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Gartner
IT

Overview Fund Activity

465 hedge funds and large institutions have $10.1B invested in Gartner in 2020 Q2 according to their latest regulatory filings, with 63 funds opening new positions, 171 increasing their positions, 157 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
465
Holders Change
+14
Holders Change %
+3.1%
% of All Funds
9.56%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.14%
New
63
Increased
171
Reduced
157
Closed
46
Calls
$10.3M
Puts
$9.57M
Net Calls
+$739K
Net Calls Change
+$1.63M

Top Buyers

1
GIM
Generation Investment Management
United Kingdom
$613M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$631M
3
Polen Capital Management
Polen Capital Management
Florida
$742M
4
ACM
Atlanta Capital Management
Georgia
$363M
5
MCM
Melvin Capital Management
New York
$164M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$306M
2
WRF
Waddell & Reed Financial
Kansas
$31.3M
3
DCP
Durable Capital Partners
Maryland
$0
4
Citadel Advisors
Citadel Advisors
Florida
$4.88M
5
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
$3.92M
Name Holding Trade Value Shares
Change 		Shares
Change %
LPL Financial
276
LPL Financial
California
$510K +$195K +1,604 +62%
WI
277
WrapManager Inc
California
$506K -$2.18K -18 -0.4%
PC
278
PA Capital
Virginia
$503K -$304K -2,501 -38%
ACM
279
AlphaCrest Capital Management
New York
$502K -$796K -6,560 -61%
BUB
280
BBVA USA Bancshares
Texas
$502K +$4.72K +39 +1%
M&T Bank
281
M&T Bank
New York
$486K -$185K -1,529 -28%
CRC
282
Curi RMB Capital
Illinois
$480K – – –
WI
283
Wintrust Investments
Illinois
$476K +$85.2K +700 +22%
CA
284
Cornerstone Advisory
Maryland
$465K – – –
LSERS
285
Louisiana State Employees Retirement System
Louisiana
$461K – – –
Holocene Advisors
286
Holocene Advisors
New York
$456K +$456K +3,757 New
MERSOM
287
Municipal Employees' Retirement System of Michigan
Michigan
$451K -$175K -1,440 -28%
KeyBank National Association
288
KeyBank National Association
Ohio
$443K -$21.3K -176 -5%
ECM
289
Everence Capital Management
Indiana
$443K – – –
Wellington Management Group
290
Wellington Management Group
Massachusetts
$433K -$36.4M -300,389 -99%
IP
291
Intellectus Partners
California
$429K +$18.1K +149 +4%
Daiwa Securities Group
292
Daiwa Securities Group
Japan
$414K – – –
GC
293
GFG Capital
Florida
$409K +$15.8K +130 +4%
VIA
294
Vident Investment Advisory
Georgia
$409K +$130K +1,069 +46%
SO
295
STRS Ohio
Ohio
$404K -$155K -1,281 -28%
Robeco Institutional Asset Management
296
Robeco Institutional Asset Management
Netherlands
$400K +$59.7K +492 +18%
EAM
297
Eukles Asset Management
Ohio
$393K -$18.8K -155 -5%
SMFS
298
Squar Milner Financial Services
California
$387K +$104K +857 +37%
HPC
299
HM Payson & Co
Maine
$383K -$14.3K -118 -4%
Susquehanna International Group
300
Susquehanna International Group
Pennsylvania
$377K -$66.1K -545 -15%
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