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Gartner
IT

Overview Fund Activity

640 hedge funds and large institutions have $23.1B invested in Gartner in 2021 Q3 according to their latest regulatory filings, with 85 funds opening new positions, 215 increasing their positions, 254 reducing their positions, and 42 closing their positions.

Holders
640
Holders Change
+37
Holders Change %
+6.14%
% of All Funds
11.24%
Holding in Top 10
14
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+7.69%
% of All Funds
0.25%
New
85
Increased
215
Reduced
254
Closed
42
Calls
$67.7M
Puts
$92.6M
Net Calls
-$24.9M
Net Calls Change
-$172M

Top Buyers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$497M
2
Alkeon Capital Management
2
Alkeon Capital Management
New York
$372M
3
Goldman Sachs
3
Goldman Sachs
New York
$397M
4
VOYA Investment Management
4
VOYA Investment Management
Georgia
$266M
5
Massachusetts Financial Services
5
Massachusetts Financial Services
Massachusetts
$136M

Top Sellers

1
GIM
1
Generation Investment Management
United Kingdom
$857M
2
D.E. Shaw & Co
2
D.E. Shaw & Co
New York
$39.8M
3
ACM
3
Atlanta Capital Management
Georgia
$633M
4
Mackenzie Financial
4
Mackenzie Financial
Ontario, Canada
$79.3M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$796M
Name Market Value Shares Shares
Change 		Shares
Change %
CIBC Asset Management
276
CIBC Asset Management
Ontario, Canada
$2.39M 7,851 +75 +1%
HIMCH
277
Hartford Investment Management Co (HIMCO)
Connecticut
$2.38M 7,836 -1,231 -14%
SC
278
Sepio Capital
Utah
$2.34M 7,707 -382 -5%
PFA
279
Pinnacle Family Advisors
Missouri
$2.29M 7,550 +7,550 New
BPM
280
Bowling Portfolio Management
Ohio
$2.29M 7,544 +11 +0.1%
OPERF
281
Oregon Public Employees Retirement Fund
Oregon
$2.19M 7,210 -90 -1%
SAM
282
Securian Asset Management
Minnesota
$2.18M 7,180 -283 -4%
NB
283
Norinchukin Bank
Japan
$2.18M 7,175 +51 +0.7%
FHB
284
First Hawaiian Bank
Hawaii
$2.16M 7,115 +3,492 +96%
IG
285
ING Group
Netherlands
$2.16M 7,104 +34 +0.5%
Commonwealth Equity Services
286
Commonwealth Equity Services
Massachusetts
$2.16M 7,096 +1,511 +27%
WF
287
Welch & Forbes
Massachusetts
$2.11M 6,952 -170 -2%
SFM
288
Signet Financial Management
New Jersey
$2.1M 6,909 +6,909 New
TRSOTSOK
289
Teachers Retirement System of the State of Kentucky
Kentucky
$2.1M 6,900 – –
IMRF
290
Illinois Municipal Retirement Fund
Illinois
$2.1M 6,898 – –
SPC
291
Sigma Planning Corp
Michigan
$2.06M 6,773 +6,773 New
Northwestern Mutual Wealth Management
292
Northwestern Mutual Wealth Management
Wisconsin
$2.06M 6,769 -3,653 -35%
Cetera Investment Advisers
293
Cetera Investment Advisers
Illinois
$2.02M 6,651 +3,717 +127%
SW
294
SVB Wealth
Massachusetts
$2.01M 6,629 +167 +3%
Schroder Investment Management Group
295
Schroder Investment Management Group
United Kingdom
$1.99M 6,555 +4,538 +225%
Franklin Resources
296
Franklin Resources
California
$1.99M 6,542 +4,016 +159%
AAM
297
Azzad Asset Management
Virginia
$1.98M 6,506 +103 +2%
PI
298
PEAK6 Investments
Illinois
$1.95M 6,428 -684 -10%
MSRPS
299
Maryland State Retirement & Pension System
Maryland
$1.91M 6,181 – –
AWA
300
Arete Wealth Advisors
Illinois
$1.88M 6,171 +6,171 New
10 11
12
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