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Gartner
IT

Overview Fund Activity

873 hedge funds and large institutions have $33.9B invested in Gartner in 2024 Q1 according to their latest regulatory filings, with 106 funds opening new positions, 301 increasing their positions, 319 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
873
Holders Change
+15
Holders Change %
+1.75%
% of All Funds
12.66%
Holding in Top 10
17
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-22.73%
% of All Funds
0.25%
New
106
Increased
301
Reduced
319
Closed
81
Calls
$34.4M
Puts
$15.6M
Net Calls
+$18.7M
Net Calls Change
-$8.09M

Top Buyers

1
Franklin Resources
Franklin Resources
California
$529M
2
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
$386M
3
Balyasny Asset Management
Balyasny Asset Management
Illinois
$64.5M
4
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$1.55B
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$198M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$988M
2
GIM
Generation Investment Management
United Kingdom
$692M
3
First Trust Advisors
First Trust Advisors
Illinois
$36.2M
4
BAMCO Inc
BAMCO Inc
New York
$2.03B
5
DCP
Durable Capital Partners
Maryland
$71M
Name Holding Trade Value Shares
Change 		Shares
Change %
SGA
276
Strategic Global Advisors
California
$4.37M -$2.97M -6,221 -40%
GLAM
277
Gardner Lewis Asset Management
Pennsylvania
$4.36M – – –
CB
278
Commerce Bank
Missouri
$4.34M -$61K -128 -1%
DWM
279
Dakota Wealth Management
Florida
$4.31M +$1.28M +2,686 +42%
AA
280
Ancora Advisors
Ohio
$4.27M -$40.5K -85 -0.9%
DLA
281
Douglas Lane & Associates
New York
$4.15M -$300K -630 -7%
EP
282
Edgestream Partners
New Jersey
$4.14M +$3.29M +6,899 +387%
PP
283
Prudential plc
United Kingdom
$4.08M +$2.89M +6,065 +243%
LTAS
284
Linden Thomas Advisory Services
North Carolina
$4.07M +$953 +2 +0%
Canada Pension Plan Investment Board
285
Canada Pension Plan Investment Board
Ontario, Canada
$4.04M +$4.04M +8,465 +84,650%
Public Employees Retirement Association of Colorado
286
Public Employees Retirement Association of Colorado
Colorado
$3.9M -$286K -599 -7%
AFA
287
Abacus FCF Advisors
Florida
$3.89M -$14.3K -30 -0.4%
BCI
288
Brinker Capital Investments
Pennsylvania
$3.87M +$46.7K +98 +1%
OPS
289
Orion Portfolio Solutions
Nebraska
$3.87M +$46.7K +98 +1%
Envestnet Portfolio Solutions
290
Envestnet Portfolio Solutions
Illinois
$3.77M -$362K -759 -9%
SMDAM
291
Sumitomo Mitsui DS Asset Management
Japan
$3.72M +$68.6K +144 +2%
CWM
292
CIBC World Markets
New York
$3.72M -$1.08M -2,257 -22%
ACM
293
Argent Capital Management
Missouri
$3.7M +$30K +63 +0.8%
SCM
294
Shelton Capital Management
Colorado
$3.7M +$953K +2,000 +35%
Daiwa Securities Group
295
Daiwa Securities Group
Japan
$3.69M +$275K +576 +8%
SFM
296
Signet Financial Management
New Jersey
$3.57M +$60.1K +126 +2%
Pacer Advisors
297
Pacer Advisors
Pennsylvania
$3.56M -$194K -406 -5%
SW
298
SVB Wealth
Massachusetts
$3.5M -$39.6K -83 -1%
P
299
Paradiem
Louisiana
$3.5M -$1.55M -3,247 -31%
Osaic Holdings
300
Osaic Holdings
Arizona
$3.46M -$9.33M -19,564 -73%
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