%
MIF
258
Mediolanum International Funds
Ireland
$4.52M +$415K +999 +10%
CWM
259
CIBC World Markets
New York
$4.5M +$995K +2,215 +28%
Vontobel Holding
260
Vontobel Holding
Switzerland
$4.47M -$469K -1,044 -9%
DWM
261
Dakota Wealth Management
Florida
$4.41M +$350K +780 +9%
MOACM
262
Mutual of America Capital Management
New York
$4.4M -$193K -430 -4%
VA
263
Vident Advisory
Georgia
$4.37M +$251K +560 +6%
GLAM
264
Gardner Lewis Asset Management
Pennsylvania
$4.34M +$232K +517 +6%
NAM
265
Nissay Asset Management
Japan
$4.33M +$104K +231 +2%
Creative Planning
266
Creative Planning
Kansas
$4.23M -$714K -1,590 -14%
SGA
267
Strategic Global Advisors
California
$4.2M +$81.3K +181 +2%
CB
268
Commerce Bank
Missouri
$4.13M +$40.9K +91 +1%
AA
269
Ancora Advisors
Ohio
$3.99M -$34.1K -76 -0.8%
Daiwa Securities Group
270
Daiwa Securities Group
Japan
$3.93M +$452K +1,007 +13%
Credit Agricole
271
Credit Agricole
France
$3.92M +$1.77M +3,945 +82%
Osaic Holdings
272
Osaic Holdings
Arizona
$3.81M +$556K +1,238 +17%
DLA
273
Douglas Lane & Associates
New York
$3.8M -$110K -244 -3%
KIA
274
Knollwood Investment Advisory
Maryland
$3.78M +$2.84M +6,324 +301%
MML Investors Services
275
MML Investors Services
Massachusetts
$3.7M -$1.14M -2,541 -24%
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