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Gartner
IT

Overview Fund Activity

287 hedge funds and large institutions have $6.61B invested in Gartner in 2015 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 94 increasing their positions, 118 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
287
Holders Change
-18
Holders Change %
-5.9%
% of All Funds
7.66%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
30
Increased
94
Reduced
118
Closed
44
Calls
$1.88M
Puts
$6.36M
Net Calls
-$4.48M
Net Calls Change
-$3.92M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$172M
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$180M
3
AAMU
AEGON Asset Management (UK)
United Kingdom
$60.9M
4
Citadel Advisors
Citadel Advisors
Florida
$28.1M
5
Vanguard Group
Vanguard Group
Pennsylvania
$521M

Top Sellers

1
William Blair & Company
William Blair & Company
Illinois
$121M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$578M
3
VOYA Investment Management
VOYA Investment Management
Georgia
$10.4M
4
Morgan Stanley
Morgan Stanley
New York
$305M
5
MSA
Mason Street Advisors
Wisconsin
$2.96M
Name Holding Trade Value Shares
Change 		Shares
Change %
WA
276
WealthTrust-Arizona
Arizona
$6K – – –
Northwestern Mutual Wealth Management
277
Northwestern Mutual Wealth Management
Wisconsin
$5K -$4.92K -59 -50%
ZB
278
Zions Bancorporation
Utah
$5K +$5K +55 New
W
279
Wealthfront
California
$5K +$4.92K +60 +6,000%
EFSCE
280
Enterprise Financial Services Corp (EFSC)
Missouri
$4K – – –
FPFS
281
First Personal Financial Services
North Carolina
$4K – – –
TDC
282
Thompson Davis & Co
Virginia
$4K +$4K +46 New
ACS
283
Archford Capital Strategies
Illinois
$3.44K – – –
SIA
284
Stancorp Investment Advisers
Oregon
$3K – – –
HR
285
Howe & Rusling
New York
$3K +$1.64K +18 +120%
GWM
286
Gupta Wealth Management
California
$2K +$2K +27 New
RCG
287
Ruggie Capital Group
Florida
$1K +$1K +11 New
FAM
288
Fred Alger Management
New York
– -$9.41M -111,731 Closed
O
289
OppenheimerFunds
New York
– -$9.29M -110,370 Closed
CEP
290
Chicago Equity Partners
Illinois
– -$6.6M -78,330 Closed
QI
291
QS Investors
New York
– -$5.59M -66,400 Closed
CIBC World Market
292
CIBC World Market
Ontario, Canada
– -$3.66M -43,439 Closed
SCM
293
Stevens Capital Management
Pennsylvania
– -$2.81M -33,341 Closed
ARTA
294
A.R.T. Advisors
New York
– -$2.61M -30,957 Closed
PI
295
Putnam Investments
Massachusetts
– -$2.37M -28,099 Closed
TCM
296
Twin Capital Management
Pennsylvania
– -$1.54M -18,230 Closed
HI
297
HBK Investments
Texas
– -$1.2M -14,300 Closed
Millennium Management
298
Millennium Management
New York
– -$1.13M -13,400 Closed
WG
299
Winton Group
United Kingdom
– -$916K -10,882 Closed
FMA
300
Fiduciary Management Associates
Illinois
– -$731K -8,680 Closed
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