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Gartner
IT

Overview Fund Activity

758 hedge funds and large institutions have $23.8B invested in Gartner in 2023 Q1 according to their latest regulatory filings, with 79 funds opening new positions, 293 increasing their positions, 273 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
758
Holders Change
-4
Holders Change %
-0.52%
% of All Funds
12.13%
Holding in Top 10
14
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-33.33%
% of All Funds
0.22%
New
79
Increased
293
Reduced
273
Closed
68
Calls
$38.9M
Puts
$21.6M
Net Calls
+$17.3M
Net Calls Change
-$78.4M

Top Buyers

1
Brown Advisory
Brown Advisory
Maryland
$254M
2
Millennium Management
Millennium Management
New York
$177M
3
Balyasny Asset Management
Balyasny Asset Management
Illinois
$124M
4
CCM
Candlestick Capital Management
Connecticut
$94.5M
5
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$960M

Top Sellers

1
VOYA Investment Management
VOYA Investment Management
Georgia
$58M
2
Winslow Capital Management
Winslow Capital Management
Minnesota
$228M
3
Citadel Advisors
Citadel Advisors
Florida
$3.75M
4
Harris Associates
Harris Associates
Illinois
$2.69M
5
Man Group
Man Group
United Kingdom
$76.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
UCFA
276
United Capital Financial Advisors
Texas
$3.1M +$1.46M +4,487 +89%
CIM
277
Chiron Investment Management
New York
$3.07M +$3.07M +9,411 New
EFI
278
EHP Funds Inc
Canada
$3.06M +$3.06M +9,400 New
CNB
279
Czech National Bank
Czech Republic
$3.03M +$19.5K +60 +0.6%
ACM
280
Argent Capital Management
Missouri
$3.01M +$12.7K +39 +0.4%
Lazard Asset Management
281
Lazard Asset Management
New York
$3M -$12.5M -38,397 -81%
AA
282
Ancora Advisors
Ohio
$2.97M +$13.7K +42 +0.5%
Axa
283
Axa
France
$2.96M -$16.8M -51,459 -85%
CCA
284
Covey Capital Advisors
Georgia
$2.87M -$147K -450 -5%
O
285
Ossiam
France
$2.86M +$839K +2,574 +42%
CGH
286
Crossmark Global Holdings
Texas
$2.85M +$177K +542 +7%
CWM
287
CIBC World Markets
New York
$2.8M -$1.41M -4,318 -33%
E
288
Ergoteles
New York
$2.75M +$1.44M +4,429 +110%
Harris Associates
289
Harris Associates
Illinois
$2.69M -$112M -345,262 -98%
EI
290
Ethic Inc
New York
$2.68M +$593K +1,819 +28%
WAM
291
Wakefield Asset Management
Colorado
$2.63M -$14.3K -44 -0.5%
SW
292
SVB Wealth
Massachusetts
$2.63M -$116K -355 -4%
ACM
293
Alcosta Capital Management
California
$2.59M -$68.7K -211 -3%
N
294
Natixis
France
$2.59M +$2.59M +7,949 New
GCM
295
Graham Capital Management
Connecticut
$2.58M +$384K +1,178 +17%
Wealth Enhancement Advisory Services
296
Wealth Enhancement Advisory Services
Minnesota
$2.52M +$2.52M +7,747 New
PGFC
297
Peapack-Gladstone Financial Corp
New Jersey
$2.44M -$64.8K -199 -3%
TRSOTSOK
298
Teachers Retirement System of the State of Kentucky
Kentucky
$2.42M – – –
MCM
299
Marsico Capital Management
Colorado
$2.42M +$2.42M +7,425 New
AIM
300
Aurora Investment Managers
Florida
$2.4M -$31.6K -97 -1%
10 11
12
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